1y return+19.8%S&P 500 +20.9%
3y return+59.9%S&P 500 +68.5%
5y return+45.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $235 against $280 in the S&P 500.2
Howard Capital Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| QLDProshares Tr | $895.9M | 10.7% | New |
| SSOProshares Tr | $820.1M | 9.8% | New |
| QQQInvesco Qqq Tr | $579.0M | 6.9% | −71.4% |
| TQQQProshares Tr | $421.8M | 5.0% | +1499.7% |
| SPXLDirexion Shares Etf Trust | $382.8M | 4.6% | +10194.1% |
| QQHNorthern Lts Fd Tr III | $372.8M | 4.4% | −35.9% |
| HCMTDirexion Shares Etf Trust | $304.6M | 3.6% | −23.9% |
| VIGVanguard Specialized Funds | $284.4M | 3.4% | |
| LGHNorthern Lts Fd Tr III | $254.0M | 3.0% | −34.8% |
| CWBSpdr Series Trust | $214.9M | 2.6% | +33341.2% |
| SPYState Str Spdr S&p 500 Etf T | $200.9M | 2.4% | |
| MGKVanguard World Fd | $199.9M | 2.4% | |
| VYMVanguard Whitehall Fds | $179.0M | 2.1% | |
| GRNYTidal Trust I | $178.0M | 2.1% | −5.7% |
| HYGIshares Tr | $172.9M | 2.1% | +520.9% |
| DVYIshares Tr | $158.1M | 1.9% | |
| SOXXIshares Tr | $148.8M | 1.8% | |
| SMHVaneck Etf Trust | $129.3M | 1.5% | |
| NVDANvidia Corporation | $124.0M | 1.5% | +36.1% |
| AAPLApple Inc | $108.2M | 1.3% | +19.3% |
| MSFTMicrosoft Corp | $104.1M | 1.2% | +34.2% |
| BUFRFirst Tr Exchng Traded Fd Vi | $93.0M | 1.1% | +8.7% |
| VUGVanguard Index Fds | $88.5M | 1.1% | |
| AGGIshares Tr | $84.2M | 1.0% | −50.9% |
| KLACKla Corp | $70.3M | 0.8% | +1125.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $124.0M |
| AVGOBroadcom Inc | March 31, 2023 | +488.8% | $39.9M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $38.2M |
| GOOGAlphabet Inc | December 31, 2020 | +303.4% | $33.8M |
| SOXXIshares Tr | June 30, 2023 | +279.0% | $148.8M |
| AMDAdvanced Micro Devices Inc | September 30, 2024 | +254.0% | $64.0M |
| TQQQProshares Tr | December 31, 2023 | +219.5% | $421.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $108.2M |
| QQHNorthern Lts Fd Tr III | June 30, 2020 | +181.9% | $372.8M |
| LGHNorthern Lts Fd Tr III | June 30, 2020 | +152.9% | $254.0M |
Sold off last quarter
- BNDVanguard Bd Index Fds was $48.7M
- CTRACoterra Energy Inc was $3.9M
- SHELShell PLC was $2.5M
- Honeywell Intl IncCUSIP 438516106 was $1.9M
- SCHDSchwab Strategic Tr was $758K
- VRSKVerisk Analytics Inc was $301K
- VDEVanguard World Fd was $234K
- TEAMAtlassian Corporation was $217K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.9% | +14.8% |
| March 31, 2026 | −7.6% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +11.5% | +7.8% |
| June 30, 2025 | +12.9% | +10.5% |
| March 31, 2025 | −10.6% | −4.6% |
| December 31, 2024 | +4.0% | +2.1% |
| September 30, 2024 | +2.3% | +5.4% |
| June 30, 2024 | +7.3% | +4.0% |
| March 31, 2024 | +9.5% | +10.0% |
| December 31, 2023 | +11.1% | +11.2% |
| September 30, 2023 | −4.8% | −3.6% |
| June 30, 2023 | +11.0% | +8.3% |
| March 31, 2023 | +8.1% | +7.0% |
| December 31, 2022 | −0.5% | +7.1% |
| September 30, 2022 | −4.7% | −5.3% |
| June 30, 2022 | −17.9% | −16.5% |
| March 31, 2022 | −12.2% | −4.9% |
| December 31, 2021 | +10.7% | +10.7% |
| September 30, 2021 | +0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Howard Capital Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1733173&type=13F-HR&dateb=&owner=include&count=40CIK 1733173
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1733173/000173317326000004/Filed July 28, 2026 · accession 0001733173-26-000004