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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VNQVanguard Real Estate Etf
| 0.01% | $25,655 288 shares@ $89.08 avg price | New Position |