HOWLAND CAPITAL MANAGEMENT LLC

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
278
Total value ($000)
$2,772,544
Net value change ($000)
+242,283 (9.6%)
New positions
23
Sold out positions
7
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 30,243 31.8%
GOOGL 25,320 16.7%
ORCL 25,202 3036.4%
VEU 21,805 13.5%
TSLA 21,570 2696.3%
APH 20,594 34.3%
VISN 18,446 1225.6%
AAPL 16,851 12.3%
VOO 16,358 37.2%
AVGO 13,043 665.5%
Top Reduces (Value $000, Stocks/ETFs)
GE -16,027 -87.1%
GEV -12,273 -88.7%
CVX -8,924 -25.2%
REGN -7,221 -23.8%
BX -6,913 -83.8%
AMT -6,887 -43.3%
TJX -5,674 -8.3%
WMT -5,635 -13.0%
XOM -5,599 -21.6%
MELI -4,986 -20.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type