Howland Capital Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reveals that the firm managed a portfolio valued at approximately $28.6 billion.
The report lists 286 distinct equity securities held by the firm. The top holdings include Apple Inc., with 170,743,684 shares valued at $51.3 billion, and Microsoft Corporation, with 140,854,800 shares valued at $27.5 billion. Other large positions include NVIDIA Corporation, with 142,949,765 shares valued at $62.5 billion, and Berkshire Hathaway Inc. Class B, with 87,594,883 shares valued at $17.6 billion.
The portfolio is diversified across various sectors. Significant holdings in the healthcare sector include Eli Lilly & Co., with 3,164,614 shares valued at $2.7 billion, and Johnson & Johnson, with 23,256,150 shares valued at $8.8 billion. In the technology sector, the firm holds substantial positions in Amazon.com Inc., with 84,468,578 shares valued at $33.9 billion, and Meta Platforms Inc., with 67,309,047 shares valued at $92.8 billion.
Howland Capital Management also holds a significant number of exchange-traded funds (ETFs) within its portfolio. The firm lists holdings in various BlackRock iShares ETFs, including the iShares Core S&P 500 ETF, the iShares Core S&P 500 ETF, and the iShares Core S&P 500 ETF. It also lists holdings in the Invesco S&P 500 Equal Weight ETF and the Invesco QQQ Trust Series 1.
