Howard Capital Management Inc.

CIK 0001733173 · Q1 2026

13F Equity AUM

$6.1B

-20.9% QoQ

Positions

332

-94 QoQ

AUM Rank

#894

Top 7%

Skill Alpha (FF)

-0.7%/yr^ns

No Clear Edge

Rank #3,235 · Top 39%

vs S&P -3.7%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 51.2%Top 10: 67.6%Top 20: 84.4%

BIL19.1%

SGOV15.4%

NDQ7.5%

QQH5.0%

HCMT4.3%

VIG4.2%

LGH3.8%

SPY2.9%

AGG2.8%

VYM2.7%

Others (322)32.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services86.1%

Technology5.9%

Other8.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 332Median: 0.02%Avg: 0.30%

0–0.5%

310(13.9%)

0.5–1%

2(1.7%)

1–3%

13(25.2%)

3–5%

3(12.3%)

5%+

4(47.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 329Unique: 3vs 20 funds

4.5%Low

332

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

6.2%

JPMORGAN CHASE & CO

6.7%

BANK OF AMERICA CORP /DE/

6.8%

FMR LLC

10.7%

BlackRock, Inc.

7.7%

STATE STREET CORP

8.3%

VANGUARD CAPITAL MANAGEMENT LLC

8.2%

GEODE CAPITAL MANAGEMENT, LLC

VANGUARD PORTFOLIO MANAGEMENT LLC

9.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New8Increased47Decreased260Exited101

New Positions

SGOV15.4%

+9.3M

GRNY2.7%

+6.8M

SMH1.2%

+197K

VBK0.9%

+183K

SNA0.0%

+4K

SCHD0.0%

+25K

SNDK0.0%

+1K

VDE0.0%

+1K

Increased

BIL19.1%

+12.1M(+1715%)

BUFR1.3%

+1.1M(+86%)

QQH5.0%

+307K(+5%)

SOXX1.3%

+228K(+5563%)

HCMT4.3%

+101K(+1%)

SPYI0.4%

+72K(+16%)

USFR0.3%

+43K(+2%)

AES0.1%

+35K(+11%)

HPE0.1%

+25K(+11%)

WMT0.1%

+21K(+61%)

Decreased

TQQQ0.2%

-8,139,776(-96%)

CWB0.0%

-2,309,628(-100%)

SPXL0.0%

-1,437,269(-99%)

MGK2.7%

-809,959(-64%)

NVDA1.3%

-416,191(-48%)

QQQI0.3%

-236,808(-39%)

NFLX0.1%

-216,062(-78%)

AMZN0.5%

-180,286(-57%)

AVGO0.3%

-160,181(-72%)

AAPL1.3%

-135,004(-30%)

Exited

-12,277,706

-13,775,520

-1,025,589

-295,117

-119,933

-834,871

-233,344

-228,120

-80,848

-7,560

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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