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CIK: 0001079112
Total reported value
$2.8B
$2.8B
283 檔
20.6%
According to the latest 13F quarterly dataset, Howland Capital Management LLC managed an equity portfolio of $2.8B at the end of Q4 2024, spanning 283 distinct U.S. exchange-listed positions.
Howland Capital Management LLC executed strategic sector rebalancing during Q4 2024, establishing 1 new positions while fully exiting 2 holdings and trimming 21 positions.
Showing top 200 holdings (of 283 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 6.43% | +0.23% | -0.06% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.58% | -0.39% | -1.41% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.72% | +0.39% | +0.55% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.54% | +0.13% | +0.28% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.77% | -0.23% | -2.06% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.64% | +0.76% | +4.42% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.54% | +0.04% | -1.24% | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.48% | -0.44% | -2.35% | |
| 9 | WSO | Watsco Inc | Stock-Industrials | 2.47% | +0.01% | -1.13% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.45% | -0.26% | +0.91% | |
| 11 | SPGI | S&p Global Inc | Stock-Financials | 2.29% | -0.28% | -0.62% | |
| 12 | APH | Amphenol Corp-cl A | Stock-Tech | 2.09% | +0.54% | -3.63% | |
| 13 | DHR | Danaher CORP | Stock-Healthcare | 1.91% | -0.17% | +2.42% | |
| 14 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 1.86% | -0.23% | -2.13% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.82% | -0.15% | +2.70% | |
| 16 | ECL | Ecolab Inc | Stock-Materials | 1.72% | -0.14% | -1.45% | |
| 17 | AMT | American Tower CORP | Stock-Real Estate | 1.65% | -0.31% | -1.15% | |
| 18 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.45% | -0.20% | +1.40% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.40% | +0.06% | -0.37% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.39% | -0.36% | -0.21% | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 1.38% | -0.17% | +9.53% | |
| 22 | TEL | TE Connectivity plc | Stock-Tech | 1.37% | -0.25% | +3.33% | |
| 23 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.26% | +0.04% | +13.75% | |
| 24 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.23% | -0.27% | +0.35% | |
| 25 | ADP | Automatic Data Processing | Stock-Tech | 1.20% | — | -0.63% | |
| 26 | CB | Chubb Limited | Stock-Financials | 1.19% | -0.11% | -3.03% | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 1.16% | +0.01% | +2.99% | |
| 28 | NOW | Servicenow Inc | Stock-Tech | 1.06% | -0.03% | +1.14% | |
| 29 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.06% | — | +6.74% | |
| 30 | AWK | American Water Works Co Inc | Stock-Utilities | 1.04% | -0.16% | +0.10% | |
| 31 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.01% | -0.07% | +0.36% | |
| 32 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.01% | -0.05% | +19.50% | |
| 33 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.01% | -0.04% | +28.50% | |
| 34 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.92% | -0.01% | -1.86% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.91% | -0.44% | -14.39% | |
| 36 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.90% | -0.16% | +0.22% | |
| 37 | TDG | Transdigm Group Inc | Stock-Industrials | 0.89% | +0.06% | +6.55% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.87% | -0.11% | +6.90% | |
| 39 | SNPS | Synopsys Inc | Stock-Tech | 0.84% | +0.02% | -1.13% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | +0.44% | +9.86% | |
| 41 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.80% | -0.14% | -8.51% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | +0.11% | +2.80% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.29% | -0.18% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.05% | -22.48% | |
| 45 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.63% | -0.01% | -7.90% | |
| 46 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.61% | — | -18.39% | |
