Howard Capital Management Group, LLC
Sector Allocation
- Technology39.6%$685.0M
- Other19.7%$340.7M
- Financials10.1%$175.0M
- Consumer Discretionary7.1%$122.7M
- Industrials6.6%$113.6M
- Consumer Staples5.6%$96.5M
- Healthcare5.5%$94.4M
- Materials3.0%$51.4M
- Energy2.6%$45.4M
- Real Estate0.1%$2.5M
AUM History
13fpro.ai/research/fund/howard-capital-management-group-llc-1860501
Conviction and streaks
Stable · top 10 = 56.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$209.5MAAPL
$138.0MSPY
$107.7MGOOGL
$98.4MMSFT
$98.1MAMZN
$86.6MPANW
$84.6MJPM
$62.1MCOST
$48.4MMRK
$44.8M- iShares$44.0M
- SPDR$42.8M
AME
$41.0MTMO
$39.4MV
$38.0MPH
$37.0MKO
$35.8MVMC
$34.2MTJX
$33.1MBX
$32.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/howard-capital-management-group-llc-1860501
Howard Capital Management Group, LLC 13F holdings — Q3 2026
$1.7B portfolio (+5.8% QoQ) · 144 holdings · Q3 2026 13F · top 10 are 57% of the stock portfolio
$209.5M
12.1% of stocks
-1%This quarter+0.9%Since filed8+ qtrsHeld$138.0M
8.0% of stocks
+0.1%This quarter+0.1%Since filed8+ qtrsHeld$107.7M
6.2% of stocks
-3%This quarter+0.3%Since filed8+ qtrsHeld$98.4M
5.7% of stocks
+0.0%This quarter-6.7%Since filed8+ qtrsHeld$98.1M
5.7% of stocks
-0.3%This quarter+0.7%Since filed8+ qtrsHeld$86.6M
5.0% of stocks
-0.0%This quarter-0.4%Since filed8+ qtrsHeld$84.6M
4.9% of stocks
-0.4%This quarter+14.2%Since filed8+ qtrsHeld$62.1M
3.6% of stocks
-0.3%This quarter-1.7%Since filed8+ qtrsHeld$48.4M
2.8% of stocks
+0.2%This quarter+1.6%Since filed8+ qtrsHeld$44.8M
2.6% of stocks
+0.2%This quarter-3.7%Since filed8+ qtrsHeld
All holdings — Howard Capital Management Group, LLC (Q3 2026)
144 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | iShares US Technology ETF - ETFetf/fund | — | $44.0M | 2.5% | 166K | -6% | — | — | 13F |
| 12 | — | SPDR S&P Aerospace Def ETF - ETFetf/fund | — | $42.8M | 2.5% | 185K | +0.3% | — | — | 13F |
| 13 | AMETEK INC/ | Industrials | $41.0M | 2.4% | 166K | +0.4% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | THERMO FISHER SCIENTIFIC INC. | Healthcare | $39.4M | 2.3% | 58K | -0.2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | VISA INC. | Financials | $38.0M | 2.2% | 106K | +0.5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Parker-Hannifin Corp | Industrials | $37.0M | 2.1% | 39K | +0.5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | COCA COLA CO | Consumer Staples | $35.8M | 2.1% | 416K | +0.3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Vulcan Materials CO | Materials | $34.2M | 2.0% | 140K | +0.7% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $33.1M | 1.9% | 250K | +1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Blackstone Inc. | Financials | $32.3M | 1.9% | 288K | -0.1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Intercontinental Exchange, Inc. | Financials | $32.1M | 1.9% | 211K | +0.4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | Vanguard Small Cap ETF - COMetf/fund | — | $31.6M | 1.8% | 111K | +1% | — | — | 13F |
| 23 | ROCKWELL AUTOMATION, INC | Industrials | $29.7M | 1.7% | 68K | +2% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | iShares Semiconductor ETF - ETFetf/fund | — | $29.0M | 1.7% | 51K | New | — | — | 13F |
