Jason Kaplan

@Howard Capital Management Group, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$1.462B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CLColgate-palmolive Co Recent Activity Exited	0%	$242,189 2,333 shares@ $103.82 avg price	Exited
CUBECubesmart Recent Activity Exited	0%	$212,413 3,946 shares@ $53.83 avg price	Exited
DDominion Energy Inc Recent Activity Exited	0%	$210,067 3,635 shares@ $57.8 avg price	Exited
FRFirst Indl Rlty Tr Recent Activity Exited	0%	$206,454 3,688 shares@ $55.98 avg price	Exited
TXNTexas Instruments Recent Activity Exited	0%	$202,232 979 shares@ $206.57 avg price	Exited
BABoeing Co Recent Activity Exited	0%	$195,219 1,284 shares@ $152.04 avg price	Exited
INTCIntel Recent Activity Exited	0%	$163,033 6,949 shares@ $23.47 avg price	Exited
0778⤦Believing Today Inc Recent Activity Exited	0%	$0 10,000 shares@ $0.0 avg price	Exited