HOWLAND CAPITAL MANAGEMENT LLC

$2.5B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1079112 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $2.5B
ALL retained default holdings for this (filer, period), including NULL-value ones: 262
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 4
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 12

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:13994` · issuer key `cusip6:922042` ALLWRLD EX US	ADD	+$12.4M	+123,030	$149M	$161M	2,026,675	2,149,705
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$26.4M	−41,716	$178M	$151M	567,746	526,030
position key `pos:13215` · issuer key `iss:144` COM	ADD	−$6.8M	+10,952	$144M	$137M	527,998	538,950
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$32.7M	−2,148	$136M	$103M	280,964	278,816
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$4.4M	+11,700	$99.4M	$95.0M	533,121	544,821
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	−$4.1M	+321	$91.4M	$87.3M	181,783	182,104
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$842K	+29,323	$71.1M	$70.3M	308,176	337,499
position key `pos:17899` · issuer key `iss:1745` COM	TRIM	+$1.9M	−4,385	$66.1M	$68.0M	430,229	425,844
position key `pos:15235` · issuer key `iss:125` CL A	TRIM	−$22.4M	−134,553	$82.5M	$60.1M	609,097	474,544
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$7.4M	+2,188	$65.3M	$57.8M	98,868	101,056
position key `pos:12848` · issuer key `iss:1921` COM CL A	ADD	−$8.1M	+1,720	$62.7M	$54.5M	178,729	180,449
position key `pos:16716` · issuer key `iss:633` COM	ADD	+$726K	+349	$47.4M	$48.2M	180,222	180,571
position key `pos:11403` · issuer key `iss:1342` COM	ADD	+$2.2M	+18,424	$44.3M	$46.5M	485,741	504,165
position key `pos:15495` · issuer key `iss:1590` COM	ADD	−$9.1M	+1,852	$53.2M	$44.1M	101,789	103,641
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	ADD	−$1.7M	+722	$45.7M	$44.0M	72,880	73,602
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	+$3.1M	−13,552	$40.4M	$43.4M	362,464	348,912
position key `pos:15220` · issuer key `iss:1725` COM	ADD	+$4.2M	+19,866	$36.0M	$40.2M	102,127	121,993
position key `pos:14773` · issuer key `iss:2228` ORD SHS	TRIM	−$8.5M	−22,736	$46.3M	$37.8M	203,652	180,916
position key `pos:15125` · issuer key `iss:1798` COM	TRIM	−$8.4M	−3,516	$44.2M	$35.8M	76,207	72,691
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$10.2M	+5,554	$25.3M	$35.5M	165,896	171,450
position key `pos:15144` · issuer key `iss:556` COM	ADD	−$6.2M	+4,290	$40.8M	$34.7M	178,127	182,417
position key `sid:sec:prov:18b24b40b9b042d1996f48cc2c275a28` · issuer key `cusip6:46435G` IBONDS DEC2026	TRIM	−$282K	−12,174	$32.5M	$32.2M	1,340,214	1,328,040
position key `pos:11267` · issuer key `iss:2257` COM	ADD	+$1.4M	+96	$30.7M	$32.1M	97,993	98,089
position key `sid:sec:prov:36a0da3023e53ab7ca1edd24166747ff` · issuer key `cusip6:46435U` IBDS DEC28 ETF	ADD	+$867K	+40,109	$30.3M	$31.2M	1,190,517	1,230,626
position key `sid:sec:prov:4cb6a3f06761d13528088c4eb3d37c8e` · issuer key `cusip6:46435U` IBONDS 27 ETF	ADD	+$732K	+32,247	$30.0M	$30.8M	1,237,573	1,269,820
position key `pos:15140` · issuer key `iss:1537` COM	ADD	+$1.2M	+1,485	$29.2M	$30.4M	37,860	39,345
position key `pos:17199` · issuer key `iss:1948` COM	TRIM	+$2.0M	−697	$28.3M	$30.3M	83,861	83,164
position key `pos:12693` · issuer key `iss:114` COM	TRIM	+$767K	−2,574	$26.1M	$26.9M	199,918	197,344
position key `pos:16368` · issuer key `iss:953` COM	ADD	−$4.7M	+1,166	$31.3M	$26.7M	46,312	47,478
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$7.4M	−1,154	$18.6M	$26.0M	154,281	153,127
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$17.3M	+16,054	$8.4M	$25.7M	9,741	25,795
position key `pos:10534` · issuer key `iss:1213` COM	ADD	−$2.6M	+717	$27.4M	$24.8M	13,607	14,324
position key `pos:14171` · issuer key `iss:1813` COM	ADD	−$1.8M	+1,340	$25.8M	$24.1M	19,417	20,757
