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CIK: 0001079112
Total reported value
$2.8B
$2.8B
263 檔
18.5%
The Q1 2024 SEC filing reveals that Howland Capital Management LLC held a total portfolio value of $2.8B, covering 263 public equity positions.
During Q1 2024, Howland Capital Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 263 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 7.24% | +0.23% | -4.35% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.51% | -0.39% | -1.82% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.11% | +0.39% | +2.29% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.79% | -0.23% | +0.59% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.04% | +0.13% | +1.97% | |
| 6 | WSO | Watsco Inc | Stock-Industrials | 2.83% | +0.01% | -3.90% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.55% | +0.04% | -7.86% | |
| 8 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 2.44% | -0.23% | +5.21% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.39% | -0.44% | -0.84% | |
| 10 | SPGI | S&p Global Inc | Stock-Financials | 2.19% | -0.28% | -0.95% | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.18% | -0.15% | -0.18% | |
| 12 | DHR | Danaher CORP | Stock-Healthcare | 2.14% | -0.17% | +0.37% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.09% | -0.26% | +22.03% | |
| 14 | ECL | Ecolab Inc | Stock-Materials | 2.09% | -0.14% | +2.04% | |
| 15 | APH | Amphenol Corp-cl A | Stock-Tech | 1.96% | +0.54% | -4.46% | |
| 16 | AMT | American Tower CORP | Stock-Real Estate | 1.91% | -0.31% | +0.44% | |
| 17 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.85% | — | +2.95% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.81% | -0.44% | +18.49% | |
| 19 | TEL | TE Connectivity plc | Stock-Tech | 1.52% | — | -3.39% | |
| 20 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.45% | -0.20% | +9.92% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.43% | +0.06% | +0.33% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 1.35% | +0.01% | +7.83% | |
| 23 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.31% | -0.16% | -0.02% | |
| 24 | CB | Chubb Limited | Stock-Financials | 1.31% | -0.11% | -25.36% | |
| 25 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.20% | -0.27% | +2.20% | |
| 26 | ADP | Automatic Data Processing | Stock-Tech | 1.13% | — | +1.64% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.76% | +455.92% | |
| 28 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.09% | -0.01% | -7.35% | |
| 29 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.03% | -0.07% | +1.22% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | -0.05% | -0.53% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.00% | — | -5.25% | |
| 32 | AWK | American Water Works Co Inc | Stock-Utilities | 0.96% | -0.16% | +20.00% | |
| 33 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.91% | — | -1.46% | |
| 34 | AKX | Ansys Inc | Stock-Other | 0.89% | — | -0.20% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.86% | -0.11% | +2.06% | |
| 36 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.83% | -0.01% | +0.46% | |
| 37 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.83% | — | -2.80% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.29% | -1.50% | |
| 39 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.78% | — | +12.14% | |
| 40 | SNPS | Synopsys Inc | Stock-Tech | 0.78% | +0.02% | +68.12% | |
| 41 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.75% | -0.06% | -8.90% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.72% | -0.09% | +5427.36% | |
| 43 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.67% | — | -0.78% | |
| 44 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.65% | -0.08% | -5.49% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.11% | -1.10% | |
| 46 | IAU | Ishares Gold Trust | ETF-Commodities | 0.61% | -0.02% | -4.68% | |
| 47 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.61% | +0.04% | +26.69% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.44% | +22.06% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.55% | — | — | |
| 50 | GE | General Electric | Stock-Industrials | 0.55% | -0.64% | -0.18% |
According to official SEC Form 13F filings, Howland Capital Management LLC reported a total U.S. public equity portfolio value of $2.8B across 263 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VEU, MSFT, GOOGL) accounted for 18.5% of total reported equity market value during Q1 2024.
During Q1 2024, Howland Capital Management LLC's top holdings by market value included VEU (7.2%)、MSFT (6.5%)、GOOGL (4.1%). The largest single position, VEU, represented 7.2% of total portfolio value.
In Q1 2024, Howland Capital Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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