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HOWLAND CAPITAL MANAGEMENT LLC — 13F Holdings & Portfolio

CIK 1079112 · latest 13F-HR filed 2026-07-13

Backtest portfolio

HOWLAND CAPITAL MANAGEMENT LLC manages $2.77B in 13F-reported U.S. long-equity assets across 278 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VEU (6.61%), GOOGL (6.37%), AAPL (5.54%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 23 new positions and exited 7; 134 existing positions rose in reported value and 70 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$2.77B

Long-equity book

Holdings
278

Distinct positions

Period
2026-06-30

Filed 2026-07-13

Q/Q Activity
+23 / −7 / ↑134 / ↓70

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VEU6.6% · +2%GOOGL6.4% · -6%AAPL5.5% · -2%NVDA4.5% · +15%MSFT3.7% · -2%BRK.B3.2% · -2%APH2.9% · -4%AMZN2.9% · -0%TJX2.2% · -3%V2.2% · -2%VOO2.2% · +19%META2.0% · -2%ECL1.8% · -3%ORLY1.6% · -2%SPGI1.5% · -4%SYK1.4% · +2%WMT1.4% · -4%IBDR1.3% · +13%TMO1.3% · -4%TEL1.2% · -6%WSO1.2% · -3%DHR1.2% · -5%IBDT1.2% · +6%IBDS1.2% · +5%CB1.2% · -4%TDG1.0% · +1%CVX1.0% · -7%ORCL0.9% · +3048%IBDU0.9% · +10%COST0.9% · +4%AWK0.9% · -3%IDXX0.9% · -2%NBIS0.9% · -26%ADP0.9% · -1%REGN0.8% · -6%TSLA0.8% · +2371%JNJ0.8% · -0%IBDV0.8% · +16%TPL0.8% · +0%NOW0.8% · +12%ESGD0.8% · -0%SPY0.8% · +3%XOM0.7% · -3%VISN0.7% · +1788%MELI0.7% · -19%KNSL0.7% · -14%PG0.7% · -6%UBER0.7% · -3%GOOG0.6% · -0%XLE0.6% · +8%RSP0.6% · +103%AVGO0.5% · +527%IBDW0.5% · +32%JPM0.5% · -2%IXUS0.5% · -16%AME0.4% · newTRNO0.4% · +2%IAUM0.4% · -2%SNPS0.4% · +2%NFLX0.4% · +489%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 40.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 31, 2026.