position key `sid:sec:prov:4a71b6dfa34cdbeba4ded30a6459d58a` · issuer key `cusip6:46436E` IBONDS DEC 29	ADD	+$926K	+45,847	$22.7M	$23.6M	969,560	1,015,407
position key `pos:17117` · issuer key `iss:1792` COM	ADD	+$9.4M	+306	$14.2M	$23.6M	49,404	49,710
position key `pos:16916` · issuer key `iss:1062` COM	TRIM	−$4.6M	−2,989	$28.0M	$23.5M	71,656	68,667
position key `pos:10793` · issuer key `iss:195` COM	ADD	−$3.3M	+9,544	$25.0M	$21.7M	96,550	106,094
position key `pos:13599` · issuer key `iss:1035` COM	ADD	+$4.2M	+4,575	$17.3M	$21.5M	83,527	88,102
position key `pos:13683` · issuer key `iss:1648` COM	ADD	−$664K	+56,973	$20.9M	$20.2M	136,120	193,093
position key `sid:sec:prov:c6c72f204d55ac41f664cbe23f8574fe` · issuer key `cusip6:46435G` ESG AW MSCI EAFE	ADD	+$146K	+400	$19.3M	$19.5M	203,446	203,846
position key `pos:14992` · issuer key `iss:1485` COM	TRIM	−$1.6M	−12,298	$21.0M	$19.4M	146,480	134,182
position key `sid:sec:prov:dd26f3315903a7ab529f26650c2ac746` · issuer key `cusip6:46436E` IBONDS DEC 2030	ADD	+$1.5M	+74,625	$17.8M	$19.3M	807,024	881,649
position key `pos:12696` · issuer key `iss:1845` COM	ADD	−$2.1M	+5,447	$20.7M	$18.6M	253,340	258,787
position key `sid:sec:prov:4ee13837c201cea05a3fc8a370f61521` · issuer key `cusip6:81369Y` STATE STREET ENE	ADD	+$5.7M	+21,175	$11.9M	$17.6M	265,644	286,819
position key `pos:11570` · issuer key `iss:1599` TR UNIT	ADD	−$779K	+100	$18.3M	$17.5M	26,756	26,856
position key `pos:14039` · issuer key `iss:112` COM	TRIM	−$12.4M	−67,639	$28.3M	$15.9M	159,742	92,103
position key `sid:sec:prov:dfc53698e1eaaf9980eb2a947889eb27` · issuer key `cusip6:46432F` CORE MSCI TOTAL	TRIM	+$228K	−1,050	$13.5M	$13.7M	159,498	158,448
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	ADD	−$1.3M	+21	$14.7M	$13.5M	46,984	47,005
position key `pos:10312` · issuer key `iss:1017` SHARES REPRESENT	ADD	+$1.7M	+15,656	$11.2M	$12.8M	259,389	275,045
position key `pos:11841` · issuer key `iss:2300` SHS CLASS A	TRIM	+$893K	−17,490	$11.3M	$12.2M	135,030	117,540
position key `pos:18039` · issuer key `iss:1025` COM	ADD	−$192K	+2,825	$11.7M	$11.6M	36,447	39,272
position key `sid:sec:prov:cd51e70c2eb877752540b7cb773d38b7` · issuer key `cusip6:46436E` IBONDS DEC 2031	ADD	+$2.4M	+117,559	$8.5M	$10.9M	403,267	520,826
position key `sid:sec:prov:2db8546955dd6e5945b0a4bd74072af1` · issuer key `cusip6:46435U` IBONDS DEC 28	ADD	+$74.0K	+3,620	$10.5M	$10.6M	409,820	413,440
position key `pos:13732` · issuer key `iss:1785` COM	ADD	+$2.0M	+26,667	$8.3M	$10.4M	140,925	167,592
position key `pos:13378` · issuer key `cusip6:72201R` ENHAN SHRT MA AC	ADD	+$99.3K	+1,089	$8.7M	$8.8M	86,592	87,681
position key `pos:18221` · issuer key `iss:1739` COM	ADD	+$1.7M	+7,027	$7.0M	$8.7M	14,874	21,901
position key `pos:15622` · issuer key `iss:282` COM	TRIM	−$4.5M	−11,262	$12.8M	$8.2M	83,004	71,742
position key `pos:10493` · issuer key `iss:471` COM	ADD	+$1.3M	+10,079	$5.6M	$6.9M	80,406	90,485
position key `sid:sec:prov:3d676e2382d96022fd1e047b7a3e7afd` · issuer key `cusip6:72201R` ENHNCD LW DUR AC	ADD	+$207K	+2,474	$6.5M	$6.8M	67,972	70,446
position key `pos:15499` · issuer key `iss:23` COM	TRIM	−$485K	−694	$6.9M	$6.5M	30,356	29,662
position key `sid:sec:prov:64078a2716b1458cc42a783ce3f92a82` · issuer key `cusip6:46435U` IBONDS DEC 27	ADD	+$74.9K	+2,470	$6.1M	$6.2M	240,335	242,805
position key `pos:17751` · issuer key `iss:1214` COM	TRIM	+$646K	−466	$5.0M	$5.6M	46,672	46,206
position key `pos:13833` · issuer key `iss:1435` COM	TRIM	+$319K	−298	$5.2M	$5.5M	35,548	35,250
position key `pos:17429` · issuer key `iss:2052` SHS CLASS A	ADD	+$413K	+8,085	$4.6M	$5.0M	16,999	25,084
position key `sid:sec:prov:f0c68ddad0862e688f7470495d324cf9` · issuer key `cusip6:46435U` IBONDS DEC 26	TRIM	−$255K	−9,880	$5.0M	$4.7M	194,056	184,176
position key `sid:sec:prov:eee0900bb119cc0e02f905c214a631c4` · issuer key `cusip6:46436E` IBONDS DEC 2032	ADD	+$2.4M	+97,740	$2.3M	$4.7M	88,259	185,999
