Howard Capital Management Inc.

Q3 2025 13F-HR Holdings

Location
Roswell, GA
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
422
Total value ($000)
$7,566,683
Net value change ($000)
+886,401 (13.3%)
New positions
30
Sold out positions
11
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/1/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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 99,640 13.1%
SSO 90,794 13.3%
TQQQ 72,581 18.0%
AGG 61,209 54.3%
BND 49,166 NEW
SPXL 46,895 16.0%
HCMT 46,865 20.4%
MGK 43,406 9.3%
QQQ 41,268 8.6%
LGH 36,358 16.8%
Top Reduces (Value $000, Stocks/ETFs)
BIL -40,226 -32.0%
JEPQ -24,930 -100.0%
ADP -12,041 -77.7%
QYLD -7,890 -100.0%
ISPY -6,570 -100.0%
GLD -3,863 -100.0%
KDP -2,692 -76.7%
ISRG -954 -17.8%
INTU -858 -14.2%
AKX -800 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type