Jason Kaplan Portfolio
Invests via Howard Capital Management Group LLC | Managed by Jason Kaplan
Invests via Howard Capital Management Group LLC
Managed by Jason Kaplan
Automatically Tracked
Jason Kaplan Profile
With an extensive background in corporate leadership, Jason Kaplan has made significant strides within the tech industry. He is known for driving innovative initiatives at leading organizations, enhancing operational efficiency and market competitiveness. His deep expertise spans various technology sectors, enabling strategic growth and scalability for businesses under his guidance. As a proactive change agent, he emphasizes fostering collaborative environments that inspire creativity among teams. Beyond traditional roles, Kaplan actively participates in mentoring emerging entrepreneurs and investing in startups that are poised to disrupt conventional markets.
With an extensive background in corporate leadership, Jason Kaplan has made significant strides within the tech industry. He is known for driving innovative initiatives at leading organizations, enhancing operational efficiency and market competitiveness. His deep expertise spans various technology sectors, enabling strategic growth and scalability for businesses under his guidance. As a proactive change agent, he emphasizes fostering collaborative environments that inspire creativity among teams. Beyond traditional roles, Kaplan actively participates in mentoring emerging entrepreneurs and investing in startups that are poised to disrupt conventional markets.
Investment Philosophy & Strategy
Growth-oriented opportunities define Jason Kaplan's investment approach. His extensive experience in technology drives a keen focus on emerging companies with transformative potential. By leveraging his strategic insights, he identifies startups that not only promise scalability but also possess the capacity to disrupt established markets. As an advocate for innovation and entrepreneurship, he prioritizes investments that encourage operational excellence and market adaptation. Collaborative engagement is fundamental; fostering relationships within ventures allows him to guide teams toward achieving their visionary objectives while navigating competitive landscapes.
Growth-oriented opportunities define Jason Kaplan's investment approach. His extensive experience in technology drives a keen focus on emerging companies with transformative potential. By leveraging his strategic insights, he identifies startups that not only promise scalability but also possess the capacity to disrupt established markets. As an advocate for innovation and entrepreneurship, he prioritizes investments that encourage operational excellence and market adaptation. Collaborative engagement is fundamental; fostering relationships within ventures allows him to guide teams toward achieving their visionary objectives while navigating competitive landscapes.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
120.68%
Gain +0.33%
Monthly
1.28%
Yearly
16.51%
Drawdown
25.52%
$1.73B
Equity
Holdings
$1.73B
Investment
$940.77M
$879.22M
Profit +$4.53M
Realized
$91.39M
Unrealized
$787.82M
Dividends
$67.38M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.33%
Profit
$4.53M
Win %
81%
This Week
Compared To Last Week
Gain
0.26%
Profit
$4.53M
Win %
81%
This Month
Compared to last month
Gain
-0.07%
Profit
-$1.25M
Win %
81%
This Year
Compared to last year
Gain
-0.07%
Profit
-$1.25M
Win %
78%
TSLA Tesla, Inc.
+5.29%
+$81,420.1 
LITE Lumentum Holdings Inc.
+5.04%
+$11,442.01 
JNJ Johnson & Johnson
+2.69%
+$117,568.9 
MU Micron Technology Inc.
+2.43%
+$12,816.01 
NVDA NVIDIA Corporation
+2.14%
+$4.15M 
POWL Powell Industries, Inc.
+2.11%
+$7,950.25 
GILD Gilead Sciences Inc.
+2.07%
+$2,692.04 
GEV GE Vernova Inc.
+2.05%
+$13,944.45 
BNY Bank of New York Mellon Corp.
+2.01%
+$9,856.17 
CSCO Cisco Systems, Inc.
+1.98%
+$16,825.14 
WFC Wells Fargo & Company
+1.89%
+$8,190 
EME EMCOR Group, Inc.
+1.83%
+$3,862.62 
AMGN Amgen Inc. Common Stock
+1.76%
+$41,675.32 
BAC Bank of America Corporation
+1.76%
+$11,707.06 
RTX RTX Corporation
+1.76%
+$8,410.09 
DELL Dell Technologies Inc. Class C Common Stock
+1.6%
+$8,748 
PANW Palo Alto Networks, Inc.
+1.55%
+$1.26M 
AVGO Broadcom Inc.
+1.48%
+$13,998.75 
GD General Dynamics Corp.
+1.47%
+$4,695.04 
ASML ASML Holding N.V. NY Registered Shares
+1.45%
+$3,427.49 
SOXX iShares Semiconductor ETF
+1.4%
+$341,550.75 
PM Philip Morris International Inc.
