Howland Capital Management LLC 13F Holdings · Q2 2026
Howland Capital Management LLC reported 278 securities worth $2.77B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VEU (6.61%), GOOGL (6.37%), AAPL (5.54%). Among its top 25 positions this quarter: 7 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEU | VANGUARD INTL EQUITY INDEX F | $183.2M | 6.61% | 2.2M | Added |
| 2 | GOOGL | ALPHABET INC | $176.6M | 6.37% | 494,124 | Trimmed |
| 3 | AAPL | APPLE INC | $153.6M | 5.54% | 530,934 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $125.3M | 4.52% | 626,042 | Added |
| 5 | MSFT | MICROSOFT CORP | $102.4M | 3.69% | 274,435 | Trimmed |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $89.3M | 3.22% | 178,472 | Trimmed |
| 7 | APH | AMPHENOL CORP | $80.7M | 2.91% | 456,878 | Trimmed |
| 8 | AMZN | AMAZON COM INC | $80.0M | 2.89% | 335,792 | Trimmed |
| 9 | TJX | TJX COS INC NEW | $62.3M | 2.25% | 411,442 | Trimmed |
| 10 | V | VISA INC | $60.9M | 2.20% | 177,386 | Trimmed |
| 11 | VOO | VANGUARD INDEX FDS | $60.3M | 2.18% | 87,854 | Added |
| 12 | META | META PLATFORMS INC | $55.9M | 2.02% | 99,202 | Trimmed |
| 13 | ECL | ECOLAB INC | $48.8M | 1.76% | 174,551 | Trimmed |
| 14 | ORLY | OREILLY AUTOMOTIVE INC | $45.6M | 1.64% | 495,212 | Trimmed |
| 15 | SPGI | S&P GLOBAL INC | $40.5M | 1.46% | 99,462 | Trimmed |
| 16 | SYK | STRYKER CORPORATION | $39.3M | 1.42% | 124,552 | Added |
| 17 | WMT | WALMART INC | $37.8M | 1.36% | 333,860 | Trimmed |
| 18 | IBDR | ISHARES TR | $36.2M | 1.31% | 1.5M | Added |
| 19 | TMO | THERMO FISHER SCIENTIFIC INC | $35.0M | 1.26% | 69,813 | Trimmed |
| 20 | TEL | TE CONNECTIVITY PLC | $34.4M | 1.24% | 170,848 | Trimmed |
| 21 | WSO | WATSCO INC | $33.5M | 1.21% | 80,495 | Trimmed |
| 22 | DHR | DANAHER CORP DEL | $33.2M | 1.20% | 173,960 | Trimmed |
| 23 | IBDT | ISHARES TR | $33.1M | 1.19% | 1.3M | Added |
| 24 | IBDS | ISHARES TR | $32.4M | 1.17% | 1.3M | Added |
| 25 | CB | CHUBB LIMITED | $32.2M | 1.16% | 94,091 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR