Howard Capital Management, LLC

$6.1B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1733173 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $6.1B
ALL retained default holdings for this (filer, period), including NULL-value ones: 332
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 8
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 102

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:4252b4f3709914f645284b0206172232` · issuer key `cusip6:78468R` STATE STREET SPD	ADD	+$1.1B	+12,057,490	$64.2M	$1.2B	703,089	12,760,579
position key `sid:sec:prov:e38118ea8b169e3aaee9194c66190079` · issuer key `cusip6:46436E` 0-3 MNTH TREASRY	NEW	+$940M	+9,335,100	$0	$940M	—	9,335,100
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	TRIM	−$78.8M	−80,794	$535M	$456M	2,830,760	2,749,966
position key `sid:sec:prov:622052673ba73c54ba2088012d780f6b` · issuer key `cusip6:66538R` HCM DEFND 100	ADD	−$9.0M	+306,674	$315M	$306M	6,490,711	6,797,385
position key `sid:sec:prov:3d57a37183d231060b18548fa5853735` · issuer key `cusip6:25461A` DIREXION HCM	ADD	−$20.8M	+100,543	$280M	$260M	9,447,766	9,548,309
position key `pos:16249` · issuer key `cusip6:921908` DIV APP ETF	TRIM	−$12.2M	−29,475	$271M	$258M	1,231,457	1,201,982
position key `sid:sec:prov:1da591319ef8d7e2c7937f3ab15d7886` · issuer key `cusip6:66538R` HCM DEFEN 500	TRIM	−$24.6M	−72,844	$255M	$231M	6,180,126	6,107,282
position key `pos:11570` · issuer key `iss:1599` TR UNIT	ADD	−$8.4M	+102	$183M	$175M	268,924	269,026
position key `pos:14737` · issuer key `iss:1012` CORE US AGGBD ET	TRIM	−$1.1M	−32	$173M	$172M	1,734,237	1,734,205
position key `sid:sec:prov:bc23dd8c1e57b3230e63c732700bf337` · issuer key `cusip6:921910` MEGA GRWTH IND	TRIM	−$355M	−809,959	$522M	$167M	1,264,663	454,704
position key `pos:13135` · issuer key `cusip6:886364` FUNDSTRAT GRANNY	NEW	+$163M	+6,826,600	$0	$163M	—	6,826,600
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$42.4M	−135,004	$122M	$79.6M	448,536	313,532
position key `pos:15642` · issuer key `iss:1334` COM	TRIM	−$83.1M	−416,191	$163M	$79.5M	871,793	455,602
position key `pos:11567` · issuer key `cusip6:33740F` FT VEST LADDERED	ADD	+$36.0M	+1,085,119	$43.1M	$79.1M	1,257,375	2,342,494
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$28.3M	−9,697	$105M	$77.0M	217,686	207,989
position key `pos:17516` · issuer key `iss:1012` ISHARES SEMICDTR	ADD	+$75.2M	+228,469	$1.2M	$76.4M	4,107	232,576
position key `pos:15938` · issuer key `cusip6:92189F` SEMICONDUCTR ETF	NEW	+$75.6M	+197,200	$0	$75.6M	—	197,200
position key `pos:11209` · issuer key `cusip6:922908` GROWTH ETF	TRIM	−$69.7M	−124,809	$145M	$75.0M	296,447	171,638
position key `sid:sec:prov:e1fd18a8d58c43ad5ed9af37714bdfaa` · issuer key `cusip6:922908` SML CP GRW ETF	NEW	+$55.4M	+183,200	$0	$55.4M	—	183,200