Assets Under Management
$3.74B
Discretionary
$3.74B
Employees
35
Accounts
2,010
Address
75 FEDERAL ST, STE 1100
BOSTON, MA 02110-1911
Phone
(617) 357-9110
Website
Name Title / Status Ownership Type
ADLER, RICHARD, HOWARD ControlDIRECTOR
since Jan 2018
Less than 5%Individual
BEATTY, CAROLYN, M ControlDIRECTOR
since Jan 2022
Less than 5%Individual
CLAPP, CHARLES, ELMER ControlMEMBER, PRESIDENT, DIRECTOR
since Jan 2001
10–25%Individual
DIXON, PETER, H. ControlMEMBER, CIO
since Oct 2019
10–25%Individual
HOWLAND, WESTON ControlMEMBER, CEO, DIRECTOR
since Jan 1992
10–25%Individual
MACRITCHIE, DANIELLA, ANN ControlMEMBER, COO
since Jan 2023
5–10%Individual
QUIGLEY, MAUREEN, ELIZABETH ControlMEMBER, CCO
since Jan 2015
5–10%Individual
TULLY, CAROL ControlDIRECTOR
since Jan 2023
Less than 5%Individual
BUTT, FAISALMEMBER
since Jan 2025
Less than 5%Individual
CROCKER, NICHOLAS, BEGELOWMEMBER
since Oct 2019
5–10%Individual
DUPEE, ANDREW, WILLIAMMEMBER
since Jan 2015
5–10%Individual
GIBBS, TRACY, ALEXANDRAMEMBER, DIRECTOR
since Jan 2015
10–25%Individual
HOWLAND CAPITAL MANAGEMENT, INC.SHAREHOLDER
since Jan 2012
10–25%Domestic Entity
Ownership & leadership changes · 11 filings with changes since Mar 28, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 31, 2026 filing
  • No longer listedJACKSON, FRANCIS, GARDNER · MEMBER · Less than 5% · listed since Jan 2015
  • AddedBUTT, FAISAL · MEMBER · Less than 5%
Mar 31, 2025 filing
  • AddedADLER, RICHARD, HOWARD · DIRECTOR · Less than 5% · control person
  • AddedTULLY, CAROL · DIRECTOR · Less than 5% · control person
  • Listed againBEATTY, CAROLYN, M · DIRECTOR · Less than 5% · control person
  • ChangedCLAPP, CHARLES, ELMER · title MEMBER → MEMBER, PRESIDENT, DIRECTOR
  • ChangedGIBBS, TRACY, ALEXANDRA · title MEMBER → MEMBER, DIRECTOR
  • ChangedHOWLAND, WESTON · title MEMBER, CEO → MEMBER, CEO, DIRECTOR; ownership Less than 5% → 10–25%
Mar 29, 2024 filing
  • AddedHOWLAND CAPITAL MANAGEMENT, INC. · SHAREHOLDER · 10–25%
  • ChangedCLAPP, CHARLES, ELMER · now a control person
  • ChangedDIXON, PETER, H. · ownership 5–10% → 10–25%; now a control person
  • ChangedGIBBS, TRACY, ALEXANDRA · ownership 5–10% → 10–25%
  • ChangedHOWLAND, WESTON · ownership 25–50% → Less than 5%
  • ChangedMACRITCHIE, DANIELLA, ANN · ownership Less than 5% → 5–10%; now a control person
  • ChangedQUIGLEY, MAUREEN, ELIZABETH · now a control person
Mar 31, 2023 filing
  • AddedMACRITCHIE, DANIELLA, ANN · MEMBER, COO · Less than 5%
  • ChangedCLAPP, CHARLES, ELMER · title PRESIDENT → MEMBER; ownership 25–50% → 10–25%; no longer a control person
  • ChangedCROCKER, NICHOLAS, BEGELOW · title VICE PRESIDENT → MEMBER
  • ChangedDIXON, PETER, H. · title CIO, VICE PRESIDENT → MEMBER, CIO; ownership Less than 5% → 5–10%
