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CIK: 0001079112
Total reported value
$2.8B
$2.8B
274 檔
23.7%
According to the latest 13F quarterly dataset, Howland Capital Management LLC managed an equity portfolio of $2.8B at the end of Q3 2025, spanning 274 distinct U.S. exchange-listed positions.
Howland Capital Management LLC executed strategic sector rebalancing during Q3 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 21 positions.
Showing top 200 holdings (of 274 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.66% | -0.39% | -0.95% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.43% | +0.39% | -0.92% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 5.35% | +0.23% | -0.53% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.12% | +0.13% | +5.82% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.50% | +0.76% | +1.70% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.46% | -0.23% | -0.46% | |
| 7 | APH | Amphenol Corp-cl A | Stock-Tech | 3.07% | +0.54% | -2.60% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.72% | -0.26% | +1.48% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.38% | -0.44% | -0.32% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.36% | +0.11% | +21.57% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.32% | +0.04% | +0.12% | |
| 12 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.92% | -0.20% | +0.54% | |
| 13 | SPGI | S&p Global Inc | Stock-Financials | 1.87% | -0.28% | -1.27% | |
| 14 | ECL | Ecolab Inc | Stock-Materials | 1.76% | -0.14% | -0.29% | |
| 15 | TEL | TE Connectivity plc | Stock-Tech | 1.75% | -0.25% | -0.47% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.66% | +0.44% | +0.55% | |
| 17 | AMT | American Tower CORP | Stock-Real Estate | 1.44% | -0.31% | +0.23% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.44% | -0.36% | +1.55% | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 1.41% | -0.17% | +2.69% | |
| 20 | WSO | Watsco Inc | Stock-Industrials | 1.40% | +0.01% | -17.49% | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.40% | -0.15% | +0.74% | |
| 22 | DHR | Danaher CORP | Stock-Healthcare | 1.35% | -0.17% | +1.51% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.33% | +0.06% | -1.02% | |
| 24 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 1.27% | -0.23% | -2.14% | |
| 25 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.23% | +0.04% | +7.63% | |
| 26 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.18% | -0.27% | -4.46% | |
| 27 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.14% | -0.16% | -0.95% | |
| 28 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.10% | -0.04% | +10.73% | |
| 29 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.09% | -0.05% | +11.07% | |
| 30 | AWK | American Water Works Co Inc | Stock-Utilities | 1.05% | -0.16% | -0.15% | |
| 31 | CB | Chubb Limited | Stock-Financials | 1.05% | -0.11% | +0.54% | |
| 32 | ADP | Automatic Data Processing | Stock-Tech | 1.05% | — | +1.92% | |
| 33 | NOW | Servicenow Inc | Stock-Tech | 1.00% | -0.03% | +8.62% | |
| 34 | TDG | Transdigm Group Inc | Stock-Industrials | 0.97% | +0.06% | +0.39% | |
| 35 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.93% | — | -0.51% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.93% | -0.11% | +0.73% | |
| 37 | UBER | Uber Technologies Inc | Stock-Industrials | 0.92% | -0.09% | +0.94% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.89% | -0.44% | +8.47% | |
| 39 | NBIS | Nebius Group N.V. | Stock-Other | 0.78% | +0.38% | -20.65% | |
| 40 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.78% | — | +9.41% | |
| 41 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.77% | -0.07% | -1.69% | |
| 42 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.76% | -0.36% | +12.23% | |
| 43 | GE | General Electric | Stock-Industrials | 0.74% | -0.64% | -0.17% | |
| 44 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.72% | -0.01% | -6.36% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.29% | -1.65% | |
| 46 | SNPS | Synopsys Inc | Stock-Tech | 0.65% | +0.02% | -13.67% | |
