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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464287200

IVV|464287200

Shares:849

Value:$477.2K

% of Portfolio:0.0% ($477.2K/$1.3B)

464287804

IJR|464287804

Shares:4.4K

Value:$465.2K

% of Portfolio:0.0% ($465.2K/$1.3B)

S&P Global Inc.

SPGI|78409V104

Shares:883

Value:$448.7K

% of Portfolio:0.0% ($448.7K/$1.3B)

81369Y886

Shares:5.4K

Value:$427.8K

% of Portfolio:0.0% ($427.8K/$1.3B)

AbbVie Inc.

ABBV|00287Y109

Shares:2.0K

Value:$421.6K

% of Portfolio:0.0% ($421.6K/$1.3B)

Xylem Inc.

XYL|98419M100

Shares:3.5K

Value:$417.0K

% of Portfolio:0.0% ($417.0K/$1.3B)

78463X889

SPDW|78463X889

Shares:11.2K

Value:$407.8K

% of Portfolio:0.0% ($407.8K/$1.3B)

DEERE & CO

DE|244199105

Shares:865

Value:$406.0K

% of Portfolio:0.0% ($406.0K/$1.3B)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:735

Value:$392.1K

% of Portfolio:0.0% ($392.1K/$1.3B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:5.5K

Value:$391.3K

% of Portfolio:0.0% ($391.3K/$1.3B)

921908844

VIG|921908844

Shares:1.9K

Value:$373.6K

% of Portfolio:0.0% ($373.6K/$1.3B)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:1.5K

Value:$363.8K

% of Portfolio:0.0% ($363.8K/$1.3B)

PFIZER INC

PFE|717081103

Shares:13.9K

Value:$351.7K

% of Portfolio:0.0% ($351.7K/$1.3B)

HORTON D R INC /DE/

DHI|23331A109

Shares:2.7K

Value:$343.3K

% of Portfolio:0.0% ($343.3K/$1.3B)

Leidos Holdings, Inc.

LDOS|525327102

Shares:2.5K

Value:$332.0K

% of Portfolio:0.0% ($332.0K/$1.3B)

STARBUCKS CORP

SBUX|855244109

Shares:3.4K

Value:$328.6K

% of Portfolio:0.0% ($328.6K/$1.3B)

RTX Corp

RTX|75513E101

Shares:2.4K

Value:$318.4K

% of Portfolio:0.0% ($318.4K/$1.3B)

ALLSTATE CORP

ALL|020002101

Shares:1.5K

Value:$310.6K

% of Portfolio:0.0% ($310.6K/$1.3B)

Waste Connections, Inc.

WCN|94106B101

Shares:1.5K

Value:$298.1K

% of Portfolio:0.0% ($298.1K/$1.3B)

Autodesk, Inc.

