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 |
|---|---|---|---|---|---|
| 201 | VRSKVERISK ANALYTICS INC | 3,791 | $1.2B | 17.70% | |
| 202 | CPRTCOPART INC | 23,910 | $1.2B | 17.56% | |
| 203 | XELXCEL ENERGY INC | 16,949 | $1.2B | 17.42% | |
| 204 | SPGIS&P GLOBAL INC | 2,199 | $1.2B | 17.36% | |
| 205 | BSXBOSTON SCIENTIFIC CORP | 10,753 | $1.2B | 17.29% | |
| 206 | ROSTROSS STORES INC | 8,977 | $1.1B | 17.14% | |
| 207 | PGRPROGRESSIVE CORP | 4,267 | $1.1B | 17.05% | |
| 208 | DDOGDATADOG INC | 8,295 | $1.1B | 16.68% | |
| 209 | NEENEXTERA ENERGY INC | 15,949 | $1.1B | 16.57% | |
| 210 | MUBISHARES TR | 10,553 | $1.1B | 16.50% | |
| 211 | IDXXIDEXX LABS INC | 2,035 | $1.1B | 16.34% | |
| 212 | BMYBRISTOL-MYERS SQUIBB CO | 23,215 | $1.1B | 16.09% | |
| 213 | TJXTJX COS INC NEW | 8,640 | $1.1B | 15.97% | |
| 214 | FANGDIAMONDBACK ENERGY INC | 7,734 | $1.1B | 15.91% | |
| 215 | BKRBAKER HUGHES COMPANY | 27,360 | $1.0B | 15.70% | |
| 216 | CHTRCHARTER COMMUNICATIONS INC N | 2,565 | $1.0B | 15.70% | |
| 217 | CBCHUBB LIMITED | 3,604 | $1.0B | 15.64% | |
| 218 | GEVGE VERNOVA INC | 1,952 | $1.0B | 15.46% | |
| 219 | BABOEING CO | 4,928 | $1.0B | 15.46% | |
| 220 | ETNEATON CORP PLC | 2,857 | $1.0B | 15.27% | |
| 221 | CVSCVS HEALTH CORP | 14,742 | $1.0B | 15.22% | |
| 222 | MCHPMICROCHIP TECHNOLOGY INC. | 14,447 | $1.0B | 15.22% | |
| 223 | UNPUNION PAC CORP | 4,405 | $1.0B | 15.17% | |
| 224 | CSGPCOSTAR GROUP INC | 12,524 | $1.0B | 15.07% | |
| 225 | XLUSELECT SECTOR SPDR TR | 12,264 | $1.0B | 14.99% | |
| 226 | SCHWSCHWAB CHARLES CORP | 10,849 | $989.9M | 14.82% | |
| 227 | EAELECTRONIC ARTS INC | 6,137 | $980.1M | 14.67% | |
| 228 | XLFISELECT SECTOR SPDR TR | 12,085 | $978.5M | 14.65% | |
| 229 | LOWLOWES COS INC | 4,410 | $978.4M | 14.65% | |
| 230 | DHRDANAHER CORPORATION | 4,932 | $974.3M | 14.58% | |
| 231 | EBAEBAY INC. | 12,872 | $958.4M | 14.35% | |
| 232 | GEHCGE HEALTHCARE TECHNOLOGIES I | 12,753 | $944.6M | 14.14% | |
| 233 | IYWISHARES TR | 5,349 | $926.8M | 13.87% | |
| 234 | SYKSTRYKER CORPORATION | 2,302 | $910.7M | 13.63% | |
| 235 | DEDEERE & CO | 1,776 | $903.1M | 13.52% | |
| 236 | LMTLOCKHEED MARTIN CORP | 1,944 | $900.3M | 13.48% | |
| 237 | KHCKRAFT HEINZ CO | 34,620 | $893.9M | 13.38% | |
| 238 | COFCAPITAL ONE FINL CORP | 4,092 | $870.6M | 13.03% | |
| 239 | HYHGPROSHARES TR | 13,313 | $862.7M | 12.91% | |
| 240 | HYZDWISDOMTREE TR | 38,354 | $858.7M | 12.85% | |
| 241 | TTDTHE TRADE DESK INC | 11,889 | $855.9M | 12.81% | |
| 242 | MDTMEDTRONIC PLC | 9,766 | $851.3M | 12.74% | |
| 243 | UPSUNITED PARCEL SERVICE INC | 8,398 | $847.7M | 12.69% | |
| 244 | EOGEOG RES INC | 7,036 | $841.6M | 12.60% | |
| 245 | WMWASTE MGMT INC DEL | 3,587 | $820.8M | 12.29% | |
| 246 | MRSHMARSH & MCLENNAN COS INC | 3,689 | $806.6M | 12.07% | |
| 247 | SOSOUTHERN CO | 8,725 | $801.2M | 11.99% | |
| 248 | AKXANSYS INC | 2,278 | $800.1M | 11.98% | |
| 249 | WMBWILLIAMS COS INC | 12,715 | $798.6M | 11.96% | |
