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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 6 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 41,568.0 $3.0M 0.05% -1K -3.2% $72.69 +6.1%
102 CVX CHEVRON CORPORATION Energy 14,197.0 $2.9M 0.05% -7K -34.5% $206.90 -7.7%
103 CMCSA COMCAST CORP NEW Communication Services 96,128.0 $2.8M 0.04% -47K -32.9% $28.71 -12.6%
104 IBIT ISHARES BITCOIN TRUST ETF Financial Services 71,288.0 $2.7M 0.04% $38.42 +14.5%
105 AAL AMERICAN AIRLINES GROUP INC Industrials 245,913.0 $2.6M 0.04% $10.74 +26.5%
106 SHY ISHARES TR 31,156.0 $2.6M 0.04% +8K +34.4% $82.57 -0.5%
107 V VISA INC Financial Services 8,405.0 $2.5M 0.04% -8K -49.2% $302.24 +9.4%
108 SPXL DIREXION SHARES ETF TRUST 13,739.0 $2.5M 0.04% -1.4M -99.0% $184.90 +46.2%
109 SHEL SHELL PLC Energy 26,671.0 $2.5M 0.04% +620.0 +2.4% $93.00 -6.8%
110 LEN LENNAR CORP Consumer Cyclical 28,133.0 $2.4M 0.04% -7K -20.2% $86.84 +2.3%
111 COP CONOCOPHILLIPS Energy 18,200.0 $2.4M 0.04% +8K +79.7% $132.00 -8.7%
112 GILD GILEAD SCIENCES INC Healthcare 16,852.0 $2.3M 0.04% -23K -57.8% $139.37 -6.4%
113 JNJ JOHNSON & JOHNSON Healthcare 9,598.0 $2.3M 0.04% -9K -49.2% $244.44 -5.2%
114 HPQ HP INC Technology 119,191.0 $2.3M 0.04% -42K -26.0% $19.21 +14.0%
115 HYZD WISDOMTREE TR 102,895.0 $2.3M 0.04% +8K +8.4% $22.01 +2.8%
116 INTC INTEL CORP Technology 50,518.0 $2.2M 0.04% -70K -58.1% $44.13 +168.5%
117 BMY BRISTOL-MYERS SQUIBB CO Healthcare 36,586.0 $2.2M 0.04% +272.0 +0.8% $60.65 -1.8%
118 MOS MOSAIC CO Basic Materials 85,735.0 $2.2M 0.04% $25.50 -14.0%
119 EXC EXELON CORP Utilities 44,525.0 $2.2M 0.04% -7K -13.6% $49.02 -7.5%
120 TXN TEXAS INSTRS INC Technology 11,100.0 $2.2M 0.04% -15K -58.1% $194.14 +57.0%
Page 6 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%