HOWLAND CAPITAL MANAGEMENT LLC
CIK: 1079112SEC EDGAR →
Portfolio Value
$669.0B
Holdings
278
As of
Q2 2026
New Positions
18
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | 2,188,030 | $183.2B | 27.39% |
| 2 | OREILLY AUTOMOTIVE INC | 495,212 | $45.6B | 6.82% |
| 3 | ISHARES TR | 1,496,018 | $36.2B | 5.42% |
| 4 | ISHARES TR | 1,309,506 | $33.1B | 4.94% |
| 5 | ISHARES TR | 1,336,886 | $32.4B | 4.84% |
| 6 | ISHARES TR | 1,118,191 | $25.9B | 3.87% |
| 7 | ISHARES TR | 1,021,727 | $22.3B | 3.33% |
| 8 | SERVICENOW INC | 215,610 | $21.4B | 3.20% |
| 9 | VISTANCE NETWORKS INC | 1,561,086 | $20.0B | 2.98% |
| 10 | UBER TECHNOLOGIES INC | 251,060 | $18.1B | 2.71% |
Quarterly Changes
Top Buys
New Positions (23)
$2.8B · 38K shares
$1.5B · 53K shares
$692.1M · 8K shares
VANGUARD WORLD FD
$475.4M · 6K shares
$276.7M · 3K shares
$248.9M · 3K shares
$218.2M · 3K shares
$216.8M · 8K shares
$200.3M · 3K shares
$44.4M · 10K shares
$11.4M · 47K shares
$6.1M · 60K shares
$1.1M · 6K shares
DUPONT DE NEMOURS INC
$401K · 3K shares
HONEYWELL INTL INC
$366K · 2K shares
HONEYWELL AEROSPACE INC
$361K · 2K shares
$352K · 364 shares
$338K · 469 shares
$232K · 2K shares
$224K · 650 shares
$217K · 501 shares
$217K · 2K shares
$203K · 794 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 89 | $484.4B | 72.4% |
| Technology | 41 | $61.3B | 9.2% |
| Consumer Cyclical | 16 | $48.2B | 7.2% |
| Healthcare | 25 | $17.4B | 2.6% |
| Consumer Defensive | 15 | $13.6B | 2.0% |
| Real Estate | 8 | $12.7B | 1.9% |
| Communication Services | 8 | $11.3B | 1.7% |
| Unknown | 24 | $10.5B | 1.6% |
| Industrials | 25 | $4.5B | 0.7% |
| Energy | 12 | $2.3B | 0.3% |
| Utilities | 5 | $1.9B | 0.3% |
| Basic Materials | 10 | $804.4M | 0.1% |