+1.38%
+$80,796.24 
AME AMETEK, Inc.
+1.35%
+$536,382 
JPM JPMorgan Chase & Co.
+1.28%
+$798,258.13 
AMD Advanced Micro Devices Inc.
+1.16%
+$10,225.83 
AMP Ameriprise Financial Inc.
+1.14%
+$7,949.57 
ABBV AbbVie Inc.
+1.13%
+$5,412.14 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
+1.1%
+$40,000 
TXN Texas Instruments Inc.
+1%
+$2,799.94 
MCD McDonald's Corporation
+0.97%
+$6,534 
FIGS FIGS Inc. Class A Common Stock
+0.96%
+$2,128.03 
PH Parker-Hannifin Corporation
+0.94%
+$321,472.35 
T AT&T Inc.
+0.91%
+$3,725.9 
INTC Intel Corporation
+0.9%
+$6,155.76 
TRV The Travelers Companies, Inc.
+0.89%
+$2,446.22 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+0.89%
+$9,108.03 
TMO Thermo Fisher Scientific Inc.
+0.86%
+$339,888.17 
O Realty Income Corp.
+0.85%
+$2,910.6 
XLI State Street Industrial Select Sector SPDR ETF
+0.85%
+$54,815.6 
AXP American Express Company
+0.82%
+$17,928.32 
ROK Rockwell Automation Inc.
+0.8%
+$233,343.86 
HIG The Hartford Insurance Group, Inc.
+0.8%
+$2,118.96 
PEP PepsiCo, Inc.
+0.76%
+$4,359.75 
LLY Eli Lilly and Company
+0.75%
+$13,226.81 
NSC Norfolk Southern Corp.
+0.74%
+$3,732.5 
MDY State Street SPDR S&P MidCap 400 ETF Trust
+0.72%
+$2,796.62 
XAR State Street SPDR S&P Aerospace & Defense ETF
+0.72%
+$288,623.69 
EMR Emerson Electric Co.
+0.7%
+$2,314.2 
XLV State Street Health Care Select Sector SPDR ETF
+0.69%
+$65,852.97 
D Dominion Energy, Inc.
+0.68%
+$1,617.58 
IYG iShares U.S. Financial Services ETF
+0.66%
+$57,146.42 
SAP SAP SE Sponsored ADR
+0.6%
+$4,860 
SPG Simon Property Group Inc.
+0.59%
+$1,847.6 
WMT Walmart Inc.
+0.57%
+$9,520.82 
UNP Union Pacific Corp.
+0.56%
+$3,619.48 
IJR iShares Core S&P Small-Cap ETF
+0.56%
+$3,425.73 
MRVL Marvell Technology Inc.
+0.56%
+$1,079.5 
APH Amphenol Corp. Class A Common Stock
+0.55%
+$114,984.5 
XLF State Street Financial Select Sector SPDR ETF
+0.55%
+$9,544.67 
BMY Bristol-Myers Squibb Company
+0.54%
+$1,140.15 
IVW iShares S&P 500 Growth ETF
+0.54%
+$9,982.89 
PFE Pfizer Inc.
+0.52%
+$1,578.06 
XLK State Street Technology Select Sector SPDR ETF
+0.51%
+$1,368.84 
VIG Vanguard Dividend Appreciation ETF
+0.5%
+$2,320.83 
IBB iShares Biotechnology ETF
+0.49%
+$28,174.16 
CGGO Capital Group Global Growth Equity ETF
+0.48%
+$3,456.54 
HPP Hudson Pacific Properties, Inc.
+0.46%
+$2,629.65 
NEE NextEra Energy Inc.
+0.45%
+$1,480.74 
KRG Kite Realty Group Trust
+0.45%
+$5,747.06 
IVV iShares Core S&P 500 ETF
+0.44%
+$2,893.28 
SCHX Schwab U.S. Large-Cap ETF
+0.43%
+$1,200.42 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
+0.42%
+$2,296 
BRK-B Berkshire Hathaway Inc.
+0.41%
+$16,506 
VOO Vanguard S&P 500 ETF
+0.4%
+$2,864.18 
SPY State Street SPDR S&P 500 ETF Trust
+0.39%
+$422,110.26 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.38%
+$1,401.14 
OEF iShares S&P 100 ETF
+0.38%
+$3,389.1 
QQQ Invesco QQQ Trust, Series 1
+0.37%
+$16,443 
RSP Invesco S&P 500 Equal Weight ETF
+0.36%
+$3,318.04 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
+0.36%
+$793.8 
UPS United Parcel Service, Inc. Class B Common Stock
+0.32%
+$5.76 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
+0.31%
+$854.6 
ATR AptarGroup Inc.