position key `pos:14175` · issuer key `iss:95` COM	TRIM	−$44.7M	−180,286	$73.5M	$28.7M	318,319	138,033
position key `pos:18187` · issuer key `iss:1040` COM NEW	TRIM	+$2.7M	−1,829	$25.3M	$28.0M	20,832	19,003
position key `pos:12764` · issuer key `iss:1013` IBOXX HI YD ETF	TRIM	−$2.1M	−20,869	$29.8M	$27.7M	369,061	348,192
position key `sid:sec:prov:e4c1dfe3663ac98adb19c8189f6e6295` · issuer key `cusip6:78433H` NEOS S&P 500 HI	ADD	+$2.1M	+71,905	$23.8M	$25.9M	453,565	525,470
position key `sid:sec:prov:688b5ee5e157c93991dc1de13e74159c` · issuer key `cusip6:78468R` STATE STREET SPD	ADD	+$111K	+5,100	$24.6M	$24.8M	253,468	258,568
position key `pos:11390` · issuer key `iss:720` CL A	TRIM	−$30.9M	−41,445	$54.3M	$23.4M	82,270	40,825
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$11.9M	−31,508	$34.5M	$22.7M	110,281	78,773
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$11.5M	−30,576	$32.4M	$20.8M	103,117	72,541
position key `pos:12827` · issuer key `iss:323` COM	TRIM	−$57.7M	−160,181	$76.5M	$18.9M	221,101	60,920
position key `pos:17735` · issuer key `cusip6:78433H` NASDAQ 100 HIGH	TRIM	−$14.3M	−236,808	$32.7M	$18.4M	606,307	369,499
position key `pos:10357` · issuer key `iss:1786` COM	TRIM	−$29.3M	−56,989	$47.0M	$17.7M	104,470	47,481
position key `pos:10189` · issuer key `iss:1983` FLOATNG RAT TREA	ADD	+$2.2M	+42,993	$13.4M	$15.6M	2,016,347	2,059,340
position key `sid:sec:prov:1aed9ca78d3df286f4f6c0e3c6564c86` · issuer key `cusip6:74347X` ULTRAPRO QQQ	TRIM	−$433M	−8,139,776	$446M	$13.6M	8,465,262	325,486
position key `pos:15571` · issuer key `iss:1013` JPMORGAN USD EMG	ADD	+$121K	+4,585	$12.7M	$12.8M	131,761	136,346
position key `pos:12030` · issuer key `iss:525` COM	TRIM	−$14.2M	−18,252	$25.7M	$11.5M	29,761	11,509
position key `pos:13746` · issuer key `iss:1012` S&P 500 GRWT ETF	TRIM	−$1.2M	−2,378	$11.7M	$10.5M	95,279	92,901
position key `pos:15702` · issuer key `iss:1012` RUSSELL 2000 ETF	TRIM	−$531K	−2,450	$10.2M	$9.7M	41,433	38,983
position key `pos:17758` · issuer key `iss:1605` UTSER1 S&PDCRP	TRIM	+$64.1K	−229	$9.2M	$9.2M	15,193	14,964
position key `pos:15168` · issuer key `iss:456` COM NEW	TRIM	−$1.1M	−7,265	$10.3M	$9.2M	88,072	80,807
position key `pos:15137` · issuer key `iss:1523` CL A	ADD	−$251K	+6	$9.3M	$9.1M	26,333	26,339
position key `pos:13325` · issuer key `iss:1511` COM	TRIM	+$1.6M	−1,014	$7.2M	$8.8M	16,993	15,979
position key `pos:16441` · issuer key `iss:16` COM	TRIM	+$986K	−8,965	$7.5M	$8.4M	300,219	291,254
position key `pos:14060` · issuer key `iss:47` COM	TRIM	−$9.4M	−42,041	$17.8M	$8.4M	83,338	41,297
position key `pos:11205` · issuer key `iss:255` CL B NEW	TRIM	−$5.3M	−9,796	$13.2M	$7.9M	26,196	16,400
position key `pos:11039` · issuer key `iss:352` COM	ADD	+$3.3M	+1,671	$4.5M	$7.7M	57,791	59,462
position key `pos:16532` · issuer key `iss:812` COM	TRIM	−$992K	−3,734	$8.5M	$7.5M	104,643	100,909
