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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
TMOThermo Fisher Scientific
Recent Activity
Increased 1.21%
1.97%
$28.733M
55,232 shares@ $520.24 avg price
VCSHVanguard Short Term Cor Bd Etf
Recent Activity
Decreased -0.39%
1.96%
$28.64M
367,138 shares@ $78.01 avg price
FDXFedex Corp
Recent Activity
Increased 1.87%
1.91%
$27.839M
98,957 shares@ $281.33 avg price
GPKGraphic Packaging Hl
Recent Activity
Increased 1.31%
1.9%
$27.734M
1.021M shares@ $27.17 avg price
KOCoca-cola
Recent Activity
Increased 1.25%
1.73%
$25.188M
404,565 shares@ $62.26 avg price
IQVIqvia Holdings Inc
Recent Activity
Increased 1.55%
1.64%
$23.953M
121,894 shares@ $196.52 avg price
PHParker-hannifin Corp
Recent Activity
New Position
1.6%
$23.39M
36,775 shares@ $636.03 avg price
XBISpdr S&p Biotech Etf
Recent Activity
Increased 2.44%
1.57%
$22.89M
254,166 shares@ $90.07 avg price
ATRAptargroup Inc
Recent Activity
Increased 1.01%
1.44%
$20.926M
133,200 shares@ $157.11 avg price
ZTSZoetis Inc Class A
Recent Activity
Increased 1.57%
1.19%
$17.353M
106,506 shares@ $162.94 avg price