Fund HoldingsHoward Capital Management Inc.

Total Portfolio Value
$6.11B
Total Bought
$2.53B
Total Sold
$4.10B
Net Transaction
-$1.57B
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
703,08912,760,579+12,057,49064,2481,169,37919.13%+1,105,131
ISHARES TR09,335,100+9,335,1000939,67115.37%+939,671
TIDAL TRUST I06,826,600+6,826,6000162,9512.67%+162,951
VANECK ETF TRUST
SEMICONDUCTR ETF
0197,200+197,200075,6061.24%+75,606
ISHARES TR0232,576+232,576076,4381.25%+76,438
VANGUARD INDEX FDS0183,200+183,200055,3720.91%+55,372
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
1,257,3752,342,494+1,085,11943,07879,1061.29%+36,028
ISHARES TR01,011,427+1,011,4270153,1402.50%+153,140
VANGUARD WHITEHALL FDS1,132,9571,132,9570162,602167,7912.74%+5,189
DIREXION SHARES ETF TRUST
DAI SEM BUL ETF
093,770+93,77004,4930.07%+4,493
CF INDUSTRIES HOLD(CF)059,462+59,46207,7200.13%+7,720
WALMART INC(WMT)055,075+55,07506,8450.11%+6,845
KLA CORP(KLAC)20,83219,003-1,82925,31227,9800.46%+2,667
DIREXION SHARES ETF TRUST
DA 500 BU 3X ETF
013,739+13,73902,5400.04%+2,540
APA CORPORATION(APA)0114,579+114,57904,8630.08%+4,863
WISDOMTREE TR(WT)02,059,340+2,059,340015,6100.26%+15,610
NEOS ETF TRUST
NEOS S&P 500 HI
453,565525,470+71,90523,82625,9420.42%+2,117
VALERO ENERGY CORP(VLO)024,675+24,67506,0970.10%+6,097
MARATHON PETE CORP(MPC)021,711+21,71105,3010.09%+5,301
QUANTA SVCS INC16,99315,979-1,0147,1728,7730.14%+1,601
CONOCOPHILLIPS(COP)018,200+18,20002,4020.04%+2,402
SNAP ON INC(SNA)03,908+3,90801,4200.02%+1,420
PULTE GROUP INC(PHM)053,653+53,65306,3100.10%+6,310
ENTERGY CORP NEW(ETR)065,871+65,87107,4010.12%+7,401
CHARTER COMMUNICATIONS INC(CHTR)07,717+7,71701,6660.03%+1,666
BUNGE GLOBAL SA(BG)028,184+28,18403,5850.06%+3,585
LYONDELLBASELL INDUSTRIES NV
SHS - A -
20,71223,590+2,8788971,9000.03%+1,004
AT&T INC(T)0291,254+291,25408,4430.14%+8,443
DOW HLDGS INC(DOW)45,96249,464+3,5021,0752,0600.03%+986
DEVON ENERGY CORP NEW(DVN)31,15638,208+7,0521,1411,9230.03%+781
SCHWAB STRATEGIC TR024,721+24,72107580.01%+758
SANDISK CORP(SNDK)01,190+1,19007560.01%+756
DELL TECHNOLOGIES INC(DELL)011,733+11,73301,9260.03%+1,926
ALBEMARLE CORP(ALB)19,31319,31302,7323,4670.06%+736
BORGWARNER INC076,278+76,27804,1390.07%+4,139
EOG RES INC(EOG)13,08414,115+1,0311,3742,0410.03%+667
ISHARES TR031,156+31,15602,5730.04%+2,573
BEST BUY INC(BBY)022,979+22,97901,4750.02%+1,475
EQT CORP(EQT)070,040+70,04004,4570.07%+4,457
ONEOK INC NEW(OKE)17,26820,756+3,4881,2691,8760.03%+607
WABTEC(WAB)19,93619,449-4874,2554,8610.08%+605
EVERGY INC(EVRG)060,804+60,80404,9810.08%+4,981
SHELL PLC(SHEL)026,671+26,67102,4800.04%+2,480
KROGER CO(KR)070,311+70,31105,0880.08%+5,088
ARCHER DANIELS MIDLAND CO041,568+41,56803,0220.05%+3,022
HEWLETT PACKARD ENTERPRISE C(HPE)0252,013+252,01306,0000.10%+6,000
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
02,154+2,15408440.01%+844
PGIM ETF TR