position key `pos:12048` · issuer key `iss:665` COM	TRIM	+$1.2M	−1,322	$6.2M	$7.4M	67,193	65,871
position key `pos:15827` · issuer key `iss:1741` COM	TRIM	−$1.7M	−1,175	$8.8M	$7.1M	104,885	103,710
position key `pos:10809` · issuer key `iss:1858` COM	TRIM	−$1.6M	−818	$8.6M	$7.0M	77,112	76,294
position key `pos:13490` · issuer key `iss:1939` COM	ADD	+$3.0M	+20,766	$3.8M	$6.8M	34,309	55,075
position key `pos:12445` · issuer key `iss:1405` CL A	TRIM	−$14.7M	−74,909	$21.3M	$6.6M	119,748	44,839
position key `pos:10558` · issuer key `iss:1502` COM	ADD	+$1.3M	+11,125	$5.0M	$6.3M	42,528	53,653
position key `pos:11150` · issuer key `iss:1887` COM	TRIM	+$1.9M	−1,083	$4.2M	$6.1M	25,758	24,675
position key `pos:10246` · issuer key `iss:906` COM	ADD	+$544K	+24,835	$5.5M	$6.0M	227,178	252,013
position key `pos:12359` · issuer key `iss:566` COM NEW	TRIM	−$381K	−1,837	$6.2M	$5.8M	88,784	86,947
position key `pos:17039` · issuer key `iss:776` CL A COM	ADD	−$1.4M	+43	$7.2M	$5.7M	98,267	98,310
position key `pos:15433` · issuer key `iss:1290` COM	TRIM	−$20.1M	−216,062	$25.8M	$5.7M	275,474	59,412
position key `pos:16742` · issuer key `iss:776` CL B COM	TRIM	−$2.3M	−15,837	$7.9M	$5.6M	122,097	106,260
position key `pos:11461` · issuer key `iss:102` COM	TRIM	−$297K	−8,417	$5.9M	$5.6M	51,100	42,683
position key `pos:10935` · issuer key `iss:1902` COM	TRIM	−$596K	−40,550	$6.2M	$5.6M	151,981	111,431
position key `pos:14787` · issuer key `iss:1180` COM	TRIM	+$1.6M	−1,006	$3.7M	$5.3M	22,717	21,711
position key `pos:10263` · issuer key `iss:1078` COM	TRIM	+$562K	−2,131	$4.5M	$5.1M	72,442	70,311
position key `pos:15663` · issuer key `iss:1715` COM	TRIM	+$216K	−481	$4.9M	$5.1M	28,660	28,179
position key `pos:15015` · issuer key `iss:92` COM	TRIM	+$279K	−6,215	$4.8M	$5.1M	82,778	76,563
position key `pos:17863` · issuer key `iss:1147` COM	TRIM	−$890K	−5,053	$5.9M	$5.0M	29,452	24,399
position key `pos:12600` · issuer key `iss:694` COM	ADD	+$573K	+1	$4.4M	$5.0M	60,803	60,804
position key `pos:17365` · issuer key `iss:1396` COM	TRIM	+$324K	−2,458	$4.6M	$4.9M	131,357	128,899
position key `pos:17546` · issuer key `iss:137` COM	ADD	+$2.2M	+7,693	$2.6M	$4.9M	106,886	114,579
position key `pos:12595` · issuer key `iss:1938` COM	TRIM	+$605K	−487	$4.3M	$4.9M	19,936	19,449
position key `pos:12966` · issuer key `iss:10` COM	ADD	+$410K	+34,576	$4.4M	$4.8M	308,129	342,705
position key `pos:11944` · issuer key `iss:454` COM	TRIM	−$6.6M	−86,232	$11.4M	$4.8M	147,518	61,286
position key `pos:14515` · issuer key `iss:1838` CL A	TRIM	−$149K	−9,361	$4.8M	$4.7M	82,704	73,343
position key `pos:15221` · issuer key `iss:1228` COM	TRIM	−$3.8M	−15,874	$8.3M	$4.5M	29,252	13,378
position key `sid:sec:prov:53cc98935dc37fa214ed2e3c1a64daad` · issuer key `cusip6:25459W` DAILY SEMICONDUC	TRIM	+$301K	−5,966	$4.2M	$4.5M	99,736	93,770
