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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 4 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABBV ABBVIE INC Healthcare 33,008.0 $7.5M 0.10% NEW $228.49 -7.9%
62 QCOM QUALCOMM INC Technology 43,728.0 $7.5M 0.10% NEW $171.05 +17.0%
63 T AT&T INC Communication Services 300,219.0 $7.5M 0.10% NEW $24.84 -0.7%
64 DGRW WISDOMTREE TR 80,848.0 $7.2M 0.09% NEW $89.43 +7.1%
65 FOXA FOX CORP Communication Services 98,267.0 $7.2M 0.09% NEW $73.07 -10.6%
66 PWR QUANTA SVCS INC Industrials 16,993.0 $7.2M 0.09% NEW $422.05 +84.8%
67 AMGN AMGEN INC Healthcare 21,351.0 $7.0M 0.09% NEW $327.31 -0.3%
68 PEP PEPSICO INC Consumer Defensive 47,726.0 $6.8M 0.09% NEW $143.52 +3.6%
69 LIN LINDE PLC Basic Materials 15,976.0 $6.8M 0.09% NEW $426.39 +20.0%
70 ENTERGY CORP NEW 67,193.0 $6.2M 0.08% NEW $92.43
71 VZ VERIZON COMMUNICATIONS INC Communication Services 151,981.0 $6.2M 0.08% NEW $40.73 +15.5%
72 DAL DELTA AIR LINES INC DEL Industrials 88,784.0 $6.2M 0.08% NEW $69.40 +3.1%
73 LRCX LAM RESEARCH CORP Technology 35,413.0 $6.1M 0.08% NEW $171.18 +74.8%
74 AMAT APPLIED MATLS INC Technology 23,171.0 $6.0M 0.08% NEW $256.99 +69.9%
75 MTB M & T BK CORP Financial Services 29,452.0 $5.9M 0.08% NEW $201.48 +2.1%
76 AEP AMERICAN ELEC PWR CO INC Utilities 51,100.0 $5.9M 0.08% NEW $115.31 +8.5%
77 LUV SOUTHWEST AIRLS CO Industrials 142,034.0 $5.9M 0.08% NEW $41.33 -4.8%
78 V VISA INC Financial Services 16,536.0 $5.8M 0.07% NEW $350.72 -8.0%
79 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 69,608.0 $5.8M 0.07% NEW $83.00 -44.5%
80 IAU ISHARES GOLD TR Financial Services 70,361.0 $5.7M 0.07% NEW $81.17 +5.3%
Page 4 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%