HOWLAND CAPITAL MANAGEMENT LLC

CIK: 0001079112SEC EDGAR →

Portfolio Value

$2.6B

Holdings

270

As of

Q4 2025

New Positions

269

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	GOOGL ALPHABET INC	567,746	$177.7M	6.76%
2	VEU VANGUARD INTL EQUITY INDEX F	2,026,675	$149.1M	5.67%
3	AAPL APPLE INC	527,998	$143.5M	5.46%
4	MSFT MICROSOFT CORP	280,964	$135.9M	5.17%
5	NVDA NVIDIA CORPORATION	533,121	$99.4M	3.78%
6	BRK/B BERKSHIRE HATHAWAY INC DEL	181,783	$91.4M	3.48%
7	APH AMPHENOL CORP NEW	609,097	$82.5M	3.14%
8	AMZN AMAZON COM INC	308,176	$71.1M	2.71%
9	TJX TJX COS INC NEW	430,229	$66.1M	2.51%
10	META META PLATFORMS INC	98,868	$65.3M	2.48%

Quarterly Changes

Top Buys

GOOGLNEW

$177.7M

VEUNEW

$149.1M

AAPLNEW

$143.5M

MSFTNEW

$135.9M

NVDANEW

$99.4M

Top Sells

No sells this quarter

New Positions (270)

