Howard Capital Management Group, LLC

RIA/Wealth

Howard Capital Management Group, LLC is a RIA/Wealth based in Los Angeles, CA led by David Andrew Robinson, reporting $2.3B in AUM as of Q3 2025 with 32% Technology concentration and 55% concentrated in top 10 holdings.

PresidentDavid Andrew Robinson

Portfolio Value: $1.6B
Positions: 139
Top Holding: NVDA at 12.28%
Last Reported: Q3 2025

Address11601 Wilshire Blvd, Suite 2000, Los Angeles, CA, 90025-1766, United States

Top Holdings

Largest long holdings in Howard Capital Management Group, LLC's portfolio (54.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$193.9M	12.28%	-$4.4M Sold	0.00% 1.0M shares	Q1 2021 Held for 4y 8m
2 Apple AAPL	Consumer Electronics Technology	$109.3M	6.92%	+$463.2K Bought	0.00% 429.1K shares	Q1 2021 Held for 4y 8m
3 Microsoft MSFT	Software - Infrastructure Technology	$99.9M	6.32%	+$455.8K Bought	0.00% 192.8K shares	Q1 2021 Held for 4y 8m
4 SPDR S&P 500 ETF Trust SPY	ETF ETF	$98.9M	6.26%	-$1.4M Sold	— 148.4K shares	Q1 2021 Held for 4y 8m
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$77.7M	4.92%	+$518.4K Bought	0.00% 353.9K shares	Q1 2021 Held for 4y 8m
6 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$74.5M	4.72%	+$366.1K Bought	0.00% 306.6K shares	Q1 2021 Held for 4y 8m
7 JPMorgan Chase JPM	Banks - Diversified Financial Services	$64.8M	4.10%	-$131.2K Sold	0.01% 205.5K shares	Q1 2021 Held for 4y 8m
8 Costco Wholesale COST	Discount Stores Consumer Defensive	$52.4M	3.32%	+$294.4K Bought	0.01% 56.6K shares	Q1 2021 Held for 4y 8m
9 Blackstone BX	Asset Management Financial Services	$49.3M	3.12%	-$2.7K Sold	0.04% 288.6K shares	Q1 2021 Held for 4y 8m
10 SPDR S&P Aerospace & Defense ETF XAR	ETF ETF	$44.6M	2.82%	+$265.0K Bought	— 189.8K shares	Q1 2024 Held for 1y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Howard Capital Management Group, LLC's latest filing

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Market Value

$1.6B

Prior: $1.4B

Q/Q Change

+9.75%

+$140.3M

Net Flows % of MV

+1.6%

Turnover Ratio

1.56%

New Purchases

9 stocks

$24.8M

Added To

56 stocks

+$12.0M

Sold Out Of

7 stocks

$1.4M

Reduced Holdings

25 stocks

-$10.2M

Increased Positions

Position	Shares Δ	Change
1 EQT Corporation EQT	New	0 → 420.6K +$22.9M
2 Realty Income O	New	0 → 8.0K +$486.3K
3 General Dynamics GD	New	0 → 918.0 +$312.9K
4 Goldman Sachs Group GS	New	0 → 364.0 +$289.9K
5 Verizon Communications VZ	New	0 → 5.6K +$248.3K

Decreased Positions

Position	Shares Δ	Change
1 Leidos Holdings LDOS	Sold	1.5K → 0 −$236.6K
2 XBI SPDR S&P Biotech XBI	Sold	2.6K → 0 −$219.0K
3 Verisk Analytics, Inc. VRSK	Sold	688.0 → 0 −$214.3K
4 NVO Novo Nordisk NVO	Sold	3.0K → 0 −$208.6K
5 Texas Instruments TXN	Sold	979.0 → 0 −$203.3K

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Analytics

Portfolio insights and performance metrics for Howard Capital Management Group, LLC

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Sector Allocation

Technology

32.40%

ETF

18.40%

Financial Services

12.30%

Consumer Cyclical

8.80%

Healthcare

7.60%

Communication Services

5.90%

Consumer Defensive

5.80%

Industrials

4.00%

Basic Materials

2.70%

Energy

1.60%

Real Estate

0.20%

Utilities

0.10%

Market Cap Distribution

Mega Cap (> $200B)

53.19%

Large Cap ($10B - $200B)

25.66%

Mid Cap ($2B - $10B)

2.52%

Small Cap ($300M - $2B)

0.07%

Nano Cap (< $50M)

0.02%

N/A (ETF or Unknown)

18.55%

Portfolio Concentration

Top 10 Holdings %

54.79%

Top 20 Holdings %

76.65%

Top 50 Holdings %

97.0%

Top 100 Holdings %

99.38%