+0.31%
+$54,449.46 
IVE iShares S&P 500 Value ETF
+0.3%
+$646.49 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.28%
+$2,256.76 
ISRG Intuitive Surgical Inc.
+0.26%
+$2,012.38 
GE General Electric Company
+0.2%
+$1,865.58 
SPGI S&P Global Inc.
+0.2%
+$512.1 
TJX The TJX Companies, Inc.
+0.2%
+$72,573.26 
IYW iShares U.S. Technology ETF
+0.2%
+$83,019 
DUK Duke Energy Corporation
+0.19%
+$240.72 
COST Costco Wholesale Corp
+0.19%
+$100,840 
SO The Southern Company
+0.18%
+$1,698.64 
QCOM QUALCOMM Incorporated
+0.18%
+$1,839.85 
XLP State Street Consumer Staples Select Sector SPDR ETF
+0.17%
+$10,627.2 
VB Vanguard Small-Cap ETF
+0.15%
+$46,651.08 
DHI D.R. Horton, Inc.
+0.14%
+$552.48 
PHO Invesco Water Resources ETF
+0.13%
+$676.5 
XOM ExxonMobil Holdings Corporation
+0.1%
+$3,068.53 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.09%
+$24,625.59 
AMZN Amazon.com Inc
+0.05%
+$43,443.5 
BSV Vanguard Short-Term Bond ETF
+0.02%
+$54.62 
ABT Abbott Laboratories
+0.02%
+$41.52 
HONIV Honeywell International Inc.
0%
$0 P981
P98180188
0%
$0 5509
55099Q116
0%
$0 
BNET Bion Environmental Technologies Inc.
-25.93%
-$3,860.99 
SIGY Sigyn Therapeutics Inc.
-25%
-$530 
MSTR Strategy Inc.
-5.23%
-$1,030.72 
EQT EQT Corporation
-3.46%
-$873,576.55 
ICLN iShares Global Clean Energy ETF
-3.31%
-$5,300 
SLB SLB N.V.
-2%
-$427,400.48 
PPLT abrdn Physical Platinum Shares ETF
-1.89%
-$2,650 
AAPL Apple Inc.
-1.67%
-$2.41M 
DE Deere & Company
-1.46%
-$8,174.25 
META Meta Platforms Inc Class A
-1.42%
-$13,661.76 
PLTR Palantir Technologies Inc. Class A Common Stock
-1.28%
-$9,808.5 
PTON Peloton Interactive Inc. Class A Common Stock
-1.21%
-$1,170 
XLC State Street Communication Services Select Sector SPDR ETF
-1.14%
-$8,120.4 
MDLZ Mondelēz International, Inc. Class A Common Stock
-1.07%
-$12,516.08 
ORCL Oracle Corporation
-0.99%
-$8,634.4 
SPCX Space Exploration Technologies Corp. Class A
-0.95%
-$11,767.08 
IBM International Business Machines Corporation
-0.83%
-$6,543.6 
V Visa Inc. Class A
-0.8%
-$346,529.78 
KO The Coca-Cola Company
-0.77%
-$297,286.28 
ICE Intercontinental Exchange, Inc.
-0.6%
-$204,826.17 
GOOG Alphabet Inc
-0.56%
-$94,381.71 
DIS The Walt Disney Company
-0.53%
-$4,872 
GOOGL Alphabet Inc
-0.47%
-$428,935.64 
CRM Salesforce, Inc.
-0.46%
-$45.2 
MRK Merck & Co., Inc.
-0.43%
-$194,236.56 
WCN Waste Connections, Inc.
-0.36%
-$1,023.11 
PG The Procter & Gamble Company
-0.35%
-$4,257.87 
XYL Xylem Inc.
-0.28%
-$974.4 
VMC Vulcan Materials Co.
-0.27%
-$97,964.3 
OIH VanEck Oil Services ETF
-0.26%
-$5,191.75 
CAT Caterpillar Inc.
-0.15%
-$265 
CVX Chevron Corporation
-0.15%
-$1,909.3 
BX Blackstone Inc.
-0.14%
-$48,771.42 
HD The Home Depot, Inc.
-0.14%
-$1,055.07 
LIN Linde plc
-0.12%
-$311.52 
MO Altria Group, Inc.
