Howard-Capital-Management-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ATR",
  "KRG",
  "ACN",
  "ABT",
  "ABBV",
  "ALL",
  "GOOGL",
  "AXP",
  "T",
  "AVGO",
  null,
  "DUK",
  "D",
  null,
  "GILD",
  "HON",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  "ISRG",
  "EMR",
  "ICE",
  "META",
  "IVW",
  "IQV",
  null,
  "LIN",
  "DHF",
  "MSFT",
  "MDLZ",
  "MS",
  "GE",
  "HIG",
  "ORLY",
  "BX",
  "AMP",
  "IJR",
  "ORCL",
  "KHC",
  null,
  "PANW",
  "PEP",
  null,
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "LDOS",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  null,
  "AMGN",
  "SPGI",
  "SCHX",
  null,
  null,
  "SPG",
  "RTX",
  "SPDW",
  "SAP",
  null,
  "IBM",
  "SBUX",
  "TXN",
  "TMO",
  "TJX",
  "UPS",
  null,
  "BNET",
  "VO",
  null,
  null,
  null,
  "VIG",
  null,
  "TSM",
  null,
  null,
  "VRSK",
  "GPK",
  "ADSK",
  "WCN",
  "FIGS",
  "NVO",
  "DHI",
  "AMZN",
  null,
  null,
  null,
  "BSV",
  "VB",
  "VOO",
  "V",
  "WMT",
  "WFC",
  "XYL",
  "HPP",
  "FR",
  null,
  "NSC",
  "SO",
  "PFGC",
  "CRM",
  "GEV",
  "SPYV",
  "FDX",
  null,
  "BAC",
  "BK",
  "BRK-B",
  "BMY",
  "BR",
  "CVX",
  "CSCO",
  "KO",
  "COST",
  "DHR",
  "DE",
  "RSP",
  "VMC",
  "NEE",
  "QQQ",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 138
Total Value: 1284021359
Accession Number: 0001140361-25-014141
Form Type: 13F-HR
CIK: howard-capital-management-group
Manager Name: Howard-Capital-Management-Group

Data Enrichment

85% identified

117 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

138 positions • $1.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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EXXON MOBIL CORP

XOM|30231G102

Shares:15.3K

Value:$1.8M

% of Portfolio:0.1% ($1.8M/$1.3B)

81369Y605

Shares:35.3K

Value:$1.8M

% of Portfolio:0.1% ($1.8M/$1.3B)

AMGEN INC

AMGN|031162100

Shares:5.3K

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$1.3B)

QUALCOMM INC/DE

QCOM|747525103

Shares:10.4K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.3B)

Tesla, Inc.

TSLA|88160R101

Shares:6.1K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.3B)

PROCTER & GAMBLE Co

PG|742718109

Shares:8.4K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$1.3B)

464287309

IVW|464287309

Shares:14.8K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$1.3B)

Mondelez International, Inc.

MDLZ|609207105

Shares:19.9K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$1.3B)

81369Y704

Shares:9.4K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$1.3B)

46438F101

Shares:25.5K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$1.3B)

Hudson Pacific Properties, Inc.

HPP|444097109

Shares:368.2K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.3B)

ORACLE CORP

ORCL|68389X105

Shares:7.7K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.3B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:2.1K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.3B)

Walmart Inc.

WMT|931142103

Shares:11.9K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.3B)

46137V357

RSP|46137V357

Shares:5.8K

Value:$999.0K

% of Portfolio:0.1% ($999.0K/$1.3B)

SAP SE

SAP|803054204

Shares:3.4K

Value:$906.0K

% of Portfolio:0.1% ($906.0K/$1.3B)

Meta Platforms, Inc.

META|30303M102

Shares:1.6K

Value:$902.7K

% of Portfolio:0.1% ($902.7K/$1.3B)

KITE REALTY GROUP TRUST

KRG|49803T300

Shares:40.2K

Value:$898.9K

% of Portfolio:0.1% ($898.9K/$1.3B)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:1.8K

Value:$865.1K

% of Portfolio:0.1% ($865.1K/$1.3B)

