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 |
|---|---|---|---|---|---|
| 301 | RCLROYAL CARIBBEAN GROUP | 1,478 | $463.9M | 6.94% | |
| 302 | EMREMERSON ELEC CO | 3,454 | $460.5M | 6.89% | |
| 303 | AXONAXON ENTERPRISE INC | 536 | $443.8M | 6.64% | |
| 304 | SNOWSNOWFLAKE INC | 1,971 | $441.1M | 6.60% | |
| 305 | ABGCENCORA INC | 1,462 | $438.4M | 6.56% | |
| 306 | COINCOINBASE GLOBAL INC | 1,248 | $437.4M | 6.55% | |
| 307 | AONAON PLC | 1,214 | $433.1M | 6.48% | |
| 308 | EIXEDISON INTL | 8,385 | $432.7M | 6.48% | |
| 309 | NEMNEWMONT CORP | 7,316 | $426.2M | 6.38% | |
| 310 | NSCNORFOLK SOUTHN CORP | 1,655 | $423.6M | 6.34% | |
| 311 | DOWDOW INC | 15,970 | $422.9M | 6.33% | |
| 312 | USBUS BANCORP DEL | 9,243 | $422.9M | 6.33% | |
| 313 | GDGENERAL DYNAMICS CORP | 1,420 | $414.2M | 6.20% | |
| 314 | BKBANK NEW YORK MELLON CORP | 4,541 | $413.7M | 6.19% | |
| 315 | ECLECOLAB INC | 1,522 | $411.1M | 6.15% | |
| 316 | HWMHOWMET AEROSPACE INC | 2,191 | $407.8M | 6.10% | |
| 317 | APDAIR PRODS & CHEMS INC | 1,444 | $407.3M | 6.10% | |
| 318 | NETCLOUDFLARE INC | 2,076 | $406.5M | 6.09% | |
| 319 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 4,376 | $405.7M | 6.07% | |
| 320 | OMCOMNICOM GROUP INC | 5,594 | $405.6M | 6.07% | |
| 321 | MRPMILLROSE PPTYS INC | 14,179 | $404.2M | 6.05% | |
| 322 | FCXFREEPORT-MCMORAN INC | 9,195 | $398.6M | 5.97% | |
| 323 | JCIJOHNSON CTLS INTL PLC | 3,765 | $397.7M | 5.95% | |
| 324 | BDXBECTON DICKINSON & CO | 2,290 | $394.5M | 5.90% | |
| 325 | AIGAMERICAN INTL GROUP INC | 4,579 | $391.9M | 5.87% | |
| 326 | HASHASBRO INC | 5,222 | $385.5M | 5.77% | |
| 327 | TRVTRAVELERS COMPANIES INC | 1,423 | $382.3M | 5.72% | |
| 328 | HLTHILTON WORLDWIDE HLDGS INC | 1,411 | $375.8M | 5.63% | |
| 329 | TFCTRUIST FINL CORP | 8,724 | $375.0M | 5.61% | |
| 330 | KMIKINDER MORGAN INC DEL | 12,678 | $372.7M | 5.58% | |
| 331 | APOAPOLLO GLOBAL MGMT INC | 2,606 | $369.8M | 5.53% | |
| 332 | BBYBEST BUY INC | 5,435 | $369.1M | 5.52% | |
| 333 | CARRCARRIER GLOBAL CORPORATION | 4,988 | $365.1M | 5.46% | |
| 334 | FQIDIGITAL RLTY TR INC | 2,089 | $364.2M | 5.45% | |
| 335 | AMCRAMCOR PLC | 39,143 | $359.7M | 5.38% | |
| 336 | SWKSTANLEY BLACK & DECKER INC | 5,292 | $358.6M | 5.37% | |
| 337 | OREALTY INCOME CORP | 6,127 | $353.0M | 5.28% | |
| 338 | LNGCHENIERE ENERGY INC | 1,440 | $350.7M | 5.25% | |
| 339 | IPGINTERPUBLIC GROUP COS INC | 13,966 | $341.9M | 5.12% | |
| 340 | ALSALLSTATE CORP | 1,685 | $340.9M | 5.10% | |
| 341 | LYBLYONDELLBASELL INDUSTRIES N | 5,862 | $339.2M | 5.08% | |
| 342 | SPGSIMON PPTY GROUP INC NEW | 2,109 | $339.0M | 5.08% | |
| 343 | RSGREPUBLIC SVCS INC | 1,370 | $337.9M | 5.06% | |
| 344 | A4SAMERIPRISE FINL INC | 633 | $337.9M | 5.06% | |
| 345 | PSXPHILLIPS 66 | 2,761 | $329.4M | 4.93% | |
| 346 | RBLXROBLOX CORP | 3,045 | $320.3M | 4.80% | |
| 347 | CBRECBRE GROUP INC | 2,261 | $316.8M | 4.74% | |
| 348 | EWEDWARDS LIFESCIENCES CORP | 4,004 | $313.2M | 4.69% | |
| 349 | GWWGRAINGER W W INC | 301 | $313.1M | 4.69% | |
