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CIK: 0001079112
Total reported value
$2.8B
$2.8B
262 檔
23.4%
According to the latest 13F quarterly dataset, Howland Capital Management LLC managed an equity portfolio of $2.8B at the end of Q1 2026, spanning 262 distinct U.S. exchange-listed positions.
Howland Capital Management LLC executed strategic sector rebalancing during Q1 2026, establishing 4 new positions while fully exiting 12 holdings and trimming 64 positions.
Showing top 200 holdings (of 262 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 6.38% | +0.23% | +6.07% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.98% | +0.39% | -7.35% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.41% | +0.13% | +2.07% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.08% | -0.39% | -0.76% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.76% | +0.76% | +2.19% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.45% | -0.23% | +0.18% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.78% | +0.11% | +9.52% | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.69% | -0.44% | -1.02% | |
| 9 | APH | Amphenol Corp-cl A | Stock-Tech | 2.37% | +0.54% | -22.09% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.29% | -0.26% | +2.21% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.16% | +0.04% | +0.96% | |
| 12 | ECL | Ecolab Inc | Stock-Materials | 1.90% | -0.14% | +0.19% | |
| 13 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.84% | -0.20% | +3.79% | |
| 14 | SPGI | S&p Global Inc | Stock-Financials | 1.74% | -0.28% | +1.82% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.74% | +0.44% | +0.99% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.72% | -0.36% | -3.74% | |
| 17 | SYK | Stryker CORP | Stock-Healthcare | 1.59% | -0.17% | +19.45% | |
| 18 | TEL | TE Connectivity plc | Stock-Tech | 1.49% | -0.25% | -11.16% | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.41% | -0.15% | -4.61% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.40% | -0.44% | +3.35% | |
| 21 | DHR | Danaher CORP | Stock-Healthcare | 1.37% | -0.17% | +2.41% | |
| 22 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.27% | +0.04% | -0.91% | |
| 23 | CB | Chubb Limited | Stock-Financials | 1.27% | -0.11% | +0.10% | |
| 24 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.23% | -0.04% | +3.37% | |
| 25 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.22% | -0.05% | +2.61% | |
| 26 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.20% | -0.36% | +3.92% | |
| 27 | WSO | Watsco Inc | Stock-Industrials | 1.20% | +0.01% | -0.83% | |
| 28 | AWK | American Water Works Co Inc | Stock-Utilities | 1.06% | -0.16% | -1.29% | |
| 29 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.05% | -0.16% | +2.52% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | -0.29% | -0.75% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.02% | -0.11% | +164.81% | |
| 32 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.98% | -0.27% | +5.27% | |
| 33 | TDG | Transdigm Group Inc | Stock-Industrials | 0.95% | +0.06% | +6.90% | |
| 34 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.93% | — | +4.73% | |
| 35 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.93% | -0.14% | +0.62% | |
| 36 | KNSL | Kinsale Capital Group Inc | Stock-Financials | 0.93% | -0.23% | -4.17% | |
| 37 | ADP | Automatic Data Processing | Stock-Tech | 0.86% | — | +9.88% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.85% | -0.05% | +5.48% | |
| 39 | NOW | Servicenow Inc | Stock-Tech | 0.80% | -0.03% | +41.85% | |
| 40 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.77% | -0.01% | +0.20% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.77% | -0.11% | -8.40% | |
| 42 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.76% | +0.04% | +9.25% | |
| 43 | UBER | Uber Technologies Inc | Stock-Industrials | 0.74% | -0.09% | +2.15% | |
| 44 | GE | General Electric | Stock-Industrials | 0.73% | -0.64% | — | |
| 45 | XLE | Ss Energy Select Sector | ETF-Other | 0.69% | -0.10% | +7.97% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.69% | +0.06% | +0.37% | |
| 47 | AMT | American Tower CORP | Stock-Real Estate | 0.63% | -0.31% | -42.34% | |
