Howard Capital Management Inc.
Annual return '25
+11.1%
SPY '25
+17.7%
Alpha
-6.6ptsvs SPY
Invested
$6.1B
Holdings
331
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BIL
SPDR SERIES TRUST
Q4 2025: Exited (was 932.7k shares)
19.1%
02
$SGOV
ISHARES TR
Held since at least Q1 2024
15.4%
03
$NDQ
INVESCO QQQ TR
Q4 2025: Exited (was 2.83M shares)
7.5%
04
$QQH
NORTHERN LTS FD TR III
Q4 2025: Exited (was 6.20M shares)
5.0%
05
$HCMT
DIREXION SHARES ETF TRUST
Q4 2025: Exited (was 9.56M shares)
4.2%
06
$VIG
VANGUARD SPECIALIZED FUNDS
Q1 2026: Sold 100.0% (117.2k → 0 shares)
4.2%
07
$LGH
NORTHERN LTS FD TR III
Q4 2025: Exited (was 6.25M shares)
3.8%
08
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Exited (was 269.0k shares)
2.9%
09
$AGG
ISHARES TR
Q4 2025: Exited (was 1.73M shares)
2.8%
10
$VYM
VANGUARD WHITEHALL FDS
Q1 2026: Sold 100.0% (157.8k → 0 shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.