position key `pos:17839` · issuer key `iss:2093` SHS	TRIM	+$443K	−224	$4.3M	$4.7M	13,350	13,126
position key `pos:11871` · issuer key `iss:1011` ISHARES NEW	ADD	+$758K	+4,776	$3.9M	$4.7M	48,218	52,994
position key `pos:12366` · issuer key `iss:22` COM	TRIM	−$1.1M	−576	$5.8M	$4.7M	46,014	45,438
position key `sid:sec:prov:cd6bef2bb82f47924fe4753237f41048` · issuer key `cusip6:47103U` HENDRSN SHRT ETF	TRIM	−$225K	−4,405	$4.6M	$4.3M	92,708	88,303
position key `pos:15626` · issuer key `iss:1529` COM	TRIM	+$163K	−271	$4.2M	$4.3M	22,711	22,440
position key `sid:sec:prov:0092f4ef8c0035248c7e59053f8124a7` · issuer key `cusip6:46436E` IBONDS DEC 2029	ADD	+$50.5K	+2,520	$4.3M	$4.3M	167,451	169,971
position key `pos:10136` · issuer key `iss:990` COM	TRIM	−$927K	−260	$4.8M	$3.8M	16,044	15,784
position key `pos:10715` · issuer key `iss:916` COM	TRIM	−$243K	−200	$4.0M	$3.8M	11,665	11,465
position key `pos:11944` · issuer key `iss:454` COM	ADD	+$78.1K	+662	$3.7M	$3.8M	47,822	48,484
position key `sid:sec:prov:b058eb8ae00a9b90aca8057d6931e98e` · issuer key `cusip6:46434V` ULTRA SHORT DUR	ADD	+$88.4K	+1,689	$3.6M	$3.7M	71,465	73,154
position key `pos:13685` · issuer key `cusip6:46436E` IBONDS 26 TRM TS	TRIM	−$144K	−6,590	$3.8M	$3.7M	167,255	160,665
position key `pos:14206` · issuer key `iss:1193` CL A	ADD	−$490K	+40	$4.1M	$3.6M	7,162	7,202
position key `sid:sec:prov:2727b63284f6235da134480881be8949` · issuer key `cusip6:922042` FTSE EMR MKT ETF	TRIM	+$303	−350	$3.6M	$3.6M	66,278	65,928
position key `sid:sec:prov:7b5ee404ae179dd897ceab34b3dea41b` · issuer key `cusip6:46436E` IBOND DEC 2030	ADD	+$238K	+13,100	$3.2M	$3.5M	162,516	175,616
position key `pos:10708` · issuer key `iss:1205` COM NON VTG	TRIM	−$13.0M	−172,588	$16.4M	$3.4M	239,007	66,419
position key `sid:sec:prov:17753c4d7b1a4c6a9096a312a7f86b0b` · issuer key `cusip6:46436E` IBONDS 29 TRM TS	ADD	+$252K	+12,173	$3.1M	$3.3M	140,163	152,336
position key `pos:16096` · issuer key `iss:1206` COM	TRIM	+$44.4K	−30	$3.2M	$3.2M	10,415	10,385
position key `sid:sec:prov:de05fd035435cc78e273fb582f83e4f9` · issuer key `cusip6:46436E` IBONDS 28 TRM TS	ADD	+$299K	+13,865	$2.8M	$3.1M	125,822	139,687
position key `pos:15863` · issuer key `iss:1123` COM	ADD	−$449K	+69	$3.6M	$3.1M	3,306	3,375
position key `pos:11621` · issuer key `iss:1253` COM NEW	TRIM	−$287K	−257	$3.4M	$3.1M	18,898	18,641
position key `pos:11901` · issuer key `iss:1012` SELECT DIVID ETF	ADD	+$203K	+137	$2.5M	$2.7M	17,706	17,843
position key `pos:15035` · issuer key `iss:505` COM	ADD	+$1.3M	+5,443	$1.4M	$2.7M	14,649	20,092
position key `sid:sec:prov:be332591a56bef4dbf18730507a4b1e6` · issuer key `cusip6:46436E` IBONDS 27 TRM TS	TRIM	−$49.8K	−2,010	$2.7M	$2.6M	118,970	116,960
position key `pos:15592` · issuer key `iss:954` COM	TRIM	+$114K	−84	$2.4M	$2.5M	9,702	9,618
position key `sid:sec:prov:5e6f4c42bef17caf87349e5223ba1544` · issuer key `cusip6:46436E` IBONDS DEC 2033	ADD	+$2.0M	+76,439	$332K	$2.3M	12,710	89,149
position key `pos:15433` · issuer key `iss:1290` COM	ADD	+$90.6K	+363	$2.2M	$2.3M	23,310	23,673
position key `pos:16805` · issuer key `iss:997` COM NEW	TRIM	−$511K	−7	$2.7M	$2.2M	4,817	4,810
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	TRIM	−$150K	−69	$2.3M	$2.1M	3,312	3,243
position key `pos:14627` · issuer key `iss:955` COM	TRIM	−$256K	−937	$2.3M	$2.1M	17,779	16,842
position key `pos:15708` · issuer key `iss:1187` COM	TRIM	−$178K	−212	$2.2M	$2.0M	11,694	11,482
position key `pos:10434` · issuer key `iss:482` COM	TRIM	+$134K	−125	$1.8M	$2.0M	23,352	23,227
position key `pos:12827` · issuer key `iss:323` COM	TRIM	−$681K	−1,297	$2.6M	$2.0M	7,630	6,333
position key `pos:14191` · issuer key `iss:1855` COM	TRIM	−$158K	−1,059	$2.0M	$1.9M	8,735	7,676
position key `pos:13234` · issuer key `iss:230` COM	ADD	−$165K	+1,344	$2.0M	$1.9M	36,804	38,148

