Howland Capital Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 15, 2025), Howland Capital Management LLC reported 272 stock positions worth $2.5 billion. Its top holding was Microsoft (MSFT) at 5.9% of the portfolio, followed by Vanguard Ftse All-World Ex-U (VEU, 5.4%) and Alphabet Class A (GOOGL, 4.3%). Compared with Q1 2025, it opened 10 new positions, sold out of 5, added to 95 and reduced 116. The biggest buy was Microsoft (MSFT, shares +1%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001079112
- Portfolio Value
- $2.5B (Q2 2025)
- SEC Filing
- 0001079112-25-000006 ↗ filed Aug 15, 2025
Holdings Value
Holdings 272 stocks · $2.5B
| MSFT Microsoft Corp. | 5.87% | 289,689 | $144.1M | Add +1.3% |
| VEU Vanguard Ftse All-World Ex-U | 5.42% | 1,978,324 | $133.0M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 4.25% | 592,215 | $104.4M | Add +3.5% |
| AAPL Apple Inc. | 4.17% | 498,516 | $102.3M | Add +11.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.59% | 181,421 | $88.1M | Reduce -0.9% |
| NVDA Nvidia Corp. | 3.12% | 483,998 | $76.5M | Add +0.5% |
| META Meta Platforms Inc. Class A | 2.88% | 95,915 | $70.8M | Add +0.5% |
| APH Amphenol Corp. Class A | 2.69% | 667,628 | $66.0M | Reduce -1.6% |
| V Visa Inc. Class A | 2.58% | 178,412 | $63.3M | Add +0.6% |
| SPGI S&P Global Inc. | 2.20% | 102,421 | $54.0M | Reduce -1.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.18% | 433,845 | $53.6M | Reduce -3.8% |
| AMZN Amazon.com Inc. | 2.08% | 232,323 | $51.0M | Add +65.5% |
| WSO Watsco Inc. | 1.99% | 110,429 | $48.8M | Reduce -3.8% |
| ECL Ecolab Inc. | 1.85% | 168,589 | $45.5M | Reduce -0.6% |
| AMT American Tower Corp. | 1.77% | 195,007 | $43.4M | Reduce -0.9% |
| ORLY O'reilly Automotive Inc. | 1.71% | 464,349 | $41.9M | Add +1.3% |
| VOO Vanguard S&P 500 ETF | 1.64% | 70,601 | $40.2M | Add +20.4% |
| KNSL Kinsale Capital Group Inc. | 1.58% | 79,982 | $38.7M | Reduce -1.5% |
| SYK Stryker Corp. | 1.57% | 97,379 | $38.6M | Add +0.3% |
| MELI MercadoLibre Inc. | 1.47% | 13,845 | $36.2M | Reduce -14.3% |
| TEL Te Connectivity PLC | 1.45% | 210,800 | $35.6M | Reduce -0.6% |
| WMT Walmart Inc. | 1.43% | 360,211 | $35.2M | Add +0.6% |
| DHR Danaher Corp. | 1.41% | 175,508 | $34.7M | Reduce -7.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.33% | 52,812 | $32.7M | Reduce -1.0% |
| TMO Thermo Fisher Scientific Inc. | 1.24% | 75,177 | $30.5M | Reduce -4.6% |
| IBDR iShares Ibonds Dec 2026 Term | 1.22% | 1,236,100 | $30.0M | Add +3.5% |
| TDG Transdigm Group Inc. | 1.19% | 19,172 | $29.2M | Add +3.9% |
| ADP Automatic Data Processing | 1.15% | 91,320 | $28.3M | Reduce -0.6% |
| CB Chubb Ltd. | 1.15% | 96,749 | $28.1M | Reduce -0.4% |
| AWK American Water Works Co. Inc. | 1.13% | 198,655 | $27.6M | Reduce -0.6% |