MCDONALDS CORP

MCD|580135101

Shares:2.7K

Value:$843.4K

% of Portfolio:0.1% ($843.4K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
EXXON MOBIL CORP(XOMcusip30231G102)	15.3K	QoQ -4.76% (-766) YoY -3.90% (-622)	All Managers (Combined)	$1.8M	0.1% ($1.8M/$1.3B)	QoQ +5.28% (-$91.4K) YoY -1.68% (-$31.2K)
(cusip81369Y605)✕	35.3K	QoQ -3.32% (-1.2K) YoY -15.84% (-6.7K)	All Managers (Combined)	$1.8M	0.1% ($1.8M/$1.3B)	QoQ -0.36% (-$6.4K) YoY -0.48% (-$8.6K)
AMGEN INC(AMGNcusip031162100)	5.3K	QoQ -0.74% (-40) YoY -2.02% (-110)	All Managers (Combined)	$1.7M	0.1% ($1.7M/$1.3B)	QoQ +18.64% (-$261.1K) YoY +7.36% (-$114.0K)
QUALCOMM INC/DE(QCOMcusip747525103)	10.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.3B)	QoQ 0.00% (-$105) YoY -9.26% (-$163.6K)
Tesla, Inc.(TSLAcusip88160R101)	6.1K	QoQ 0.00% (-0) YoY +10.35% (+576)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.3B)	QoQ -35.82% (-$888.0K) YoY +62.69% (+$613.0K)
PROCTER & GAMBLE Co(PGcusip742718109)	8.4K	QoQ 0.00% (+0) YoY +0.10% (+9)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$1.3B)	QoQ +1.65% (+$23.3K) YoY +5.14% (+$70.3K)
(IVWcusip464287309)	14.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$1.3B)	QoQ -8.56% (-$129.2K) YoY +9.93% (+$124.6K)
Mondelez International, Inc.(MDLZcusip609207105)	19.9K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$1.3B)	QoQ +13.59% (+$161.4K) YoY -3.07% (-$42.7K)
(cusip81369Y704)✕	9.4K	QoQ +44.71% (+2.9K) YoY -51.36% (-9.9K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$1.3B)	QoQ +43.95% (+$376.3K) YoY -49.39% (-$1.2M)
(cusip46438F101)✕	25.5K	QoQ +72.46% (+10.7K) YoY NEW(+25.5K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$1.3B)	QoQ +52.17% (+$409.7K) YoY NEW(+$1.2M)
Hudson Pacific Properties, Inc.(HPPcusip444097109)	368.2K	QoQ -0.27% (-1.0K) YoY -1.40% (-5.2K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.3B)	QoQ -2.90% (-$32.5K) YoY -54.90% (-$1.3M)
ORACLE CORP(ORCLcusip68389X105)	7.7K	QoQ -4.43% (-356) YoY +7.38% (+527)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.3B)	QoQ -19.82% (-$264.9K) YoY +19.52% (+$175.0K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	2.1K	QoQ 0.00% (-0) YoY -0.56% (-12)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.3B)	QoQ -5.11% (-$56.7K) YoY +23.40% (-$199.6K)
Walmart Inc.(WMTcusip931142103)	11.9K	QoQ -1.44% (-175) YoY -8.28% (-1.1K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.3B)	QoQ -4.24% (-$46.3K) YoY +33.82% (-$264.2K)
(RSPcusip46137V357)	5.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$999.0K	0.1% ($999.0K/$1.3B)	QoQ -1.14% (-$11.5K) YoY +2.27% (+$22.3K)
SAP SE(SAPcusip803054204)	3.4K	QoQ 0.00% (+0) YoY -0.02% (-1)	All Managers (Combined)	$906.0K	0.1% ($906.0K/$1.3B)	QoQ +9.02% (+$75.0K) YoY +37.59% (-$247.6K)
Meta Platforms, Inc.(METAcusip30303M102)	1.6K	QoQ -8.74% (-150) YoY +22.05% (+283)	All Managers (Combined)	$902.7K	0.1% ($902.7K/$1.3B)	QoQ -10.16% (-$102.1K) YoY +44.88% (+$279.7K)
KITE REALTY GROUP TRUST(KRGcusip49803T300)	40.2K	QoQ +21.12% (+7.0K) YoY +21.12% (+7.0K)	All Managers (Combined)	$898.9K	0.1% ($898.9K/$1.3B)	QoQ +7.35% (+$61.6K) YoY +24.98% (+$179.7K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	1.8K	QoQ 0.00% (-0) YoY +11.06% (+178)	All Managers (Combined)	$865.1K	0.1% ($865.1K/$1.3B)	QoQ -9.07% (-$86.3K) YoY +22.63% (+$159.7K)
MCDONALDS CORP(MCDcusip580135101)	2.7K	QoQ -0.91% (-25) YoY -97.43% (-102.7K)	All Managers (Combined)	$843.4K	0.1% ($843.4K/$1.3B)	QoQ +6.76% (-$53.4K) YoY -97.16% (-$28.9M)