Filed: 8/15/2025ACC: 0001079112-25-000006
๐ What this filing means
HOWLAND CAPITAL MANAGEMENT LLC filed this quarterly 13FโHR report disclosing 272 equity positions with a total reported market value of $2.45B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
272
Positions
$2.45B
Total AUM (reported)
21.44M
Total Shares
Allocation by class
COM$1.39B56.5%
CL A$155.25M6.3%
ALLWRLD EX US$132.98M5.4%
CAP STK CL A$104.37M4.3%
CL B NEW$88.13M3.6%
COM CL A$63.35M2.6%
S&P 500 ETF SHS$40.23M1.6%
Portfolio Concentration
Top 3$381.44M15.5%
4โ10$521.06M21.2%
11โ25$606.58M24.7%
Rest$945.51M38.5%
Top 3 weight
15.5%
Top 10 weight
36.8%
Voting Authority Distribution
Total shares with voting rights: 21.44M
Sole
Full voting authority
16.06M
shares
% of voting shares74.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.38M
shares
% of voting shares25.1%
Investment Discretion (by position count)
Sole272
Shared0
Other0
Dominant voting typeSole ยท 74.9% of voting shares
Institutional Holdings272
Rows:
MICROSOFT CORP
SOLEShares289.69K
TypeSH
Market value$144.09M
5.87%
Sole
226.32K
Shared
0.00
None
63.37K
VANGUARD INTL EQUITY INDEX F
SOLEShares1.98M
TypeSH
Market value$132.98M
5.42%
Sole
1.65M
Shared
0.00
None
330.67K
ALPHABET INC
SOLEShares592.22K
TypeSH
Market value$104.37M
4.25%
Sole
465.82K
Shared
0.00
None
126.40K
APPLE INC
SOLEShares498.52K
TypeSH
Market value$102.28M
4.17%
Sole
329.20K
Shared
0.00
None
169.31K
BERKSHIRE HATHAWAY INC DEL
SOLEShares181.42K
TypeSH
Market value$88.13M
3.59%
Sole
150.92K
Shared
0.00
None
30.50K
NVIDIA CORPORATION
SOLEShares484K
TypeSH
Market value$76.47M
3.12%
Sole
391.29K
Shared
0.00
None
92.71K
META PLATFORMS INC
SOLEShares95.92K
TypeSH
Market value$70.79M
2.88%
Sole
79.99K
Shared
0.00
None
15.92K
AMPHENOL CORP NEW
SOLEShares667.63K
TypeSH
Market value$66.04M
2.69%
Sole
553.77K
Shared
0.00
None
113.86K
VISA INC
SOLEShares178.41K
TypeSH
Market value$63.35M
2.58%
Sole
140.51K
Shared
0.00
None
37.90K
S&P GLOBAL INC
SOLEShares102.42K
TypeSH
Market value$54.01M
2.20%
Sole
85.12K
Shared
0.00
None
17.30K
TJX COS INC NEW
SOLEShares433.85K
TypeSH
Market value$53.58M
2.18%
Sole
378.30K
Shared
0.00
None
55.55K
AMAZON COM INC
SOLEShares232.32K
TypeSH
Market value$50.97M
2.08%
Sole
141.15K
Shared
0.00
None
91.17K
WATSCO INC
SOLEShares110.43K
TypeSH
Market value$48.77M
1.99%
Sole
92.83K
Shared
0.00
None
17.60K
ECOLAB INC
SOLEShares168.59K
TypeSH
Market value$45.53M
1.85%
Sole
138.47K
Shared
0.00
None
30.12K
AMERICAN TOWER CORP NEW
SOLEShares195.01K
TypeSH
Market value$43.43M
1.77%
Sole
167.04K
Shared
0.00
None
27.97K
OREILLY AUTOMOTIVE INC
SOLEShares464.35K
TypeSH
Market value$41.85M
1.71%
Sole
370.31K
Shared
0.00
None
94.04K
VANGUARD INDEX FDS
SOLEShares70.60K
TypeSH
Market value$40.23M
1.64%
Sole
20.06K
Shared
0.00
None
50.54K
KINSALE CAP GROUP INC
SOLEShares79.98K
TypeSH
Market value$38.70M
1.58%
Sole
67.70K
Shared
0.00
None
12.28K
STRYKER CORPORATION
SOLEShares97.38K
TypeSH
Market value$38.61M
1.57%
Sole
61.18K
Shared
