Harrington Investments, INC

CIK 1386364 · View on SEC EDGAR ↗

Portfolio value
$206.5M
#6,359 of 9,443 by 13F value · top 67.3%
Positions
82
As of
June 30, 2026

Portfolio value QoQ: +8.7% 13F does not disclose cash

Top 10 holdings weight
39.76%
Top 25 holdings weight
67.39%
Positions above 1%
37
Effective number of positions
37.4

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.46% Est. buys $910,412 · sells $7,430,711

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 92.1% still held

New positions
1
Increased
15
Decreased
56
Closed
3
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+20.0%
S&P 500 total return (same window)
+28.1%
Excess return
-8.1%

Annualized: +12.9% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 95.6% · Options excluded: 0.0%

Sector breakdown

Technology
31.9%
Communication Services
11.6%
Retail
10.4%
Healthcare
9.2%
Industrials
9.0%
Financials
5.9%
Financial Services
4.4%
Real Estate
2.5%
Consumer Discretionary
2.2%
Consumer products
2.2%
Utilities
1.9%
Materials
1.8%
Diversified Consumer Services
1.0%
Telecommunication
0.7%
Logistics & Transportation
0.4%
Consumer Staples
0.4%
Packaging
0.2%
Other/Unmapped
4.3%

Full portfolio 82 positions

Type Streak 8Q trend
AAPL Apple Inc. - Common Stock $16,800,298 8.14% 58,060 $1,623,485 Down ×6
GOOGL Alphabet Inc. - Class A Common Stock $10,199,526 4.94% 28,541 $1,447,498 Down ×6
MSFT Microsoft Corporation - Common Stock $9,831,668 4.76% 26,357 $517 Down ×1
INTC Intel Corporation - Common Stock $9,685,747 4.69% 69,367 $6,439,004 Down ×6
GOOG Alphabet Inc. - Class C Capital Stock $8,884,130 4.30% 25,144 $1,563,463 Down ×6
AMZN Amazon.com, Inc. - Common Stock $5,947,060 2.88% 24,952 $534,748 Down ×6
AMD Advanced Micro Devices, Inc. - Common Stock $5,660,968 2.74% 9,745 $3,588,016 Down ×1
ORCL Oracle Corporation Common Stock $5,181,568 2.51% 35,357 $-54,665 Down ×1
SCHW Charles Schwab Corporation (The) Common Stock $5,108,805 2.47% 55,368 $-225,030 Down ×1
TMO Thermo Fisher Scientific Inc Common Stock $4,795,508 2.32% 9,565 $4,074 Down ×1
COST Costco Wholesale Corporation - Common Stock $4,755,929 2.30% 5,084 $-450,418 Down ×2
NFLX Netflix, Inc. - Common Stock $4,633,146 2.24% 64,890 $-1,719,485 Down ×2
SCHO $4,422,303 2.14% 183,194 $-9,253 Up ×2
TJX TJX Companies, Inc. (The) Common Stock $4,357,140 2.11% 28,760 $-559,065 Down ×6
QCOM QUALCOMM Incorporated - Common Stock $4,272,714 2.07% 23,122 $1,259,004 Down ×1
MRSH Marsh Common Stock $4,239,418 2.05% 25,436 $-238,367 Down ×1
AMGN Amgen Inc. - Common Stock $3,754,098 1.82% 10,367 $105,765 Down ×1
EBAY eBay Inc. - Common Stock $3,734,546 1.81% 33,419 $569,523 Down ×1
SBUX Starbucks Corporation - Common Stock $3,662,490 1.77% 35,840 $345,420 Down ×1
AMAL Amalgamated Financial Corp. - Common Stock $3,640,329 1.76% 79,310 $497,301 Down ×2
ASML ASML Holding N.V. - New York Registry Shares $3,588,950 1.74% 1,804 $1,232,589 Up ×3
ITW Illinois Tool Works Inc. Common Stock $3,023,855 1.46% 11,180 $107,306 Down ×1
CHD Church & Dwight Company, Inc. Common Stock $3,009,577 1.46% 31,065 $52,733 Down ×2
DE Deere & Company Common Stock $2,984,523 1.45% 4,705 $300,962 Down ×2
ED Consolidated Edison, Inc. Common Stock $2,967,871 1.44% 26,827 $-154,539 Down ×2
NVDA NVIDIA Corporation - Common Stock $2,963,333 1.44% 14,810 $528,186 Up ×4
FSLR First Solar, Inc. - Common Stock $2,849,453 1.38% 12,076 $408,163 Down ×4
SYK Stryker Corporation Common Stock $2,731,867 1.32% 8,677 $-105,508 Up ×2
EMR Emerson Electric Company Common Stock $2,708,255 1.31% 18,919 $133,843 Down ×1
