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Howland Capital Management LLC
Weston Howland III · Investment Advisor · Value
Howland Capital Management LLC is an independent registered investment adviser based in Boston, Massachusetts. Founded in 1967 as Blackstone Management Corporation by Weston Howland Jr., the firm originally operated as a family office before expanding to serve a diverse range of clients, including high-net-worth individuals, families, foundations, and endowments. The firm provides a comprehensive suite of services such as personalized investment management, tax planning, estate planning, and private trustee services. With over $3 billion in assets under management, Howland Capital remains an employee-owned partnership dedicated to long-term wealth preservation and stability across generations.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +11.4% |
| YTD return | +6.3% |
| Sharpe ratio | 2.25 |
| Win rate | 42% |
| AUM | $1.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.howlandcapital.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 12.7% | +31.3% |
| GOOGL | Alphabet Inc Class A | 12.4% | +41.4% |
| NVDA | NVIDIA Corporation | 9.5% | +19.4% |
| MSFT | Microsoft Corporation | 7.6% | +1.8% |
| BRK-A | Berkshire Hathaway Inc | 6.4% | +0.9% |
| AMZN | Amazon.com Inc | 5.6% | +14.7% |
| APH | Amphenol Corporation | 5.1% | +28.5% |
| TJX | The TJX Companies Inc | 4.6% | -9.7% |
| V | Visa Inc. Class A | 4.5% | +7.7% |
| META | Meta Platforms Inc. | 4.3% | +6.5% |
| ECL | Ecolab Inc | 3.4% | -1.4% |
| ORLY | O’Reilly Automotive Inc | 3.1% | -18.7% |
| SPGI | S&P Global Inc | 3.0% | -14.9% |
| SYK | Stryker Corporation | 2.9% | -21.3% |
| TMO | Thermo Fisher Scientific Inc | 2.8% | +24.7% |
| WMT | Walmart Inc. Common Stock | 2.6% | +4.3% |
| TEL | TE Connectivity Ltd | 2.5% | -4.8% |
| CB | Chubb Ltd | 2.4% | -0.5% |
| DHR | Danaher Corporation | 2.4% | +25.3% |
| CVX | Chevron Corp | 2.2% | +4.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jul 27, 2026 | BUY | BRK-A | 6.4% → 6.4% |
| Jul 27, 2026 | SELL | GOOGL | 14.3% → 12.4% |
| Jul 27, 2026 | BUY | V | 4.3% → 4.5% |
| Jul 27, 2026 | SELL | DHR | 2.4% → 2.4% |
| Jul 27, 2026 | BUY | META | 4.1% → 4.3% |
Investment Style Analysis
Howland Capital Management LLC is widely recognized for employing a Value strategy. As of Sep 21, 2026, the firm oversees approximately $1.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jul 27, Howland Capital Management LLC made a significant move by increasing exposure to BRK-A. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Howland Capital Management employs a disciplined, long-term investment philosophy focused on high-quality holdings and risk management. The firm utilizes a multi-faceted research approach that integrates fundamental, macroeconomic, technical, and credit analyses to construct portfolios tailored to individual client goals and risk tolerances. Rather than following short-term market trends or fads, the institution emphasizes tax-sensitive strategies and a consistent investment process across its model portfolios. Their philosophy is rooted in a heritage of stewardship, aiming to ensure that wealth serves as a positive and stable influence for their clients and future generations.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Howland Capital Management LLC.
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Frequently asked questions
How is the simulated portfolio for Howland Capital Management LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Howland Capital Management LLC's largest holding?
As of the latest filing, Howland Capital Management LLC's top position is Apple Inc (AAPL), representing 12.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Howland Capital Management LLC's historical performance and risk profile?
Our simulation indicates a total return of +11.4% with a win rate of 42%. Notably, the portfolio maintains a Sharpe Ratio of 2.25, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Howland Capital Management LLC primarily invest in?
Howland Capital Management LLC has a strong preference for the Internet Content & Information sector, which makes up 16.7% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Howland Capital Management LLC's portfolio concentrated or diversified?
Howland Capital Management LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 34.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Howland Capital Management LLC performed in 2026?
Our AI-simulated model portfolio for Howland Capital Management LLC tracks a Year-to-Date (YTD) return of +6.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Weston Howland III manage Howland Capital Management LLC directly?
Yes, Weston Howland III serves as the key portfolio manager for Howland Capital Management LLC, overseeing the investment strategy and final capital allocation decisions.