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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
PHParker-hannifin Corp
Recent Activity
New Position
1.6%
$23.39M
36,775 shares@ $636.03 avg price
IBITIshares Bitcoin Tr
Recent Activity
New Position
0.06%
$785,140
14,800 shares@ $53.05 avg price
ETHAIshares Ethereum Tr (shs)
Recent Activity
New Position
0.02%
$274,397
10,850 shares@ $25.3 avg price
BLKBlackrock Inc Com
Recent Activity
New Position
0.02%
$202,572
198 shares@ $1023.1 avg price
BMYBristol-myers Squibb
Recent Activity
New Position
0.02%
$195,415
3,455 shares@ $56.57 avg price
VRSKVerisk Analytics Ord Shs
Recent Activity
New Position
0.02%
$189,496
688 shares@ $275.44 avg price
TSMTaiwan Semiconductor Adr
Recent Activity
New Position
0.02%
$187,616
950 shares@ $197.5 avg price
SHWSherwin Williams Co
Recent Activity
New Position
0.02%
$170,305
501 shares@ $339.94 avg price
MSMorgan Stanley
Recent Activity
New Position
0.02%
$165,448
1,316 shares@ $125.73 avg price
NFLXNetflix Inc
Recent Activity
New Position
0.01%
$124,785
140 shares@ $891.33 avg price