0.00
None
36.20K
MERCADOLIBRE INC
SOLEShares13.85K
TypeSH
Market value$36.19M
1.47%
Sole
11.03K
Shared
0.00
None
2.81K
TE CONNECTIVITY PLC
SOLEShares210.80K
TypeSH
Market value$35.56M
1.45%
Sole
176.90K
Shared
0.00
None
33.90K
WALMART INC
SOLEShares360.21K
TypeSH
Market value$35.22M
1.43%
Sole
295.69K
Shared
0.00
None
64.52K
DANAHER CORPORATION
SOLEShares175.51K
TypeSH
Market value$34.73M
1.41%
Sole
144.65K
Shared
0.00
None
30.86K
SPDR S&P 500 ETF TR
SOLEShares52.81K
TypeSH
Market value$32.72M
1.33%
Sole
45.82K
Shared
0.00
None
6.99K
THERMO FISHER SCIENTIFIC INC
SOLEShares75.18K
TypeSH
Market value$30.51M
1.24%
Sole
64.68K
Shared
0.00
None
10.49K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 289.69K | SH | $144.09M 5.87% | 226.32K | 0.00 | 63.37K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 1.98M | SH | $132.98M 5.42% | 1.65M | 0.00 | 330.67K |
ALPHABET INCSOLE | CAP STK CL A | 592.22K | SH | $104.37M 4.25% | 465.82K | 0.00 | 126.40K |
APPLE INCSOLE | COM | 498.52K | SH | $102.28M 4.17% | 329.20K | 0.00 | 169.31K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 181.42K | SH | $88.13M 3.59% | 150.92K | 0.00 | 30.50K |
NVIDIA CORPORATIONSOLE | COM | 484K | SH | $76.47M 3.12% | 391.29K | 0.00 | 92.71K |
META PLATFORMS INCSOLE | CL A | 95.92K | SH | $70.79M 2.88% | 79.99K | 0.00 | 15.92K |
AMPHENOL CORP NEWSOLE | CL A | 667.63K | SH | $66.04M 2.69% | 553.77K | 0.00 | 113.86K |
VISA INCSOLE | COM CL A | 178.41K | SH | $63.35M 2.58% | 140.51K | 0.00 | 37.90K |
S&P GLOBAL INCSOLE | COM | 102.42K | SH | $54.01M 2.20% | 85.12K | 0.00 | 17.30K |
TJX COS INC NEWSOLE | COM | 433.85K | SH | $53.58M 2.18% | 378.30K | 0.00 | 55.55K |
AMAZON COM INCSOLE | COM | 232.32K | SH | $50.97M 2.08% | 141.15K | 0.00 | 91.17K |
WATSCO INCSOLE | COM | 110.43K | SH | $48.77M 1.99% | 92.83K | 0.00 | 17.60K |
ECOLAB INCSOLE | COM | 168.59K | SH | $45.53M 1.85% | 138.47K | 0.00 | 30.12K |
AMERICAN TOWER CORP NEWSOLE | COM | 195.01K | SH | $43.43M 1.77% | 167.04K | 0.00 | 27.97K |
OREILLY AUTOMOTIVE INCSOLE | COM | 464.35K | SH | $41.85M 1.71% | 370.31K | 0.00 | 94.04K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 70.60K | SH | $40.23M 1.64% | 20.06K | 0.00 | 50.54K |
KINSALE CAP GROUP INCSOLE | COM | 79.98K | SH | $38.70M 1.58% | 67.70K | 0.00 | 12.28K |
STRYKER CORPORATIONSOLE | COM | 97.38K | SH | $38.61M 1.57% | 61.18K | 0.00 | 36.20K |
MERCADOLIBRE INCSOLE | COM | 13.85K | SH | $36.19M 1.47% | 11.03K | 0.00 | 2.81K |
TE CONNECTIVITY PLCSOLE | ORD SHS | 210.80K | SH | $35.56M 1.45% | 176.90K | 0.00 | 33.90K |
WALMART INCSOLE | COM | 360.21K | SH | $35.22M 1.43% | 295.69K | 0.00 | 64.52K |
DANAHER CORPORATIONSOLE | COM | 175.51K | SH | $34.73M 1.41% | 144.65K | 0.00 | 30.86K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 52.81K | SH | $32.72M 1.33% | 45.82K | 0.00 | 6.99K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 75.18K | SH | $30.51M 1.24% | 64.68K | 0.00 | 10.49K |
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