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Portfolio (Quarterly) Guide ↗

Howard Capital Management Inc.

· CIK 0001733173
13F Portfolio $7.7B AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 426 New
Page 18 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ZTS ZOETIS INC Healthcare 3,169.0 $399K 0.01% NEW $125.82 -40.0%
342 MAGS LISTED FDS TR 5,848.0 $386K 0.01% NEW $65.96 +5.9%
343 APOS APOLLO GLOBAL MGMT INC Financial Services 2,664.0 $386K 0.01% NEW $144.76 -82.1%
344 CTVA CORTEVA INC Basic Materials 5,550.0 $372K 0.01% NEW $67.03 +24.3%
345 PSX PHILLIPS 66 Energy 2,866.0 $370K 0.01% NEW $129.04 +32.9%
346 O REALTY INCOME CORP Real Estate 6,541.0 $369K 0.01% NEW $56.37 +9.9%
347 AFL AFLAC INC Financial Services 3,330.0 $367K 0.01% NEW $110.27 +5.9%
348 SRE SEMPRA Utilities 4,134.0 $365K 0.01% NEW $88.29 +5.2%
349 ALL ALLSTATE CORP Financial Services 1,748.0 $364K 0.01% NEW $208.15 +4.4%
350 KMI KINDER MORGAN INC DEL Energy 13,168.0 $362K 0.01% NEW $27.49 +21.5%
351 EW EDWARDS LIFESCIENCES CORP Healthcare 4,158.0 $354K 0.01% NEW $85.25 -4.6%
352 SLB SLB LIMITED Energy 9,213.0 $354K 0.01% NEW $38.38 +45.3%
353 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 9,520.0 $352K 0.01% NEW $37.00 -11.8%
354 MAA MID-AMER APT CMNTYS INC Real Estate 2,518.0 $350K 0.01% NEW $138.91 -8.4%
355 CBRE CBRE GROUP INC Real Estate 2,125.0 $342K 0.00% NEW $160.79 -19.2%
356 D DOMINION ENERGY INC Utilities 5,689.0 $333K 0.00% NEW $58.59 +7.5%
357 TRGP TARGA RES CORP Energy 1,788.0 $330K 0.00% NEW $184.50 +45.0%
358 AME AMETEK INC Industrials 1,573.0 $323K 0.00% NEW $205.31 +11.0%
359 URI UNITED RENTALS INC Industrials 397.0 $321K 0.00% NEW $809.32 +20.2%
360 AMP AMERIPRISE FINL INC Financial Services 647.0 $317K 0.00% NEW $490.34 -4.1%
Page 18 of 22  ·  426 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 36.7%
Technology 29.5%
Communication Services 8.8%
Consumer Cyclical 8.6%
Healthcare 4.0%
Industrials 3.9%
Consumer Defensive 3.1%
Utilities 1.8%
Energy 1.7%
Basic Materials 1.4%