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 86

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:12492` · issuer key `iss:810` COM NEW	NO CHANGE	−$1.6M	$20.0M	$18.4M	64,753	64,753
position key `pos:17386` · issuer key `iss:806` COM	NO CHANGE	+$3.5M	$10.3M	$13.8M	15,835	15,835
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	NO CHANGE	+$714K	$8.3M	$9.0M	21,003	21,003
position key `pos:15152` · issuer key `iss:1000` S&P500 EQL WGT	NO CHANGE	+$13.7K	$7.3M	$7.3M	37,994	37,994
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	NO CHANGE	−$255K	$5.9M	$5.7M	17,647	17,647
position key `pos:13432` · issuer key `iss:411` COM	NO CHANGE	+$906K	$3.8M	$4.7M	6,685	6,685
position key `pos:11528` · issuer key `iss:1012` RUS 1000 GRW ETF	NO CHANGE	−$427K	$4.3M	$3.9M	9,108	9,108
position key `pos:14319` · issuer key `iss:962` COM	NO CHANGE	+$109K	$3.7M	$3.8M	49,800	49,800
position key `pos:16185` · issuer key `iss:647` COM	NO CHANGE	−$45.5K	$3.6M	$3.5M	26,784	26,784
position key `sid:sec:prov:67b21944302e27e04909ebe77fb217b9` · issuer key `cusip6:71535D` COM	NO CHANGE	−$870K	$4.4M	$3.5M	547,115	547,115
position key `pos:10172` · issuer key `iss:1332` COM	NO CHANGE	+$119K	$3.2M	$3.4M	19,844	19,844
position key `pos:16440` · issuer key `iss:637` COM	NO CHANGE	−$161K	$2.7M	$2.5M	31,089	31,089
position key `pos:12412` · issuer key `cusip6:921946` HIGH DIV YLD	NO CHANGE	+$76.4K	$2.4M	$2.5M	16,688	16,688
position key `pos:14055` · issuer key `cusip6:922908` MID CAP ETF	NO CHANGE	−$23.3K	$2.2M	$2.2M	7,657	7,657
position key `pos:13160` · issuer key `iss:1012` MSCI EMG MKT ETF	NO CHANGE	+$77.5K	$2.0M	$2.1M	37,236	37,236
position key `pos:11572` · issuer key `iss:1968` COM	NO CHANGE	+$219K	$1.9M	$2.1M	16,000	16,000
position key `pos:16708` · issuer key `iss:1661` COM	NO CHANGE	+$15.1K	$2.0M	$2.0M	10,602	10,602
position key `pos:17231` · issuer key `cusip6:922908` SMALL CP ETF	NO CHANGE	+$29.6K	$1.9M	$2.0M	7,456	7,456
position key `pos:13232` · issuer key `iss:316` COM	NO CHANGE	−$9.1K	$1.7M	$1.7M	12,146	12,146
position key `pos:10483` · issuer key `iss:777` COM	NO CHANGE	+$255K	$1.3M	$1.6M	6,422	6,422
position key `pos:15513` · issuer key `iss:492` COM	NO CHANGE	+$5.8K	$1.5M	$1.5M	82,700	82,700
position key `pos:15485` · issuer key `iss:903` COM	NO CHANGE	+$184K	$1.3M	$1.5M	7,096	7,096
position key `pos:10225` · issuer key `iss:1647` COM	NO CHANGE	+$80.9K	$1.4M	$1.5M	17,814	17,814
position key `pos:16356` · issuer key `iss:795` COMMON STOCK	NO CHANGE	−$218K	$1.7M	$1.4M	20,131	20,131
position key `pos:11640` · issuer key `iss:1012` CORE S&P US VLU	NO CHANGE	−$3.9K	$1.4M	$1.4M	13,470	13,470
position key `pos:15008` · issuer key `iss:318` COM	NO CHANGE	+$151K	$1.2M	$1.4M	22,526	22,526
position key `pos:10892` · issuer key `cusip6:81369Y` STATE STREET TEC	NO CHANGE	−$107K	$1.4M	$1.3M	9,667	9,667
position key `pos:15492` · issuer key `iss:355` COM	NO CHANGE	−$38.9K	$1.3M	$1.2M	4,586	4,586
