Howard Capital Management, LLC

Howard Capital Management, LLC reported 423 holdings worth US$8.4B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 28, 2026

Howard Capital Management, LLC reported 423 holdings worth US$8.4B as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Microsoft Corp. Filed Jul 28, 2026 (Form 13F).

Holdings
423
Value as reported
US$8.4B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation620KUS$124M1.5%
Apple Inc374KUS$108M1.3%
Microsoft Corp.279KUS$104M1.2%
Alphabet Inc (google) Class C202KUS$72M0.86%
Kla Corporation233KUS$70.3M0.84%
Advanced Micro Devices Inc110KUS$64M0.76%
Amazon.com, Inc.229KUS$54.6M0.65%
Meta Platforms, Inc.79,693US$44.9M0.53%
Tesla, Inc.103KUS$43.4M0.52%
Broadcom Inc.106KUS$39.9M0.47%
Costco Wholesale Corporation40,505US$37.9M0.45%
Micron Technology, Inc.31,643US$36.5M0.43%
Illumina, Inc.176KUS$31M0.37%
Myr Group, Inc.48,913US$24.5M0.29%
Intel Corporation122KUS$17M0.20%
Walmart Inc.147KUS$16.7M0.20%
Applied Materials, Inc.22,341US$16.2M0.19%
Cisco Systems, Inc.126KUS$14.8M0.18%
Lam Research Corporation34,048US$14.8M0.18%
Berkshire Hathaway Inc.27,082US$13.6M0.16%
Citigroup, Inc.86,398US$12.1M0.14%
Quanta Services, Inc.16,152US$11.6M0.14%
Hewlett Packard Enterprise Company247KUS$11.2M0.13%
Ralph Lauren Corporation26,333US$10.6M0.13%
United Airlines Holdings, Inc.77,592US$10.6M0.13%
Netflix, Inc.148KUS$10.5M0.13%
Fox Corporation194KUS$10.1M0.12%
Analog Devices, Inc.24,884US$9.88M0.12%
Interactive Brokers Group, Inc.113KUS$9.86M0.12%
Sandisk Corporation4,076US$9.27M0.11%
Westinghouse Air Brake Technologies Corporation32,783US$8.84M0.11%
Eli Lilly And Company7,165US$8.59M0.10%
Delta Air Lines, Inc.88,798US$8.32M0.10%
Abbvie Inc.32,751US$8.24M0.10%
Palo Alto Networks, Inc.23,342US$7.96M0.09%
Synchrony Financial105KUS$7.96M0.09%
General Motors Company103KUS$7.95M0.09%
Amgen Inc.21,489US$7.78M0.09%
Pultegroup, Inc.56,693US$7.78M0.09%
Entergy Corporation67,260US$7.73M0.09%
Altria Group, Inc.107KUS$7.72M0.09%
Marvell Technology, Inc.25,878US$7.71M0.09%
Palantir Technologies Inc.64,312US$7.5M0.09%
Jp Morgan Chase & Co.22,919US$7.5M0.09%
Texas Instruments Incorporated25,090US$7.48M0.09%
American Electric Power Company, Inc.54,390US$7.44M0.09%
Qualcomm Incorporated39,268US$7.26M0.09%
Verizon Communications Inc.163KUS$6.9M0.08%
At&t Inc.328KUS$6.78M0.08%
Western Digital Corporation10,542US$6.73M0.08%
Cf Industries Holdings, Inc.61,848US$6.7M0.08%
Valero Energy Corporation25,560US$6.66M0.08%
Viatris Inc.414KUS$6.58M0.08%
Steel Dynamics, Inc.28,449US$6.53M0.08%
Metlife, Inc.72,965US$6.17M0.07%
Southwest Airlines Company116KUS$5.98M0.07%
Pepsico, Inc.43,867US$5.94M0.07%
M&t Bank Corporation24,832US$5.91M0.07%
Marathon Petroleum Corporation22,518US$5.76M0.07%
Crowdstrike Holdings, Inc.7,505US$5.73M0.07%
Booking Holdings Inc. Common Stock31,928US$5.69M0.07%
Evergy, Inc.60,741US$5.25M0.06%
The Aes Corporation357KUS$5.23M0.06%
Borgwarner Inc.76,278US$5.06M0.06%
Devon Energy Corporation122KUS$5.03M0.06%
Johnson & Johnson19,725US$5.01M0.06%
Exxon Mobil Corporation36,615US$5.01M0.06%
Gilead Sciences, Inc.39,385US$4.98M0.06%
Ppl Corporation132KUS$4.79M0.06%
Visa Inc.13,865US$4.76M0.06%
Pfizer, Inc.193KUS$4.65M0.06%
Alaska Air Group, Inc.88,489US$4.62M0.05%
Nucor Corporation20,564US$4.58M0.05%
American Airlines Group, Inc.246KUS$4.44M0.05%
Public Service Enterprise Group Incorporated54,587US$4.43M0.05%
Humana Inc.11,147US$4.43M0.05%
Comcast Corporation180KUS$4.43M0.05%
Hp Inc.200KUS$4.39M0.05%
Intuitive Surgical, Inc.10,989US$4.37M0.05%
Dell Technologies Inc.9,968US$4.3M0.05%
Caterpillar, Inc.3,930US$4.19M0.05%
Vertex Pharmaceuticals Incorporated8,113US$4.03M0.05%
News Corporation162KUS$4.02M0.05%
Kroger Company (the)72,066US$4M0.05%
Eqt Corporation72,083US$3.83M0.05%
Skyworks Solutions, Inc.56,136US$3.81M0.05%
Apa Corporation117KUS$3.8M0.05%
Applovin Corporation7,319US$3.77M0.04%
Lennar Corporation41,324US$3.74M0.04%
Tyson Foods, Inc.65,236US$3.73M0.04%
Starbucks Corporation35,073US$3.58M0.04%
Universal Health Services, Inc.23,450US$3.49M0.04%
Chevron Corporation20,473US$3.39M0.04%
Mosaic Company (the)158KUS$3.35M0.04%
Archer-daniels-midland Company43,179US$3.3M0.04%
Exelon Corporation69,602US$3.24M0.04%
Mastercard Incorporated6,305US$3.24M0.04%
Cadence Design Systems, Inc.7,725US$2.9M0.03%
Fortinet, Inc.18,846US$2.9M0.03%
Bank Of America Corporation48,108US$2.74M0.03%

Every holding of Howard Capital Management, LLC

Source

View original at SEC

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