| 47 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.60% | — | +30.80% | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.57% | -0.08% | -1.06% | |
| 49 | UBER | Uber Technologies Inc | Stock-Industrials | 0.54% | -0.09% | -11.28% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.51% | — | -5.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | +0.55% | Add |
| 2 | REGN | Regeneron Pharmaceuticals | +0.4% | +1127.11% | Add |
| 3 | NVDA | Nvidia CORP | +0.4% | +4.42% | Add |
| 4 | AAPL | Apple Inc | +0.4% | +0.28% | Add |
| 5 | V | Visa Inc-class A Shares | +0.3% | -1.24% | Trim |
| 6 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.2% | +28.50% | Add |
| 7 | NOW | Servicenow Inc | +0.2% | +1.14% | Add |
| 8 | XLE | Ss Energy Select Sector | +0.2% | +71.24% | Add |
| 9 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.2% | +19.50% | Add |
| 10 | WMT | Walmart Inc | +0.2% | -0.21% | Trim |
| 11 | IBDR | Ishares Ibonds Dec 2026 Term | +0.2% | +13.75% | Add |
| 12 | IBMQ | Ishares Ibonds Dec 2028 Muni | +0.1% | +75.70% | Add |
| 13 | NBIS | Nebius Group N.V. | +0.1% | +2.77% | Add |
| 14 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +30.80% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +2.80% | Add |
| 16 | SYK | Stryker CORP | +0.1% | +9.53% | Add |
| 17 | TPL | Texas Pacific Land CORP | +0.1% | -8.51% | Trim |
| 18 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +42.50% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +0.91% | Add |
| 20 | VOO | Vanguard S&p 500 ETF | +0.1% | +9.86% | Add |
| 21 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.1% | +6.74% | Add |
| 22 | ORLY | O'reilly Automotive Inc | +0.1% | +1.40% | Add |
| 23 | CTAS | Cintas CORP | +0.1% | NEW | New buy |
| 24 | HYXF | Ishares Esg Adv High Yield | +0.1% | +106.49% | Add |
| 25 | IXUS | Ishares Core Intl Stock ETF | -0.1% | -1.06% | Trim |
| 26 | XOM | Exxon Mobil CORP | -0.1% | -0.18% | Trim |
| 27 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | +0.36% | Add |
| 28 | GE | General Electric | -0.1% | -0.29% | Trim |
| 29 | CB | Chubb Limited | -0.1% | -3.03% | Trim |
| 30 | YUM | Yum! Brands Inc | -0.1% | -7.90% | Trim |
| 31 | IBTE | Ishares Ibonds Dec 2024 Term | -0.1% | EXIT | Sold out |
| 32 | SPGI | S&p Global Inc | -0.1% | -0.62% | Trim |
| 33 | WSO | Watsco Inc | -0.1% | -1.13% | Trim |
| 34 | MINT | Pimco Enhanced Short Maturit | -0.1% | -17.84% | Trim |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.06% | Trim |
| 36 | ESGD | Ishares Trust Ishares Esg Aw | -0.1% | -1.86% | Trim |
| 37 | MSFT | Microsoft CORP | -0.1% | -1.41% | Trim |
| 38 | AWK | American Water Works Co Inc | -0.2% | +0.10% | Add |
| 39 | CVX | Chevron CORP | -0.2% | -14.39% | Trim |
| 40 | ECL | Ecolab Inc | -0.2% | -1.45% | Trim |
| 41 | IDXX | Idexx Laboratories Inc | -0.2% | +0.22% | Add |
| 42 | UBER | Uber Technologies Inc | -0.2% | -11.28% | Trim |
| 43 | MELI | Mercadolibre Inc | -0.2% | +0.35% | Add |
| 44 | STZ | Constellation Brands Inc-a | -0.3% | -18.39% | Trim |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.3% | +2.70% | Add |
| 46 | JNJ | Johnson & Johnson | -0.3% | -22.48% | Trim |
| 47 | DHR | Danaher CORP | -0.3% | +2.42% | Add |
| 48 | AMT | American Tower CORP | -0.4% | -1.15% | Trim |
| 49 | VEU | Vanguard Ftse All-world Ex-u | -0.6% | -0.06% | Trim |
| 50 | IBDP | Ishares Ibonds Dec 2024 Term | -0.6% | EXIT | Sold out |
According to official SEC Form 13F filings, Howland Capital Management LLC reported a total U.S. public equity portfolio value of $2.8B across 283 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEU, MSFT, GOOGL) accounted for 20.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
CTAS
市值: $1.7M
Top Position Liquidated / Trimmed
IBDP
前期市值: $14.3M
During Q4 2024, Howland Capital Management LLC's top holdings by market value included VEU (6.4%)、MSFT (5.6%)、GOOGL (4.7%). The largest single position, VEU, represented 6.4% of total portfolio value.
In Q4 2024, Howland Capital Management LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 26 positions, trimming 21 holdings, and fully liquidating 2 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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