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Portfolio (Quarterly) Guide ↗

Howard Capital Management Inc.

· CIK 0001733173
13F Portfolio $6.1B AUM 332 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 39 Added 258 Reduced 102 Exited
Page 15 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HOOD ROBINHOOD MKTS INC Financial Services 4,129.0 $286K 0.01% -3K -45.2% $69.30 +9.6%
282 FCX FREEPORT MCMORAN INC Basic Materials 4,855.0 $285K 0.01% -5K -49.2% $58.78 +6.0%
283 BK BANK NEW YORK MELLON CORP Financial Services 2,403.0 $285K 0.01% -3K -52.5% $118.63 +17.2%
284 PNC PNC FINL SVCS GROUP INC Financial Services 1,361.0 $283K 0.01% -1K -49.2% $208.09 +4.2%
285 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,798.0 $283K 0.01% -2K -49.0% $157.28 -3.7%
286 MSI MOTOROLA SOLUTIONS INC Technology 623.0 $270K 0.00% -581.0 -48.3% $433.97 -7.8%
287 PSX PHILLIPS 66 Energy 1,481.0 $270K 0.00% -1K -48.3% $182.18 -1.6%
288 NSC NORFOLK SOUTHN CORP Industrials 935.0 $268K 0.00% -776.0 -45.4% $287.00 +8.5%
289 ITW ILLINOIS TOOL WKS INC Industrials 1,030.0 $268K 0.00% -981.0 -48.8% $260.29 -4.0%
290 MAA MID-AMER APT CMNTYS INC Real Estate 2,139.0 $261K 0.00% -379.0 -15.1% $122.12 +6.5%
291 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 891.0 $261K 0.00% -4K -81.2% $292.74 +33.2%
292 JCI JOHNSON CONTROLS INTERNATION Industrials 1,989.0 $260K 0.00% -2K -49.1% $130.95 +3.5%
293 UPS UNITED PARCEL SVCS INC Industrials 2,641.0 $260K 0.00% -12K -82.2% $98.39 +0.5%
294 MMM 3M CO Industrials 1,770.0 $257K 0.00% -2K -49.1% $145.23 +4.4%
295 CRH PLC 2,415.0 $254K 0.00% -2K -49.3% $105.12
296 CL COLGATE PALMOLIVE CO Consumer Defensive 2,969.0 $253K 0.00% -3K -49.6% $85.23 +6.1%
297 USB US BANCORP Financial Services 4,838.0 $252K 0.00% -6K -53.7% $52.01 +4.8%
298 SHW SHERWIN WILLIAMS CO Basic Materials 771.0 $247K 0.00% -772.0 -50.0% $320.55 -4.0%
299 CMI CUMMINS INC Industrials 458.0 $246K 0.00% -409.0 -47.2% $538.02 +18.7%
300 TRGP TARGA RES CORP Energy 982.0 $246K 0.00% -806.0 -45.1% $250.73 +8.0%
Page 15 of 17  ·  332 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.5%
Technology 23.7%
Communication Services 7.2%
Consumer Cyclical 6.1%
Industrials 4.0%
Consumer Defensive 3.0%
Healthcare 2.9%
Energy 2.9%
Utilities 2.3%
Basic Materials 2.0%