HOWLAND CAPITAL MANAGEMENT LLC

hedge fundUpdated 60 days ago

Managed by Howland Capital Management Llc • Latest filing Q2 2026

Portfolio value

$2.8B

Q2 2026

Filings

16

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

16.7%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 16 quarters

Show data table

Period	Portfolio value
Q3 2022	$1.6B
Q4 2022	$1.6B
Q1 2023	$1.7B
Q2 2023	$1.7B
Q3 2023	$1.7B
Q4 2023	$1.9B
Q1 2024	$2.1B
Q2 2024	$2.1B
Q3 2024	$2.3B
Q4 2024	$2.3B
Q1 2025	$2.2B
Q2 2025	$2.5B
Q3 2025	$2.6B
Q4 2025	$2.6B
Q1 2026	$2.5B
Q2 2026	$2.8B

Top holdings

278 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	V VGES VANGUARD INTL EQUITY INDEX F	$183.2M	2.19M	6.61%	Added(+1.8%)
2	G GOOGN ALPHABET INC	$176.6M	494.1K	6.37%	Trimmed(-6.1%)
3	A AAPL APPLE INC	$153.6M	530.9K	5.54%	Trimmed(-1.5%)
4	N NVDA NVIDIA CORPORATION	$125.3M	626.0K	4.52%	Added(+14.9%)
5	M MSFT MICROSOFT CORP	$102.4M	274.4K	3.69%	Trimmed(-1.6%)
6	B BRK-A BERKSHIRE HATHAWAY INC DEL	$89.3M	178.5K	3.22%	Trimmed(-2.0%)
7	A APH AMPHENOL CORP	$80.7M	456.9K	2.91%	Trimmed(-3.7%)
8	A AMZN AMAZON COM INC	$80M	335.8K	2.89%	Trimmed(-0.5%)
9	T TJX TJX COS INC NEW	$62.3M	411.4K	2.25%	Trimmed(-3.4%)
10	V V VISA INC	$60.9M	177.4K	2.20%	Trimmed(-1.7%)
11	V VGES VANGUARD INDEX FDS	$60.3M	87.9K	2.18%	Added(+19.4%)
12	M META META PLATFORMS INC	$55.9M	99.2K	2.02%	Trimmed(-1.8%)
13	E ECL ECOLAB INC	$48.8M	174.6K	1.76%	Trimmed(-3.3%)
14	O ORLY OREILLY AUTOMOTIVE INC	$45.6M	495.2K	1.64%	Trimmed(-1.8%)
15	S SPGI S&P GLOBAL INC	$40.5M	99.5K	1.46%	Trimmed(-4.0%)
16	S SYK STRYKER CORPORATION	$39.3M	124.6K	1.42%	Added(+2.1%)
17	W WMT WALMART INC	$37.8M	333.9K	1.36%	Trimmed(-4.3%)
18	E ETHA ISHARES TR	$36.2M	1.50M	1.31%	Added(+12.7%)
19	T TMO THERMO FISHER SCIENTIFIC INC	$35M	69.8K	1.26%	Trimmed(-4.0%)
20	T TEL TE CONNECTIVITY PLC	$34.4M	170.8K	1.24%	Trimmed(-5.6%)

V

VANGUARD INTL EQUITY INDEX F

+1.8%

Value

$183.2M

Shares

2.19M

% Port

6.61%

G

ALPHABET INC

-6.1%

Value

$176.6M

Shares

494.1K

% Port

6.37%

A

APPLE INC

-1.5%

Value

$153.6M

Shares

530.9K

% Port

5.54%

N

NVIDIA CORPORATION

+14.9%

Value

$125.3M

Shares

626.0K

% Port

4.52%

M

MICROSOFT CORP

-1.6%

Value

$102.4M

Shares

274.4K

% Port

3.69%

B

BERKSHIRE HATHAWAY INC DEL

-2.0%

Value

$89.3M

Shares

178.5K

% Port

3.22%

A

AMPHENOL CORP

-3.7%

Value

$80.7M

Shares

456.9K

% Port

2.91%

A

AMAZON COM INC

-0.5%

Value

$80M

Shares

335.8K

% Port

2.89%

T

TJX COS INC NEW

-3.4%

Value

$62.3M

Shares

411.4K

% Port

2.25%

V

10.V

VISA INC

-1.7%

Value

$60.9M

Shares

177.4K

% Port

2.20%

V

VANGUARD INDEX FDS

+19.4%

Value

$60.3M

Shares

87.9K

% Port

2.18%

M

META PLATFORMS INC

-1.8%

Value

$55.9M

Shares

99.2K

% Port

2.02%

E

13.ECL

ECOLAB INC

-3.3%

Value

$48.8M

Shares

174.6K

% Port

1.76%

O

OREILLY AUTOMOTIVE INC

-1.8%

Value

$45.6M

Shares

495.2K

% Port

1.64%

S

S&P GLOBAL INC

-4.0%

Value

$40.5M

Shares

99.5K

% Port

1.46%

S

16.SYK

STRYKER CORPORATION

+2.1%

Value

$39.3M

Shares

124.6K

% Port

1.42%

W

17.WMT

WALMART INC

-4.3%

Value

$37.8M

Shares

333.9K

% Port

1.36%

E

ISHARES TR

+12.7%

Value

$36.2M

Shares

1.50M

% Port

1.31%

T

19.TMO

THERMO FISHER SCIENTIFIC INC

-4.0%

Value

$35M

Shares

69.8K

% Port

1.26%

T

20.TEL

TE CONNECTIVITY PLC

-5.6%

Value

$34.4M

Shares

170.8K

% Port

1.24%

View full portfolio (278 holdings) →

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