position key `pos:14503` · issuer key `iss:1578` SPON ADS	NO CHANGE	+$257K	$966K	$1.2M	13,149	13,149
position key `pos:14712` · issuer key `iss:537` CL A	NO CHANGE	−$202K	$1.2M	$1.0M	2,579	2,579
position key `pos:15789` · issuer key `iss:529` CL A	NO CHANGE	−$245K	$1.2M	$983K	52,040	52,040
position key `pos:14157` · issuer key `iss:149` COM	NO CHANGE	+$238K	$723K	$961K	2,812	2,812
position key `pos:10718` · issuer key `iss:1311` COM	NO CHANGE	+$130K	$825K	$955K	10,280	10,280
position key `pos:12764` · issuer key `iss:1013` IBOXX HI YD ETF	NO CHANGE	−$12.8K	$963K	$951K	11,949	11,949
position key `pos:10986` · issuer key `cusip6:922908` VALUE ETF	NO CHANGE	+$24.4K	$896K	$921K	4,692	4,692
position key `pos:10856` · issuer key `iss:1801` COM	NO CHANGE	−$93.0K	$1.0M	$909K	6,257	6,257
position key `pos:16667` · issuer key `iss:362` COM	NO CHANGE	+$105K	$793K	$898K	21,887	21,887
position key `pos:10357` · issuer key `iss:1786` COM	NO CHANGE	−$168K	$968K	$800K	2,152	2,152
position key `pos:13471` · issuer key `iss:562` COM	NO CHANGE	+$137K	$654K	$791K	1,400	1,400
position key `pos:12864` · issuer key `iss:369` CL A	NO CHANGE	+$15.5K	$746K	$761K	1,400	1,400
position key `pos:13876` · issuer key `iss:917` COM	NO CHANGE	+$101K	$640K	$741K	3,280	3,280
position key `pos:11849` · issuer key `iss:104` COM	NO CHANGE	−$149K	$816K	$667K	2,205	2,205
position key `pos:17758` · issuer key `iss:1605` UTSER1 S&PDCRP	NO CHANGE	+$13.8K	$652K	$666K	1,077	1,077
position key `pos:12525` · issuer key `iss:1319` COM	NO CHANGE	−$3.9K	$657K	$653K	2,277	2,277
position key `pos:16309` · issuer key `cusip6:389637` SHS REP COM UT	NO CHANGE	−$181K	$793K	$612K	11,600	11,600
position key `pos:11239` · issuer key `iss:764` COM	NO CHANGE	+$15.7K	$540K	$556K	6,800	6,800
position key `pos:14782` · issuer key `iss:1406` COM	NO CHANGE	−$82.6K	$637K	$555K	3,459	3,459
position key `pos:14728` · issuer key `iss:811` COM	NO CHANGE	−$130K	$653K	$523K	14,048	14,048
position key `sid:sec:prov:8cc6d731232d1ac429fb431a7ea6a184` · issuer key `cusip6:92189F` GOLD MINERS ETF	NO CHANGE	+$32.8K	$469K	$502K	5,468	5,468
position key `pos:11393` · issuer key `iss:545` COM	NO CHANGE	+$25.1K	$465K	$490K	910	910
position key `pos:10714` · issuer key `iss:1633` US DIVIDEND EQ	NO CHANGE	+$49.8K	$420K	$470K	15,326	15,326
position key `pos:12766` · issuer key `iss:1817` COM	NO CHANGE	+$2.4K	$438K	$440K	1,509	1,509
position key `pos:15221` · issuer key `iss:1228` COM	NO CHANGE	+$68.0K	$370K	$438K	1,297	1,297
position key `pos:16680` · issuer key `iss:1336` COM	NO CHANGE	+$78.6K	$356K	$435K	5,720	5,720
position key `pos:12445` · issuer key `iss:1405` CL A	NO CHANGE	−$89.7K	$507K	$417K	2,850	2,850
position key `pos:15119` · issuer key `iss:489` CL A	NO CHANGE	−$16.9K	$428K	$411K	14,318	14,318
position key `pos:10663` · issuer key `iss:1575` COM	NO CHANGE	+$69.2K	$342K	$411K	1,896	1,896
position key `pos:16000` · issuer key `iss:215` SPONSORED ADR	NO CHANGE	+$102K	$289K	$391K	8,323	8,323
