Howland Capital Management LLC

Investment Portfolio & 13F Holdings Analysis

About

HOWLAND CAPITAL MANAGEMENT LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 267 holdings worth $2.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 267
Total Value: 2243362046
Accession Number: 0001079112-25-000003
Form Type: 13F-HR
CIK: 0001079112
Manager Name: Howland Capital Management LLC

Data Enrichment

85% identified

227 identified40 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

267 positions • $2,243,362.046K total value

267 positions

Manager:

SEC FilingSEC DataHachi Filing

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922042775

VEU|922042775

1970170(-22.9%)

Value:

$119.5B(-18.6%)

MICROSOFT CORP

MSFT|594918104

286079(-5.3%)

Value:

$107.4B(-15.7%)

Apple Inc.

AAPL|037833100

448414(+8.2%)

Value:

$99.6B(-4.0%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

183089(-3.7%)

Value:

$97.5B(+13.2%)

Alphabet Inc.

GOOGL|02079K305

571895(+0.5%)

Value:

$88.4B(-17.9%)

VISA INC.

V|92826C839

177319(-3.2%)

Value:

$62.1B(+7.3%)

WATSCO INC

WSO|942622200

114824(-3.4%)

Value:

$58.4B(+3.6%)

Meta Platforms, Inc.

META|30303M102

95403(-0.0%)

Value:

$55.0B(-1.6%)

TJX COMPANIES INC /DE/

TJX|872540109

450788(-3.9%)

Value:

$54.9B(-3.1%)

S&P Global Inc.

SPGI|78409V104

103794(-1.3%)

Value:

$52.7B(+0.7%)

NVIDIA CORP

NVDA|67066G104

481443(+7.1%)

Value:

$52.2B(-13.5%)

AMPHENOL CORP /DE/

APH|032095101

678683(-1.1%)

Value:

$44.6B(-6.6%)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

30575(+9.7%)

Value:

$43.8B(+32.5%)

ECOLAB INC.

ECL|278865100

169534(+1.1%)

Value:

$43.1B(+9.4%)

AMERICAN TOWER CORP /MA/

AMT|03027X100

196801(-3.4%)

Value:

$42.8B(+13.5%)

Kinsale Capital Group, Inc.

KNSL|49714P108

81213(-11.0%)

Value:

$39.5B(-6.8%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

78809(-1.2%)

Value:

$39.2B(-5.5%)

DANAHER CORP /DE/

DHR|235851102

189324(-0.3%)

Value:

$38.9B(-10.9%)

STRYKER CORP

SYK|863667101

97132(+11.1%)

Value:

$36.2B(+14.8%)

Walmart Inc.

WMT|931142103

357931(+1.8%)

Value:

$31.5B(-1.0%)