position key `pos:12576` · issuer key `iss:622` COM	TRIM	+$615K	−1,653	$3.8M	$4.5M	71,693	70,040
position key `pos:15863` · issuer key `iss:1123` COM	TRIM	−$5.4M	−4,391	$9.8M	$4.3M	9,106	4,715
position key `pos:18256` · issuer key `iss:1701` COM	TRIM	−$1.5M	−26,691	$5.9M	$4.3M	142,034	115,343
position key `pos:15193` · issuer key `iss:1500` COM	TRIM	−$99.6K	−1,670	$4.4M	$4.3M	54,725	53,055
position key `pos:13642` · issuer key `iss:1873` CL B	ADD	−$915K	+6	$5.1M	$4.2M	23,450	23,456
position key `pos:16040` · issuer key `iss:1913` COM	TRIM	−$750K	−86,564	$4.9M	$4.2M	395,975	309,411
position key `pos:11671` · issuer key `iss:122` COM	TRIM	−$3.0M	−9,883	$7.0M	$4.0M	21,351	11,468
position key `sid:sec:prov:dcdf9d85329d8c12b54bf106942f0068` · issuer key `cusip6:127097` COM	TRIM	−$123K	−41,447	$4.0M	$3.9M	151,172	109,725
position key `pos:18039` · issuer key `iss:1025` COM	TRIM	−$4.5M	−12,879	$8.3M	$3.8M	25,784	12,905
position key `pos:16649` · issuer key `iss:1221` COM	TRIM	−$1.5M	−14,134	$5.1M	$3.6M	64,707	50,573
position key `pos:14552` · issuer key `iss:711` COM	TRIM	−$1.1M	−17,469	$4.6M	$3.5M	38,186	20,717
position key `pos:10172` · issuer key `iss:1332` COM	TRIM	−$3.9K	−757	$3.4M	$3.4M	20,713	19,956
position key `pos:14157` · issuer key `iss:149` COM	TRIM	−$2.6M	−13,374	$6.0M	$3.3M	23,171	9,797
position key `pos:12681` · issuer key `iss:2154` SHS	TRIM	−$3.5M	−9,248	$6.8M	$3.3M	15,976	6,728
position key `pos:17142` · issuer key `iss:64` COM	ADD	−$1.2M	+1	$4.5M	$3.3M	88,489	88,490
position key `pos:10790` · issuer key `iss:1444` COM	TRIM	−$1.2M	−64,600	$4.4M	$3.2M	177,696	113,096
position key `pos:10455` · issuer key `iss:1091` COM NEW	TRIM	−$2.9M	−20,556	$6.1M	$3.2M	35,413	14,857
position key `pos:13833` · issuer key `iss:1435` COM	TRIM	−$3.7M	−27,480	$6.8M	$3.1M	47,726	20,246
position key `pos:17533` · issuer key `iss:1509` COM	TRIM	−$4.3M	−19,422	$7.5M	$3.1M	43,728	24,306
position key `pos:12833` · issuer key `iss:477` CL A	TRIM	−$2.7M	−19,867	$5.8M	$3.1M	69,608	49,741
position key `pos:12014` · issuer key `iss:157` COM	TRIM	+$553K	−1,377	$2.5M	$3.0M	42,945	41,568
position key `pos:11717` · issuer key `iss:440` COM	TRIM	−$365K	−7,472	$3.3M	$2.9M	21,669	14,197
position key `pos:15119` · issuer key `iss:489` CL A	TRIM	−$1.5M	−47,131	$4.3M	$2.8M	143,259	96,128
position key `pos:13422` · issuer key `iss:1012` 1 3 YR TREAS BD	ADD	+$653K	+7,974	$1.9M	$2.6M	23,182	31,156
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$3.3M	−8,131	$5.8M	$2.5M	16,536	8,405
position key `sid:sec:prov:5b5171f766970ca8c9cb5f1895030b9a` · issuer key `cusip6:25459W` DAILY S&P 500 BU	TRIM	−$318M	−1,437,269	$320M	$2.5M	1,451,008	13,739
position key `pos:14503` · issuer key `iss:1578` SPON ADS	ADD	+$566K	+620	$1.9M	$2.5M	26,051	26,671

