EdgeMarket › What Howland Capital Management Llc reported owning

What Howland Capital Management Llc reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

2.5B

Positions

262

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
VEU
Vanguard FTSE All World Ex US ETF
161.4M6.4%2.1M85.69+23.3%
GOOGL
Alphabet Inc.
151.3M6.0%526.0K344.82+73.0%
AAPL
Apple Inc.
136.8M5.4%539.0K309.35+36.9%
MSFT
MICROSOFT CORP
103.2M4.1%278.8K483.24-4.4%
NVDA
NVIDIA CORP
95.0M3.8%544.8K214.72+22.4%
unmapped CUSIP 08467070287.3M3.4%182.1K
AMZN
AMAZON COM INC
70.3M2.8%337.5K258.63+15.6%
TJX
TJX COMPANIES INC /DE/
68.0M2.7%425.8K140.53+1.6%
APH
AMPHENOL CORP /DE/
60.1M2.4%474.5K157.01+44.5%
META
Meta Platforms, Inc.
57.8M2.3%101.1K549.90-26.5%
V
VISA INC.
54.5M2.2%180.4K371.04+7.9%
ECL
ECOLAB INC.
48.2M1.9%180.6K281.63-1.3%
ORLY
O REILLY AUTOMOTIVE INC
46.5M1.8%504.2K89.11-14.3%
SPGI
S&P Global Inc.
44.1M1.7%103.6K431.29-22.6%
VOO
Vanguard S&P 500 ETF
44.0M1.7%73.6K703.71+20.0%
WMT
Walmart Inc.
43.4M1.7%348.9K103.70+1.1%
SYK
STRYKER CORP
40.2M1.6%122.0K329.45-15.9%
TEL
TE Connectivity plc
37.8M1.5%180.9K203.52+1.0%
TMO
THERMO FISHER SCIENTIFIC INC.
35.8M1.4%72.7K629.27+27.2%
CVX
CHEVRON CORP
35.5M1.4%171.4K205.27+34.0%
DHR
DANAHER CORP /DE/
34.7M1.4%182.4K218.85+3.5%
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
32.2M1.3%1.3M24.23+0.0%
CB
Chubb Ltd
32.1M1.3%98.1K340.99+21.9%
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
31.2M1.2%1.2M25.19-0.9%
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
30.8M1.2%1.3M24.20-0.2%
REGN
REGENERON PHARMACEUTICALS, INC.
30.4M1.2%39.3K834.04+41.1%
WSO
WATSCO INC
30.3M1.2%83.2K311.94-25.5%
AWK
American Water Works Company, Inc.
26.9M1.1%197.3K135.39-7.0%
IDXX
IDEXX LABORATORIES INC /DE
26.7M1.1%47.5K556.93-13.0%
XOM
ExxonMobil Holdings Corp
26.0M1.0%153.1K165.11+52.1%
COST
COSTCO WHOLESALE CORP /NEW
25.7M1.0%25.8K947.74-4.7%
MELI
MERCADOLIBRE INC
24.8M1.0%14.3K1,922.73-17.7%
TDG
TransDigm Group INC
24.1M1.0%20.8K1,200.35-14.4%
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
23.6M0.9%1.0M23.05-1.4%
TPL
Texas Pacific Land Corp
23.6M0.9%49.7K383.64+28.6%
KNSL
Kinsale Capital Group, Inc.
23.5M0.9%68.7K383.55-18.1%
ADP
AUTOMATIC DATA PROCESSING INC
21.7M0.9%106.1K280.81-9.1%
JNJ
JOHNSON & JOHNSON
21.5M0.9%88.1K270.24+51.1%
NOW
ServiceNow, Inc.
20.2M0.8%193.1K128.48-27.8%
ESGD
iShares ESG Aware MSCI EAFE ETF
19.5M0.8%203.8K107.31+17.0%
PG
PROCTER & GAMBLE Co
19.4M0.8%134.2K144.68-9.3%
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
19.3M0.8%881.6K21.60-2.0%
UBER
Uber Technologies, Inc
18.6M0.7%258.8K78.80-15.9%
GE
GENERAL ELECTRIC CO
18.4M0.7%64.8K348.37+30.7%
XLE
State Street Energy Select Sector SPDR ETF
17.6M0.7%286.8K63.64+48.3%
SPY
SPDR S&P 500 ETF TRUST
17.5M0.7%26.9K765.72+20.0%
AMT
AMERICAN TOWER CORP /MA/
15.9M0.6%92.1K175.80-16.1%
GEV
GE Vernova Inc.
13.8M0.5%15.8K956.85+58.3%
IXUS
iShares Core MSCI Total International Stock ET
13.7M0.5%158.4K97.94+22.5%
GOOG
Alphabet Inc.
13.5M0.5%47.0K341.75+70.7%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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