| 350 | PNWPINNACLE WEST CAP CORP | 3,492 | $312.4M | 4.68% | |
| 351 | DDOMINION ENERGY INC | 5,479 | $309.7M | 4.64% | |
| 352 | SRESEMPRA | 3,980 | $304.1M | 4.55% | |
| 353 | LHXL3HARRIS TECHNOLOGIES INC | 1,210 | $303.5M | 4.54% | |
| 354 | SLBSCHLUMBERGER LTD | 8,877 | $302.5M | 4.53% | |
| 355 | TAPMOLSON COORS BEVERAGE CO | 6,262 | $301.1M | 4.51% | |
| 356 | PSAPUBLIC STORAGE OPER CO | 1,000 | $293.4M | 4.39% | |
| 357 | KMBKIMBERLY-CLARK CORP | 2,253 | $293.3M | 4.39% | |
| 358 | XYZBLOCK INC | 4,301 | $292.2M | 4.37% | |
| 359 | CTVACORTEVA INC | 3,903 | $290.9M | 4.35% | |
| 360 | URIUNITED RENTALS INC | 383 | $288.6M | 4.32% | |
| 361 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 1,176 | $285.6M | 4.28% | |
| 362 | TRGPTARGA RES CORP | 1,609 | $280.1M | 4.19% | |
| 363 | CMICUMMINS INC | 839 | $274.8M | 4.11% | |
| 364 | AMEAMETEK INC | 1,517 | $274.5M | 4.11% | |
| 365 | HESHESS CORP | 1,971 | $273.1M | 4.09% | |
| 366 | ALNYALNYLAM PHARMACEUTICALS INC | 830 | $270.7M | 4.05% | |
| 367 | FISFIDELITY NATL INFORMATION SV | 3,315 | $269.9M | 4.04% | |
| 368 | MSCIMSCI INC | 464 | $267.6M | 4.01% | |
| 369 | NDAQNASDAQ INC | 2,981 | $266.6M | 3.99% | |
| 370 | YUMYUM BRANDS INC | 1,791 | $265.4M | 3.97% | |
| 371 | OTISOTIS WORLDWIDE CORP | 2,662 | $263.6M | 3.95% | |
| 372 | VEEVVEEVA SYS INC | 914 | $263.2M | 3.94% | |
| 373 | KVUEKENVUE INC | 12,543 | $262.5M | 3.93% | |
| 374 | FICOFAIR ISAAC CORP | 138 | $252.3M | 3.78% | |
| 375 | GLWCORNING INC | 4,750 | $249.8M | 3.74% | |
| 376 | CAHCARDINAL HEALTH INC | 1,454 | $244.3M | 3.66% | |
| 377 | EDCONSOLIDATED EDISON INC | 2,393 | $240.1M | 3.59% | |
| 378 | GRMNGARMIN LTD | 1,130 | $235.9M | 3.53% | |
| 379 | RMERESMED INC | 907 | $234.0M | 3.50% | |
| 380 | AG8AGILENT TECHNOLOGIES INC | 1,970 | $232.5M | 3.48% | |
| 381 | VGTVANGUARD WORLD FD | 348 | $230.8M | 3.46% | |
| 382 | VRTVERTIV HOLDINGS CO | 1,783 | $229.0M | 3.43% | |
| 383 | SYYSYSCO CORP | 3,005 | $227.6M | 3.41% | |
| 384 | DHID R HORTON INC | 1,757 | $226.5M | 3.39% | |
| 385 | IRINGERSOLL RAND INC | 2,723 | $226.5M | 3.39% | |
| 386 | MLMMARTIN MARIETTA MATLS INC | 411 | $225.6M | 3.38% | |
| 387 | HIGHARTFORD INSURANCE GROUP INC | 1,768 | $225.2M | 3.37% | |
| 388 | VICIVICI PPTYS INC | 6,814 | $225.1M | 3.37% | |
| 389 | OXYOCCIDENTAL PETE CORP | 5,240 | $221.4M | 3.31% | |
| 390 | BNTXBIONTECH SE | 2,079 | $221.4M | 3.31% | |
| 391 | VOXVANGUARD WORLD FD | 1,238 | $211.7M | 3.17% | |
| 392 | WTWWILLIS TOWERS WATSON PLC LTD | 686 | $210.9M | 3.16% | |
| 393 | ITGARTNER INC | 520 | $210.2M | 3.15% | |
| 394 | PCGPG&E CORP | 15,011 | $209.6M | 3.14% | |
| 395 | VMCVULCAN MATLS CO | 801 | $208.9M | 3.13% | |
| 396 | WECWEC ENERGY GROUP INC | 1,992 | $207.6M | 3.11% | |
| 397 | ACGLARCH CAP GROUP LTD | 2,277 | $207.3M | 3.10% | |
| 398 | EFXEQUIFAX INC | 791 | $205.2M | 3.07% | |
| 399 | VFHVANGUARD WORLD FD | 1,608 | $204.7M | 3.06% | |
| 400 | GISGENERAL MLS INC | 3,928 | $203.5M | 3.05% |