| NOW ServiceNow Inc. | 1.10% | 26,306 | $27.0M | Add +0.8% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.05% | 1,017,452 | $25.9M | Add +6.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.04% | 1,056,059 | $25.6M | Add +5.1% |
| IDXX Idexx Laboratories Inc. | 1.03% | 47,100 | $25.3M | Reduce -1.6% |
| PG The Procter & Gamble Co. | 1.03% | 158,127 | $25.2M | Add +6.4% |
| IBDQ iShares Ibonds Dec 2025 Term | 1.00% | 978,740 | $24.6M | Reduce -1.1% |
| MKC McCormick & Co.-Non VTG SHRS | 0.95% | 308,242 | $23.4M | Reduce -0.4% |
| UBER Uber Technologies Inc. | 0.93% | 243,613 | $22.7M | Add +2.5% |
| SNPS Synopsys Inc. | 0.84% | 40,042 | $20.5M | Add +0.4% |
| CVX Chevron Corp. | 0.81% | 139,238 | $19.9M | Add +3.4% |
| ESGD iShares Trust iShares ESG Aw | 0.79% | 217,800 | $19.4M | Reduce -1.1% |
| IBDU iShares Ibonds Dec 2029 Term | 0.75% | 794,261 | $18.5M | Add +6.3% |
| TPL Texas Pacific Land Corp. | 0.71% | 16,468 | $17.4M | No change |
| XOM Exxon Mobil Corp. | 0.69% | 156,667 | $16.9M | Add +13.8% |
| REGN Regeneron Pharmaceuticals | 0.68% | 31,795 | $16.7M | Add +19.1% |
| GE General Electric filed as GE AEROSPACE | 0.68% | 64,708 | $16.7M | Reduce -0.1% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.56% | 623,340 | $13.7M | Add +10.9% |
| NBIS Nebius Group NV | 0.52% | 230,030 | $12.7M | No change |
| IXUS iShares Core Intl Stock ETF | 0.51% | 160,671 | $12.4M | Reduce -3.2% |
| XLE SS Energy Select Sector | 0.48% | 138,957 | $11.8M | Add +4.5% |
| JNJ Johnson & Johnson | 0.44% | 70,052 | $10.7M | Reduce -5.9% |
| JPM JPMorgan Chase & Co. | 0.43% | 35,994 | $10.4M | Reduce -4.4% |
| ANSS Ansys Inc. | 0.41% | 28,668 | $10.1M | Reduce -2.5% |
| MINT PIMCO Enhanced Short Maturit | 0.39% | 96,330 | $9.7M | Reduce -2.9% |
| COST Costco Wholesale Corp. | 0.39% | 9,748 | $9.6M | Reduce -1.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.39% | 13 | $9.5M | Reduce -7.1% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.35% | 338,675 | $8.6M | Add +1.7% |
| GOOG Alphabet Inc. Class C | 0.34% | 47,629 | $8.4M | Add +8.9% |
| GEV GE Vernova Inc. | 0.34% | 15,948 | $8.4M | Reduce -0.1% |
| IAUM iShares Gold Trust Micro | 0.31% | 230,535 | $7.6M | Add +145.8% |
| LDUR PIMCO Enhanced Low Duration | 0.30% | 77,974 | $7.5M | Add +1.2% |
| TRNO Terreno Realty Corp. | 0.30% | 129,126 | $7.3M | Add +4.0% |
| BX Blackstone Inc. | 0.28% | 46,073 | $6.9M | Add +3.9% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.26% | 303,344 | $6.4M | Add +25.4% |
| GLD SPDR Gold Shares | 0.26% | 20,863 | $6.4M | Add +0.7% |
| ABT Abbott Laboratories | 0.23% | 42,338 | $5.8M | Add +0.5% |
| ETN Eaton Corp. PLC | 0.22% | 14,997 | $5.4M | Reduce -2.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 17,502 | $5.3M | Add +0.1% |
| ABBV Abbvie Inc. | 0.22% | 28,491 | $5.3M | Reduce -0.0% |
| IUSV iShares Core S&P U.S. Value | 0.21% | 54,270 | $5.1M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 17,076 | $5.0M | Add +34.4% |
