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Jason Kaplan

Howard Capital Management Group, Llc

Assets Managed
$1.507B
Holdings
143
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-4.81%(2Q avg: -2.3%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Howard Capital Management Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 143 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.507B in assets, with a quarterly growth rate of -4.81% and a 2-quarter average growth rate of -2.3%. The portfolio is managed by Jason Kaplan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -6.05%
11%
$165.608M
949,587 shares@ $174.4 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.06%
7.05%
$106.182M
418,385 shares@ $253.79 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.33%
6.41%
$96.535M
148,438 shares@ $650.34 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.63%
5.57%
$83.877M
291,686 shares@ $287.57 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.81%
4.86%
$73.154M
351,247 shares@ $208.28 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.21%
4.7%
$70.77M
191,181 shares@ $370.18 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -4.29%
3.71%
$55.883M
189,974 shares@ $294.17 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -2.5%
3.56%
$53.636M
53,828 shares@ $996.43 avg price
XAR
Spdr S&p Aerospace & Def Etf
Recent Activity
Increased 0.48%
3.14%
$47.214M
185,898 shares@ $253.98 avg price
TJX
Tjx Companies Inc
Recent Activity
Increased 1.33%
2.65%
$39.841M
249,473 shares@ $159.7 avg price

1-10 of 143