Q2 2026 13F · SEC CIK 1079112

Howland Capital Management LLC

Wealth managerFiled 2026-07-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.8B
Reported positions: 278
Top holdings a year, 3 yrs: +17.0%
Assets under management: $3.7B

Howland Capital Management LLC is a wealth manager that reported 278 positions worth $2.8B in its Q2 2026 13F, filed 2026-07-13. Its largest holdings were Vanguard FTSE All (VEU, 6.6%), Alphabet Inc (GOOGL, 6.4%), Apple Inc (AAPL, 5.5%). A portfolio copying its top holdings returned 17.0% a year over the last 3 years, against 20.4% for the S&P 500.

Howland Capital Management LLC holdings largest 50 of 278 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Howland Capital Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VEUVanguard FTSE All	6.6%	6.4%	2,188,030	+1.8%	$183.2M
GOOGLAlphabet Inc	6.4%	6.0%	494,124	-6.1%	$176.6M
AAPLApple Inc	5.5%	5.4%	530,934	-1.5%	$153.6M
NVDANvidia Corporation Com	4.5%	3.8%	626,042	+14.9%	$125.3M
MSFTMicrosoft Corp	3.7%	4.1%	274,435	-1.6%	$102.4M
BRK-BBerkshire Hathaway Inc Del	3.2%	3.4%	178,472	-2.0%	$89.3M
APHAmphenol Corp	2.9%	2.4%	456,878	-3.7%	$80.7M
AMZNAmazon Com Inc Com	2.9%	2.8%	335,792	-0.5%	$80.0M
TJXTjx Cos Inc New Com	2.2%	2.7%	411,442	-3.4%	$62.3M
VVisa Inc Com Cl A	2.2%	2.2%	177,386	-1.7%	$60.9M
VOOVanguard S&p 500 ETF	2.2%	1.7%	87,854	+19.4%	$60.3M
METAMeta Platforms Inc Class A	2.0%	2.3%	99,202	-1.8%	$55.9M
ECLEcolab Inc	1.8%	1.9%	174,551	-3.3%	$48.8M
ORLYO'Reilly Automotive Inc	1.6%	1.8%	495,212	-1.8%	$45.6M
SPGIS&P Global Inc.	1.5%	1.7%	99,462	-4.0%	$40.5M
SYKStryker Corporation	1.4%	1.6%	124,552	+2.1%	$39.3M
WMTWalmart Inc	1.4%	1.7%	333,860	-4.3%	$37.8M
IBDRIshares Tr ETF Ibonds Dec 2026 Term Corp	1.3%	1.3%	1,496,018	+12.6%	$36.2M
TMOThermo Fisher Scientific Inc	1.3%	1.4%	69,813	-4.0%	$35.0M
TELTe Connectivity PLC	1.2%	1.5%	170,848	-5.6%	$34.4M
WSOWatsco Inc	1.2%	1.2%	80,495	-3.2%	$33.5M
DHRDanaher Corporation	1.2%	1.4%	173,960	-4.6%	$33.2M
IBDTIshares Tr	1.2%	1.2%	1,309,506	+6.4%	$33.1M
IBDSIshares Tr	1.2%	1.2%	1,336,886	+5.3%	$32.4M
CBChubb Limited Com	1.2%	1.3%	94,091	-4.1%	$32.2M
TDGTransdigm Group Inc	1.0%	1.0%	20,952	+0.9%	$27.9M
CVXChevron Corp New	1.0%	1.4%	160,165	-6.6%	$26.5M
ORCLOracle Corp	0.9%	—	177,635	—	$26.0M
IBDUIshares Tr ETF Ibonds Dec 2029 Term Corp	0.9%	0.9%	1,118,191	+10.1%	$25.9M
COSTCostco Whsl Corp New	0.9%	1.0%	26,938	+4.4%	$25.2M
AWKAmerican Water Works Co. Inc.	0.9%	1.1%	190,557	-3.4%	$25.1M
IDXXIdexx Labs Inc	0.9%	1.1%	46,776	-1.5%	$24.6M
NBISNebius Group N.v. Shs Class A	0.9%	—	86,450	—	$23.9M
ADPAutomatic Data Processing Inc Com	0.9%	0.9%	105,410	-0.6%	$23.8M
REGNRegeneron Pharmaceuticals	0.8%	1.2%	37,174	-5.5%	$23.2M
TSLATesla Inc Com	0.8%	—	53,185	—	$22.4M
JNJJohnson & Johnson	0.8%	0.9%	87,734	-0.4%	$22.3M
IBDVIshares Tr ETF Ibonds Dec 2030 Term Corp	0.8%	0.8%	1,021,727	+15.9%	$22.3M
TPLTexas Pacific Land Corporati	0.8%	0.9%	49,760	+0.1%	$21.8M
NOWServicenow Inc Com	0.8%	0.8%	215,610	+11.7%	$21.4M
ESGDIshares Msci Eafe Esg	0.8%	0.8%	203,791	-0.0%	$21.0M
SPYSpdr S&p 500 ETF Tr	0.8%	0.7%	27,769	+3.4%	$20.8M
XOMExxon Mobil Corp	0.7%	1.0%	149,066	-2.7%	$20.4M
VISNVistance Networks Inc	0.7%	—	1,561,086	—	$20.0M
MELIMercadolibre Inc	0.7%	1.0%	11,653	-18.6%	$19.8M
KNSLKinsale Cap Group Inc	0.7%	0.9%	58,876	-14.3%	$19.4M
PGProcter & Gamble Co Com	0.7%	0.8%	125,547	-6.4%	$18.4M
UBERUber Technologies Inc	0.7%	0.7%	251,060	-3.0%	$18.1M
GOOGAlphabet Inc	0.6%	0.5%	46,988	-0.0%	$16.6M
XLEState Street Energy Select Sector Spdr E	0.6%	0.7%	309,943	+8.1%	$16.5M

