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Howard Capital Management, Inc.
Vance Howard · Investment Advisor · Quant/Systematic
Howard Capital Management, Inc. (HCM) is an SEC-registered investment advisory firm founded in 1999 and headquartered in Roswell, Georgia. The firm was established by CEO Vance Howard, whose vision was shaped by the market crash of 1987, leading him to focus on mitigating downside risk for investors. HCM provides professional money management services to individuals, financial advisors, and institutions through a suite of products including separately managed accounts (SMAs), mutual funds, and ETFs. The firm specializes in tactical, quantitative trading systems designed to navigate volatile markets while emphasizing capital preservation and long-term growth. Since its inception, HCM has grown significantly, reaching over $4 billion in assets under management by leveraging proprietary technology and systematic risk management tools.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +18.5% |
| YTD return | +13.0% |
| Sharpe ratio | 2.68 |
| Win rate | 65% |
| AUM | $1.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 3, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.howardcm.com |
Current Holdings
Updated on Sep 3, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 15.8% | +21.7% |
| AAPL | Apple Inc | 10.3% | +28.6% |
| GOOGL | Alphabet Inc Class A | 9.1% | +37.8% |
| MSFT | Microsoft Corporation | 7.6% | +1.1% |
| AMZN | Amazon.com Inc | 7.1% | +16.4% |
| PANW | Palo Alto Networks Inc | 6.1% | +59.4% |
| JPM | JPMorgan Chase & Co | 5.2% | +17.4% |
| COST | Costco Wholesale Corp | 3.9% | -0.0% |
| MRK | Merck & Company Inc | 3.5% | +68.3% |
| BX | Blackstone Group Inc | 3.2% | -13.6% |
| V | Visa Inc. Class A | 3.1% | +9.8% |
| AME | Ametek Inc | 3.0% | +21.5% |
| PH | Parker-Hannifin Corporation | 3.0% | +25.3% |
| VMC | Vulcan Materials Company | 2.9% | -13.4% |
| KO | The Coca-Cola Company | 2.9% | +24.8% |
| TMO | Thermo Fisher Scientific Inc | 2.8% | +17.2% |
| IQV | IQVIA Holdings Inc | 2.7% | +46.7% |
| ICE | Intercontinental Exchange Inc | 2.6% | +1.8% |
| TJX | The TJX Companies Inc | 2.6% | -8.4% |
| CRM | Salesforce.com Inc | 2.6% | +1.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | GOOGL | 10.7% → 9.1% |
| Aug 31, 2026 | BUY | V | 2.8% → 3.1% |
| Aug 31, 2026 | BUY | TJX | 3.4% → 2.6% |
| Aug 31, 2026 | SELL | AMZN | 7.4% → 7.1% |
| Aug 31, 2026 | SELL | PANW | 5.0% → 6.1% |
Investment Style Analysis
Howard Capital Management, Inc. is widely recognized for employing a Quant/Systematic strategy. As of Sep 3, 2026, the firm oversees approximately $1.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Howard Capital Management, Inc. made a significant move by reducing the position in GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Howard Capital Management's investment philosophy is centered on a tactical and quantitative approach that prioritizes capital preservation through disciplined risk management. Rejecting traditional buy-and-hold strategies, the firm utilizes its proprietary market indicator, the HCM-BuyLine®, to remove emotional bias from the investment process and identify market trends. This math-based methodology allows the firm to dynamically adjust portfolio exposure, increasing equity allocations during favorable trends and pivoting to cash or cash equivalents during market downturns. By focusing on mathematical market ratios and algorithmic methodologies, HCM aims to participate in upside growth while minimizing the impact of major market declines, ensuring a non-emotional and systematic path toward achieving long-term financial goals.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Howard Capital Management, Inc..
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Frequently asked questions
How is the simulated portfolio for Howard Capital Management, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Howard Capital Management, Inc.'s largest holding?
As of the latest filing, Howard Capital Management, Inc.'s top position is NVIDIA Corporation (NVDA), representing 15.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Howard Capital Management, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +18.5% with a win rate of 65%. Notably, the portfolio maintains a Sharpe Ratio of 2.68, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Howard Capital Management, Inc. primarily invest in?
Howard Capital Management, Inc. has a strong preference for the Semiconductors sector, which makes up 15.8% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is Howard Capital Management, Inc.'s portfolio concentrated or diversified?
Howard Capital Management, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 35.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Howard Capital Management, Inc. performed in 2026?
Our AI-simulated model portfolio for Howard Capital Management, Inc. tracks a Year-to-Date (YTD) return of +13.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Vance Howard manage Howard Capital Management, Inc. directly?
Yes, Vance Howard serves as the key portfolio manager for Howard Capital Management, Inc., overseeing the investment strategy and final capital allocation decisions.