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Portfolio (Quarterly) Guide ↗

HOWLAND CAPITAL MANAGEMENT LLC

· CIK 0001079112
13F Portfolio $2.8B AUM 278 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 278 New
Page 12 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 STT STATE STR CORP Financial Services 2,511.0 $426K 0.01% NEW $169.60 +14.2%
222 GDX VANECK ETF TRUST 5,446.0 $411K 0.01% NEW $75.45 +35.8%
223 SHW SHERWIN WILLIAMS CO Basic Materials 1,170.0 $403K 0.01% NEW $344.32 +1.3%
224 DUPONT DE NEMOURS INC 2,959.0 $401K 0.01% NEW $135.64
225 ROST ROSS STORES INC Consumer Cyclical 1,880.0 $400K 0.01% NEW $212.85 +11.0%
226 CNI CANADIAN NATL RY CO Industrials 3,320.0 $396K 0.01% NEW $119.24 +7.0%
227 SLB SLB LIMITED Energy 8,450.0 $395K 0.01% NEW $46.79 +14.6%
228 CARR CARRIER GLOBAL CORPORATION Industrials 5,250.0 $385K 0.01% NEW $73.35 -19.9%
229 MKL MARKEL GROUP INC Financial Services 190.0 $371K 0.01% NEW $1953.01 -7.0%
230 SDY SPDR SERIES TRUST 2,437.0 $371K 0.01% NEW $152.17 +4.2%
231 ISHARES TR 14,360.0 $370K 0.01% NEW $25.80
232 EBAY EBAY INC. Consumer Cyclical 3,300.0 $369K 0.01% NEW $111.75 -6.8%
233 HONEYWELL INTL INC 1,633.0 $366K 0.01% NEW $223.83
234 AGNC AGNC INVT CORP Real Estate 32,768.0 $361K 0.01% NEW $11.02 -1.9%
235 HONEYWELL AEROSPACE INC 1,633.0 $361K 0.01% NEW $221.01
236 AVY AVERY DENNISON CORP Industrials 2,212.0 $359K 0.01% NEW $162.35 +12.3%
237 VOT VANGUARD INDEX FDS 1,152.0 $353K 0.01% NEW $306.70 -0.5%
238 CBOE CBOE GLOBAL MKTS INC Financial Services 1,449.0 $352K 0.01% NEW $242.67 +28.6%
239 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 364.0 $352K 0.01% NEW $965.74 -12.4%
240 UGI UGI CORP NEW Utilities 10,000.0 $349K 0.01% NEW $34.91 +10.1%
Page 12 of 14  ·  278 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.8%
Consumer Cyclical 12.1%
Communication Services 12.0%
Financial Services 11.6%
Healthcare 11.1%
Industrials 6.8%
Consumer Defensive 5.4%
Energy 3.7%
Basic Materials 2.9%
Utilities 1.4%