HOWLAND CAPITAL MANAGEMENT LLC

CIK 1079112 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $2.5B
every reported holding for this filer and quarter, including ones with no disclosed value: 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

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: 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	derived by Public Filings from the published data; “no value” 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	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: ALLWRLD EX US · position key `pos:13994` · issuer key `iss:2480`	ADD	+$12.4M	+123,030	$149M	$161M	2,026,675	2,149,705
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CAP STK CL A · position key `pos:15142` · issuer key `iss:89`	TRIM	−$26.4M	−41,716	$178M	$151M	567,746	526,030
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	ADD	−$6.8M	+10,952	$144M	$137M	527,998	538,950
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11825` · issuer key `iss:1225`	TRIM	−$32.7M	−2,148	$136M	$103M	280,964	278,816
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15642` · issuer key `iss:1334`	ADD	−$4.4M	+11,700	$99.4M	$95.0M	533,121	544,821
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL B NEW · position key `pos:11205` · issuer key `iss:255`	ADD	−$4.1M	+321	$91.4M	$87.3M	181,783	182,104
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14175` · issuer key `iss:95`	ADD	−$842K	+29,323	$71.1M	$70.3M	308,176	337,499
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17899` · issuer key `iss:1745`	TRIM	+$1.9M	−4,385	$66.1M	$68.0M	430,229	425,844
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:15235` · issuer key `iss:125`	TRIM	−$22.4M	−134,553	$82.5M	$60.1M	609,097	474,544
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:11390` · issuer key `iss:720`	ADD	−$7.4M	+2,188	$65.3M	$57.8M	98,868	101,056
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM CL A · position key `pos:12848` · issuer key `iss:1921`	ADD	−$8.1M	+1,720	$62.7M	$54.5M	178,729	180,449
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16716` · issuer key `iss:633`	ADD	+$726K	+349	$47.4M	$48.2M	180,222	180,571
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11403` · issuer key `iss:1342`	ADD	+$2.2M	+18,424	$44.3M	$46.5M	485,741	504,165
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15495` · issuer key `iss:1590`	ADD	−$9.1M	+1,852	$53.2M	$44.1M	101,789	103,641
—	share class as filed: S&P 500 ETF SHS · position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `iss:2483`	ADD	−$1.7M	+722	$45.7M	$44.0M	72,880	73,602
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13490` · issuer key `iss:1939`	TRIM	+$3.1M	−13,552	$40.4M	$43.4M	362,464	348,912
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15220` · issuer key `iss:1725`	ADD	+$4.2M	+19,866	$36.0M	$40.2M	102,127	121,993
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: ORD SHS · position key `pos:14773` · issuer key `iss:2228`	TRIM	−$8.5M	−22,736	$46.3M	$37.8M	203,652	180,916
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15125` · issuer key `iss:1798`	TRIM	−$8.4M	−3,516	$44.2M	$35.8M	76,207	72,691
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11717` · issuer key `iss:440`	ADD	+$10.2M	+5,554	$25.3M	$35.5M	165,896	171,450