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 17

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:12412` · issuer key `cusip6:921946` HIGH DIV YLD	NO CHANGE	+$5.2M	$163M	$168M	1,132,957	1,132,957
position key `pos:11901` · issuer key `iss:1012` SELECT DIVID ETF	NO CHANGE	+$10.4M	$143M	$153M	1,011,427	1,011,427
position key `pos:17965` · issuer key `cusip6:921937` TOTAL BND MRKT	NO CHANGE	−$284K	$49.0M	$48.7M	661,100	661,100
position key `pos:13464` · issuer key `iss:303` COM	NO CHANGE	+$702K	$3.4M	$4.1M	76,278	76,278
position key `pos:14246` · issuer key `iss:1308` CL B	NO CHANGE	−$160K	$4.2M	$4.1M	143,272	143,272
position key `pos:11992` · issuer key `iss:2256` COM SHS	NO CHANGE	+$1.1M	$2.5M	$3.6M	28,184	28,184
position key `pos:14439` · issuer key `iss:66` COM	NO CHANGE	+$736K	$2.7M	$3.5M	19,313	19,313
position key `pos:15567` · issuer key `iss:1018` SHS BEN INT	NO CHANGE	−$801K	$3.5M	$2.7M	71,288	71,288
position key `pos:15494` · issuer key `iss:98` COM	NO CHANGE	−$1.1M	$3.8M	$2.6M	245,913	245,913
position key `pos:11319` · issuer key `iss:552` COM	NO CHANGE	−$285K	$2.0M	$1.7M	136,795	136,795
position key `pos:13129` · issuer key `iss:1375` COMMON STOCK	NO CHANGE	−$211K	$1.3M	$1.1M	178,927	178,927
position key `sid:sec:prov:ae81332c5da10c593afdf3fb94d6dc2f` · issuer key `cusip6:46641Q` US VALUE FACTR	NO CHANGE	−$2.4K	$528K	$526K	10,763	10,763
position key `sid:sec:prov:888cccadb4686ceec8afad0b1a360d05` · issuer key `cusip6:46138E` S&P 500 MOMNTM	NO CHANGE	−$29.5K	$488K	$459K	4,091	4,091
position key `sid:sec:prov:147dd63e210cd882b0d1b7c6396508d5` · issuer key `cusip6:53656G` ROUNDHILL MAGNIF	NO CHANGE	−$46.9K	$386K	$339K	5,848	5,848
position key `pos:12325` · issuer key `iss:1012` RUS MDCP VAL ETF	NO CHANGE	+$9.5K	$286K	$295K	2,027	2,027
position key `sid:sec:prov:b00f08276bb93613a202dd40306a3c2a` · issuer key `cusip6:92204A` UTILITIES ETF	NO CHANGE	+$15.1K	$213K	$228K	1,149	1,149
position key `sid:sec:prov:c8e45de6b263686115eaf9d9b99abe85` · issuer key `cusip6:92204A` COMM SRVC ETF	NO CHANGE	−$17.1K	$240K	$223K	1,238	1,238

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 312 issuers · $6.1B disclosed value over 332 rows · 0 undisclosed-value rows

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This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

SPDR SERIES TRUST

2 positions · 2 reported rows

Rows Howard Capital Management, LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R663 src ↗	$1.2B	12,760,579
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R622 src ↗	$24.8M	258,568

ticker not yet mapped

$1.2B

13,019,147

19.5%

—

ISHARES TR · 0-3 MNTH TREASRY CUSIP 46436E718
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$940M