position key `pos:10368` · issuer key `iss:203` COM	NO CHANGE	−$20.1K	$396K	$376K	2,180	2,180
position key `pos:13067` · issuer key `iss:210` COM	NO CHANGE	−$30.2K	$405K	$375K	2,220	2,220
position key `pos:15631` · issuer key `iss:1841` COM	NO CHANGE	−$10.1K	$378K	$368K	10,000	10,000
position key `pos:11906` · issuer key `iss:1183` COM	NO CHANGE	−$44.5K	$406K	$362K	189	189
position key `pos:14990` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	+$16.5K	$339K	$356K	2,437	2,437
position key `pos:17128` · issuer key `iss:385` COM	NO CHANGE	+$13.0K	$328K	$341K	3,320	3,320
position key `pos:13340` · issuer key `iss:666` COM	NO CHANGE	+$51.7K	$287K	$339K	8,950	8,950
position key `sid:sec:prov:8080c09e9b3db543445a5faeb2d60b34` · issuer key `cusip6:913456` COM	NO CHANGE	−$319	$337K	$336K	6,383	6,383
position key `pos:17165` · issuer key `iss:9` COM	NO CHANGE	−$22.6K	$355K	$333K	32,768	32,768
position key `pos:16063` · issuer key `iss:1012` RUS MID CAP ETF	NO CHANGE	+$3.2K	$319K	$322K	3,316	3,316
position key `pos:11644` · issuer key `iss:1714` COM	NO CHANGE	−$6.2K	$324K	$318K	2,510	2,510
position key `sid:sec:prov:0c03c85ecd8a44d454b13490ff1d09bb` · issuer key `cusip6:46436E` IBONDS 2026 TERM	NO CHANGE	−$1.8K	$317K	$315K	13,740	13,740
position key `sid:sec:prov:4bf4a03276865e7070ffcb8527bf98a8` · issuer key `cusip6:922908` MCAP GR IDXVIP	NO CHANGE	−$25.6K	$328K	$302K	1,175	1,175
position key `pos:14516` · issuer key `iss:1643` COM	NO CHANGE	+$25.3K	$253K	$278K	2,845	2,845
position key `sid:sec:prov:a04aaeb27e349a597164f36b98c17a06` · issuer key `cusip6:25820R` COM UNIT	NO CHANGE	+$48.6K	$229K	$278K	10,257	10,257
position key `pos:14060` · issuer key `iss:47` COM	NO CHANGE	−$14.5K	$289K	$274K	1,349	1,349
position key `pos:17634` · issuer key `iss:1286` COM NEW	NO CHANGE	−$152K	$413K	$261K	35,121	35,121
position key `pos:11897` · issuer key `iss:2010` CL A	NO CHANGE	−$16.7K	$277K	$260K	2,200	2,200
position key `pos:11676` · issuer key `iss:679` SH BEN INT	NO CHANGE	−$13.8K	$272K	$258K	4,316	4,316
position key `pos:16619` · issuer key `iss:1524` COM	NO CHANGE	+$56.5K	$201K	$258K	5,700	5,700
position key `pos:14318` · issuer key `iss:1382` COM	NO CHANGE	−$34.1K	$290K	$256K	3,324	3,324
position key `pos:14053` · issuer key `iss:73` COM	NO CHANGE	+$21.3K	$218K	$239K	1,397	1,397
position key `pos:16509` · issuer key `iss:333` CL B	NO CHANGE	+$3.3K	$230K	$233K	8,750	8,750
position key `pos:11584` · issuer key `iss:403` COM	NO CHANGE	+$13.9K	$212K	$226K	4,020	4,020
position key `pos:12858` · issuer key `iss:1012` RUS 1000 ETF	NO CHANGE	−$10.3K	$227K	$217K	609	609
position key `sid:sec:prov:23b25fa950205951b133ed60c9486b0a` · issuer key `cusip6:74347X` ULTRPRO S&P500	NO CHANGE	−$40.8K	$252K	$211K	2,174	2,174
position key `pos:15100` · issuer key `iss:894` COM	NO CHANGE	+$3.5K	$161K	$164K	10,000	10,000
position key `sid:sec:prov:12a52648f409bf7dac4a8a1a384fe5b2` · issuer key `cusip6:918905` COM	NO CHANGE	+$22.5K	$121K	$143K	10,000	10,000