| 250 | ODFLOLD DOMINION FREIGHT LINE IN | 4,808 | $780.3M | 11.68% | |
| 251 | DC4DEXCOM INC | 8,934 | $779.8M | 11.67% | |
| 252 | APHAMPHENOL CORP NEW | 7,461 | $738.0M | 11.05% | |
| 253 | BXBLACKSTONE INC | 4,918 | $735.6M | 11.01% | |
| 254 | FISVFISERV INC | 4,248 | $732.4M | 10.96% | |
| 255 | CMECME GROUP INC | 2,638 | $727.1M | 10.88% | |
| 256 | FFORD MTR CO | 62,097 | $673.8M | 10.09% | |
| 257 | DELLDELL TECHNOLOGIES INC | 5,452 | $668.4M | 10.01% | |
| 258 | FDXFEDEX CORP | 2,913 | $666.1M | 9.97% | |
| 259 | HYMBSPDR SERIES TRUST | 26,775 | $663.5M | 9.93% | |
| 260 | PLDPROLOGIS INC. | 6,213 | $653.1M | 9.78% | |
| 261 | DYHTARGET CORP | 6,591 | $650.2M | 9.73% | |
| 262 | ANETARISTA NETWORKS INC | 6,350 | $649.7M | 9.73% | |
| 263 | ELVELEVANCE HEALTH INC | 1,659 | $645.3M | 9.66% | |
| 264 | WELLWELLTOWER INC | 4,114 | $632.5M | 9.47% | |
| 265 | MCKMCKESSON CORP | 858 | $629.3M | 9.42% | |
| 266 | DUKDUKE ENERGY CORP NEW | 5,315 | $627.2M | 9.39% | |
| 267 | ICEINTERCONTINENTAL EXCHANGE IN | 3,401 | $624.0M | 9.34% | |
| 268 | ICLOINVESCO ACTIVELY MANAGED EXC | 24,262 | $620.1M | 9.28% | |
| 269 | PRUPRUDENTIAL FINL INC | 5,739 | $616.6M | 9.23% | |
| 270 | CITHE CIGNA GROUP | 1,826 | $603.6M | 9.04% | |
| 271 | PHPARKER-HANNIFIN CORP | 852 | $595.2M | 8.91% | |
| 272 | DASHDOORDASH INC | 2,365 | $583.0M | 8.73% | |
| 273 | STXSEAGATE TECHNOLOGY HLDNGS PL | 4,015 | $581.8M | 8.71% | |
| 274 | AFLAFLAC INC | 5,493 | $579.3M | 8.67% | |
| 275 | KKRKKR & CO INC | 4,310 | $573.4M | 8.58% | |
| 276 | AJGGALLAGHER ARTHUR J & CO | 1,783 | $570.7M | 8.54% | |
| 277 | T7DTRANSDIGM GROUP INC | 372 | $565.7M | 8.47% | |
| 278 | BIIBBIOGEN INC | 4,442 | $557.9M | 8.35% | |
| 279 | TTTRANE TECHNOLOGIES PLC | 1,272 | $556.4M | 8.33% | |
| 280 | ESEVERSOURCE ENERGY | 8,693 | $553.0M | 8.28% | |
| 281 | RFREGIONS FINANCIAL CORP NEW | 23,175 | $549.9M | 8.23% | |
| 282 | LULULULULEMON ATHLETICA INC | 2,269 | $539.1M | 8.07% | |
| 283 | CFGCITIZENS FINL GROUP INC | 11,758 | $526.2M | 7.88% | |
| 284 | NKENIKE INC | 7,340 | $524.3M | 7.85% | |
| 285 | CLCOLGATE PALMOLIVE CO | 5,707 | $518.8M | 7.77% | |
| 286 | EQIXEQUINIX INC | 649 | $516.5M | 7.73% | |
| 287 | MMM3M CO | 3,391 | $516.3M | 7.73% | |
| 288 | SHWSHERWIN WILLIAMS CO | 1,494 | $513.0M | 7.68% | |
| 289 | HCAHCA HEALTHCARE INC | 1,330 | $509.3M | 7.62% | |
| 290 | MCOMOODYS CORP | 997 | $500.1M | 7.49% | |
| 291 | MSIMOTOROLA SOLUTIONS INC | 1,167 | $491.9M | 7.36% | |
| 292 | NOCNORTHROP GRUMMAN CORP | 973 | $486.5M | 7.28% | |
| 293 | TROWPRICE T ROWE GROUP INC | 5,016 | $484.1M | 7.25% | |
| 294 | ZTSZOETIS INC | 3,103 | $483.9M | 7.24% | |
| 295 | OKEONEOK INC NEW | 5,920 | $483.3M | 7.23% | |
| 296 | ITWILLINOIS TOOL WKS INC | 1,941 | $482.8M | 7.23% | |
| 297 | PNCPNC FINL SVCS GROUP INC | 2,582 | $481.3M | 7.21% | |
| 298 | CMGCHIPOTLE MEXICAN GRILL INC | 8,568 | $481.1M | 7.20% | |
| 299 | JVALJ P MORGAN EXCHANGE TRADED F | 10,763 | $476.0M | 7.13% | |
| 300 | DVNDEVON ENERGY CORP NEW | 14,768 | $469.8M | 7.03% |