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
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: 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	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM NEW · position key `pos:12492` · issuer key `iss:810`	NO CHANGE	−$1.6M	$20.0M	$18.4M	64,753	64,753
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17386` · issuer key `iss:806`	NO CHANGE	+$3.5M	$10.3M	$13.8M	15,835	15,835
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: GOLD SHS · position key `pos:11237` · issuer key `iss:1601`	NO CHANGE	+$714K	$8.3M	$9.0M	21,003	21,003
—	share class as filed: S&P500 EQL WGT · position key `pos:15152` · issuer key `iss:1000`	NO CHANGE	+$13.7K	$7.3M	$7.3M	37,994	37,994
—	share class as filed: TOTAL STK MKT · position key `pos:12944` · issuer key `iss:2483`	NO CHANGE	−$255K	$5.9M	$5.7M	17,647	17,647
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13432` · issuer key `iss:411`	NO CHANGE	+$906K	$3.8M	$4.7M	6,685	6,685
—	share class as filed: RUS 1000 GRW ETF · position key `pos:11528` · issuer key `iss:1012`	NO CHANGE	−$427K	$4.3M	$3.9M	9,108	9,108
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14319` · issuer key `iss:962`	NO CHANGE	+$109K	$3.7M	$3.8M	49,800	49,800
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16185` · issuer key `iss:647`	NO CHANGE	−$45.5K	$3.6M	$3.5M	26,784	26,784
—	share class as filed: COM · position key `sid:sec:prov:67b21944302e27e04909ebe77fb217b9` · issuer key `cusip6:71535D`	NO CHANGE	−$870K	$4.4M	$3.5M	547,115	547,115
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10172` · issuer key `iss:1332`	NO CHANGE	+$119K	$3.2M	$3.4M	19,844	19,844
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16440` · issuer key `iss:637`	NO CHANGE	−$161K	$2.7M	$2.5M	31,089	31,089
—	share class as filed: HIGH DIV YLD · position key `pos:12412` · issuer key `iss:2479`	NO CHANGE	+$76.4K	$2.4M	$2.5M	16,688	16,688
—	share class as filed: MID CAP ETF · position key `pos:14055` · issuer key `iss:2483`	NO CHANGE	−$23.3K	$2.2M	$2.2M	7,657	7,657
—	share class as filed: MSCI EMG MKT ETF · position key `pos:13160` · issuer key `iss:1012`	NO CHANGE	+$77.5K	$2.0M	$2.1M	37,236	37,236
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11572` · issuer key `iss:1968`	NO CHANGE	+$219K	$1.9M	$2.1M	16,000	16,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16708` · issuer key `iss:1661`	NO CHANGE	+$15.1K	$2.0M	$2.0M	10,602	10,602
—	share class as filed: SMALL CP ETF · position key `pos:17231` · issuer key `iss:2483`	NO CHANGE	+$29.6K	$1.9M	$2.0M	7,456	7,456
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13232` · issuer key `iss:316`	NO CHANGE	−$9.1K	$1.7M	$1.7M	12,146	12,146
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10483` · issuer key `iss:777`	NO CHANGE	+$255K	$1.3M	$1.6M	6,422	6,422
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15513` · issuer key `iss:492`	NO CHANGE	+$5.8K	$1.5M	$1.5M	82,700	82,700
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15485` · issuer key `iss:903`	NO CHANGE	+$184K	$1.3M	$1.5M	7,096	7,096
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10225` · issuer key `iss:1647`	NO CHANGE	+$80.9K	$1.4M	$1.5M	17,814	17,814
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COMMON STOCK · position key `pos:16356` · issuer key `iss:795`	NO CHANGE	−$218K	$1.7M	$1.4M	20,131	20,131
—	share class as filed: CORE S&P US VLU · position key `pos:11640` · issuer key `iss:1012`	NO CHANGE	−$3.9K	$1.4M	$1.4M	13,470	13,470
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15008` · issuer key `iss:318`	NO CHANGE	+$151K	$1.2M	$1.4M	22,526	22,526
—	share class as filed: STATE STREET TEC · position key `pos:10892` · issuer key `iss:2454`	NO CHANGE	−$107K	$1.4M	$1.3M	9,667	9,667
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15492` · issuer key `iss:355`	NO CHANGE	−$38.9K	$1.3M	$1.2M	4,586	4,586
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SPON ADS · position key `pos:14503` · issuer key `iss:1578`	NO CHANGE	+$257K	$966K	$1.2M	13,149	13,149
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:14712` · issuer key `iss:537`	NO CHANGE	−$202K	$1.2M	$1.0M	2,579	2,579
