Howard Capital Management Inc. Q2 2025 Filing
Filed August 1, 2025
Portfolio Value
$6.7B
Holdings
403
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (403 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | TSNTYSON FOODS INC | 74,419 | $4.2B | 62.32% | |
| 102 | LUVSOUTHWEST AIRLS CO | 127,218 | $4.1B | 62.12% | |
| 103 | AMATAPPLIED MATLS INC | 22,656 | $4.1B | 62.09% | |
| 104 | EQTEQT CORP | 70,936 | $4.1B | 61.93% | |
| 105 | VRTXVERTEX PHARMACEUTICALS INC | 8,918 | $4.0B | 59.43% | |
| 106 | GQ9SPDR GOLD TR | 12,672 | $3.9B | 57.82% | |
| 107 | MPCMARATHON PETE CORP | 22,657 | $3.8B | 56.34% | |
| 108 | STLDSTEEL DYNAMICS INC | 28,625 | $3.7B | 55.07% | |
| 109 | MOSMOSAIC CO NEW | 99,857 | $3.6B | 54.53% | |
| 110 | IUSBISHARES TR | 78,146 | $3.6B | 54.08% | |
| 111 | PFEPFIZER INC | 148,309 | $3.6B | 53.82% | |
| 112 | LENLENNAR CORP | 31,942 | $3.5B | 52.89% | |
| 113 | KDPKEURIG DR PEPPER INC | 105,742 | $3.5B | 52.56% | |
| 114 | MUMICRON TECHNOLOGY INC | 28,412 | $3.5B | 52.42% | |
| 115 | VLOVALERO ENERGY CORP | 25,723 | $3.5B | 51.76% | |
| 116 | CRWDCROWDSTRIKE HLDGS INC | 6,787 | $3.5B | 51.74% | |
| 117 | LRCXLAM RESEARCH CORP | 34,720 | $3.4B | 50.71% | |
| 118 | 7HPHP INC | 135,186 | $3.3B | 50.07% | |
| 119 | MAMASTERCARD INCORPORATED | 5,791 | $3.3B | 48.71% | |
| 120 | WMTWALMART INC | 33,103 | $3.2B | 48.45% | |
| 121 | ADIANALOG DEVICES INC | 13,502 | $3.2B | 48.11% | |
| 122 | VTRSVIATRIS INC | 346,351 | $3.1B | 46.30% | |
| 123 | CRMSALESFORCE INC | 11,243 | $3.1B | 45.96% | |
| 124 | PYPLPAYPAL HLDGS INC | 40,841 | $3.0B | 45.44% | |
| 125 | SBUXSTARBUCKS CORP | 32,532 | $3.0B | 44.62% | |
| 126 | WABWABTEC | 13,853 | $2.9B | 43.41% | |
| 127 | CVXCHEVRON CORP NEW | 20,206 | $2.9B | 43.31% | |
| 128 | PGPROCTER AND GAMBLE CO | 17,936 | $2.9B | 42.78% | |
| 129 | CTRACOTERRA ENERGY INC | 112,381 | $2.9B | 42.70% | |
| 130 | AESAES CORP | 270,558 | $2.8B | 42.61% | |
| 131 | JNJJOHNSON & JOHNSON | 18,203 | $2.8B | 41.62% | |
| 132 | AALAMERICAN AIRLS GROUP INC | 245,913 | $2.8B | 41.30% | |
| 133 | HDHOME DEPOT INC | 7,514 | $2.8B | 41.24% | |
| 134 | INTCINTEL CORP | 122,487 | $2.7B | 41.07% | |
| 135 | NUENUCOR CORP | 20,657 | $2.7B | 40.06% | |
| 136 | BGBUNGE GLOBAL SA | 32,797 | $2.6B | 39.41% | |
| 137 | AWMSKYWORKS SOLUTIONS INC | 34,701 | $2.6B | 38.71% | |
| 138 | BWABORGWARNER INC | 76,278 | $2.6B | 38.23% | |
| 139 | MLB1MERCADOLIBRE INC | 968 | $2.5B | 37.87% | |
| 140 | MDLZMONDELEZ INTL INC | 37,031 | $2.5B | 37.64% | |
| 141 | ORCLORACLE CORP | 11,423 | $2.5B | 37.38% | |
| 142 | CEGCONSTELLATION ENERGY CORP | 7,572 | $2.4B | 36.58% | |
| 143 | AZOAUTOZONE INC | 647 | $2.4B | 35.95% | |
| 144 | CDNSCADENCE DESIGN SYSTEM INC | 7,703 | $2.4B | 35.53% | |
| 145 | UNHUNITEDHEALTH GROUP INC | 7,284 | $2.3B | 34.02% | |
| 146 | ADMARCHER DANIELS MIDLAND CO | 42,840 | $2.3B | 33.85% | |
| 147 | BACBANK AMERICA CORP | 47,192 | $2.2B | 33.43% | |
| 148 | SNPSSYNOPSYS INC | 4,210 | $2.2B | 32.31% | |
