First seen by DFX
Sep 12, 2026
date not stated
Howland Capital Management Inc named as in-care-of on Verano Fund ($1,754,275 in assets)
First seen by DFX
Sep 12, 2026
date not stated
Howland Capital Management Inc: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (in-care-of organisation on 1 private foundation(s) with $1,754,275 in assets (IRS); could be the family's investment company, its manager or its accountant)
First seen by DFX
Sep 12, 2026
date not stated
Howland Capital Management Inc: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (on the Form ADV roster (CRD 104726, RIA) with no family office signal on its own filing: a wealth adviser by Item 5.D, not an office)
Howland Capital Management LLC reported $2,530,260,737 across 262 13(f) positions for the quarter ended 2026-03-31
Howland Capital Management LLC increased Ishares Tr 403,267 -> 520,826 shares ($8,529,098 -> $10,900,889)
Howland Capital Management LLC reduced Mccormick & Co Inc 239,007 -> 66,419 shares ($16,393,481 -> $3,350,175)
Howland Capital Management LLC reduced American Tower Corp 159,742 -> 92,103 shares ($28,312,520 -> $15,895,136)
Howland Capital Management LLC increased Ishares Tr 88,259 -> 185,999 shares ($2,253,253 -> $4,700,195)
Howland Capital Management LLC increased Ishares Tr 12,710 -> 89,149 shares ($332,240 -> $2,304,502)
Howland Capital Management LLC increased Servicenow Inc 136,120 -> 193,093 shares ($20,852,223 -> $20,187,874)
Howland Capital Management LLC increased Synopsys Inc 14,874 -> 21,901 shares ($6,986,616 -> $8,683,309)
Howland Capital Management LLC increased Accenture Plc Ireland 16,999 -> 25,084 shares ($4,560,832 -> $4,973,907)
Howland Capital Management LLC increased Conocophillips 14,649 -> 20,092 shares ($1,371,333 -> $2,652,200)
Howland Capital Management LLC increased Costco Wholesale Corporation 9,741 -> 25,795 shares ($8,400,054 -> $25,702,912)
Howland Capital Management LLC reported $2,629,050,561 across 270 13(f) positions for the quarter ended 2025-12-31
Howland Capital Management LLC reduced Ishares Tr 54,270 -> 13,470 shares ($5,424,287 -> $1,381,214)
Howland Capital Management LLC reduced Nebius Group N.V. 182,530 -> 135,030 shares ($20,492,644 -> $11,302,687)
Howland Capital Management LLC reduced Spdr S&p 500 Etf Tr 52,273 -> 26,756 shares ($34,918,945 -> $18,292,208)
Howland Capital Management LLC reduced Synopsys Inc 34,570 -> 14,874 shares ($17,056,493 -> $6,986,616)
Howland Capital Management LLC increased Texas Pacific Land Corporati 16,468 -> 49,404 shares ($15,375,184 -> $14,189,817)
Howland Capital Management LLC exited Berkshire Hathaway Inc Del (was $9,804,600, 13 shares)
Howland Capital Management LLC exited Ishares Tr (was $24,528,511, 973,740 shares)
Howland Capital Management LLC exited Ishares Tr (was $2,120,161, 79,140 shares)
Howland Capital Management LLC exited Ishares Tr (was $2,631,530, 112,627 shares)
Howland Capital Management LLC increased Personalis Inc 330,673 -> 547,115 shares ($2,155,988 -> $4,355,036)
Howland Capital Management LLC increased Blackstone Inc 55,015 -> 83,004 shares ($9,399,313 -> $12,794,172)
Howland Capital Management LLC increased Cisco Sys Inc 36,057 -> 47,822 shares ($2,467,020 -> $3,683,750)
Howland Capital Management LLC increased Home Depot Inc 8,430 -> 11,665 shares ($3,415,752 -> $4,014,022)
Howland Capital Management LLC increased Intuitive Surgical Inc 3,781 -> 4,817 shares ($1,690,977 -> $2,728,157)
Howland Capital Management LLC increased Invesco Exchange Traded Fd T 21,594 -> 37,994 shares ($4,096,382 -> $7,278,131)
Howland Capital Management LLC increased Ishares Tr 123,101 -> 167,451 shares ($3,142,769 -> $4,258,279)
Howland Capital Management LLC increased Ishares Tr 316,231 -> 403,267 shares ($6,710,422 -> $8,529,098)
Howland Capital Management LLC increased Ishares Tr 49,093 -> 88,259 shares ($1,257,763 -> $2,253,253)
Howland Capital Management LLC increased Netflix Inc 2,319 -> 23,310 shares ($2,780,296 -> $2,185,546)
Howland Capital Management LLC increased Select Sector Spdr Tr 137,709 -> 265,644 shares ($12,302,923 -> $11,876,944)
Howland Capital Management LLC increased Servicenow Inc 28,573 -> 136,120 shares ($26,295,161 -> $20,852,223)
Howland Capital Management LLC reported $2,624,820,649 across 274 13(f) positions for the quarter ended 2025-09-30
Howland Capital Management LLC increased Ishares Tr 125,243 -> 161,528 shares ($2,484,822 -> $3,210,370)
Howland Capital Management LLC increased Ishares Tr 86,746 -> 123,101 shares ($2,188,602 -> $3,142,769)
Howland Capital Management LLC exited Ansys Inc (was $10,068,775, 28,668 shares)