| KO The Coca-Cola Co. | 0.20% | 69,929 | $5.0M | Reduce -2.1% |
| VNLA Janus Henderson Short Durati | 0.20% | 98,446 | $4.8M | Reduce -8.0% |
| IBMO iShares Ibonds Dec 2026 Term | 0.20% | 188,806 | $4.8M | Add +3.9% |
| IBMP iShares Ibonds Dec 2027 Term | 0.19% | 185,945 | $4.7M | Add +5.3% |
| PEP Pepsico Inc. | 0.17% | 31,681 | $4.2M | Reduce -11.2% |
| RSP Invesco S&P 500 Equal Weight | 0.16% | 21,587 | $3.9M | No change |
| ACN Accenture PLC Class A | 0.16% | 12,746 | $3.8M | Add +173.0% |
| IWF iShares Russell 1000 Growth | 0.15% | 8,882 | $3.8M | Reduce -1.0% |
| VWO Vanguard Ftse Emerging Marke | 0.15% | 76,149 | $3.8M | Reduce -2.0% |
| MA Mastercard Inc. Class A | 0.15% | 6,632 | $3.7M | Add +1.6% |
| PAYX Paychex Inc. | 0.15% | 25,000 | $3.6M | Reduce -3.9% |
| IBTG iShares Ibonds Dec 2026 Term | 0.15% | 157,661 | $3.6M | Add +8.5% |
| MRK Merck & Co. Inc. | 0.15% | 45,090 | $3.6M | Add +17.2% |
| ICSH iShares Ultra Short Duration | 0.15% | 70,298 | $3.6M | Add +2.3% |
| EMR Emerson Electric Co. | 0.14% | 25,653 | $3.4M | Reduce -2.0% |
| INDB Independent Bank Corp. | 0.13% | 49,800 | $3.2M | No change |
| RTX RTX Corp. | 0.13% | 21,442 | $3.1M | Add +4.3% |
| NFLX Netflix Inc. | 0.12% | 2,287 | $3.1M | Reduce -0.0% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.12% | 138,377 | $3.0M | Add +4.8% |
| HD Home Depot Inc. | 0.12% | 8,115 | $3.0M | Add +1.2% |
| IBTI iShares Ibonds Dec 2028 Term | 0.11% | 124,988 | $2.8M | Add +9.0% |
| CAT Caterpillar Inc. | 0.11% | 6,875 | $2.7M | Reduce -12.1% |
| IBTF iShares Ibonds Dec 2025 Term | 0.11% | 112,620 | $2.6M | Add +5.5% |
| NUE Nucor Corp. | 0.11% | 20,083 | $2.6M | Reduce -3.8% |
| MCD McDonald's Corp. | 0.11% | 8,837 | $2.6M | Add +0.8% |
| IBTH iShares Ibonds Dec 2027 Term | 0.10% | 114,338 | $2.6M | Add +17.9% |
| MRSH Marsh & McLennan Cos | 0.10% | 11,682 | $2.6M | Reduce -2.5% |
| CSCO Cisco Systems Inc. | 0.10% | 36,220 | $2.5M | Add +1.2% |
| IAU iShares Gold Trust | 0.10% | 39,970 | $2.5M | Add +0.5% |
Portfolio Sells Q1 2025 → Q2 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 3.59% | −0.76 |
| WSO Watsco Inc. | Reduce -3.8% | 1.99% | −0.61 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.6% | 1.24% | −0.51 |
| DHR Danaher Corp. | Reduce -7.3% | 1.41% | −0.32 |
| TJX TJX Companies Inc. | Reduce -3.8% | 2.18% | −0.26 |
| AWK American Water Works Co. Inc. | Reduce -0.6% | 1.13% | −0.19 |
| KNSL Kinsale Capital Group Inc. | Reduce -1.5% | 1.58% | −0.19 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -0.4% | 0.95% | −0.18 |
| CB Chubb Ltd. | Reduce -0.4% | 1.15% | −0.17 |
| SPGI S&P Global Inc. | Reduce -1.3% | 2.20% | −0.15 |
| AMT American Tower Corp. | Reduce -0.9% | 1.77% | −0.14 |
| JNJ Johnson & Johnson | Reduce -5.9% | 0.44% | −0.11 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -7.1% | 0.39% | −0.11 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -1.1% | 1.00% | −0.11 |
