Howard Capital Management Inc.

Q2 2025 13F-HR Holdings

Location
Roswell, GA
Holdings as of
6/30/2025
Date filed
8/1/2025
Form type
13F-HR
Num holdings
403
Total value ($000)
$6,680,282
Net value change ($000)
+2,698,477 (67.8%)
New positions
40
Sold out positions
16
Turnover %
17.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2025 Next filing: 11/4/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
QLD 754,917 9804.1%
SSO 681,531 NEW
TQQQ 380,309 1600.8%
SPXL 293,145 NEW
UPRO 109,093 NEW
NVDA 60,775 95.8%
HCMT 39,678 20.9%
QQH 33,591 14.6%
LGH 24,259 12.6%
JNK 24,159 NEW
Top Reduces (Value $000, Stocks/ETFs)
MGK -33,310 -6.7%
SPY -14,836 -8.2%
AAPL -11,970 -13.4%
AGG -8,797 -7.2%
VONG -3,408 -100.0%
VTI -2,084 -100.0%
UNH -1,324 -36.8%
OGN -932 -35.0%
GOOGL -905 -3.5%
PCG -894 -81.0%
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