| 149 | CITCINTAS CORP | 9,533 | $2.1B | 31.80% | |
| 150 | KOCOCA COLA CO | 29,610 | $2.1B | 31.58% | |
| 151 | DXCDXC TECHNOLOGY CO | 136,795 | $2.1B | 31.31% | |
| 152 | 4I1PHILIP MORRIS INTL INC | 11,279 | $2.1B | 30.98% | |
| 153 | WFCWELLS FARGO CO NEW | 25,768 | $2.1B | 30.90% | |
| 154 | AMTAMERICAN TOWER CORP NEW | 9,161 | $2.0B | 30.54% | |
| 155 | FTNTFORTINET INC | 19,069 | $2.0B | 30.18% | |
| 156 | MRKMERCK & CO INC | 24,691 | $2.0B | 29.55% | |
| 157 | MRVLMARVELL TECHNOLOGY INC | 25,309 | $2.0B | 29.32% | |
| 158 | SHYISHARES TR | 23,275 | $1.9B | 28.87% | |
| 159 | GEGE AEROSPACE | 7,451 | $1.9B | 28.71% | |
| 160 | IBMINTERNATIONAL BUSINESS MACHS | 6,425 | $1.9B | 28.35% | |
| 161 | ADSKAUTODESK INC | 5,766 | $1.8B | 26.72% | |
| 162 | PCARPACCAR INC | 18,666 | $1.8B | 26.56% | |
| 163 | ABTABBOTT LABS | 12,973 | $1.8B | 26.41% | |
| 164 | OGNORGANON & CO | 178,927 | $1.7B | 25.93% | |
| 165 | APAAPA CORPORATION | 94,363 | $1.7B | 25.84% | |
| 166 | CSXCSX CORP | 52,672 | $1.7B | 25.73% | |
| 167 | MARMARRIOTT INTL INC NEW | 6,209 | $1.7B | 25.39% | |
| 168 | HUMHUMANA INC | 6,789 | $1.7B | 24.85% | |
| 169 | ROPROPER TECHNOLOGIES INC | 2,880 | $1.6B | 24.44% | |
| 170 | VSTVISTRA CORP | 8,379 | $1.6B | 24.31% | |
| 171 | GSGOLDMAN SACHS GROUP INC | 2,276 | $1.6B | 24.11% | |
| 172 | REGNREGENERON PHARMACEUTICALS | 3,067 | $1.6B | 24.10% | |
| 173 | MCDMCDONALDS CORP | 5,453 | $1.6B | 23.85% | |
| 174 | ABNBAIRBNB INC | 11,796 | $1.6B | 23.37% | |
| 175 | PULSPGIM ETF TR | 31,299 | $1.6B | 23.31% | |
| 176 | NOWSERVICENOW INC | 1,465 | $1.5B | 22.55% | |
| 177 | DWDMORGAN STANLEY | 10,428 | $1.5B | 21.99% | |
| 178 | RTXRTX CORPORATION | 9,969 | $1.5B | 21.79% | |
| 179 | DISDISNEY WALT CO | 11,624 | $1.4B | 21.67% | |
| 180 | PDDPDD HOLDINGS INC | 13,797 | $1.4B | 21.62% | |
| 181 | WDAYWORKDAY INC | 5,714 | $1.4B | 20.53% | |
| 182 | SHELSHELL PLC | 19,402 | $1.4B | 20.45% | |
| 183 | UBERUBER TECHNOLOGIES INC | 14,606 | $1.4B | 20.40% | |
| 184 | CATCATERPILLAR INC | 3,504 | $1.4B | 20.36% | |
| 185 | FASTFASTENAL CO | 32,268 | $1.4B | 20.29% | |
| 186 | XLCSELECT SECTOR SPDR TR | 12,239 | $1.3B | 19.88% | |
| 187 | ACNACCENTURE PLC IRELAND | 4,435 | $1.3B | 19.84% | |
| 188 | PAYXPAYCHEX INC | 8,808 | $1.3B | 19.18% | |
| 189 | PEOEXELON CORP | 29,358 | $1.3B | 19.08% | |
| 190 | COPCONOCOPHILLIPS | 14,076 | $1.3B | 18.91% | |
| 191 | ALBALBEMARLE CORP | 19,313 | $1.2B | 18.24% | |
| 192 | AXPAMERICAN EXPRESS CO | 3,818 | $1.2B | 18.23% | |
| 193 | TEAMATLASSIAN CORPORATION | 5,992 | $1.2B | 18.22% | |
| 194 | TMOTHERMO FISHER SCIENTIFIC INC | 2,979 | $1.2B | 18.10% | |
| 195 | EXREXTRA SPACE STORAGE INC | 8,162 | $1.2B | 18.01% | |
| 196 | 8CWCROWN CASTLE INC | 11,697 | $1.2B | 17.99% | |
| 197 | SOXXISHARES TR | 5,029 | $1.2B | 17.97% | |
| 198 | BLKBLACKROCK INC | 1,144 | $1.2B | 17.97% | |
| 199 | MNSTMONSTER BEVERAGE CORP NEW | 19,017 | $1.2B | 17.83% | |
| 200 | NXPINXP SEMICONDUCTORS N V | 5,440 | $1.2B | 17.79% |