13F
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Howard Capital Management Group, LLC

13F equity value
$1.5B
Positions
143
Top 10 concentration
52.6%
Quarters / total new picks
19 / 100
13F equity value over time
$0M$791M$2B202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 19 quarters, returned +2.0% per quarter — versus +1.8% per quarter from simply owning every 13F stock. It beat that baseline in only 52.6% of quarters (excess t = 0.60, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+1.8%
t-stat
0.60
Quarterly win rate
53%
Annualized excess
+0.7%
$1 → follow vs universe
$1.37 vs $1.33
Cumulative return: $1 invested in new picks vs universe
1.00 20210630: universe 1.08020210930: universe 0.96920211231: universe 0.82520220331: universe 0.88620220630: universe 0.82120220930: universe 0.88120221231: universe 0.81920230331: universe 0.86320230630: universe 0.83220230930: universe 0.94420231231: universe 0.98620240331: universe 1.00820240630: universe 1.10020240930: universe 1.09120241231: universe 1.01820250331: universe 1.11020250630: universe 1.14420250930: universe 1.28720251231: universe 1.331 20210630: follow 0.95720210930: follow 0.86820211231: follow 0.84020220331: follow 0.96520220630: follow 0.91620220930: follow 0.91220221231: follow 0.94720230331: follow 0.97220230630: follow 0.97720230930: follow 0.93620231231: follow 0.88520240331: follow 0.96020240630: follow 1.02920240930: follow 0.98220241231: follow 0.98520250331: follow 1.06220250630: follow 1.25020250930: follow 1.48820251231: follow 1.374 0.75 1.18 1.61 20212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 143 · 2026 Q1

Ticker Value Weight QoQ
NVDA $166M
11.0%
TRIM
AAPL $106M
7.0%
HOLD
SPY $97M
6.4%
HOLD
GOOGL $84M
5.6%
HOLD
AMZN $73M
4.9%
HOLD
MSFT $71M
4.7%
HOLD
JPM $56M
3.7%
TRIM
COST $54M
3.6%
TRIM
XAR $47M
3.1%
HOLD
TJX $40M
2.6%
HOLD
VMC $38M
2.5%
HOLD
MRK $37M
2.5%
HOLD
AME $35M
2.4%
ADD
PANW $35M
2.3%
ADD
PH $35M
2.3%
ADD
BX $33M
2.2%
ADD
ICE $33M
2.2%
ADD
IYW $33M
2.2%
HOLD
V $32M
2.1%
ADD
KO $32M
2.1%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

EDEMEFDXITTLITELMTROK

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.