| 48 | GEV | GE Vernova Inc | Stock-Industrials | 0.55% | -0.49% | — | |
| 49 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.54% | -0.08% | -0.66% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | +0.07% | +0.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +0.7% | +6.07% | Add |
| 2 | COST | Costco Wholesale CORP | +0.7% | +164.81% | Add |
| 3 | CVX | Chevron CORP | +0.4% | +3.35% | Add |
| 4 | TPL | Texas Pacific Land CORP | +0.4% | +0.62% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.3% | -0.75% | Trim |
| 6 | XLE | Ss Energy Select Sector | +0.2% | +7.97% | Add |
| 7 | SYK | Stryker CORP | +0.2% | +19.45% | Add |
| 8 | JNJ | Johnson & Johnson | +0.2% | +5.48% | Add |
| 9 | WMT | Walmart Inc | +0.2% | -3.74% | Trim |
| 10 | TJX | Tjx Companies Inc | +0.2% | -1.02% | Trim |
| 11 | GEV | GE Vernova Inc | +0.2% | — | Unchanged |
| 12 | ORLY | O'reilly Automotive Inc | +0.2% | +3.79% | Add |
| 13 | WSO | Watsco Inc | +0.1% | -0.83% | Trim |
| 14 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | +29.15% | Add |
| 15 | IBDX | Ishares Ibonds Dec 2032 Tc | +0.1% | +110.74% | Add |
| 16 | CB | Chubb Limited | +0.1% | +0.10% | Add |
| 17 | ECL | Ecolab Inc | +0.1% | +0.19% | Add |
| 18 | TRNO | Terreno Realty CORP | +0.1% | +18.92% | Add |
| 19 | IAUM | Ishares Gold Trust Micro | +0.1% | +6.04% | Add |
| 20 | REGN | Regeneron Pharmaceuticals | +0.1% | +3.92% | Add |
| 21 | IBDY | Ishares Ibonds Dec 2033 CORP | +0.1% | +601.41% | Add |
| 22 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +9.25% | Add |
| 23 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +3.37% | Add |
| 24 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +2.61% | Add |
| 25 | SNPS | Synopsys Inc | +0.1% | +47.24% | Add |
| 26 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +4.73% | Add |
| 27 | AMZN | Amazon.com Inc | +0.1% | +9.52% | Add |
| 28 | AWK | American Water Works Co Inc | +0.1% | -1.29% | Trim |
| 29 | KO | Coca-cola Co/the | +0.1% | +12.54% | Add |
| 30 | COP | Conocophillips | +0.1% | +37.16% | Add |
| 31 | NBIS | Nebius Group N.V. | +0.1% | -12.95% | Trim |
| 32 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 33 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 34 | IAU | Ishares Gold Trust | 0% | +9.90% | Add |
| 35 | VEA | Vanguard Ftse Developed ETF | 0% | +62.52% | Add |
| 36 | PSX | Phillips 66 | 0% | +160.09% | Add |
| 37 | MRK | Merck & Co. Inc. | 0% | -1.00% | Trim |
| 38 | GLW | Corning Inc | 0% | +0.48% | Add |
| 39 | ETN | Eaton Corporation plc | 0% | -1.68% | Trim |
| 40 | ACN | Accenture plc | 0% | +47.56% | Add |
| 41 | IBDR | Ishares Ibonds Dec 2026 Term | 0% | -0.91% | Trim |
| 42 | IXUS | Ishares Core Intl Stock ETF | 0% | -0.66% | Trim |
| 43 | ESGD | Ishares Trust Ishares Esg Aw | 0% | +0.20% | Add |
| 44 | ADI | Analog Devices Inc | 0% | +118.17% | Add |
| 45 | PEP | Pepsico Inc | 0% | -0.84% | Trim |
| 46 | PFE | Pfizer Inc | 0% | +6.92% | Add |
| 47 | IBTK | Ishares Ibonds Dec 2030 Trea | 0% | +8.06% | Add |
| 48 | LDUR | Pimco Enhanced Low Duration | 0% | +3.64% | Add |
| 49 | MINT | Pimco Enhanced Short Maturit | 0% | +1.26% | Add |
| 50 | IBMQ | Ishares Ibonds Dec 2028 Muni | 0% | +0.88% | Add |
According to official SEC Form 13F filings, Howland Capital Management LLC reported a total U.S. public equity portfolio value of $2.8B across 262 disclosed positions in Q1 2026.
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, GOOGL, AAPL) accounted for 23.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $591.7K
Top Position Liquidated / Trimmed
INTU
前期市值: $1.2M
During Q1 2026, Howland Capital Management LLC's top holdings by market value included VEU (6.4%)、GOOGL (6.0%)、AAPL (5.4%). The largest single position, VEU, represented 6.4% of total portfolio value.
In Q1 2026, Howland Capital Management LLC made 158 total portfolio adjustments, initiating 4 new buys, adding to 78 positions, trimming 64 holdings, and fully liquidating 12 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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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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