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:15789` · issuer key `iss:529`	NO CHANGE	−$245K	$1.2M	$983K	52,040	52,040
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14157` · issuer key `iss:149`	NO CHANGE	+$238K	$723K	$961K	2,812	2,812
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10718` · issuer key `iss:1311`	NO CHANGE	+$130K	$825K	$955K	10,280	10,280
—	share class as filed: IBOXX HI YD ETF · position key `pos:12764` · issuer key `iss:1013`	NO CHANGE	−$12.8K	$963K	$951K	11,949	11,949
—	share class as filed: VALUE ETF · position key `pos:10986` · issuer key `iss:2483`	NO CHANGE	+$24.4K	$896K	$921K	4,692	4,692
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10856` · issuer key `iss:1801`	NO CHANGE	−$93.0K	$1.0M	$909K	6,257	6,257
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16667` · issuer key `iss:362`	NO CHANGE	+$105K	$793K	$898K	21,887	21,887
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10357` · issuer key `iss:1786`	NO CHANGE	−$168K	$968K	$800K	2,152	2,152
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13471` · issuer key `iss:562`	NO CHANGE	+$137K	$654K	$791K	1,400	1,400
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:12864` · issuer key `iss:369`	NO CHANGE	+$15.5K	$746K	$761K	1,400	1,400
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13876` · issuer key `iss:917`	NO CHANGE	+$101K	$640K	$741K	3,280	3,280
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11849` · issuer key `iss:104`	NO CHANGE	−$149K	$816K	$667K	2,205	2,205
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: UTSER1 S&PDCRP · position key `pos:17758` · issuer key `iss:1605`	NO CHANGE	+$13.8K	$652K	$666K	1,077	1,077
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12525` · issuer key `iss:1319`	NO CHANGE	−$3.9K	$657K	$653K	2,277	2,277
—	share class as filed: SHS REP COM UT · position key `pos:16309` · issuer key `iss:2395`	NO CHANGE	−$181K	$793K	$612K	11,600	11,600
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11239` · issuer key `iss:764`	NO CHANGE	+$15.7K	$540K	$556K	6,800	6,800
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14782` · issuer key `iss:1406`	NO CHANGE	−$82.6K	$637K	$555K	3,459	3,459
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14728` · issuer key `iss:811`	NO CHANGE	−$130K	$653K	$523K	14,048	14,048
—	share class as filed: GOLD MINERS ETF · position key `sid:sec:prov:8cc6d731232d1ac429fb431a7ea6a184` · issuer key `iss:2474`	NO CHANGE	+$32.8K	$469K	$502K	5,468	5,468
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11393` · issuer key `iss:545`	NO CHANGE	+$25.1K	$465K	$490K	910	910
—	share class as filed: US DIVIDEND EQ · position key `pos:10714` · issuer key `iss:1633`	NO CHANGE	+$49.8K	$420K	$470K	15,326	15,326
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:12766` · issuer key `iss:1817`	NO CHANGE	+$2.4K	$438K	$440K	1,509	1,509
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15221` · issuer key `iss:1228`	NO CHANGE	+$68.0K	$370K	$438K	1,297	1,297
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16680` · issuer key `iss:1336`	NO CHANGE	+$78.6K	$356K	$435K	5,720	5,720
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:12445` · issuer key `iss:1405`	NO CHANGE	−$89.7K	$507K	$417K	2,850	2,850
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:15119` · issuer key `iss:489`	NO CHANGE	−$16.9K	$428K	$411K	14,318	14,318
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10663` · issuer key `iss:1575`	NO CHANGE	+$69.2K	$342K	$411K	1,896	1,896
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SPONSORED ADR · position key `pos:16000` · issuer key `iss:215`	NO CHANGE	+$102K	$289K	$391K	8,323	8,323
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:10368` · issuer key `iss:203`	NO CHANGE	−$20.1K	$396K	$376K	2,180	2,180
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13067` · issuer key `iss:210`	NO CHANGE	−$30.2K	$405K	$375K	2,220	2,220
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15631` · issuer key `iss:1841`	NO CHANGE	−$10.1K	$378K	$368K	10,000	10,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11906` · issuer key `iss:1183`	NO CHANGE	−$44.5K	$406K	$362K	189	189
—	share class as filed: STATE STREET SPD · position key `pos:14990` · issuer key `iss:1602`	NO CHANGE	+$16.5K	$339K	$356K	2,437	2,437
