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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 5 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IBMO ISHARES TR 174,672.0 $4.5M 0.16% NEW $25.64 -0.0%
82 IBM INTERNATIONAL BUSINESS MACHS Technology 15,808.0 $4.4M 0.16% NEW $281.21 -18.1%
83 VWO VANGUARD INTL EQUITY INDEX F 74,331.0 $4.4M 0.16% NEW $59.69 +1.8%
84 NUE NUCOR CORP Basic Materials 19,774.0 $4.4M 0.16% NEW $223.31 +13.5%
85 RTX RTX CORPORATION Industrials 22,445.0 $4.3M 0.15% NEW $189.73 +11.4%
86 INDB INDEPENDENT BK CORP MASS Financial Services 49,800.0 $4.2M 0.15% NEW $84.36 -1.8%
87 VNLA JANUS DETROIT STR TR 85,218.0 $4.2M 0.15% NEW $49.06 -0.2%
88 HD HOME DEPOT INC Consumer Cyclical 11,662.0 $4.1M 0.15% NEW $352.69 -4.6%
89 ABT ABBOTT LABORATORIES Healthcare 44,677.0 $4.1M 0.15% NEW $90.74 +26.7%
90 ISHARES TR 197,806.0 $3.9M 0.14% NEW $19.54
91 EMR EMERSON ELEC CO Industrials 27,000.0 $3.9M 0.14% NEW $143.15 +9.7%
92 MS MORGAN STANLEY Financial Services 18,351.0 $3.8M 0.14% NEW $209.04 +2.1%
93 ISHARES TR 176,332.0 $3.8M 0.14% NEW $21.65
94 MA MASTERCARD INCORPORATED Financial Services 7,386.0 $3.8M 0.14% NEW $513.60 +16.4%
95 LLY ELI LILLY & CO Healthcare 3,121.0 $3.7M 0.14% NEW $1199.47 -0.1%
96 ISHARES TR 165,757.0 $3.7M 0.13% NEW $22.14
97 ICSH ISHARES TR 71,569.0 $3.6M 0.13% NEW $50.58 -0.1%
98 ISHARES TR 155,612.0 $3.6M 0.13% NEW $22.89
99 IBMR ISHARES TR 134,931.0 $3.4M 0.12% NEW $25.39 -0.3%
100 IBDY ISHARES TR 126,693.0 $3.3M 0.12% NEW $25.75 -1.3%
Page 5 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%