StockDriftsStockDriftsTop 50 Howland Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEU | VANGUARD INTL EQUITY INDEX F | 6.61% | 2.19M | $183.2M | +1.78%(+38.33K) | $55.05(+56.48%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 6.37% | 494.1K | $176.6M | -6.07%(-31.91K) | $76.74(+349.23%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.54% | 530.9K | $153.6M | -1.49%(-8.02K) | $144.70(+111.05%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.52% | 626.0K | $125.3M | +14.91%(+81.22K) | $109.57(+106.32%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.69% | 274.4K | $102.4M | -1.57%(-4.38K) | $34.19(+1321.51%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.22% | 178.5K | $89.3M | -1.99%(-3.63K) | $207.62(+141.47%) | 2026-06-30 | |
| APH | AMPHENOL CORP | 2.91% | 456.9K | $80.7M | -3.72%(-17.67K) | $23.85(+605.47%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.89% | 335.8K | $80.0M | -0.51%(-1.71K) | $186.67(+40.64%) | 2026-06-30 | |
| TJX | TJX COS INC NEW | 2.25% | 411.4K | $62.3M | -3.38%(-14.40K) | $24.95(+508.98%) | 2026-06-30 | |
| V | VISA INC | 2.2% | 177.4K | $60.9M | -1.70%(-3.06K) | $49.10(+637.21%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.02% | +48.24% | +7.50% | +43.59% |
| Top 20 Holdings Unweighted | +12.11% | +40.90% | +6.47% | +36.83% |
Howland Capital Management LLC reports $2.77B in US-listed equity holdings across 278 positions in its most recent 13F filing. Its largest disclosed positions are VEU (6.6%), GOOGL (6.4%) and AAPL (5.5%). The top 20 holdings account for 55.85% of reported assets. Its disclosed equity book has returned +48.24% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Howland Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1079112). View Howland Capital Management LLC’s 13F filings on SEC