test

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
ORCLOracle Corp
Recent Activity
0.1%
$1.336M
8,019 shares@ $166.64 avg price
MDLZMondelez Intl Class A
Recent Activity
0.09%
$1.187M
19,872 shares@ $59.74 avg price
HPPHudson Pac Pptys Inc Reit
Recent Activity
0.08%
$1.119M
369,168 shares@ $3.03 avg price
ISRGIntuitive Surgical
Recent Activity
0.08%
$1.109M
2,125 shares@ $521.96 avg price
WMTWal-mart
Recent Activity
0.08%
$1.092M
12,081 shares@ $90.35 avg price
RSPInvesco S&p 500 Eql Wght Etf
Recent Activity
0.07%
$1.011M
5,767 shares@ $175.23 avg price
METAMeta Platforms, Inc.
Recent Activity
Increased 3.88%
0.07%
$1.005M
1,716 shares@ $585.56 avg price
AMPAmeriprise Financial
Recent Activity
0.07%
$951,452
1,787 shares@ $532.43 avg price
OCSLOaktree Specialty
Recent Activity
0.07%
$947,986
62,041 shares@ $15.28 avg price
XLISelect Sector Industrial Spdr Etf
Recent Activity
Increased 5.85%
0.06%
$856,032
6,497 shares@ $131.76 avg price