  • ChangedDUPEE, ANDREW, WILLIAM · title VICE PRESIDENT → MEMBER
  • ChangedGIBBS, TRACY, ALEXANDRA · title VICE PRESIDENT → MEMBER
  • ChangedHOWLAND, WESTON · title CHAIRMAN, CEO → MEMBER, CEO
  • ChangedJACKSON, FRANCIS, GARDNER · title VICE PRESIDENT → MEMBER; ownership 5–10% → Less than 5%
  • ChangedQUIGLEY, MAUREEN, ELIZABETH · title CHIEF COMPLIANCE OFFICER, VICE PRESIDENT → MEMBER, CCO
Mar 18, 2022 filing
  • No longer listedLYON, RICHARD, ADDISON MITCHELL · VICE PRESIDENT, TREASURER & CLERK, CFO · Less than 5% · listed since Jun 2011
  • AddedCROCKER, NICHOLAS, BEGELOW · VICE PRESIDENT · 5–10%
  • Listed againJACKSON, FRANCIS, GARDNER · VICE PRESIDENT · 5–10%
Mar 5, 2021 filing
  • ChangedQUIGLEY, MAUREEN, ELIZABETH · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER, VICE PRESIDENT
Mar 12, 2020 filing
  • ChangedDIXON, PETER, H. · title CIO → CIO, VICE PRESIDENT
Sep 12, 2019 filing
  • No longer listedQUIRK, THOMAS, VINCENT · VICE PRESIDENT, CIO · 10–25% · listed since Jun 2011
  • AddedDIXON, PETER, H. · CIO · Less than 5%
  • AddedDUPEE, ANDREW, WILLIAM · VICE PRESIDENT · 5–10%
  • AddedGIBBS, TRACY, ALEXANDRA · VICE PRESIDENT · 5–10%
  • ChangedQUIGLEY, MAUREEN, ELIZABETH · ownership Less than 5% → 5–10%
Mar 28, 2017 filing
  • No longer listedBACIGALUPO, MARTHA, BONNEVILLE · VICE PRESIDENT · Less than 5% · listed since Jan 2015
  • No longer listedBEATTY, CAROLYN, M · CONTROLLER · Less than 5% · listed since Jan 2015
  • No longer listedFLYNN, JOSEPH, MICHAEL · VICE PRESIDENT, ASST TREASURER AND ASST CLERK · Less than 5% · listed since Jun 2011
  • No longer listedJACKSON, FRANCIS, GARDNER · VICE PRESIDENT · Less than 5% · listed since Jun 2008
Mar 30, 2015 filing
  • AddedBACIGALUPO, MARTHA, BONNEVILLE · VICE PRESIDENT · Less than 5%
  • AddedBEATTY, CAROLYN, M · CONTROLLER · Less than 5%
Older changes (2 more filings)
Mar 4, 2014 filing
  • ChangedCLAPP, CHARLES, ELMER · ownership 10–25% → 25–50%; now a control person
  • ChangedHOWLAND, WESTON · ownership 75% or more → 25–50%
  • ChangedQUIRK, THOMAS, VINCENT · ownership 5–10% → 10–25%
Mar 28, 2012 filing (earliest on record)
  • ListedCLAPP, CHARLES, ELMER · PRESIDENT · 10–25%
  • ListedFLYNN, JOSEPH, MICHAEL · VICE PRESIDENT, ASST TREASURER AND ASST CLERK · Less than 5%
  • ListedHOWLAND, WESTON · CHAIRMAN, CEO · 75% or more · control person
  • ListedJACKSON, FRANCIS, GARDNER · VICE PRESIDENT · Less than 5%
  • ListedLYON, RICHARD, ADDISON MITCHELL · VICE PRESIDENT, TREASURER & CLERK, CFO · Less than 5%
  • ListedQUIGLEY, MAUREEN, ELIZABETH · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedQUIRK, THOMAS, VINCENT · VICE PRESIDENT, CIO · 5–10%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