| 25 | — | Vanguard Short Term Cor BD ETF - ETFetf/fund | — | $28.0M | 1.6% | 362K | +2% | — | — | 13F |
| 26 | $APH | AMPHENOL CORP /DE/ | Technology | $23.6M | 1.4% | 280K | New | |||
| 27 | $EQT | EQT Corp | Energy | $22.0M | 1.3% | 454K | +1% | |||
| 28 | $SLB | SLB LIMITED/NV | Energy | $19.6M | 1.1% | 403K | New | |||
| 29 | $GOOG | Alphabet Inc. | Technology | $18.2M | 1.1% | 53K | -1% | |||
| 30 | $ATR | APTARGROUP, INC. | Materials | $16.9M | 1.0% | 140K | +0.9% | |||
| 31 | — | SPDR Select Sector Health Care ETF - ETF | — | $9.0M | 0.5% | 54K | -21% | |||
| 32 | — | iShares US Financial Ser ETF - ETF | — | $8.4M | 0.5% | 93K | -0.3% | |||
| 33 | — | Select Sector Industrial SPDR ETF - ETF | — | $6.5M | 0.4% | 39K | +44% | |||
| 34 | — | iShares Biotechnology ETF - ETF | — | $5.8M | 0.3% | 28K | -4% | |||
| 35 | — | SPDR Fund Consumer Staples ETF - ETF | — | $5.7M | 0.3% | 71K | -0.3% | |||
| 36 | $PM | Philip Morris International Inc. | Consumer Staples | $5.6M | 0.3% | 29K | — | |||
| 37 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $4.7M | 0.3% | 6,300 | — | |||
| 38 | $JNJ | JOHNSON & JOHNSON | Healthcare | $4.4M | 0.3% | 17K | -0.2% | |||
| 39 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $3.7M | 0.2% | 7,336 | -0.7% | |||
| 40 | — | SPDR Fund Consumer Discre Sel ETF - ETF | — | $3.5M | 0.2% | 32K | -4% | |||
| 41 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.6M | 0.1% | 16K | — | |||
| 42 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $2.5M | 0.1% | 37K | — | |||
| 43 | $AMGN | AMGEN INC | Healthcare | $2.3M | 0.1% | 5,374 | — | |||
| 44 | $AXP | AMERICAN EXPRESS CO | Financials | $2.1M | 0.1% | 6,976 | -14% | |||
| 45 | — | iShares S&P 500 Growth ETF - ETF | — | $1.9M | 0.1% | 14K | -0.2% | |||
| 46 | — | OIL & GAS SERVICES SECTOR ETF (OIH) - ETF | — | $1.9M | 0.1% | 5,090 | New | |||
| 47 | — | Financial Select Sector SPDR Fund - ETF | — | $1.7M | 0.1% | 31K | -2% | |||
| 48 | $LLY | ELI LILLY & Co | Healthcare | $1.6M | 0.1% | 1,385 | -6% | |||
| 49 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.5M | 0.1% | 4,133 | — | |||
| 50 | $WMT | Walmart Inc. | Consumer Staples | $1.4M | 0.1% | 14K | +1% | |||
| 51 | $KRG | KITE REALTY GROUP TRUST | Real Estate | $1.3M | 0.1% | 52K | +12% | |||
| 52 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $1.3M | 0.1% | 8,405 | New | |||
| 53 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.1M | 0.1% | 2,455 | — | |||
| 54 | $CVX | CHEVRON CORP | Energy | $1.1M | 0.1% | 5,455 | — | |||
| 55 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.1M | 0.1% | 7,536 | -0.0% | |||
| 56 | $QCOM | QUALCOMM INC/DE | Technology | $1.1M | 0.1% | 5,935 | -40% | |||
| 57 | $META | Meta Platforms, Inc. | Technology | $1.1M | 0.1% | 1,498 | -6% | |||
| 58 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $1.1M | 0.1% | 18K | — | |||
| 59 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.0M | 0.1% | 1,710 | — | |||
| 60 | $AVGO | Broadcom Inc. | Technology | $1.0M | 0.1% | 2,944 | -17% | |||
| 61 | $GE | GENERAL ELECTRIC CO | Industrials | $1.0M | 0.1% | 3,273 | — | |||
