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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 5 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UHS UNIVERSAL HLTH SVCS INC Healthcare 23,456.0 $4.2M 0.07% $178.97 -8.2%
82 VTRS VIATRIS INC Healthcare 309,411.0 $4.2M 0.07% -87K -21.9% $13.51 +22.8%
83 BWA BORGWARNER INC Consumer Cyclical 76,278.0 $4.1M 0.07% $54.26 +17.1%
84 NWS NEWS CORP NEW Communication Services 143,272.0 $4.1M 0.07% $28.51 +5.5%
85 AMGN AMGEN INC Healthcare 11,468.0 $4.0M 0.07% -10K -46.3% $351.85 -4.1%
86 CTRA COTERRA ENERGY INC Energy 109,725.0 $3.9M 0.06% -41K -27.4% $35.14 -7.3%
87 JPM JPMORGAN CHASE & CO Financial Services 12,905.0 $3.8M 0.06% -13K -50.0% $294.16 +3.0%
88 BUNGE GLOBAL SA 28,184.0 $3.6M 0.06% $127.20
89 MET METLIFE INC Financial Services 50,573.0 $3.6M 0.06% -14K -21.8% $70.72 +19.2%
90 XOM EXXON MOBIL CORP Energy 20,717.0 $3.5M 0.06% -17K -45.8% $169.66 -7.9%
91 ALB ALBEMARLE CORP Basic Materials 19,313.0 $3.5M 0.06% $179.53 -5.4%
92 NUE NUCOR CORP Basic Materials 19,956.0 $3.4M 0.06% -757.0 -3.6% $169.10 +33.9%
93 AMAT APPLIED MATLS INC Technology 9,797.0 $3.3M 0.06% -13K -57.7% $341.79 +25.0%
94 LIN LINDE PLC Basic Materials 6,728.0 $3.3M 0.06% -9K -57.9% $495.76 +3.8%
95 ALK ALASKA AIR GROUP INC Industrials 88,490.0 $3.3M 0.05% $36.78 +11.7%
96 PFE PFIZER INC Healthcare 113,096.0 $3.2M 0.05% -65K -36.4% $28.08 -7.6%
97 LRCX LAM RESEARCH CORP Technology 14,857.0 $3.2M 0.05% -21K -58.0% $213.66 +41.5%
98 PEP PEPSICO INC Consumer Defensive 20,246.0 $3.1M 0.05% -27K -57.6% $155.29 -4.1%
99 QCOM QUALCOMM INC Technology 24,306.0 $3.1M 0.05% -19K -44.4% $128.78 +57.3%
100 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 49,741.0 $3.1M 0.05% -20K -28.5% $61.35 -14.7%
Page 5 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%