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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 8 of 14  ·  278 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IJR ISHARES TR 9,349.0 $1.4M 0.05% NEW $148.31 -1.0%
142 MAS MASCO CORP Industrials 16,774.0 $1.4M 0.05% NEW $81.37 -9.6%
143 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 4,534.0 $1.4M 0.05% NEW $301.03 -20.6%
144 MU MICRON TECHNOLOGY INC Technology 1,179.0 $1.4M 0.05% NEW $1154.29 -18.7%
145 SCI SERVICE CORP INTL Consumer Cyclical 17,814.0 $1.4M 0.05% NEW $75.96 +12.4%
146 FNV FRANCO NEV CORP Basic Materials 6,422.0 $1.3M 0.05% NEW $208.44 +28.3%
147 BX BLACKSTONE INC Financial Services 11,366.0 $1.3M 0.05% NEW $117.67 +21.7%
148 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 4,444.0 $1.3M 0.05% NEW $293.18 +4.6%
149 BMY BRISTOL-MYERS SQUIBB CO Healthcare 22,408.0 $1.3M 0.05% NEW $57.62 +17.3%
150 AMGN AMGEN INC Healthcare 3,560.0 $1.3M 0.05% NEW $362.12 +21.6%
151 HSY HERSHEY CO Consumer Defensive 7,096.0 $1.2M 0.04% NEW $175.45 +5.6%
152 PFE PFIZER INC Healthcare 51,607.0 $1.2M 0.04% NEW $24.08 +17.5%
153 IJH ISHARES TR 15,865.0 $1.2M 0.04% NEW $77.11 -0.6%
154 ADI ANALOG DEVICES INC Technology 2,823.0 $1.1M 0.04% NEW $397.17 -6.4%
155 CI THE CIGNA GROUP Healthcare 3,991.0 $1.1M 0.04% NEW $275.68 +1.9%
156 XLI SELECT SECTOR SPDR TR 5,889.0 $1.1M 0.04% NEW $185.23 -2.6%
157 FORTINET INC 6,804.0 $1.0M 0.04% NEW $153.62
158 PANW PALO ALTO NETWORKS INC Technology 3,045.0 $1.0M 0.04% NEW $341.02 -0.5%
159 CSX CSX CORP Industrials 21,619.0 $1.0M 0.04% NEW $47.53 +8.9%
160 VTV VANGUARD INDEX FDS 4,692.0 $1.0M 0.04% NEW $217.93 +4.1%
Page 8 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%