| 62 | $INTC | INTEL CORP | Technology | $949K | 0.1% | 7,892 | +7% | |||
| 63 | $ORCL | ORACLE CORP | Technology | $945K | 0.1% | 6,880 | -11% | |||
| 64 | — | iShares S&P 100 ETF - ETF | — | $906K | 0.1% | 2,370 | — | |||
| 65 | $IVZ | Invesco Ltd. | Financials | $874K | 0.1% | 4,200 | -8% | |||
| 66 | $CSCO | CISCO SYSTEMS, INC. | Technology | $858K | 0.1% | 7,974 | +5% | |||
| 67 | $DIS | Walt Disney Co | Communication Services | $852K | 0.1% | 8,120 | +0.0% | |||
| 68 | $SO | SOUTHERN CO | Utilities | $828K | 0.1% | 9,992 | +5% | |||
| 69 | $GEV | GE Vernova Inc. | Industrials | $793K | 0.1% | 834 | -19% | |||
| 70 | — | Vanguard Mid-Cap ETF - ETF | — | $769K | 0.0% | 9,812 | — | |||
| 71 | — | Capital Group Global Growth Equity ETF - ETF | — | $764K | 0.0% | 19K | +3% | |||
| 72 | — | SPDR Communication SVS SLCT Sec ETF - ETF | — | $751K | 0.0% | 6,767 | — | |||
| 73 | $PLTR | Palantir Technologies Inc. | Technology | $729K | 0.0% | 3,900 | -3% | |||
| 74 | — | Vanguard S&P 500 ETF - ETF | — | $725K | 0.0% | 1,034 | -20% | |||
| 75 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $716K | 0.0% | 13K | -16% | |||
| 76 | $SAP | SAP SE | Technology | $704K | 0.0% | 3,375 | — | |||
| 77 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $699K | 0.0% | 1,720 | -7% | |||
| 78 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $695K | 0.0% | 1,412 | -21% | |||
| 79 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $685K | 0.0% | 3,116 | -16% | |||
| 80 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $675K | 0.0% | 2,371 | +1% | |||
| 81 | — | iShares Core S&P 500 ETF - ETF | — | $656K | 0.0% | 856 | — | |||
| 82 | $DELL | Dell Technologies Inc. | Technology | $646K | 0.0% | 1,200 | — | |||
| 83 | $MU | MICRON TECHNOLOGY INC | Technology | $639K | 0.0% | 600 | — | |||
| 84 | $MCD | MCDONALDS CORP | Consumer Discretionary | $624K | 0.0% | 2,700 | — | |||
| 85 | $HPP | Hudson Pacific Properties, Inc. | Real Estate | $607K | 0.0% | 53K | — | |||
| 86 | — | iShares Core S&P Small-Cap ETF - ETF | — | $605K | 0.0% | 4,449 | — | |||
| 87 | $UNP | UNION PACIFIC CORP | Industrials | $601K | 0.0% | 2,207 | — | |||
| 88 | $DE | DEERE & CO | Industrials | $581K | 0.0% | 865 | — | |||
| 89 | — | SPDR Portfolio Developed World Ex-US ETF - ETF | — | $562K | 0.0% | 11K | — | |||
| 90 | $PEP | PEPSICO INC | Consumer Staples | $537K | 0.0% | 4,241 | -3% | |||
| 91 | $BNY | Bank of New York Mellon Corp | Financials | $490K | 0.0% | 3,387 | — | |||
| 92 | $IVZ | Invesco Ltd. | Financials | $483K | 0.0% | 7,121 | -0.0% | |||
| 93 | $T | AT&T INC. | Communication Services | $478K | 0.0% | 20K | — | |||
| 94 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $475K | 0.0% | 1,536 | — | |||
| 95 | $RTX | RTX Corp | Industrials | $465K | 0.0% | 2,503 | -4% | |||
| 96 | $POWL | POWELL INDUSTRIES INC | Technology | $461K | 0.0% | 2,500 | +39% | |||
| 97 | — | Vanguard Dividend Appreciation ETF - ETF | — | $449K | 0.0% | 1,926 | — | |||
| 98 | $ABBV | AbbVie Inc. | Healthcare | $438K | 0.0% | 1,673 | -17% | |||
| 99 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $420K | 0.0% | 5,250 | -4% | |||
