Institutional Manager · CIK 0001079112
HOWLAND CAPITAL MANAGEMENT LLC
BOSTON, MA · File #028-03717
Latest AUM
$2.63B
Positions
270
Top-10 Concentration
48.7%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | ISHARES TR | 46434VBD1 | -973,740 | -$24.5M | $0 |
| REDUCE | SPDR S&P 500 ETF TR | SPY | -25,517 | -$17.4M | +$818,407 |
| ADD | SERVICENOW INC | NOW | +107,547 | +$16.5M | -$21.9M |
| EXITED | BERKSHIRE HATHAWAY INC DEL | 084670108 | -13 | -$9.8M | $0 |
| ADD | TEXAS PACIFIC LAND CORPORATI | TPL | +32,936 | +$9.5M | -$10.6M |
| REDUCE | SYNOPSYS INC | SNPS | -19,696 | -$9.3M | -$818,271 |
| ADD | NVIDIA CORPORATION | NVDA | +40,896 | +$7.6M | -$44,173 |
| REDUCE | AMERICAN TOWER CORP NEW | 03027X100 | -35,706 | -$6.3M | -$3.3M |
| REDUCE | ALPHABET INC | GOOG | -18,999 | -$5.9M | +$41.0M |
| ADD | AMAZON COM INC | AMZN | +25,735 | +$5.9M | +$3.2M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025270 pos · $2.63B
- 13F HOLDINGS REPORTQ/E Sep 2025274 pos · $2.62B
- 13F HOLDINGS REPORTQ/E Jun 2025272 pos · $2.45B
- 13F HOLDINGS REPORTQ/E Mar 2025267 pos · $2.24B
- 13F HOLDINGS REPORTQ/E Dec 2024283 pos · $2.28B
- 13F HOLDINGS REPORTQ/E Sep 2024277 pos · $2.31B
- 13F HOLDINGS REPORTQ/E Jun 2024272 pos · $2.09B
- 13F HOLDINGS REPORTQ/E Mar 2024263 pos · $2.07B
- 13F HOLDINGS REPORTQ/E Dec 2023245 pos · $1.71B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 567,746 | $177.7M | 8.00% |
| 2 | VANGUARD INTL EQUITY INDEX F | 922042775 | 2,026,675 | $149.1M | 6.71% |
| 3 | APPLE INC | AAPL | 527,998 | $143.5M | 6.46% |
| 4 | MICROSOFT CORP | MSFT | 280,964 | $135.9M | 6.12% |
| 5 | NVIDIA CORPORATION | NVDA | 533,121 | $99.4M | 4.48% |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 181,783 | $91.4M | 4.11% |
| 7 | AMPHENOL CORP NEW | 032095101 | 609,097 | $82.5M | 3.71% |
| 8 | AMAZON COM INC | AMZN | 308,176 | $71.1M | 3.20% |
| 9 | TJX COS INC NEW | 872540109 | 430,229 | $66.1M | 2.98% |
| 10 | META PLATFORMS INC | META | 98,868 | $65.3M | 2.94% |
| 11 | VISA INC | V | 178,729 | $62.7M | 2.82% |
| 12 | S&P GLOBAL INC | SPGI | 101,789 | $53.2M | 2.39% |
| 13 | ECOLAB INC | ECL | 180,222 | $47.4M | 2.14% |
| 14 | TE CONNECTIVITY PLC | TEL | 203,652 | $46.3M | 2.09% |
| 15 | VANGUARD INDEX FDS | 922908363 | 72,880 | $45.7M | 2.06% |
| 16 | OREILLY AUTOMOTIVE INC | 67103H107 | 485,741 | $44.3M | 1.99% |
| 17 | THERMO FISHER SCIENTIFIC INC | TMO | 76,207 | $44.2M | 1.99% |
| 18 | DANAHER CORPORATION | 235851102 | 178,127 | $40.8M | 1.84% |
| 19 | WALMART INC | WMT | 362,464 | $40.4M | 1.82% |
| 20 | STRYKER CORPORATION | SYK | 102,127 | $36.0M | 1.62% |