HOWARD CAPITAL MANAGEMENT GROUP LLC
Q1 2022 Form 13-F
LOS ANGELES, CALIFORNIA
CIK 0001860501
· CRD 310510
· SEC-registered investment adviser
$1.1B Reported Value Total
HOWARD CAPITAL MANAGEMENT GROUP, LLC reports 1,361 total accounts under management (AUM). There are 1,361 discretionary accounts valued at $2,005,608,266, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-30
Reported value
$1.1B
Quarter over quarter
-7.7%
Holdings
106
Top-10 concentration
46.4%
Key People
Form ADV owners & control persons
Jason David Kaplan
EVP, DIRECTOR, CCO
David Andrew Robinson
PRESIDENT AND DIRECTOR
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Q1 2022 13F record
Q1 2022 13F filing summary
| Period of report | March 31, 2022 |
|---|---|
| Filed | May 16, 2022 |
| Form | 13F-HR |
| Reported value | $1.1B |
| Positions | 106 |
| Change in reported value | -9.3% |
| New positions | 3 |
| Exited positions | 10 |
| Position turnover | 11.2% |
| Top-10 concentration | 46.4% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 16, 2026
|
144 | $1.7B |
|
Q2 2026 13F
Filed Jul 16, 2026
|
150 | $1.6B |
|
Q1 2026 13F
Filed Apr 16, 2026
|
143 | $1.5B |
|
Q4 2025 13F
Filed Jan 16, 2026
|
142 | $1.6B |
|
Q3 2025 13F
Filed Oct 16, 2025
|
142 | $1.6B |
|
Q2 2025 13F
Filed Jul 16, 2025
|
138 | $1.4B |
|
Q1 2025 13F
Filed Apr 16, 2025
|
138 | $1.3B |
|
Q4 2024 13F
Filed Jan 17, 2025
|
138 | $1.5B |
|
Q3 2024 13F
Filed Oct 17, 2024
|
134 | $1.4B |
|
Q2 2024 13F
Filed Jul 16, 2024
|
126 | $1.4B |
|
Q1 2024 13F
Filed Apr 17, 2024
|
125 | $1.3B |
|
Q4 2023 13F
Filed Jan 16, 2024
|
112 | $1.2B |
|
Q3 2023 13F
Filed Oct 16, 2023
|
115 | $1.0B |
|
Q2 2023 13F
Filed Aug 17, 2023
|
116 | $1.1B |
|
Q1 2023 13F
Filed Apr 20, 2023
|
109 | $945.5M |
|
Q4 2022 13F
Filed Jan 17, 2023
|
96 | $834.2M |
|
Q3 2022 13F
Filed Oct 21, 2022
|
91 | $791.2M |
|
Q2 2022 13F
Filed Jul 20, 2022
|
97 | $851.8M |
|
Q1 2022 13F
Filed May 16, 2022
|
106 | $1.1B |
|
Q4 2021 13F
Filed Jan 19, 2022
|
112 | $1.2B |
3 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE COMPUTER INC | $81.6M | 7.42% |
| 2 | SPY S&P 500 EQUITY INDEX ETF (SPY) | $71.2M | 6.47% |
| 3 | MSFT MICROSOFT CORP | $59.5M | 5.41% |
| 4 | AMZN AMAZON COM INC | $55.5M | 5.05% |
| 5 | NVDA NVIDIA CORP COM | $51.8M | 4.71% |
| 6 | GOOGL ALPHABET INC CLASS A | $44.1M | 4.01% |
| 7 | BX BLACKSTONE GROUP ORD SHS CLASS | $40.7M | 3.7% |
| 8 | ACN ACCENTURE PLC | $37.1M | 3.38% |
| 9 | COST COSTCO WHOLESALE CORP-NEW | $36.7M | 3.34% |
| 10 | TMO THERMO FISHER SCIENTIFIC | $31.8M | 2.9% |
| 11 | JPM J P MORGAN CHASE AND CO | $28.8M | 2.62% |
| 12 | DIS DISNEY WALT CO | $28.1M | 2.56% |
| 13 | MCD MCDONALDS CORP | $27.4M | 2.49% |
| 14 | VMC VULCAN MATERIALS CO | $27.2M | 2.47% |
| 15 | IQV IQVIA HOLDINGS INC | $27.1M | 2.47% |
| 16 | ICE INTERCONTINENTAL EXCHANGE | $27.0M | 2.46% |
| 17 | META META PLATFORMS INC-CLASS A | $26.3M | 2.39% |
| 18 | PH PARKER HANNIFIN CORP | $25.3M | 2.3% |
| 19 | MRK MERCK AND CO INC | $24.7M | 2.24% |
| 20 | KO COCA COLA CO | $24.2M | 2.2% |
Values as reported on the Q1 2022 Form 13F. Every position is in the holdings table below.