HOWLAND CAPITAL MANAGEMENT LLC

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
286
Total value ($000)
$2,858,573
Net value change ($000)
+86,029 (3.1%)
New positions
17
Sold out positions
9
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 38,485 37.6%
EXXONMOBIL HOLDINGS CORP 24,147 NEW
VOO 21,812 36.1%
NVDA 17,685 14.1%
AAPL 17,113 11.1%
TMO 11,507 32.8%
META 11,429 20.5%
XLE 6,763 41.1%
VEU 6,513 3.6%
IHAK 6,252 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -20,380 -100.0%
GOOGL -12,375 -7.0%
VISN -10,616 -53.2%
NBIS -10,536 -44.1%
WSO -9,268 -27.6%
TJX -9,093 -14.6%
KNSL -9,018 -46.4%
TDG -7,240 -25.9%
TSLA -6,235 -27.9%
TPL -5,433 -24.9%
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