Howard Capital Management Group, LLC

The fund demonstrates a "core and satellite" strategy, utilizing a mix of broad-market ETFs (the core) and concentrated positions in high-conviction equities (the satellites). The turnover during this quarter was exceptionally high, with 48 positions changing (24 new and 24 sold out), representing a major portfolio restructuring. This aggressive rotation suggests a tactical shift in the manager's outlook rather than a passive buy-and-hold philosophy.

2. Key Holdings

The portfolio is heavily concentrated in the "Magnificent Seven" and leading technology giants, which dominate the top of the holding list.