Howard Capital Management Inc.

Q4 2024 13F-HR Holdings

Location
Roswell, GA
Holdings as of
12/31/2024
Date filed
2/4/2025
Form type
13F-HR
Num holdings
407
Total value ($000)
$6,438,898
Net value change ($000)
+353,022 (5.8%)
New positions
33
Sold out positions
19
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2024 Next filing: 5/8/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CWB 154,584 536.9%
SPXL 67,946 20.0%
QLD 56,040 7.5%
MGK 33,186 6.4%
TQQQ 27,182 5.4%
QQQ 21,024 4.2%
AVGO 19,382 47.6%
QQH 16,721 6.7%
AAPL 15,355 15.5%
HCMT 14,524 7.1%
Top Reduces (Value $000, Stocks/ETFs)
AGG -154,845 -59.4%
TMF -26,471 -100.0%
EMB -13,804 -52.7%
GOOGL -5,098 -28.6%
CTAS -4,467 -71.0%
DVY -3,722 -2.8%
BIL -3,579 -3.3%
AMD -2,749 -24.6%
VIG -2,681 -1.1%
BND -2,680 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type