-0.1%
-$2,800.8 
GLD SPDR Gold Shares
-0.07%
-$109.72 
MSFT Microsoft Corporation Common Stock
-0.04%
-$42,059.09 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1772 | Longs Won 1201/1772 67% | Profit Factor 12.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.57M |
| Average Win $795,509.52 | Best Trade (Oct 20) $181.97M | Sharpe Ratio -9.11 |
| Average Loss -$133,433.12 | Worst Trade (Mar 31) -$12.09M | Z-Score 5.58 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 4w | Expectancy $496,171.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.3% |
| Consecutive Losing Trades | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 5509 55099Q116 | 56,916 | $56.92 | $56.92 | - | - | - | 0.0 |
| AAPL Apple Inc. | 414,504 | $52.03M | $141.73M | - | $89.7M | 172.39% | -1.671% |
| ABBV AbbVie Inc. | 1,673 | $246,675.54 | $483,287.87 | - | $236,612.33 | 95.92% | +1.133% |
| ABT Abbott Laboratories | 2,076 | $205,171.08 | $215,322.72 | - | $10,151.64 | 4.95% | +0.019% |
| AMD Advanced Micro Devices Inc. | 1,710 | $462,153.99 | $893,936.7 | - | $431,782.71 | 93.43% | +1.157% |
| AME AMETEK, Inc. | 165,550 | $30.25M | $40.27M | - | $10.03M | 33.15% | +1.35% |
| AMGN Amgen Inc. Common Stock | 5,374 | $1.35M | $2.4M | - | $1.05M | 77.53% | +1.765% |
| AMP Ameriprise Financial Inc. | 1,412 | $493,511.62 | $702,921.85 | - | $209,410.23 | 42.43% | +1.144% |
| AMZN Amazon.com Inc | 347,548 | $54.03M | $86.24M | - | $32.2M | 59.6% | +0.05% |
| APH Amphenol Corp. Class A Common Stock | 280,450 | $23.4M | $20.89M | - | -$2.51M | -10.72% | +0.553% |
| ASML ASML Holding N.V. NY Registered Shares | 150 | $298,415.99 | $239,197.5 | - | -$59,218.49 | -19.84% | +1.454% |
| ATR AptarGroup Inc. | 139,614 | $19.38M | $17.72M | - | -$1.66M | -8.55% | +0.308% |
| AVGO Broadcom Inc. | 2,944 | $588,156.07 | $961,024.64 | - | $372,868.57 | 63.4% | +1.478% |
| AXP American Express Company | 6,976 | $1.01M | $2.2M | - | $1.2M | 118.86% | +0.821% |
| BAC Bank of America Corporation | 13,154 | $516,468.48 | $676,773.3 | - | $160,304.82 | 31.04% | +1.76% |
| BMY Bristol-Myers Squibb Company | 3,455 | $155,820.49 | $213,553.55 | - | $57,733.06 | 37.05% | +0.537% |
| BNET Bion Environmental Technologies Inc. | 55,157 | $11,582.97 | $11,031.4 | - | -$551.57 | -4.76% | -25.926% |
| BNY Bank of New York Mellon Corp. | 3,387 | $202,847.43 | $499,751.85 | - | $296,904.42 | 146.37% | +2.012% |
| BRK-B Berkshire Hathaway Inc. | 7,336 | $2.61M | $3.99M | - | $1.39M | 53.11% | +0.415% |
| BSV Vanguard Short-Term Bond ETF | 3,641 | $275,150.37 | $279,647 | - | $4,496.63 | 1.63% | +0.02% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Jason Kaplan?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $86.68M, State Street SPDR S&P 500 ETF Trust - $10.7M, Apple Inc - $9.86M, Leidos Holdings, Inc - $9.64M, and JPMorgan Chase & Co - $9.09M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: The Walt Disney Company - $12.43M, Accenture plc - $10.57M, Hudson Pacific Properties, Inc - $8.27M, Zoetis Inc. Class A Common Stock - $5.2M, and Intel Corporation - $4.68M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jason Kaplan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $67.38M earned over time. The largest contributors to dividend income include State Street SPDR S&P 500 ETF Trust - $5.75M, JPMorgan Chase & Co - $5.59M, Vanguard Short-Term Corporate Bond ETF - $4.11M, The Coca-Cola Company - $4.09M, and Blackstone Inc - $4.02M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jason Kaplan's monthly returns?
Jason Kaplan's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jason Kaplan's strategy be considered aggressive or moderate?
Jason Kaplan's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jason Kaplan's strategy?
Jason Kaplan's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
2026 © Marketlog. All Rights Reserved.