| 100 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $387K | 0.0% | 590 | -4% | |||
| 101 | — | SPDR Portfolio S&P 500 ETF - ETF | — | $370K | 0.0% | 4,121 | -6% | |||
| 102 | $DHI | HORTON D R INC /DE/ | Industrials | $368K | 0.0% | 2,695 | — | |||
| 103 | $XYL | Xylem Inc. | Industrials | $329K | 0.0% | 3,248 | — | |||
| 104 | $O | REALTY INCOME CORP | Real Estate | $326K | 0.0% | 6,000 | — | |||
| 105 | $EMR | EMERSON ELECTRIC CO | Industrials | $315K | 0.0% | 2,030 | — | |||
| 106 | $GD | GENERAL DYNAMICS CORP | Industrials | $304K | 0.0% | 917 | -0.1% | |||
| 107 | $NEE | NEXTERA ENERGY INC | Utilities | $303K | 0.0% | 4,002 | +5% | |||
| 108 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $299K | 0.0% | 1,490 | — | |||
| 109 | $LITE | Lumentum Holdings Inc. | Technology | $291K | 0.0% | 300 | -14% | |||
| 110 | $PFE | PFIZER INC | Healthcare | $290K | 0.0% | 10K | -5% | |||
| 111 | — | SPDR Technology Select ETF - ETF | — | $287K | 0.0% | 1,464 | — | |||
| 112 | $META | Meta Platforms, Inc. | Technology | $278K | 0.0% | 3,641 | — | |||
| 113 | — | Schwab US Large Cap ETF - ETF | — | $277K | 0.0% | 9,234 | — | |||
| 114 | $TXN | TEXAS INSTRUMENTS INC | Technology | $274K | 0.0% | 979 | — | |||
| 115 | $ASML | ASML HOLDING NV | Technology | $272K | 0.0% | 150 | — | |||
| 116 | — | SPDR Portfolio S&P 500 Value ETF - ETF | — | $261K | 0.0% | 4,273 | — | |||
| 117 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $251K | 0.0% | 1,192 | — | |||
| 118 | $LIN | LINDE PLC | Materials | $251K | 0.0% | 528 | — | |||
| 119 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $247K | 0.0% | 692 | — | |||
| 120 | $EME | EMCOR Group, Inc. | Industrials | $245K | 0.0% | 325 | — | |||
| 121 | $HIG | HARTFORD INSURANCE GROUP, INC. | Financials | $238K | 0.0% | 1,944 | +0.1% | |||
| 122 | $WCN | Waste Connections, Inc. | Utilities | $235K | 0.0% | 1,527 | — | |||
| 123 | $MRVL | Marvell Technology, Inc. | Technology | $225K | 0.0% | 850 | — | |||
| 124 | $SPGI | S&P Global Inc. | Financials | $224K | 0.0% | 569 | — | |||
| 125 | $D | DOMINION ENERGY, INC | Utilities | $220K | 0.0% | 3,635 | — | |||
| 126 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $216K | 0.0% | 3,455 | — | |||
| 127 | — | SPDR Dow Jones Industrial Avr ETF - ETF | — | $214K | 0.0% | 420 | — | |||
| 128 | — | iShares S&P 500 Value ETF - ETF | — | $209K | 0.0% | 917 | — | |||
| 129 | $ABT | ABBOTT LABORATORIES | Healthcare | $205K | 0.0% | 2,076 | New | |||
| 130 | $CAT | CATERPILLAR INC | Industrials | $203K | 0.0% | 250 | — | |||
| 131 | — | iShares Global Clean Energy ETF - ETF | — | $170K | 0.0% | 10K | — | |||
| 132 | $GLD | SPDR GOLD TRUST | Financials | $161K | 0.0% | 422 | — | |||
| 133 | $PPLT | abrdn Platinum ETF Trust | Financials | $154K | 0.0% | 10K | — | |||
| 134 | $FIGS | FIGS, Inc. | Consumer Discretionary | $151K | 0.0% | 11K | — | |||
| 135 | — | Wal-Mart De Mexico - COM | — | $131K | 0.0% | 51K | — | |||
| 136 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $124K | 0.0% | 835 | New | |||
| 137 | $DUK | Duke Energy CORP | Utilities | $114K | 0.0% | 1,003 | — | |||
