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HCM

Howard Capital Management Portfolio holdings

AUM $8.4B
1-Year Est. Return 51.89%
This Fund
S&P 500
This Quarter Est. Return
+18.28%
1 Year Est. Return
+51.89%
3 Year Est. Return
+129.27%
5 Year Est. Return
+125.54%
10 Year Est. Return
–
AUM
$6.68B
AUM Growth
+$2.7B
Cap. Flow
+$1.83B
Cap. Flow %
27.39%
Top 10 Hldgs %
60.64%
Holding
419
New
40
Increased
304
Reduced
50
Closed
16

Top Buys

Rank Stock Value
1
QLD icon
ProShares Ultra QQQ
QLD
+$620M
2
SSO icon
ProShares Ultra S&P500
SSO
+$588M
3
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$281M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$237M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$88.4M

Top Sells

Rank Stock Value
1
MGK icon
Vanguard Morningstar Mega Cap Growth ETF
MGK
+$114M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$74.7M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$31.2M
4
MSFT icon
Microsoft
MSFT
+$9.62M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.03M

Sector Composition

Rank Sector Weight
1 Technology 7.77%
2 Communication Services 2.68%
3 Consumer Discretionary 2.18%
4 Financials 1.21%
5 Consumer Staples 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHW
226
Charles Schwab
SCHW
$188B
$990K 0.01%
10,849
+2,812
+35% +$235K
EA icon
227
Electronic Arts
EA
$52.9B
$980K 0.01%
6,137
-316
-5% -$46.7K
XLP icon
228
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$979K 0.01%
+12,085
New +$980K
LOW icon
229
Lowe's Companies
LOW
$123B
$978K 0.01%
4,410
+890
+25% +$199K
DHR icon
230
Danaher
DHR
$140B
$974K 0.01%
4,932
+1,020
+26% +$198K
EBAY icon
231
eBay
EBAY
$49.4B
$958K 0.01%
12,872
-947
-7% -$67.1K
GEHC icon
232
GE HealthCare
GEHC
$31.7B
$945K 0.01%
12,753
+3,485
+38% +$243K
IYW icon
233
iShares US Technology ETF
IYW
$24.9B
$927K 0.01%
5,349
-5,649
-51% -$856K
SYK icon
234
Stryker
SYK
$129B
$911K 0.01%
2,302
+386
+20% +$144K
DE icon
235
Deere & Co
DE
$165B
$903K 0.01%
1,776
+279
+19% +$137K
LMT icon
236
Lockheed Martin
LMT
$133B
$900K 0.01%
1,944
-1,579
-45% -$739K
KHC icon
237
Kraft Heinz
KHC
$30.5B
$894K 0.01%
34,620
+4,231
+14% +$117K
COF icon
238
Capital One
COF
$136B
$871K 0.01%
4,092
+1,943
+90% +$363K
HYHG icon
239
ProShares High Yield-Interest Rate Hedged ETF
HYHG
$185M
$863K 0.01%
13,313
+654
+5% +$41.7K
HYZD icon
240
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$260M
$859K 0.01%
38,354
+1,908
+5% +$42K
TTD icon
241
Trade Desk
TTD
$8.91B
$856K 0.01%
11,889
-1,616
-12% -$103K
MDT icon
242
Medtronic
MDT
$110B
$851K 0.01%
9,766
+1,810
+23% +$153K
UPS icon
243
United Parcel Service
UPS
$91.5B
$848K 0.01%
8,398
+1,461
+21% +$144K
EOG icon
244
EOG Resources
EOG
$71.5B
$842K 0.01%
7,036
+1,194
+20% +$136K
WM icon
245
Waste Management
WM
$89.7B
$821K 0.01%
3,587
+293
+9% +$68K
MRSH
246
Marsh
MRSH
$91.4B
$807K 0.01%
3,689
+934
+34% +$211K
SO icon
247
Southern Company
SO
$107B
$801K 0.01%
8,725
+1,966
+29% +$177K
ANSS
248
DELISTED
Ansys
ANSS
$800K 0.01%
2,278
+221
+11% +$72.4K
WMB icon
249
Williams Companies
WMB
$87.8B
$799K 0.01%
12,715
+1,167
+10% +$68.9K
ODFL icon
250
Old Dominion Freight Line
ODFL
$44.8B
$780K 0.01%
4,808
+56
+1% +$8.94K
8 9
10
11 12

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QC
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AAF
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VA
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FT
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GGHC
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Howard Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Howard Capital Management held 419 positions worth $6.68B, up 68% from $3.98B the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Howard Capital Management deployed $1.83B of net new capital in Q2 2025, opening 40 new positions and adding to 304 existing holdings. Its largest new stake was ProShares Ultra S&P500: 13,919,380 shares worth $682M.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, down from 9.5% a quarter earlier, followed by Communication Services and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard Morningstar Mega Cap Growth ETF, an estimated $114M trimmed.

  • Howard Capital Management's largest Q2 2025 buy was ProShares Ultra S&P500: 13,919,380 shares worth $682M.
  • Howard Capital Management added most to ProShares Ultra QQQ in Q2 2025, an estimated $620M increase.
  • Howard Capital Management's biggest Q2 2025 reduction was Vanguard Morningstar Mega Cap Growth ETF, cutting an estimated $114M.
  • Howard Capital Management fully exited Vanguard Russell 1000 Growth ETF in Q2 2025, selling an estimated $3.41M.
  • Howard Capital Management's ten largest holdings make up 61% of its $6.68B portfolio in Q2 2025.
  • Howard Capital Management opened 40 new positions and closed 16 in Q2 2025.
  • Howard Capital Management's portfolio value rose 68% quarter-over-quarter to $6.68B.

Based on Howard Capital Management's 13F filing for Q2 2025, filed 1 Aug 2025.