PGIM ULTRA SH BD
040,503+40,50302,0050.03%+2,005
FIRSTENERGY CORP(FE)26,72333,228+6,5051,1961,6830.03%+487
FEDEX CORP(FDX)4,8835,326+4431,4111,8970.03%+486
EVERSOURCE ENERGY(ES)022,687+22,68701,5720.03%+1,572
PRUDENTIAL FINL INC(PFH)11,06817,052+5,9841,2491,6660.03%+416
AES CORP(AES)308,129342,705+34,5764,4194,8290.08%+410
PPL CORP(PPL)0128,899+128,89904,9240.08%+4,924
ALTRIA GROUP INC(MO)076,563+76,56305,0520.08%+5,052
BRISTOL-MYERS SQUIBB CO(BMY)36,31436,586+2721,9592,2190.04%+260
VANGUARD WORLD FD
ENERGY ETF
01,354+1,35402340.00%+234
STEEL DYNAMICS INC(STLD)28,66028,179-4814,8565,0720.08%+216
PROSHARES TR
HGH YLD INT RATE
021,142+21,14201,3470.02%+1,347
WISDOMTREE TR(WT)0102,895+102,89502,2650.04%+2,265
ISHARES TR0136,346+136,346012,8070.21%+12,807
MOSAIC CO(MOS)085,735+85,73502,1860.04%+2,186
SPDR SERIES TRUST
ST BLOO HIGH ETF
253,468258,568+5,10024,64024,7500.40%+111
VANGUARD WORLD FD
INF TECH ETF
0527+52703680.01%+368
STATE STR SPDR S&P MIDCAP 40(MDY)014,964+14,96409,2290.15%+9,229
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
02,287+2,28703320.01%+332
VANGUARD WORLD FD
INDUSTRIAL ETF
0714+71402230.00%+223
VANGUARD WORLD FD
UTILITIES ETF
01,149+1,14902280.00%+228
ISHARES TR02,027+2,02702950.00%+295
J P MORGAN EXCHANGE TRADED F
US VALUE FACTR
010,763+10,76305260.01%+526
NUCOR CORP(NUE)20,71319,956-7573,3783,3750.06%-4
SPDR SERIES TRUST
ST NUVE HIGH ETF
29,04329,047+47247200.01%-4
ISHARES TR0656+65602340.00%+234
STATE STR SPDR DOW JONES IND(DIA)0499+49902310.00%+231
VANGUARD WORLD FD
COMM SRVC ETF
01,238+1,23802230.00%+223
MILLROSE PPTYS INC(MRP)013,684+13,68403830.01%+383
INVESCO EXCH TRADED FD TR II04,091+4,09104590.01%+459
LISTED FDS TR
ROUN MA SEVE ETF
05,848+5,84803390.01%+339
EXELON CORP(EXC)044,525+44,52502,1830.04%+2,183
VERTIV HOLDINGS CO(VRT)0933+93302340.00%+234
CHENIERE ENERGY INC(LNG)0756+75602150.00%+215
TARGA RES CORP(TRGP)0982+98202460.00%+246
MID-AMER APT CMNTYS INC(MAA)02,139+2,13902610.00%+261
EXTRA SPACE STORAGE INC(EXR)07,472+7,47209800.02%+980
CORNING INC(GLW)02,499+2,49903400.01%+340
PUBLIC SVC ENTERPRISE GROUP(PEG)053,055+53,05504,2950.07%+4,295
PHILLIPS 66(PSX)01,481+1,48102700.00%+270
SLB LIMITED(SLB)04,661+4,66102400.00%+240
MCDONALDS CORP(MCD)05,330+5,33001,6570.03%+1,657
AIR PRODUCTS AND CHEMICALS I01,509+1,50904380.01%+438
COTERRA ENERGY INC151,172109,725-41,4473,9793,8560.06%-123
L3HARRIS TECHNOLOGIES INC(LHX)0876+87603020.00%+302
KINDER MORGAN INC DEL(KMI)06,662+6,66202230.00%+223
TYSON FOODS INC(TSN)073,343+73,34304,6990.08%+4,699
AUTOZONE INC(AZO)0484+48401,6350.03%+1,635
NEWS CORP NEW(NWS)0143,272+143,27204,0850.07%+4,085
SEMPRA(SRE)02,091+2,09102030.00%+203
HILTON WORLDWIDE HLDGS INC(HLT)0768+76802340.00%+234
MOTOROLA SOLUTIONS INC(MSI)0623+62302700.00%+270
SIMON PPTY GROUP INC NEW(SPG)01,142+1,14202130.00%+213
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