| 138 | $PTON | PELOTON INTERACTIVE, INC. | Consumer Discretionary | $90K | 0.0% | 18K | — | |||
| 139 | — | Altair Global Credit - COM | — | $57K | 0.0% | 57K | -0.1% | |||
| 140 | $MSTR | Strategy Inc | Financials | $21K | 0.0% | 135 | New | |||
| 141 | — | Bion Enviro Tech - COM | — | $10K | 0.0% | 55K | — | |||
| 142 | $CRM | Salesforce, Inc. | Technology | $9K | 0.0% | 40 | -100% | |||
| 143 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $2K | 0.0% | 18 | — | |||
| 144 | — | Sigyn Therapeutics Inc - COM | — | $1K | 0.0% | 53K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 7 new, 30 added to, 46 trimmed, 13 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
- iShares Semiconductor ETF - ETF$29.0M
first bought this quarter
$SLBSLB LIMITED/NV$19.6M
first bought this quarter
- OIL & GAS SERVICES SECTOR ETF (OIH) - ETF$1.9M
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$1.3Mfirst bought this quarter
$ABTABBOTT LABORATORIES$205K
first bought this quarter
$GILDGILEAD SCIENCES, INC.$124K
first bought this quarter
+1 more in the Excel export
Added to (30)
- Select Sector Industrial SPDR ETF - ETF+44%
now $6.5M
$ROKROCKWELL AUTOMATION, INC+2%
now $29.7M · held 3 qtrs, 3 adds in a row
- Vanguard Short Term Cor BD ETF - ETF+2%
now $28.0M
now $33.1M · held 8+ qtrs
- Vanguard Small Cap ETF - COM+1%
now $31.6M
$EQTEQT Corp+1%
now $22.0M · held 5 qtrs, 3 adds in a row
+24 more in the Excel export
Trimmed (46)
$CRMSalesforce, Inc.-100%
now $9K · held 8+ qtrs
now $107.7M · held 8+ qtrs, 2 trims in a row
now $209.5M · held 8+ qtrs, 7 trims in a row
- iShares US Technology ETF - ETF-6%
now $44.0M
- SPDR Select Sector Health Care ETF - ETF-21%
now $9.0M
$QCOMQUALCOMM INC/DE-40%
now $1.1M · held 8+ qtrs
+40 more in the Excel export
Holdings by quarter
Every 13F Howard Capital Management Group, LLC has filed, 22 earlier quarters. Pick one to see what it held then.
Is it too late to follow Howard Capital Management Group?
Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Howard Capital Management Group's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+0.6%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 7% over the last 4
Top 10 weight
57%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Howard Capital Management Group, LLC disclosed 144 positions worth $1.7B in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 12.1% of the equity portfolio, followed by $AAPL and $SPY. During the quarter the fund opened 7 new positions and exited 13 and a full exit from $IQV. The portfolio is most concentrated in Technology (39.6% of disclosed assets). All figures are sourced directly from Howard Capital Management Group, LLC’s Form 13F-HR filing with the SEC under CIK 1860501.
Funds like this
managers whose biggest positions overlap Howard Capital Management Group'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Howard Capital Management Group, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Howard Capital Management Group, LLC (SEC CIK: 1860501), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Howard Capital Management Group, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.