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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 8 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 APA APA CORPORATION Energy 106,886.0 $2.6M 0.03% NEW $24.46 +58.0%
142 UNH UNITEDHEALTH GROUP INC Healthcare 7,760.0 $2.6M 0.03% NEW $330.11 +16.9%
143 BUNGE GLOBAL SA 28,184.0 $2.5M 0.03% NEW $89.08
144 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 42,945.0 $2.5M 0.03% NEW $57.49 +38.8%
145 CDNS CADENCE DESIGN SYSTEM INC Technology 7,875.0 $2.5M 0.03% NEW $312.58 +11.0%
146 PYPL PAYPAL HLDGS INC Financial Services 41,442.0 $2.4M 0.03% NEW $58.38 -23.6%
147 SNPS SYNOPSYS INC Technology 5,132.0 $2.4M 0.03% NEW $469.72 +5.6%
148 REGN REGENERON PHARMACEUTICALS Healthcare 3,108.0 $2.4M 0.03% NEW $771.87 -20.7%
149 GE GE AEROSPACE Industrials 7,738.0 $2.4M 0.03% NEW $308.04 -7.9%
150 ORCL ORACLE CORP Technology 11,864.0 $2.3M 0.03% NEW $194.91 -3.5%
151 WFC WELLS FARGO CO NEW Financial Services 24,541.0 $2.3M 0.03% NEW $93.20 -21.0%
152 RTX RTX CORPORATION Industrials 12,340.0 $2.3M 0.03% NEW $183.40 -6.4%
153 EXC EXELON CORP Utilities 51,509.0 $2.2M 0.03% NEW $43.59 +0.3%
154 CAT CATERPILLAR INC Industrials 3,890.0 $2.2M 0.03% NEW $572.87 +54.5%
155 MRVL MARVELL TECHNOLOGY INC Technology 25,869.0 $2.2M 0.03% NEW $84.98 +109.9%
156 KO COCA COLA CO Consumer Defensive 30,737.0 $2.1M 0.03% NEW $69.91 +15.1%
157 HYZD WISDOMTREE TR 94,915.0 $2.1M 0.03% NEW $22.53 +0.2%
158 MOS MOSAIC CO NEW Basic Materials 85,730.0 $2.1M 0.03% NEW $24.09 -12.3%
159 MDLZ MONDELEZ INTL INC Consumer Defensive 37,845.0 $2.0M 0.03% NEW $53.83 +13.3%
160 IBM INTERNATIONAL BUSINESS MACHS Technology 6,793.0 $2.0M 0.03% NEW $296.21 -26.1%
Page 8 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%