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 223 issuers · $2.5B disclosed value over 262 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

VANGUARD INTL EQUITY INDEX F

2 positions · 2 reported rows

Rows HOWLAND CAPITAL MANAGEMENT LLC reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$161M	2,149,705
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$3.6M	65,928

ticker not yet mapped

$165M

2,215,633

6.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows HOWLAND CAPITAL MANAGEMENT LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$151M	526,030
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$13.5M	47,005

$165M

573,035

6.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$137M

538,950

5.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$103M

278,816

4.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$95.0M

544,821

3.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$87.3M

182,104

3.4%

—

ISHARES TR

13 positions · 13 reported rows

Rows HOWLAND CAPITAL MANAGEMENT LLC reported for ISHARES TR, as it reported them
ISHARES TR · IBONDS DEC 29 CUSIP 46436E205 src ↗	$23.6M	1,015,407
ISHARES TR · IBONDS DEC 2030 CUSIP 46436E726 src ↗	$19.3M	881,649
ISHARES TR · IBONDS DEC 2031 CUSIP 46436E486 src ↗	$10.9M	520,826
ISHARES TR · IBONDS DEC 2032 CUSIP 46436E312 src ↗	$4.7M	185,999
ISHARES TR · IBONDS DEC 2029 CUSIP 46436E163 src ↗	$4.3M	169,971
ISHARES TR · IBONDS 26 TRM TS CUSIP — src ↗	$3.7M	160,665
ISHARES TR · IBOND DEC 2030 CUSIP 46436E593 src ↗	$3.5M	175,616
ISHARES TR · IBONDS 29 TRM TS CUSIP 46436E825 src ↗	$3.3M	152,336
ISHARES TR · IBONDS 28 TRM TS CUSIP 46436E833 src ↗	$3.1M	139,687
ISHARES TR · IBONDS 27 TRM TS CUSIP 46436E841 src ↗	$2.6M	116,960
ISHARES TR · IBONDS DEC 2033 CUSIP 46436E130 src ↗	$2.3M	89,149
ISHARES TR · IBONDS DEC 2031 CUSIP 46436E460 src ↗	$1.8M	86,261
ISHARES TR · IBONDS 2026 TERM CUSIP 46436E528 src ↗	$315K	13,740

ticker not yet mapped

$83.4M

3,708,266

3.3%

—

ISHARES TR

5 positions · 5 reported rows

Rows HOWLAND CAPITAL MANAGEMENT LLC reported for ISHARES TR, as it reported them
ISHARES TR · IBDS DEC28 ETF CUSIP 46435U515 src ↗	$31.2M	1,230,626
ISHARES TR · IBONDS 27 ETF CUSIP 46435UAA9 src ↗	$30.8M	1,269,820
ISHARES TR · IBONDS DEC 28 CUSIP 46435U325 src ↗	$10.6M	413,440
ISHARES TR · IBONDS DEC 27 CUSIP 46435U283 src ↗	$6.2M	242,805
ISHARES TR · IBONDS DEC 26 CUSIP 46435U259 src ↗	$4.7M	184,176

ticker not yet mapped

$83.4M

3,340,867

3.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$70.3M

337,499

2.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$68.0M

425,844

2.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$60.1M

474,544

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$57.8M

101,056

2.3%

—

VANGUARD INDEX FDS

7 positions · 7 reported rows

Rows HOWLAND CAPITAL MANAGEMENT LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$44.0M	73,602
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$5.7M	17,647
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$2.2M	7,657
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$2.0M	7,456
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$921K	4,692
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$410K	1,991
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$302K	1,175

ticker not yet mapped

$55.4M

114,220

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$54.5M

180,449

2.2%

—

ISHARES TR

2 positions · 2 reported rows

Rows HOWLAND CAPITAL MANAGEMENT LLC reported for ISHARES TR, as it reported them
ISHARES TR · IBONDS DEC2026 CUSIP 46435GAA0 src ↗	$32.2M	1,328,040
ISHARES TR · ESG AW MSCI EAFE CUSIP 46435G516 src ↗	$19.5M	203,846

ticker not yet mapped

$51.7M

1,531,886

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ECOLAB INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$48.2M

180,571

1.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OREILLY AUTOMOTIVE INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$46.5M

504,165

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

S&P GLOBAL INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$44.1M

103,641

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$43.4M

348,912

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STRYKER CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$40.2M

121,993

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TE CONNECTIVITY PLC · ORD SHS CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$37.8M

180,916

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$35.8M

72,691

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$35.5M

171,450

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DANAHER CORP DEL · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$34.7M

182,417

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHUBB LTD SWITZ · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$32.1M

98,089

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REGENERON PHARMACEUTICALS · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$30.4M

39,345

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WATSCO INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$30.3M

83,164

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN WTR WKS CO INC NEW · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$26.9M

197,344

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IDEXX LABS INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$26.7M

47,478

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$26.0M

153,127

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$25.7M

25,795

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCADOLIBRE INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$24.8M

14,324

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRANSDIGM GROUP INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$24.1M

20,757

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS PACIFIC LAND CORPORATI · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$23.6M

49,710

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KINSALE CAP GROUP INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$23.5M

68,667

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOMATIC DATA PROCESSING IN · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$21.7M

106,094

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$21.5M

88,102

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SERVICENOW INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$20.2M

