Howland Capital Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 13, 2026, Howland Capital Management Llc disclosed 277 stock positions valued at approximately $2.77B as of quarter-end June 30, 2026. The largest holdings include VANGUARD INTL EQUITY INDEX F, ALPHABET INC, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 277
- Portfolio Value
- $2.77B
Holdings by Sector
Howland Capital Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 6.61% | 2,188,030 | +38,325 | +1.78% | $183,247,513 |
| ALPHABET INC | GOOGL | Communication Services | 6.37% | 494,124 | -31,906 | -6.07% | $176,585,050 |
| APPLE INC | AAPL | Technology | 5.54% | 530,934 | -8,016 | -1.49% | $153,630,918 |
| NVIDIA CORPORATION | NVDA | Technology | 4.52% | 626,042 | +81,221 | +14.91% | $125,264,695 |
| MICROSOFT CORP | MSFT | Technology | 3.69% | 274,435 | -4,381 | -1.57% | $102,369,744 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 3.22% | 178,472 | -3,632 | -1.99% | $89,305,605 |
| AMPHENOL CORP | APH | Technology | 2.91% | 456,878 | -17,666 | -3.72% | $80,671,713 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.89% | 335,792 | -1,707 | -0.51% | $80,032,666 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 2.25% | 411,442 | -14,402 | -3.38% | $62,333,463 |
| VISA INC | V | Financial Services | 2.20% | 177,386 | -3,063 | -1.70% | $60,859,363 |
| VANGUARD INDEX FDS | VOO | Other | 2.18% | 87,854 | +14,252 | +19.36% | $60,339,006 |
| META PLATFORMS INC | META | Communication Services | 2.02% | 99,202 | -1,854 | -1.83% | $55,879,532 |
| ECOLAB INC | ECL | Basic Materials | 1.76% | 174,551 | -6,020 | -3.33% | $48,759,689 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 1.64% | 495,212 | -8,953 | -1.78% | $45,604,074 |
| S&P GLOBAL INC | SPGI | Financial Services | 1.46% | 99,462 | -4,179 | -4.03% | $40,506,895 |
| STRYKER CORPORATION | SYK | Healthcare | 1.42% | 124,552 | +2,559 | +2.10% | $39,323,338 |
| WALMART INC | WMT | Consumer Defensive | 1.36% | 333,860 | -15,052 | -4.31% | $37,812,933 |
| ISHARES TR | IBDR | Other | 1.31% | 1,496,018 | +167,978 | +12.65% | $36,248,517 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.26% | 69,813 | -2,878 | -3.96% | $35,034,404 |
| TE CONNECTIVITY PLC | TEL | Other | 1.24% | 170,848 | -10,068 | -5.57% | $34,444,666 |
| WATSCO INC | WSO | Industrials | 1.21% | 80,495 | -2,669 | -3.21% | $33,544,579 |
| DANAHER CORP DEL | DHR | Healthcare | 1.20% | 173,960 | -8,457 | -4.64% | $33,206,024 |
| ISHARES TR | IBDT | Other | 1.19% | 1,309,506 | +78,880 | +6.41% | $33,065,027 |
| ISHARES TR | IBDS | Other | 1.17% | 1,336,886 | +67,066 | +5.28% | $32,379,379 |
| CHUBB LIMITED | CB | Financial Services | 1.16% | 94,091 | -3,998 | -4.08% | $32,156,761 |
| TRANSDIGM GROUP INC | TDG | Industrials | 1.01% | 20,952 | +195 | +0.94% | $27,908,903 |
| CHEVRON CORPORATION | CVX | Energy | 0.96% | 160,165 | -11,285 | -6.58% | $26,548,951 |
| ORACLE CORP | ORCL | Technology | 0.94% | 177,635 | +171,993 | +3048.44% | $26,032,367 |
| ISHARES TR | IBDU | Other | 0.93% | 1,118,191 | +102,784 | +10.12% | $25,897,304 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.91% | 26,938 | +1,143 | +4.43% | $25,199,691 |
Showing 30 of 277 holdings in the latest reporting period.