GOOGL

$177.7M · 568K shares

VEU

$149.1M · 2.0M shares

AAPL

$143.5M · 528K shares

MSFT

$135.9M · 281K shares

$99.4M · 533K shares

$91.4M · 182K shares

$82.5M · 609K shares

$71.1M · 308K shares

$66.1M · 430K shares

$65.3M · 99K shares

$62.7M · 179K shares

$53.2M · 102K shares

$47.4M · 180K shares

$46.3M · 204K shares

$45.7M · 73K shares

$44.3M · 486K shares

$44.2M · 76K shares

$40.8M · 178K shares

$40.4M · 362K shares

$36.0M · 102K shares

$32.5M · 1.3M shares

$31.3M · 46K shares

$30.7M · 98K shares

$30.3M · 1.2M shares

$30.0M · 1.2M shares

$29.2M · 38K shares

$28.3M · 160K shares

$28.3M · 84K shares

$28.0M · 72K shares

$27.4M · 14K shares

$26.1M · 200K shares

$25.8M · 19K shares

$25.3M · 166K shares

$25.0M · 97K shares

$22.7M · 970K shares

$21.0M · 146K shares

NOW

$20.9M · 136K shares

UBER

$20.7M · 253K shares

$20.0M · 65K shares

$19.3M · 203K shares

$18.6M · 154K shares

$18.3M · 27K shares

$17.8M · 807K shares

$17.3M · 84K shares

$16.4M · 239K shares

$14.7M · 47K shares

$14.2M · 49K shares

$13.5M · 159K shares

$12.8M · 83K shares

$11.9M · 266K shares

$11.7M · 36K shares

$11.3M · 135K shares

$11.2M · 259K shares

$10.5M · 410K shares

$10.3M · 16K shares

$8.7M · 87K shares

$8.5M · 403K shares

$8.4M · 10K shares

$8.3M · 141K shares

$8.3M · 21K shares

$7.3M · 38K shares

$7.0M · 15K shares

$6.9M · 30K shares

$6.5M · 68K shares

$6.1M · 240K shares

$5.9M · 18K shares

$5.8M · 46K shares

$5.6M · 80K shares

$5.2M · 36K shares

$5.0M · 194K shares

$5.0M · 47K shares

$4.8M · 16K shares

$4.6M · 17K shares

$4.6M · 93K shares

$4.4M · 547K shares

$4.3M · 9K shares

$4.3M · 167K shares

$4.3M · 13K shares

$4.2M · 23K shares

$4.1M · 7K shares

$4.0M · 12K shares

$3.9M · 48K shares

$3.8M · 7K shares

$3.8M · 167K shares

$3.7M · 48K shares

$3.7M · 50K shares

$3.6M · 71K shares

$3.6M · 66K shares

$3.6M · 27K shares

$3.6M · 3K shares

$3.4M · 19K shares

$3.2M · 20K shares

$3.2M · 163K shares

$3.2M · 10K shares

$3.1M · 140K shares

$2.8M · 126K shares

$2.7M · 5K shares

$2.7M · 119K shares

$2.6M · 31K shares

$2.6M · 8K shares

$2.5M · 18K shares

$2.5M · 22K shares

$2.4M · 10K shares

$2.4M · 17K shares

$2.3M · 18K shares

$2.3M · 3K shares

$2.3M · 88K shares

$2.2M · 8K shares

$2.2M · 23K shares

$2.2M · 12K shares

$2.0M · 37K shares

$2.0M · 37K shares

$2.0M · 9K shares

$2.0M · 3K shares

$2.0M · 11K shares

$1.9M · 7K shares

WPM

$1.9M · 16K shares

$1.8M · 23K shares

$1.7M · 12K shares

$1.7M · 9K shares

$1.7M · 83K shares

$1.7M · 4K shares

$1.7M · 22K shares

$1.7M · 20K shares

$1.5M · 83K shares

$1.4M · 55K shares

$1.4M · 12K shares

$1.4M · 57K shares

$1.4M · 14K shares

$1.4M · 10K shares

$1.4M · 7K shares

$1.4M · 18K shares

$1.4M · 13K shares

$1.4M · 15K shares

$1.4M · 37K shares

$1.4M · 11K shares

$1.3M · 6K shares

$1.3M · 7K shares

$1.3M · 5K shares

$1.2M · 52K shares

$1.2M · 23K shares

$1.2M · 3K shares

$1.2M · 2K shares

$1.1M · 3K shares

$1.1M · 17K shares

$1.1M · 17K shares

$1.1M · 3K shares

$1.0M · 4K shares

$1.0M · 5K shares

$1.0M · 6K shares

$999K · 16K shares

$998K · 4K shares

$967K · 2K shares

$966K · 13K shares

$963K · 12K shares

$958K · 4K shares

$904K · 10K shares

$900K · 841 shares

$896K · 5K shares

$878K · 5K shares

$851K · 2K shares

$825K · 10K shares

$815K · 2K shares

$793K · 22K shares

$792K · 12K shares

$768K · 11K shares

$745K · 1K shares

$722K · 3K shares

$712K · 8K shares

$707K · 3K shares

$703K · 2K shares

$676K · 15K shares

$662K · 4K shares

$657K · 2K shares

$656K · 11K shares

$654K · 1K shares

GIS

$653K · 14K shares

MDY

$652K · 1K shares

$650K · 27K shares

$641K · 4K shares

$641K · 3K shares

$639K · 3K shares

$637K · 3K shares

$632K · 3K shares

$613K · 2K shares

$596K · 1K shares

$594K · 32K shares

$573K · 5K shares

$570K · 6K shares

$557K · 3K shares

$548K · 6K shares

$543K · 13K shares

$539K · 7K shares

$537K · 1K shares

$523K · 22K shares

$506K · 3K shares

$493K · 2K shares

$481K · 3K shares

$469K · 7K shares

$468K · 5K shares

$464K · 910 shares

$445K · 4K shares

$437K · 2K shares

$427K · 14K shares

$421K · 5K shares

$420K · 15K shares

$414K · 5K shares

$413K · 35K shares

$406K · 189 shares

$405K · 2K shares

$397K · 2K shares

$396K · 2K shares

$381K · 357 shares

$378K · 10K shares

$370K · 1K shares

$365K · 9K shares

$361K · 3K shares

$356K · 6K shares

$355K · 33K shares

$352K · 1K shares

$349K · 4K shares

$342K · 2K shares

$341K · 2K shares

$339K · 2K shares

$336K · 6K shares

$332K · 13K shares

$328K · 3K shares

$327K · 1K shares

$325K · 1K shares

$323K · 3K shares

$319K · 3K shares

$317K · 1K shares

$317K · 14K shares

$301K · 3K shares

$296K · 2K shares

$296K · 3K shares

$296K · 915 shares

$290K · 3K shares

$289K · 8K shares

$288K · 1K shares

$286K · 9K shares

$276K · 2K shares

$272K · 4K shares

$272K · 1K shares

$270K · 4K shares

$261K · 215 shares

$254K · 3K shares

SRE

$253K · 3K shares

$251K · 6K shares

$251K · 2K shares

$241K · 2K shares

$235K · 2K shares

$233K · 9K shares

$231K · 2K shares

$230K · 9K shares

$230K · 5K shares

$229K · 10K shares

$227K · 609 shares

$227K · 5K shares

$218K · 1K shares

$212K · 4K shares

$212K · 981 shares

DSI

$209K · 2K shares

VLTO

$208K · 2K shares

IWD

$205K · 979 shares

$204K · 650 shares

RRC

$200K · 6K shares

DOC

$160K · 10K shares

VHI

$120K · 10K shares

$70K · 16K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	87	$760.2M	28.9%
Technology	38	$589.6M	22.4%
Communication Services	8	$272.5M	10.4%
Healthcare	28	$244.9M	9.3%
Unknown	18	$198.4M	7.5%
Consumer Cyclical	15	$197.5M	7.5%
Industrials	28	$106.5M	4.1%
Consumer Defensive	13	$88.0M	3.3%
Energy	12	$62.3M	2.4%
Basic Materials	11	$56.8M	2.2%
Real Estate	8	$40.4M	1.5%
Utilities	4	$11.8M	0.4%