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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 20 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PSA PUBLIC STORAGE OPER CO Real Estate 1,035.0 $269K 0.00% NEW $259.50 +16.8%
382 WEC WEC ENERGY GROUP INC Utilities 2,490.0 $263K 0.00% NEW $105.46 +5.9%
383 VGT VANGUARD WORLD FD 348.0 $262K 0.00% NEW $753.78 -85.0%
384 MLM MARTIN MARIETTA MATLS INC Basic Materials 421.0 $262K 0.00% NEW $622.66 -7.6%
385 IQVIA HLDGS INC 1,158.0 $261K 0.00% NEW $225.41
386 DHI D R HORTON INC Consumer Cyclical 1,805.0 $260K 0.00% NEW $144.03 -3.2%
387 EXPE EXPEDIA GROUP INC Consumer Cyclical 904.0 $256K 0.00% NEW $283.31 -23.3%
388 PCG PG&E CORP Utilities 15,592.0 $251K 0.00% NEW $16.07 +4.6%
389 ED CONSOLIDATED EDISON INC Utilities 2,484.0 $247K 0.00% NEW $99.32 +7.9%
390 STT STATE STR CORP Financial Services 1,904.0 $246K 0.00% NEW $129.01 +19.2%
391 MPWR MONOLITHIC PWR SYS INC Technology 270.0 $245K 0.00% NEW $906.36 +78.1%
392 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 744.0 $244K 0.00% NEW $328.60 -24.6%
393 IWB ISHARES TR 652.0 $243K 0.00% NEW $373.23 +7.8%
394 DIA SPDR DOW JONES INDL AVERAGE Financial Services 504.0 $242K 0.00% NEW $480.49 +3.1%
395 SCHB SCHWAB STRATEGIC TR 9,231.0 $242K 0.00% NEW $26.23 +8.4%
396 OTIS OTIS WORLDWIDE CORP Industrials 2,760.0 $241K 0.00% NEW $87.35 -16.4%
397 VOX VANGUARD WORLD FD 1,238.0 $240K 0.00% NEW $193.63 +1.1%
398 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4,933.0 $240K 0.00% NEW $48.58 +78.7%
399 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,171.0 $238K 0.00% NEW $203.19 +77.9%
400 GRMN GARMIN LTD Technology 1,172.0 $238K 0.00% NEW $202.85 +15.6%
Page 20 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%