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Jason Kaplan

@Howard Capital Management Group, Llc

Latest period2024 - Q4ReportedManaged Assets$1.462BTotal holdings138
Assets growth rate2.69%Assets growth rate (2-Q avg)3.84%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Howard Capital Management Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 138 positions.

Assets under management

The assets under management (AUM) of Howard Capital Management Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.462B in assets, with a quarterly growth rate of 2.69% and a 2-quarter average growth rate of 3.84%. The portfolio is managed by Jason Kaplan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corp
Recent Activity
Decreased -2.72%
10.79%
$157.736M
1.175M shares@ $134.29 avg price
AAPLApple Inc
Recent Activity
Decreased -1.41%
7.45%
$108.807M
434,499 shares@ $250.42 avg price
SPYSpdr S&p 500 Etf
Recent Activity
Decreased -0.7%
6.09%
$89.013M
151,879 shares@ $586.09 avg price
MSFTMicrosoft
Recent Activity
Decreased -0.16%
5.61%
$81.895M
194,293 shares@ $421.51 avg price
AMZNAmazon
Recent Activity
Decreased -0.03%
5.35%
$78.197M
356,427 shares@ $219.4 avg price
GOOGLAlphabet Inc. Class A
Recent Activity
Increased 0.33%
4%
$58.336M
308,166 shares@ $189.3 avg price
COSTCostco Wholesale Co
Recent Activity
Decreased -0.08%
3.63%
$52.971M
57,811 shares@ $916.28 avg price
BXBlackstone Group Inc
Recent Activity
Decreased -1.17%
3.49%
$50.902M
295,219 shares@ $172.43 avg price
JPMJpmorgan Chase
Recent Activity
Increased 0.15%
3.48%
$50.735M
211,651 shares@ $239.72 avg price
ACNAccenture Plc Class A
Recent Activity
Increased 0.59%
2.7%
$39.337M
111,819 shares@ $351.79 avg price