Instrument	Shares		Other Manager	Value
(VEUcusip922042775)	2.0M	QoQ -22.91% (-585.8K) YoY -23.01% (-589.0K)	All Managers (Combined)	$119.5M	QoQ -18.55% (-$27.2M) YoY -20.37% (-$30.6M)
Microsoft Corp(MSFTcusip594918104)	286.1K	QoQ -5.35% (-16.2K) YoY -10.70% (-34.3K)	All Managers (Combined)	$107.4M	QoQ -15.70% (-$20.0M) YoY -20.32% (-$27.4M)
Apple Inc.(AAPLcusip037833100)	448.4K	QoQ +8.22% (-34.1K) YoY +22.15% (+81.3K)	All Managers (Combined)	$99.6M	QoQ -3.99% (-$4.2M) YoY +58.23% (+$36.7M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	183.1K	QoQ -3.67% (-7.0K) YoY -1.89% (-3.5K)	All Managers (Combined)	$97.5M	QoQ +13.17% (-$11.4M) YoY +24.24% (-$19.0M)
Alphabet Inc.(GOOGLcusip02079K305)	571.9K	QoQ +0.54% (-3.1K) YoY +1.24% (+7.0K)	All Managers (Combined)	$88.4M	QoQ -17.86% (-$19.2M) YoY +3.73% (+$3.2M)
Visa Inc.(Vcusip92826C839)	177.3K	QoQ -3.23% (-5.9K) YoY -6.32% (-12.0K)	All Managers (Combined)	$62.1M	QoQ +7.30% (-$4.2M) YoY +17.63% (-$9.3M)
Watsco Inc(WSOcusip942622200)	114.8K	QoQ -3.42% (-4.1K) YoY -15.40% (-20.9K)	All Managers (Combined)	$58.4M	QoQ +3.59% (-$2.0M) YoY -0.45% (-$267.1K)
Meta Platforms, Inc.(METAcusip30303M102)	95.4K	QoQ -0.03% (-30) YoY +6.72% (+6.0K)	All Managers (Combined)	$55.0M	QoQ -1.59% (-$890.5K) YoY +26.67% (+$11.6M)
Tjx Companies Inc /De/(TJXcusip872540109)	450.8K	QoQ -3.87% (-18.2K) YoY -7.86% (-38.5K)	All Managers (Combined)	$54.9M	QoQ -3.08% (-$1.7M) YoY +10.64% (-$5.3M)
S&P Global Inc.(SPGIcusip78409V104)	103.8K	QoQ -1.30% (-1.4K) YoY -2.76% (-3.0K)	All Managers (Combined)	$52.7M	QoQ +0.68% (-$360.4K) YoY +16.12% (-$7.3M)
Nvidia Corp(NVDAcusip67066G104)	481.4K	QoQ +7.11% (-32.0K) YoY +1764.82% (+455.6K)	All Managers (Combined)	$52.2M	QoQ -13.54% (-$8.2M) YoY +123.70% (+$28.9M)
Amphenol Corp /De/(APHcusip032095101)	678.7K	QoQ -1.10% (-7.6K) YoY +93.13% (+327.3K)	All Managers (Combined)	$44.6M	QoQ -6.59% (-$3.2M) YoY +9.88% (+$4.0M)
O Reilly Automotive Inc(ORLYcusip67103H107)	30.6K	QoQ +9.71% (+2.7K) YoY +14.94% (+4.0K)	All Managers (Combined)	$43.8M	QoQ +32.54% (+$10.8M) YoY +45.87% (+$13.8M)
Ecolab Inc.(ECLcusip278865100)	169.5K	QoQ +1.14% (+1.9K) YoY -9.28% (-17.4K)	All Managers (Combined)	$43.1M	QoQ +9.40% (+$3.7M) YoY -0.38% (-$166.9K)
American Tower Corp /Ma/(AMTcusip03027X100)	196.8K	QoQ -3.44% (-7.0K) YoY -1.73% (-3.5K)	All Managers (Combined)	$42.8M	QoQ +13.54% (-$5.1M) YoY +8.21% (-$3.2M)
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	81.2K	QoQ -10.96% (-10.0K) YoY -15.65% (-15.1K)	All Managers (Combined)	$39.5M	QoQ -6.83% (-$2.9M) YoY -21.77% (-$11.0M)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	78.8K	QoQ -1.20% (-962) YoY +1.64% (-1.3K)	All Managers (Combined)	$39.2M	QoQ -5.49% (-$2.3M) YoY -12.95% (-$5.8M)
Danaher Corp /De/(DHRcusip235851102)	189.3K	QoQ -0.31% (-605) YoY +6.70% (-11.9K)	All Managers (Combined)	$38.9M	QoQ -10.94% (-$4.8M) YoY -12.36% (-$5.5M)
Stryker Corp(SYKcusip863667101)	97.1K	QoQ +11.05% (+9.7K) YoY +212.17% (+66.0K)	All Managers (Combined)	$36.2M	QoQ +14.80% (+$4.7M) YoY +224.71% (+$25.1M)
Walmart Inc.(WMTcusip931142103)	357.9K	QoQ +1.83% (-6.4K) YoY +90.84% (+170.4K)	All Managers (Combined)	$31.5M	QoQ -1.01% (-$323.3K) YoY +179.12% (+$20.2M)