What Howland Capital Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.3% /yr; S&P 500 +20.1%
3 years: +17.0% /yr; S&P 500 +20.4%
5 years: +8.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.8B	278
Q1 2026	$2.5B	262
Q4 2025	$2.6B	270
Q3 2025	$2.6B	274
Q2 2025	$2.5B	272
Q1 2025	$2.2B	267
Q4 2024	$2.3B	283
Q3 2024	$2.3B	277
Q2 2024	$2.1B	272
Q1 2024	$2.1B	263
Q4 2023	$1.9B	249
Q3 2023	$1.7B	244

Questions about Howland Capital Management LLC's portfolio

What stocks does Howland Capital Management LLC own?

Howland Capital Management LLC's latest 13F, for Q2 2026 and filed Jul 13, 2026, lists 278 positions worth $2.8B. The largest are Vanguard FTSE All (VEU) at 6.6%, Alphabet Inc (GOOGL) at 6.4%, Apple Inc (AAPL) at 5.5%, Nvidia Corporation Com (NVDA) at 4.5% and Microsoft Corp (MSFT) at 3.7%.

What did Howland Capital Management LLC buy last quarter?

In Q2 2026, Howland Capital Management LLC added Vanguard S&p 500 ETF (VOO) (+19.4% shares), Ishares Tr ETF Ibonds Dec 2030 Term Corp (IBDV) (+15.9% shares) and Nvidia Corporation Com (NVDA) (+14.9% shares), compared with its Q1 2026 filing.

What did Howland Capital Management LLC sell last quarter?

In Q2 2026, Howland Capital Management LLC cut from its top 50 Ge Aerospace (GE), cut from its top 50 American Tower Corp (AMT), cut from its top 50 Ge Vernova Inc (GEV), cut from its top 50 Ishares Core Msci Total International St (IXUS), Mercadolibre Inc (MELI) (-18.6% shares), Kinsale Cap Group Inc (KNSL) (-14.3% shares) and Chevron Corp New (CVX) (-6.6% shares), compared with its Q1 2026 filing.

How has Howland Capital Management LLC's portfolio performed?

A portfolio copying Howland Capital Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.3% against +20.1%. Over 5 years: +8.4% a year against +11.6%.

When is Howland Capital Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Howland Capital Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Howland Capital Management LLC manage?

Howland Capital Management LLC reported $3.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.8B.