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Howard Capital Management, LLC

Q2 2026 13F filing

Updated 45 days ago

423 disclosed positions worth $8.4B

Portfolio value
$8.4B
Total holdings
423
New positions
99
Closed positions
8
Increased
274
Decreased
31
Turnover
25.3%
Filed
2026-07-28

Full holdings

Every line item disclosed in Q2 2026

K

PROSHARES TR

Value
$895.9M
Shares
9.26M
% Port
10.67%
K

PROSHARES TR

Value
$820.1M
Shares
12.17M
% Port
9.76%
Q
3.QQQ

INVESCO QQQ TR

-71.4%
Value
$579M
Shares
786.2K
% Port
6.89%
K

PROSHARES TR

+1499.7%
Value
$421.8M
Shares
5.21M
% Port
5.02%
?
5.N/A

DIREXION SHARES ETF TRUST

+10194.1%
Value
$382.8M
Shares
1.41M
% Port
4.56%
?
6.N/A

NORTHERN LTS FD TR III

-35.9%
Value
$372.8M
Shares
4.36M
% Port
4.44%
?
7.N/A

DIREXION SHARES ETF TRUST

-23.9%
Value
$304.6M
Shares
7.26M
% Port
3.63%
B
8.BX

VANGUARD SPECIALIZED FUNDS

0.0%
Value
$284.4M
Shares
1.20M
% Port
3.39%
?
9.N/A

NORTHERN LTS FD TR III

-34.8%
Value
$254M
Shares
3.98M
% Port
3.02%
C
10.CW

SPDR SERIES TRUST

+33341.2%
Value
$214.9M
Shares
1.99M
% Port
2.56%
S
11.SPY

STATE STR SPDR S&P 500 ETF T

-0.0%
Value
$200.9M
Shares
269.0K
% Port
2.39%
V
12.VGES

VANGUARD WORLD FD

+400.0%
Value
$199.9M
Shares
2.27M
% Port
2.38%
V
13.VGES

VANGUARD WHITEHALL FDS

Unchanged
Value
$179M
Shares
1.13M
% Port
2.13%
?
14.N/A

TIDAL TRUST I

-5.7%
Value
$178M
Shares
6.44M
% Port
2.12%
?
15.N/A

ISHARES TR

+520.9%
Value
$172.9M
Shares
2.16M
% Port
2.06%
E
16.ETHA

ISHARES TR

Unchanged
Value
$158.1M
Shares
1.01M
% Port
1.88%
E
17.ETHA

ISHARES TR

-0.1%
Value
$148.8M
Shares
232.2K
% Port
1.77%
H
18.HODL

VANECK ETF TRUST

Unchanged
Value
$129.3M
Shares
197.2K
% Port
1.54%
N
19.NVDA

NVIDIA CORPORATION

+36.1%
Value
$124M
Shares
619.9K
% Port
1.48%
A
20.AAPL

APPLE INC

+19.3%
Value
$108.2M
Shares
373.9K
% Port
1.29%
M
21.MSFT

MICROSOFT CORP

+34.2%
Value
$104.1M
Shares
279.1K
% Port
1.24%
F
22.FPF

FIRST TR EXCHNG TRADED FD VI

+8.7%
Value
$93M
Shares
2.55M
% Port
1.11%
V
23.VGES

VANGUARD INDEX FDS

+498.4%
Value
$88.5M
Shares
1.03M
% Port
1.05%
E
24.ETHA

ISHARES TR

-50.9%
Value
$84.2M
Shares
850.8K
% Port
1.00%
K
25.KLAC

KLA CORP

+1125.7%
Value
$70.3M
Shares
232.9K
% Port
0.84%
T
26.THQ

VANGUARD INDEX FDS

Unchanged
Value
$67M
Shares
183.2K
% Port
0.80%
S

SPDR SERIES TRUST

-94.5%
Value
$64M
Shares
698.5K
% Port
0.76%
A
28.AMD

ADVANCED MICRO DEVICES INC

+166.7%
Value
$64M
Shares
110.1K
% Port
0.76%
A
29.AMZN

AMAZON COM INC

+65.9%
Value
$54.6M
Shares
229.0K
% Port
0.65%
?
30.N/A

NEOS ETF TRUST

+154.6%
Value
$53.4M
Shares
940.8K
% Port
0.64%
?
31.N/A

NEOS ETF TRUST

+90.0%
Value
$53M
Shares
998.6K
% Port
0.63%
M
32.META

META PLATFORMS INC

+95.2%
Value
$44.9M
Shares
79.7K
% Port
0.53%
T
33.TSLA

TESLA INC

+117.3%
Value
$43.4M
Shares
103.2K
% Port
0.52%
A
34.AVGO

BROADCOM INC

+73.4%
Value
$39.9M
Shares
105.6K
% Port
0.47%
G

ALPHABET INC

+35.8%
Value
$38.2M
Shares
107.0K
% Port
0.46%
C
36.COST

COSTCO WHOLESALE CORPORATION

+251.9%
Value
$37.9M
Shares
40.5K
% Port
0.45%
S

SPDR SERIES TRUST

Value
$37.7M
Shares
201.8K
% Port
0.45%
M
38.MU

MICRON TECHNOLOGY INC

+136.5%
Value
$36.5M
Shares
31.6K
% Port
0.43%
E
39.ETHA

ISHARES TR

Value
$34.2M
Shares
281.0K
% Port
0.41%
G

ALPHABET INC

+31.9%
Value
$33.8M
Shares
95.7K
% Port
0.40%
I
41.ILMN

ILLUMINA INC

Value
$31M
Shares
176.3K
% Port
0.37%
S

SPDR SERIES TRUST

+4.0%
Value
$25.9M
Shares
269.0K
% Port
0.31%
M
43.MYRG

MYR GROUP INC

Value
$24.5M
Shares
48.9K
% Port
0.29%
?
44.N/A

DIREXION SHARES ETF TRUST

-12.0%
Value
$22M
Shares
82.5K
% Port
0.26%
?
45.N/A

SPDR SERIES TRUST

Value
$19.2M
Shares
121.8K
% Port
0.23%
E
46.EZBC

FRANKLIN TEMPLETON ETF TR

Value
$18.9M
Shares
241.0K
% Port
0.22%
B
47.BEN

LEGG MASON ETF INVT

Value
$17.8M
Shares
438.7K
% Port
0.21%
I
48.INTC

INTEL CORP

+141.3%
Value
$17M
Shares
121.9K
% Port
0.20%
B
49.BTCW

WISDOMTREE TR

+1.2%
Value
$16.8M
Shares
2.08M
% Port
0.20%
W
50.WMT

WALMART INC

+167.0%
Value
$16.7M
Shares
147.1K
% Port
0.20%