Howard Capital Management Inc.

Q1 2025 13F-HR Holdings

Location
Roswell, GA
Holdings as of
3/31/2025
Date filed
5/8/2025
Form type
13F-HR
Num holdings
379
Total value ($000)
$3,981,805
Net value change ($000)
-2,457,093 (-38.2%)
New positions
13
Sold out positions
41
Turnover %
20.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2025 Next filing: 8/1/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BIL 16,847 16.0%
AGG 15,512 14.6%
DVY 2,954 2.3%
PLTR 2,793 316.7%
BUFR 1,506 22.6%
VYM 1,421 1.1%
KLAC 1,371 14.4%
T 1,333 21.9%
BRK-B 1,329 12.6%
FOXA 794 15.2%
Top Reduces (Value $000, Stocks/ETFs)
QLD -794,381 -99.0%
TQQQ -503,966 -95.5%
SPXL -408,077 -100.0%
UPRO -193,209 -100.0%
SSO -171,588 -100.0%
MGK -54,990 -9.9%
QQQ -42,981 -8.2%
QQH -36,605 -13.8%
HCMT -29,273 -13.3%
AVGO -27,859 -46.4%
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