9,335,100

15.4%

—

NORTHERN LTS FD TR III

2 positions · 2 reported rows

Rows Howard Capital Management, LLC reported for NORTHERN LTS FD TR III, as it reported them
NORTHERN LTS FD TR III · HCM DEFND 100 CUSIP 66538R748 src ↗	$306M	6,797,385
NORTHERN LTS FD TR III · HCM DEFEN 500 CUSIP 66538R730 src ↗	$231M	6,107,282

ticker not yet mapped

$537M

12,904,667

8.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$456M

2,749,966

7.5%

—

ISHARES TR

8 positions · 8 reported rows

Rows Howard Capital Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$172M	1,734,205
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$153M	1,011,427
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$76.4M	232,576
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$10.5M	92,901
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$9.7M	38,983
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$2.6M	31,156
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$295K	2,027
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$234K	656

ticker not yet mapped

$425M

3,143,931

7.0%

—

DIREXION SHARES ETF TRUST · DIREXION HCM CUSIP 25461A726
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$260M

9,548,309

4.2%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$258M

1,201,982

4.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$175M

269,026

2.9%

—

VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$168M

1,132,957

2.7%

—

VANGUARD WORLD FD · MEGA GRWTH IND CUSIP 921910816
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$167M

454,704

2.7%

—

TIDAL TRUST I · FUNDSTRAT GRANNY CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$163M

6,826,600

2.7%

—

VANGUARD INDEX FDS

2 positions · 2 reported rows

Rows Howard Capital Management, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$75.0M	171,638
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$55.4M	183,200

ticker not yet mapped

$130M

354,838

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$79.6M

313,532

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$79.5M

455,602

1.3%

—

FIRST TR EXCHNG TRADED FD VI · FT VEST LADDERED CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$79.1M

2,342,494

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$77.0M

207,989

1.3%

—

VANECK ETF TRUST · SEMICONDUCTR ETF CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$75.6M

197,200

1.2%

—

VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$48.7M

661,100

0.8%

—

NEOS ETF TRUST

2 positions · 2 reported rows

Rows Howard Capital Management, LLC reported for NEOS ETF TRUST, as it reported them
NEOS ETF TRUST · NEOS S&P 500 HI CUSIP 78433H303 src ↗	$25.9M	525,470
NEOS ETF TRUST · NASDAQ 100 HIGH CUSIP — src ↗	$18.4M	369,499

ticker not yet mapped

$44.3M

894,969

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Howard Capital Management, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$22.7M	78,773
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$20.8M	72,541

$43.5M

151,314

0.7%

—

ISHARES TR

2 positions · 2 reported rows

Rows Howard Capital Management, LLC reported for ISHARES TR, as it reported them
ISHARES TR · IBOXX HI YD ETF CUSIP — src ↗	$27.7M	348,192
ISHARES TR · JPMORGAN USD EMG CUSIP — src ↗	$12.8M	136,346

ticker not yet mapped

$40.5M

484,538

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$28.7M

138,033

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$28.0M

19,003

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$23.4M

40,825

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$18.9M

60,920

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$17.7M

47,481

0.3%

—

WISDOMTREE TR · FLOATNG RAT TREA CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$15.6M

2,059,340

0.3%

—

PROSHARES TR · ULTRAPRO QQQ CUSIP 74347X831
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$13.6M

325,486

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$11.5M

11,509

0.2%

FOX CORP

2 positions · 2 reported rows

Rows Howard Capital Management, LLC reported for FOX CORP, as it reported them
FOX CORP · CL A COM CUSIP — src ↗	$5.7M	98,310
FOX CORP · CL B COM CUSIP — src ↗	$5.6M	106,260

$11.4M

204,570

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$9.2M

14,964

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$9.2M

80,807

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RALPH LAUREN CORP · CL A CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$9.1M

26,339

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUANTA SVCS INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$8.8M

15,979

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$8.4M

291,254

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$8.4M

41,297

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$7.9M

16,400

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CF INDUSTRIES HOLD · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$7.7M