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17128` · issuer key `iss:385`	NO CHANGE	+$13.0K	$328K	$341K	3,320	3,320
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13340` · issuer key `iss:666`	NO CHANGE	+$51.7K	$287K	$339K	8,950	8,950
—	share class as filed: COM · position key `sid:sec:prov:8080c09e9b3db543445a5faeb2d60b34` · issuer key `cusip6:913456`	NO CHANGE	−$319	$337K	$336K	6,383	6,383
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:17165` · issuer key `iss:9`	NO CHANGE	−$22.6K	$355K	$333K	32,768	32,768
—	share class as filed: RUS MID CAP ETF · position key `pos:16063` · issuer key `iss:1012`	NO CHANGE	+$3.2K	$319K	$322K	3,316	3,316
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11644` · issuer key `iss:1714`	NO CHANGE	−$6.2K	$324K	$318K	2,510	2,510
—	share class as filed: IBONDS 2026 TERM · position key `sid:sec:prov:0c03c85ecd8a44d454b13490ff1d09bb` · issuer key `iss:2406`	NO CHANGE	−$1.8K	$317K	$315K	13,740	13,740
—	share class as filed: MCAP GR IDXVIP · position key `sid:sec:prov:4bf4a03276865e7070ffcb8527bf98a8` · issuer key `iss:2483`	NO CHANGE	−$25.6K	$328K	$302K	1,175	1,175
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14516` · issuer key `iss:1643`	NO CHANGE	+$25.3K	$253K	$278K	2,845	2,845
—	share class as filed: COM UNIT · position key `sid:sec:prov:a04aaeb27e349a597164f36b98c17a06` · issuer key `cusip6:25820R`	NO CHANGE	+$48.6K	$229K	$278K	10,257	10,257
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14060` · issuer key `iss:47`	NO CHANGE	−$14.5K	$289K	$274K	1,349	1,349
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM NEW · position key `pos:17634` · issuer key `iss:1286`	NO CHANGE	−$152K	$413K	$261K	35,121	35,121
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL A · position key `pos:11897` · issuer key `iss:2010`	NO CHANGE	−$16.7K	$277K	$260K	2,200	2,200
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: SH BEN INT · position key `pos:11676` · issuer key `iss:679`	NO CHANGE	−$13.8K	$272K	$258K	4,316	4,316
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:16619` · issuer key `iss:1524`	NO CHANGE	+$56.5K	$201K	$258K	5,700	5,700
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14318` · issuer key `iss:1382`	NO CHANGE	−$34.1K	$290K	$256K	3,324	3,324
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:14053` · issuer key `iss:73`	NO CHANGE	+$21.3K	$218K	$239K	1,397	1,397
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: CL B · position key `pos:16509` · issuer key `iss:333`	NO CHANGE	+$3.3K	$230K	$233K	8,750	8,750
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:11584` · issuer key `iss:403`	NO CHANGE	+$13.9K	$212K	$226K	4,020	4,020
—	share class as filed: RUS 1000 ETF · position key `pos:12858` · issuer key `iss:1012`	NO CHANGE	−$10.3K	$227K	$217K	609	609
—	share class as filed: ULTRPRO S&P500 · position key `sid:sec:prov:23b25fa950205951b133ed60c9486b0a` · issuer key `cusip6:74347X`	NO CHANGE	−$40.8K	$252K	$211K	2,174	2,174
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15100` · issuer key `iss:894`	NO CHANGE	+$3.5K	$161K	$164K	10,000	10,000
—	share class as filed: COM · position key `sid:sec:prov:12a52648f409bf7dac4a8a1a384fe5b2` · issuer key `cusip6:918905`	NO CHANGE	+$22.5K	$121K	$143K	10,000	10,000

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

223 issuers · 262 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

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 62.5%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 233 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 262 / 262median book 97.5 positions

274 quarter-over-quarter rows

Filing history

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

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

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

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 changed or closed since the 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; each record notes its original unit.

Affiliated managers may report the same position, 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.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.