| ADP Automatic Data Processing | Reduce -0.6% | 1.15% | −0.10 |
| PEP Pepsico Inc. | Reduce -11.2% | 0.17% | −0.07 |
| ECL Ecolab Inc. | Reduce -0.6% | 1.85% | −0.07 |
| ABBV Abbvie Inc. | Reduce -0.0% | 0.22% | −0.05 |
| MINT PIMCO Enhanced Short Maturit | Reduce -2.9% | 0.39% | −0.05 |
| VNLA Janus Henderson Short Durati | Reduce -8.0% | 0.20% | −0.04 |
| PAYX Paychex Inc. | Reduce -3.9% | 0.15% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -9.4% | 0.05% | −0.03 |
| KO The Coca-Cola Co. | Reduce -2.1% | 0.20% | −0.03 |
| MRSH Marsh & McLennan Cos | Reduce -2.5% | 0.10% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -6.8% | 0.10% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -1.6% | 0.39% | −0.02 |
| BF.A Brown-Forman Corp. Class A | Sold out | 0.00% | −0.02 |
| IBMR iShares Ibonds Dec 2029 M BD | Reduce -12.1% | 0.09% | −0.02 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.02 |
| COP Conocophillips | Reduce -2.9% | 0.05% | −0.02 |
| SYY Sysco Corp. | Reduce -8.8% | 0.09% | −0.02 |
| UNP Union Pacific Corp. | Reduce -5.4% | 0.09% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -2.7% | 0.09% | −0.01 |
| HCA HCA Healthcare Inc. | Sold out | 0.00% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -6.4% | 0.02% | −0.01 |
| EBC Eastern Bankshares Inc. | Reduce -32.5% | 0.02% | −0.01 |
| GEHC GE Healthcare Technology | Reduce -0.9% | 0.06% | −0.01 |
| PFE Pfizer Inc. | Reduce -11.1% | 0.04% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -68.3% | 0.01% | −0.01 |
| DVY iShares Select Dividend ETF | Reduce -1.4% | 0.09% | −0.01 |
| MAS Masco Corp. | Reduce -3.0% | 0.05% | −0.01 |
| ITW Illinois Tool Works | Reduce -1.8% | 0.09% | −0.01 |
| IXUS iShares Core Intl Stock ETF | Reduce -3.2% | 0.51% | −0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -10.1% | 0.03% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Reduce -1.1% | 0.79% | −0.01 |
| CLX Clorox Company | Sold out | 0.00% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -10.8% | 0.08% | −0.01 |
| IBMN iShares Ibonds Dec 2025 Term | Reduce -1.4% | 0.09% | −0.01 |
| SLB SLB Ltd. | Reduce -21.6% | 0.01% | −0.01 |
| VOOV Vanguard S&P 500 Value ETF | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +1.3% | 5.87% | +1.08 |
| AMZN Amazon.com Inc. | Add +65.5% | 2.08% | +0.89 |
| NVDA Nvidia Corp. | Add +0.5% | 3.12% | +0.79 |
| META Meta Platforms Inc. Class A | Add +0.5% | 2.88% | +0.43 |
| GOOGL Alphabet Inc. Class A | Add +3.5% | 4.25% | +0.31 |
| VOO Vanguard S&P 500 ETF | Add +20.4% | 1.64% | +0.30 |
| IAUM iShares Gold Trust Micro | Add +145.8% | 0.31% | +0.18 |
| NOW ServiceNow Inc. | Add +0.8% | 1.10% | +0.18 |
| UBER Uber Technologies Inc. | Add +2.5% | 0.93% | +0.15 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.4% | 5.42% | +0.09 |