193,093

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$19.4M

134,182

0.8%

—

SELECT SECTOR SPDR TR

3 positions · 3 reported rows

Rows HOWLAND CAPITAL MANAGEMENT LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$17.6M	286,819
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$1.3M	9,667
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$288K	1,963

ticker not yet mapped

$19.1M

298,449

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$18.6M

258,787

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$18.4M

64,753

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$17.5M

26,856

0.7%

—

ISHARES TR

12 positions · 12 reported rows

Rows HOWLAND CAPITAL MANAGEMENT LLC reported for ISHARES TR, as it reported them
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$3.9M	9,108
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$2.7M	17,843
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$2.1M	3,243
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$2.1M	37,236
ISHARES TR · CORE S&P US VLU CUSIP — src ↗	$1.4M	13,470
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$1.4M	13,832
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$1.2M	9,318
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$1.1M	15,865
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$562K	5,781
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$507K	2,044
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$322K	3,316
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$217K	609

ticker not yet mapped

$17.4M

131,665

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN TOWER CORP · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$15.9M

92,103

0.6%

—

PIMCO ETF TR

2 positions · 2 reported rows

Rows HOWLAND CAPITAL MANAGEMENT LLC reported for PIMCO ETF TR, as it reported them
PIMCO ETF TR · ENHAN SHRT MA AC CUSIP — src ↗	$8.8M	87,681
PIMCO ETF TR · ENHNCD LW DUR AC CUSIP 72201R718 src ↗	$6.8M	70,446

ticker not yet mapped

$15.6M

158,127

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$13.8M

15,835

0.5%

—

ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834
2026-03-31 filed 2026-04-14 +14d

src ↗

ticker not yet mapped

$13.7M

158,448

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES GOLD TR · SHARES REPRESENT CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$12.8M

275,045

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEBIUS GROUP N.V. · SHS CLASS A CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$12.2M

117,540

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$11.6M

39,272

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TERRENO RLTY CORP · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$10.4M

167,592

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$9.0M

21,003

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SYNOPSYS INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$8.7M

21,901

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKSTONE INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$8.2M

71,742

0.3%

—

INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

ticker not yet mapped

$7.3M

37,994

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$6.9M

90,485

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$6.5M

29,662

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$5.6M

46,206

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$5.5M

35,250

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACCENTURE PLC IRELAND · SHS CLASS A CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$5.0M

25,084

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$4.7M

6,685

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$4.7M

13,126

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES GOLD TR · ISHARES NEW CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$4.7M

52,994

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBOTT LABORATORIES · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$4.7M

45,438

0.2%

—

JANUS DETROIT STR TR · HENDRSN SHRT ETF CUSIP 47103U886
2026-03-31 filed 2026-04-14 +14d

src ↗

ticker not yet mapped

$4.3M

88,303

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$4.3M

22,440

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$3.8M

15,784

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INDEPENDENT BK CORP MASS · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$3.8M

49,800

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$3.8M

11,465

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$3.8M

48,484

0.1%

—

ISHARES TR · ULTRA SHORT DUR CUSIP 46434V878
2026-03-31 filed 2026-04-14 +14d

src ↗

ticker not yet mapped

$3.7M

73,154

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$3.6M

7,202

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EMERSON ELEC CO · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$3.5M

26,784

0.1%

—

PERSONALIS INC · COM CUSIP 71535D106
2026-03-31 filed 2026-04-14 +14d

src ↗

ticker not yet mapped

$3.5M

547,115

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NUCOR CORP · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$3.4M

19,844

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCCORMICK & CO INC · COM NON VTG CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$3.4M

66,419

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$3.2M

10,385

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$3.1M

3,375

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$3.1M

18,641

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CONOCOPHILLIPS · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$2.7M

20,092

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ILLINOIS TOOL WKS INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$2.5M

9,618

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EDWARDS LIFESCIENCES CORP · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$2.5M

31,089

0.1%

—

VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

ticker not yet mapped

$2.5M

16,688

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$2.3M

23,673

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM NEW CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$2.2M

4,810

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WHEATON PRECIOUS METALS CORP · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$2.1M

16,000

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ILLUMINA INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$2.1M

16,842

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARSH & MCLENNAN COS INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$2.0M

11,482

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COLGATE PALMOLIVE CO · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$2.0M

23,227

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SIMON PPTY GROUP INC NEW · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$2.0M

10,602

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$2.0M

6,333

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$1.9M

7,676

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$1.9M

38,148

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BRINKER INTL INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$1.7M

12,146

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$1.7M

61,150

0.1%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

ticker not yet mapped

$1.7M

26,000

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTEL CORP · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$1.6M

36,994

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PAYCHEX INC · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$1.6M

17,670

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CINTAS CORP · COM CUSIP —
2026-03-31 filed 2026-04-14 +14d

src ↗

$1.6M

9,509

0.1%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 62.5%below median 80.0%
Concentration index: 233 bpsbelow median 446 bps
Positions with value: 262 / 262median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 62.5% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 233 · QoQ moves: 274

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open HOWLAND CAPITAL MANAGEMENT LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).