| 47 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.59% | -0.14% | — | |
| 48 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.58% | +0.04% | +11.04% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.05% | +6.59% | |
| 50 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.51% | -0.08% | -0.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.5% | -0.92% | Add |
| 2 | NVDA | Nvidia CORP | +1.2% | +1.70% | Add |
| 3 | AMZN | Amazon.com Inc | +1.2% | +21.57% | Add |
| 4 | APH | Amphenol Corp-cl A | +1.1% | -2.60% | Trim |
| 5 | MSFT | Microsoft CORP | +0.9% | -0.95% | Add |
| 6 | AAPL | Apple Inc | +0.7% | +5.82% | Add |
| 7 | NBIS | Nebius Group N.V. | +0.6% | -20.65% | Trim |
| 8 | TEL | TE Connectivity plc | +0.4% | -0.47% | Trim |
| 9 | VOO | Vanguard S&p 500 ETF | +0.3% | +0.55% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.3% | +1.48% | Add |
| 11 | IDXX | Idexx Laboratories Inc | +0.2% | -0.95% | Trim |
| 12 | IAUM | Ishares Gold Trust Micro | +0.2% | +9.09% | Add |
| 13 | GE | General Electric | +0.2% | -0.17% | Trim |
| 14 | UBER | Uber Technologies Inc | +0.2% | +0.94% | Add |
| 15 | GEV | GE Vernova Inc | +0.2% | — | Trim |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | -1.23% | Add |
| 17 | BX | Blackstone Inc | +0.1% | +19.41% | Add |
| 18 | ACN | Accenture plc | +0.1% | +12.92% | Add |
| 19 | NOW | Servicenow Inc | +0.1% | +8.62% | Add |
| 20 | WMT | Walmart Inc | 0% | +1.55% | Add |
| 21 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | +11.04% | Add |
| 22 | IBDW | Ishares Ibonds Dec 2031 CORP | 0% | +4.25% | Add |
| 23 | IBM | Intl Business Machines CORP | 0% | -5.10% | Add |
| 24 | VEU | Vanguard Ftse All-world Ex-u | 0% | -0.53% | Trim |
| 25 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +10.73% | Add |
| 26 | JPM | Jpmorgan Chase & Co | 0% | -0.63% | Trim |
| 27 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | +11.07% | Add |
| 28 | REGN | Regeneron Pharmaceuticals | 0% | +12.23% | Add |
| 29 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +9.41% | Add |
| 30 | GLD | Spdr Gold Shares | 0% | +0.50% | Add |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -1.02% | Trim |
| 32 | IXUS | Ishares Core Intl Stock ETF | 0% | -0.04% | Trim |
| 33 | JNJ | Johnson & Johnson | 0% | +6.59% | Add |
| 34 | ORLY | O'reilly Automotive Inc | 0% | +0.54% | Add |
| 35 | IBDR | Ishares Ibonds Dec 2026 Term | -0.1% | +7.63% | Add |
| 36 | TJX | Tjx Companies Inc | -0.1% | -0.32% | Trim |
| 37 | ECL | Ecolab Inc | -0.2% | -0.29% | Trim |
| 38 | AWK | American Water Works Co Inc | -0.3% | -0.15% | Trim |
| 39 | CB | Chubb Limited | -0.3% | +0.54% | Add |
| 40 | TMO | Thermo Fisher Scientific Inc | -0.4% | +0.74% | Trim |
| 41 | MKC | Mccormick & Co-non Vtg Shrs | -0.4% | -1.69% | Trim |
| 42 | TPL | Texas Pacific Land CORP | -0.4% | — | Unchanged |
| 43 | DHR | Danaher CORP | -0.4% | +1.51% | Trim |
| 44 | AMT | American Tower CORP | -0.5% | +0.23% | Trim |
| 45 | SPGI | S&p Global Inc | -0.5% | -1.27% | Trim |
| 46 | KNSL | Kinsale Capital Group Inc | -0.5% | -2.14% | Trim |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.9% | -0.46% | Trim |
| 48 | WSO | Watsco Inc | -1.2% | -17.49% | Trim |
| 49 | AKX | Ansys Inc | — | EXIT | Sold out |
| 50 | SOFI | Sofi Technologies Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Howland Capital Management LLC reported a total U.S. public equity portfolio value of $2.8B across 274 disclosed positions in Q3 2025.
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 MSFT, GOOGL, VEU) accounted for 23.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
SOFI
市值: $1.4M
Top Position Liquidated / Trimmed
AKX
前期市值: $9.3M
During Q3 2025, Howland Capital Management LLC's top holdings by market value included MSFT (5.7%)、GOOGL (5.4%)、VEU (5.3%). The largest single position, MSFT, represented 5.7% of total portfolio value.
In Q3 2025, Howland Capital Management LLC made 49 total portfolio adjustments, initiating 1 new buys, adding to 26 positions, trimming 21 holdings, and fully liquidating 1 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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