1y return+11.1%S&P 500 +20.9%
3y return+44.1%S&P 500 +68.5%
5y return+39.0%S&P 500 +74.5%
10y return+144.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $244 against $357 in the S&P 500.2
Howland Capital Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VEUVanguard Intl Equity Index F | $183.2M | 6.6% | +1.8% |
| GOOGLAlphabet Inc | $176.6M | 6.4% | −6.1% |
| AAPLApple Inc | $153.6M | 5.5% | −1.5% |
| NVDANvidia Corporation | $125.3M | 4.5% | +14.9% |
| MSFTMicrosoft Corp | $102.4M | 3.7% | −1.6% |
| BRK/BBerkshire Hathaway Inc Del | $89.3M | 3.2% | −2.0% |
| APHAmphenol Corp | $80.7M | 2.9% | −3.7% |
| AMZNAmazon Com Inc | $80.0M | 2.9% | |
| TJXTjx Cos Inc New | $62.3M | 2.2% | −3.4% |
| VVisa Inc | $60.9M | 2.2% | −1.7% |
| VOOVanguard Index Fds | $60.3M | 2.2% | +19.4% |
| METAMeta Platforms Inc | $55.9M | 2.0% | −1.8% |
| ECLEcolab Inc | $48.8M | 1.8% | −3.3% |
| ORLYOreilly Automotive Inc | $45.6M | 1.6% | −1.8% |
| SPGIS&p Global Inc | $40.5M | 1.5% | −4.0% |
| SYKStryker Corporation | $39.3M | 1.4% | +2.1% |
| WMTWalmart Inc | $37.8M | 1.4% | −4.3% |
| IBDRIshares Tr | $36.2M | 1.3% | +12.6% |
| TMOThermo Fisher Scientific Inc | $35.0M | 1.3% | −4.0% |
| Te Connectivity PLCCUSIP G87052109 | $34.4M | 1.2% | −5.6% |
| WSOWatsco Inc | $33.5M | 1.2% | −3.2% |
| DHRDanaher Corp Del | $33.2M | 1.2% | −4.6% |
| IBDTIshares Tr | $33.1M | 1.2% | +6.4% |
| IBDSIshares Tr | $32.4M | 1.2% | +5.3% |
| Chubb LimitedCUSIP H1467J104 | $32.2M | 1.2% | −4.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $125.3M |
| APHAmphenol Corp | June 30, 2020 | +636.1% | $80.7M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $176.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $153.6M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $25.2M |
| ORLYOreilly Automotive Inc | December 31, 2020 | +205.2% | $45.6M |
| TJXTjx Cos Inc New | June 30, 2020 | +199.6% | $62.3M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $37.8M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $89.3M |
| Chubb LimitedCUSIP H1467J104 | June 30, 2020 | +169.1% | $32.2M |
Sold off last quarter
- GEHCGe Healthcare Technologies I was $1.4M
- Honeywell Intl IncCUSIP 438516106 was $741K
- NTRNutrien Ltd was $435K
- Dupont De Nemours IncCUSIP 26614N102 was $390K
- EPDEnterprise Prods Partners L was $339K
- ZTSZoetis Inc was $260K
- DVNDevon Energy Corp New was $205K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.0% | +14.8% |
| March 31, 2026 | −4.4% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +7.2% | +10.5% |
| March 31, 2025 | +0.4% | −4.6% |
| December 31, 2024 | −1.7% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | +1.6% | +4.0% |
| March 31, 2024 | +7.8% | +10.0% |
| December 31, 2023 | +8.4% | +11.2% |
| September 30, 2023 | −2.9% | −3.6% |
| June 30, 2023 | +4.3% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +7.4% | +7.1% |
| September 30, 2022 | −5.4% | −5.3% |
| June 30, 2022 | −13.6% | −16.5% |
| March 31, 2022 | −6.1% | −4.9% |
| December 31, 2021 | +7.8% | +10.7% |
| September 30, 2021 | −0.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Howland Capital Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1079112&type=13F-HR&dateb=&owner=include&count=40CIK 1079112
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1079112/000107911226000004/Filed July 13, 2026 · accession 0001079112-26-000004