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HOWLAND CAPITAL MANAGEMENT LLC

Location
BOSTON, MA
Portfolio Value
Small $533,595,474
Diversification
Diversified
Filing Date
Global Rank
#1,001 / 8,232 ▲ 33
Top Industry
Internet Content & Information 11.4%
3Y Alpha vs SPY
-5.6%
Period ended 2 months ago
Filed Apr 14, 2026 · 2mo
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+53.0%
SPY
+76.3%
Annualised alpha
-5.6%
Max drawdown
−14.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

198 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
7.6%
−0.8 pts
Top 5
28.9%
−1.8 pts
Top 10
44.5%
−2.6 pts
HHI
294
Jun 2023 → Mar 2026 · range 282 – 319
Diversified−25

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 26.9% $533,595,474
Financial Services 14.1% $280,297,920
Healthcare 11.7% $232,128,163
Consumer Cyclical 11.4% $225,794,713
Communication Services 11.3% $225,066,749
Industrials 6.0% $120,165,218
Consumer Defensive 5.7% $112,269,555
Energy 4.6% $91,710,039
Basic Materials 3.0% $59,476,329
Unclassified 2.4% $47,345,371
Real Estate 1.5% $30,057,712
Utilities 1.4% $28,451,998

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
4 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
9 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
37 positions · $533,595,474 total · Technology only · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History