| ACN Accenture PLC Class A | Add +173.0% | 0.16% | +0.09 |
| SNPS Synopsys Inc. | Add +0.4% | 0.84% | +0.07 |
| IBM Intl Business Machines Corp. | Add +34.4% | 0.21% | +0.06 |
| TDG Transdigm Group Inc. | Add +3.9% | 1.19% | +0.05 |
| EFX Equifax Inc. | Add +380.0% | 0.05% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +8.9% | 0.34% | +0.04 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +25.4% | 0.26% | +0.04 |
| PSNL Personalis Inc. | Add +0.9% | 0.08% | +0.03 |
| WMT Walmart Inc. | Add +0.6% | 1.43% | +0.03 |
| AVGO Broadcom Inc. | Add +0.7% | 0.08% | +0.03 |
| INTC Intel Corp. | Add +287.8% | 0.03% | +0.02 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +10.9% | 0.56% | +0.01 |
| INTU Intuit Inc. | Add +12.8% | 0.05% | +0.01 |
| CTVA Corteva Inc. | New | 0.01% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.01% | +0.01 |
| IBDX iShares Ibonds Dec 2032 TC | Add +53.0% | 0.03% | +0.01 |
| DELL Dell Technologies -C | New | 0.01% | +0.01 |
| PYPL PayPal Holdings Inc. | New | 0.01% | +0.01 |
| SRE Sempra | New | 0.01% | +0.01 |
| ADI Analog Devices Inc. | New | 0.01% | +0.01 |
| IWB iShares Russell 1000 ETF | New | 0.01% | +0.01 |
| UVV Universal Corp. | New | 0.01% | +0.01 |
| SO The Southern Co. | New | 0.01% | +0.01 |
| ILMN Illumina Inc. | Add +1.7% | 0.08% | +0.01 |
| VLTO Veralto Corp. | New | 0.01% | +0.01 |
| IBTH iShares Ibonds Dec 2027 Term | Add +17.9% | 0.10% | +0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +33.5% | 0.04% | +0.01 |
| CI The Cigna Group | Add +20.6% | 0.08% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +43.1% | 0.02% | +0.01 |
| RTX RTX Corp. | Add +4.3% | 0.13% | +0.01 |
| BX Blackstone Inc. | Add +3.9% | 0.28% | +0.00 |
| CSCO Cisco Systems Inc. | Add +1.2% | 0.10% | +0.00 |
| PM Philip Morris International | Add +5.0% | 0.04% | +0.00 |
| GIS General Mills Inc. | Add +43.4% | 0.03% | +0.00 |
| AXP American Express Co. | Add +4.2% | 0.03% | +0.00 |
| CARR Carrier Global Corp. | Add +13.8% | 0.02% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.22% | +0.00 |
| TXN Texas Instruments Inc. | Add +2.1% | 0.04% | +0.00 |
| DD Dupont DE Nemours Inc. | Add +37.6% | 0.02% | +0.00 |
| GLW Corning Inc. | Add +5.8% | 0.02% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 278 | $2.8B | VEU, GOOGL, AAPL, NVDA, MSFT |
| Q1 2026 | 262 | $2.5B | VEU, GOOGL, AAPL, MSFT, NVDA |
| Q4 2025 | 270 | $2.6B | GOOGL, VEU, AAPL, MSFT, NVDA |
| Q3 2025 | 274 | $2.6B | MSFT, GOOGL, VEU, AAPL, NVDA |
| Q2 2025 | 272 | $2.5B | MSFT, VEU, GOOGL, AAPL, BRK.B |
| Q1 2025 | 267 | $2.2B | VEU, MSFT, AAPL, BRK.B, GOOGL |
| Q4 2024 | 283 | $2.3B | VEU, MSFT, GOOGL, AAPL, BRK.B |
| Q3 2024 | 277 | $2.3B | VEU, MSFT, AAPL, GOOGL, BRK.B |
| Q2 2024 | 272 | $2.1B | VEU, MSFT, GOOGL, AAPL, BRK.B |
| Q1 2024 | 263 | $2.1B | VEU, MSFT, GOOGL, BRK.B, AAPL |