HOWLAND CAPITAL MANAGEMENT LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INTL EQUITY INDEX F VEU 922042775 $183.2M 6.61% 2,188,030 SH
2 ALPHABET INC GOOGL 02079K305 $176.6M 6.37% 494,124 SH
3 APPLE INC AAPL 037833100 $153.6M 5.54% 530,934 SH
4 NVIDIA CORPORATION NVDA 67066G104 $125.3M 4.52% 626,042 SH
5 MICROSOFT CORP MSFT 594918104 $102.4M 3.69% 274,435 SH
6 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $89.3M 3.22% 178,472 SH
7 AMPHENOL CORP APH 032095101 $80.7M 2.91% 456,878 SH
8 AMAZON COM INC AMZN 023135106 $80.0M 2.89% 335,792 SH
9 TJX COS INC NEW TJX 872540109 $62.3M 2.25% 411,442 SH
10 VISA INC V 92826C839 $60.9M 2.20% 177,386 SH
11 VANGUARD INDEX FDS VOO 922908363 $60.3M 2.18% 87,854 SH
12 META PLATFORMS INC META 30303M102 $55.9M 2.02% 99,202 SH
13 ECOLAB INC ECL 278865100 $48.8M 1.76% 174,551 SH
14 OREILLY AUTOMOTIVE INC ORLY 67103H107 $45.6M 1.64% 495,212 SH
15 S&P GLOBAL INC SPGI 78409V104 $40.5M 1.46% 99,462 SH
16 STRYKER CORPORATION SYK 863667101 $39.3M 1.42% 124,552 SH
17 WALMART INC WMT 931142103 $37.8M 1.36% 333,860 SH
18 ISHARES TR IBDR 46435GAA0 $36.2M 1.31% 1,496,018 SH
19 THERMO FISHER SCIENTIFIC INC TMO 883556102 $35.0M 1.26% 69,813 SH
20 TE CONNECTIVITY PLC TEL G87052109 $34.4M 1.24% 170,848 SH
21 WATSCO INC WSO 942622200 $33.5M 1.21% 80,495 SH
22 DANAHER CORP DEL DHR 235851102 $33.2M 1.20% 173,960 SH
23 ISHARES TR IBDT 46435U515 $33.1M 1.19% 1,309,506 SH
24 ISHARES TR IBDS 46435UAA9 $32.4M 1.17% 1,336,886 SH
25 CHUBB LIMITED CB H1467J104 $32.2M 1.16% 94,091 SH
26 TRANSDIGM GROUP INC TDG 893641100 $27.9M 1.01% 20,952 SH
27 CHEVRON CORPORATION CVX 166764100 $26.5M 0.96% 160,165 SH
28 ORACLE CORP ORCL 68389X105 $26.0M 0.94% 177,635 SH
29 ISHARES TR IBDU 46436E205 $25.9M 0.93% 1,118,191 SH
30 COSTCO WHOLESALE CORPORATION COST 22160K105 $25.2M 0.91% 26,938 SH
31 AMERICAN WTR WKS CO INC NEW AWK 030420103 $25.1M 0.90% 190,557 SH
32 IDEXX LABS INC IDXX 45168D104 $24.6M 0.89% 46,776 SH
33 NEBIUS GROUP N.V. NBIS N97284108 $23.9M 0.86% 86,450 SH
34 AUTOMATIC DATA PROCESSING IN ADP 053015103 $23.8M 0.86% 105,410 SH
35 REGENERON PHARMACEUTICALS REGN 75886F107 $23.2M 0.84% 37,174 SH
36 TESLA INC TSLA 88160R101 $22.4M 0.81% 53,185 SH
37 JOHNSON & JOHNSON JNJ 478160104 $22.3M 0.80% 87,734 SH
38 ISHARES TR IBDV 46436E726 $22.3M 0.80% 1,021,727 SH
39 TEXAS PACIFIC LAND CORPORATI TPL 88262P102 $21.8M 0.79% 49,760 SH
40 SERVICENOW INC NOW 81762P102 $21.4M 0.77% 215,610 SH
41 ISHARES TR ESGD 46435G516 $21.0M 0.76% 203,791 SH
42 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $20.8M 0.75% 27,769 SH
43 EXXON MOBIL CORP XOM 30231G102 $20.4M 0.74% 149,066 SH
44 VISTANCE NETWORKS INC VISN 20337X109 $20.0M 0.72% 1,561,086 SH
45 MERCADOLIBRE INC MELI 58733R102 $19.8M 0.71% 11,653 SH
46 KINSALE CAP GROUP INC KNSL 49714P108 $19.4M 0.70% 58,876 SH
47 PROCTER & GAMBLE CO PG 742718109 $18.4M 0.66% 125,547 SH
48 UBER TECHNOLOGIES INC UBER 90353T100 $18.1M 0.65% 251,060 SH
49 ALPHABET INC GOOG 02079K107 $16.6M 0.60% 46,988 SH
50 SELECT SECTOR SPDR TR XLE 81369Y506 $16.5M 0.59% 309,943 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-13 $2.77B 278 0001079112-26-000004
2026-03-31 2026-04-14 $2.53B 262 0001079112-26-000003
2025-12-31 2026-02-13 $2.63B 270 0001079112-26-000001
Filer Information
Address
75 FEDERAL STREET
SUITE 1100
BOSTON, MA 02110
Phone
(617) 357-9110
Filing Manager
HOWLAND CAPITAL MANAGEMENT LLC
BOSTON, MA
Signatory
Lauren T. McDonough
Compliance Associate