59,462

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENERAL MTRS CO · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$7.5M

100,909

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENTERGY CORP NEW · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$7.4M

65,871

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SYNCHRONY FINANCIAL · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$7.1M

103,710

0.1%

—

DIREXION SHARES ETF TRUST

2 positions · 2 reported rows

Rows Howard Capital Management, LLC reported for DIREXION SHARES ETF TRUST, as it reported them
DIREXION SHARES ETF TRUST · DAILY SEMICONDUC CUSIP 25459W458 src ↗	$4.5M	93,770
DIREXION SHARES ETF TRUST · DAILY S&P 500 BU CUSIP 25459W862 src ↗	$2.5M	13,739

ticker not yet mapped

$7.0M

107,509

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITED AIRLS HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$7.0M

76,294

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$6.8M

55,075

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$6.6M

44,839

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PULTE GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$6.3M

53,653

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VALERO ENERGY CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$6.1M

24,675

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HEWLETT PACKARD ENTERPRISE C · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$6.0M

252,013

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DELTA AIR LINES INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$5.8M

86,947

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$5.7M

59,412

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN ELEC PWR CO INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$5.6M

42,683

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$5.6M

111,431

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARATHON PETE CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$5.3M

21,711

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KROGER CO · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$5.1M

70,311

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STEEL DYNAMICS INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$5.1M

28,179

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALTRIA GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$5.1M

76,563

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

M & T BK CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$5.0M

24,399

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EVERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$5.0M

60,804

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PPL CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$4.9M

128,899

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$4.9M

114,579

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WABTEC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$4.9M

19,449

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AES CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$4.8M

342,705

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$4.8M

61,286

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TYSON FOODS INC · CL A CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$4.7M

73,343

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$4.5M

13,378

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EQT CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$4.5M

70,040

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$4.3M

4,715

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SOUTHWEST AIRLS CO · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$4.3M

115,343

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PUBLIC SVC ENTERPRISE GROUP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$4.3M

53,055

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNIVERSAL HLTH SVCS INC · CL B CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$4.2M

23,456

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VIATRIS INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$4.2M

309,411

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BORGWARNER INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$4.1M

76,278

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEWS CORP NEW · CL B CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$4.1M

143,272

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$4.0M

11,468

0.1%

—

COTERRA ENERGY INC · COM CUSIP 127097103
2026-03-31 filed 2026-05-05 +35d

src ↗

ticker not yet mapped

$3.9M

109,725

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.8M

12,905

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BUNGE GLOBAL SA · COM SHS CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.6M

28,184

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

METLIFE INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.6M

50,573

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.5M

20,717

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALBEMARLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.5M

19,313

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NUCOR CORP · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.4M

19,956

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.3M

9,797

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC · SHS CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.3M

6,728

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALASKA AIR GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.3M

88,490

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.2M

113,096

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.2M

14,857

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.1M

20,246

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUALCOMM INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.1M

24,306

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COGNIZANT TECHNOLOGY SOLUTIO · CL A CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.1M

49,741

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARCHER DANIELS MIDLAND CO · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$3.0M

41,568

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$2.9M

14,197

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COMCAST CORP NEW · CL A CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$2.8M

96,128

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES BITCOIN TRUST ETF · SHS BEN INT CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$2.7M

71,288

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN AIRLINES GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$2.6M

245,913

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$2.5M

8,405

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHELL PLC · SPON ADS CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$2.5M

26,671

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LENNAR CORP · CL A CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$2.4M

28,133

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONOCOPHILLIPS · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$2.4M

18,200

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GILEAD SCIENCES INC · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$2.3M

16,852

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-05 +35d

src ↗

$2.3M

9,598

0.0%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 87.5%above median 80.0%
Concentration index: 792 bpsabove median 446 bps
Positions with value: 332 / 332median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 87.5% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 792 · QoQ moves: 434

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Howard Capital Management, LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).