ADSK|052769106

Shares:1.1K

Value:$291.6K

% of Portfolio:0.0% ($291.6K/$1.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	849	QoQ +1.92% (-16) YoY +1.79% (+15)	All Managers (Combined)	$477.2K	0.0% ($477.2K/$1.3B)	QoQ -2.71% (-$13.3K) YoY +8.87% (+$38.9K)
(IJRcusip464287804)	4.4K	QoQ 0.00% (-0) YoY -6.69% (-319)	All Managers (Combined)	$465.2K	0.0% ($465.2K/$1.3B)	QoQ -9.24% (-$47.4K) YoY -11.71% (-$61.7K)
S&P Global Inc.(SPGIcusip78409V104)	883	QoQ -3.07% (-28) YoY 0.00% (+0)	All Managers (Combined)	$448.7K	0.0% ($448.7K/$1.3B)	QoQ -1.11% (-$5.1K) YoY +19.42% (+$73.0K)
(cusip81369Y886)✕	5.4K	QoQ -82.98% (-26.5K) YoY -68.32% (-11.7K)	All Managers (Combined)	$427.8K	0.0% ($427.8K/$1.3B)	QoQ -82.27% (-$2.0M) YoY -61.95% (-$696.7K)
AbbVie Inc.(ABBVcusip00287Y109)	2.0K	QoQ 0.00% (+0) YoY +20.26% (+339)	All Managers (Combined)	$421.6K	0.0% ($421.6K/$1.3B)	QoQ +17.90% (+$64.0K) YoY +38.37% (+$116.9K)
Xylem Inc.(XYLcusip98419M100)	3.5K	QoQ -6.63% (-248) YoY -7.17% (-270)	All Managers (Combined)	$417.0K	0.0% ($417.0K/$1.3B)	QoQ -3.87% (-$16.8K) YoY -14.20% (-$69.0K)
(SPDWcusip78463X889)	11.2K	QoQ 0.00% (+0) YoY -19.64% (-2.7K)	All Managers (Combined)	$407.8K	0.0% ($407.8K/$1.3B)	QoQ +6.68% (+$25.5K) YoY -18.36% (-$91.7K)
DEERE & CO(DEcusip244199105)	865	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$406.0K	0.0% ($406.0K/$1.3B)	QoQ +10.77% (+$39.5K) YoY +14.26% (+$50.7K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	735	QoQ 0.00% (-0) YoY -1.34% (-10)	All Managers (Combined)	$392.1K	0.0% ($392.1K/$1.3B)	QoQ -6.33% (-$26.5K) YoY -5.40% (-$22.4K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	5.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$391.3K	0.0% ($391.3K/$1.3B)	QoQ +2.20% (+$8.4K) YoY +23.86% (+$75.4K)
(VIGcusip921908844)	1.9K	QoQ 0.00% (-0) YoY +28.82% (+431)	All Managers (Combined)	$373.6K	0.0% ($373.6K/$1.3B)	QoQ -0.93% (-$3.5K) YoY +36.85% (+$100.6K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	1.5K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$363.8K	0.0% ($363.8K/$1.3B)	QoQ +0.91% (+$3.3K) YoY -7.07% (-$27.7K)
PFIZER INC(PFEcusip717081103)	13.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$351.7K	0.0% ($351.7K/$1.3B)	QoQ -4.48% (-$16.5K) YoY -8.68% (-$33.5K)
HORTON D R INC /DE/(DHIcusip23331A109)	2.7K	QoQ 0.00% (-0) YoY -18.79% (-625)	All Managers (Combined)	$343.3K	0.0% ($343.3K/$1.3B)	QoQ -9.07% (-$34.3K) YoY -37.26% (-$203.9K)
Leidos Holdings, Inc.(LDOScusip525327102)	2.5K	QoQ -98.84% (-210.8K) YoY -98.86% (-214.3K)	All Managers (Combined)	$332.0K	0.0% ($332.0K/$1.3B)	QoQ -98.91% (-$30.4M) YoY -98.83% (-$28.1M)
STARBUCKS CORP(SBUXcusip855244109)	3.4K	QoQ -19.58% (-816) YoY -24.56% (-1.1K)	All Managers (Combined)	$328.6K	0.0% ($328.6K/$1.3B)	QoQ -13.55% (-$51.5K) YoY -19.03% (-$77.3K)
RTX Corp(RTXcusip75513E101)	2.4K	QoQ -8.83% (-233) YoY -6.35% (-163)	All Managers (Combined)	$318.4K	0.0% ($318.4K/$1.3B)	QoQ +4.34% (-$13.3K) YoY +27.18% (-$68.1K)
ALLSTATE CORP(ALLcusip020002101)	1.5K	QoQ 0.00% (+0) YoY -25.00% (-500)	All Managers (Combined)	$310.6K	0.0% ($310.6K/$1.3B)	QoQ +7.40% (+$21.4K) YoY -10.23% (-$35.4K)
Waste Connections, Inc.(WCNcusip94106B101)	1.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$298.1K	0.0% ($298.1K/$1.3B)	QoQ +13.76% (+$36.1K) YoY +13.47% (+$35.4K)
Autodesk, Inc.(ADSKcusip052769106)	1.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$291.6K	0.0% ($291.6K/$1.3B)	QoQ -11.42% (-$37.6K) YoY +0.52% (+$1.5K)