ECL Ecolab Inc. Common Stock $2,649,189 1.28% 9,509 $159,646 Up ×5
XYL Xylem Inc. Common Stock New $2,587,337 1.25% 21,888 $-86,765 Down ×1
DLR Digital Realty Trust, Inc. Common Stock $2,413,701 1.17% 13,441 $-77,692 Down ×1
GILD Gilead Sciences, Inc. - Common Stock $2,397,933 1.16% 18,980 $-316,298 Down ×1
CNI Canadian National Railway Company Common Stock $2,301,094 1.11% 19,298 $261,829 Down ×2
GWW W.W. Grainger, Inc. Common Stock $2,188,884 1.06% 1,609 $406,500 Down ×1
JCI Johnson Controls International plc Ordinary Share $2,137,589 1.04% 14,630 $27,461 Down ×6
SYY Sysco Corporation Common Stock $2,119,589 1.03% 25,360 $305,310 Down ×1
GHC Graham Holdings Company Common Stock $2,005,911 0.97% 1,757 $128,893 Down ×6
PLD Prologis, Inc. Common Stock $1,988,293 0.96% 14,677 $39,035 Down ×2
MA Mastercard Incorporated Common Stock $1,924,973 0.93% 3,748 $29,763 Down ×1
BOH Bank of Hawaii Corporation Common Stock $1,767,111 0.86% 21,685 $137,323 Down ×1
GLD $1,543,881 0.75% 4,191 $-259,464
PG Procter & Gamble Company (The) Common Stock $1,517,284 0.73% 10,347 $33,596 Up ×1
NVO Novo Nordisk A/S Common Stock $1,468,354 0.71% 30,629 $354,131 Up ×3
VZ Verizon Communications Inc. Common Stock $1,452,575 0.70% 34,307 $-343,391 Down ×1
ZM Zoom Communications, Inc. - Class A Common Stock $1,370,516 0.66% 15,879 $79,533 Down ×2
KEY KeyCorp Common Stock $1,295,203 0.63% 56,191 $208,673 Up ×3
MDT Medtronic plc. Ordinary Shares $1,228,055 0.59% 15,698 $-86,685 Up ×1
PYPL PayPal Holdings, Inc. - Common Stock $1,164,469 0.56% 26,968 $-146,861 Down ×3
VEEV Veeva Systems Inc. Class A Common Stock $1,045,653 0.51% 5,892 $-8,658 Down ×5
SHOP Shopify Inc. - Class A Subordinate Voting Shares $1,000,445 0.48% 8,762 $-17,552 Up ×3
HMC Honda Motor Company, Ltd. Common Stock $935,105 0.45% 34,493 $65,099 Down ×1
UPS United Parcel Service, Inc. Common Stock $884,618 0.43% 8,229 $67,670 Down ×1
JPM JP Morgan Chase & Co. Common Stock $878,881 0.43% 2,685 $70,823 Down ×4
ORA Ormat Technologies, Inc. Common Stock $878,170 0.43% 8,064 $-53,676 Down ×2
INTU Intuit Inc. - Common Stock $865,367 0.42% 3,316 $-582,892 Down ×2
DAR Darling Ingredients Inc. Common Stock $799,036 0.39% 14,629 $-117,519 Down ×2
ISRG Intuitive Surgical, Inc. - Common Stock $787,406 0.38% 1,980 $-123,049 Up ×1
SHW Sherwin-Williams Company (The) Common Stock $769,555 0.37% 2,235 $161,151 Up ×3
BRKA $748,850 0.36% 1 $30,710
DOC Healthpeak Properties, Inc. Common Stock $670,804 0.32% 31,346 $121,697 Down ×3
PHG Koninklijke Philips N.V. NY Registry Shares $654,246 0.32% 24,062 $12,867 Up ×1
TGT Target Corporation Common Stock $612,953 0.30% 4,693 $32,041 Down ×6
ADI Analog Devices, Inc. - Common Stock $594,961 0.29% 1,498 $118,387
AVGO Broadcom Inc. - Common Stock $593,068 0.29% 1,570 $94,757 Down ×3
HASI HA Sustainable Infrastructure Capital, Inc. Common Stock $587,429 0.28% 15,043 $30,740 Down ×1
PKG Packaging Corporation of America Common Stock $499,197 0.24% 2,095 $124,629 Up ×2
IWM $483,725 0.23% 1,610 $84,445
TREX Trex Company, Inc. Common Stock $448,709 0.22% 8,967 $149,446 Up ×2
IEMG $383,715 0.19% 4,632 $60,633
VEA $356,250 0.17% 5,000 $35,850
NUSC $336,382 0.16% 6,454 $16,276 Down ×2
V Visa Inc. $327,308 0.16% 954 $38,971
CB Chubb Limited Common Stock $307,007 0.15% 901 $13,344
APD Air Products and Chemicals, Inc. Common Stock $291,714 0.14% 995 $-425,506 Down ×6
IAU $287,391 0.14% 3,806 $-51,408 Down ×1
TT Trane Technologies plc $282,417 0.14% 575 $-96,816 Down ×1
FICO Fair Isaac Corporation Common Stock $273,605 0.13% 229 $18,463 Down ×3
WBD Warner Bros. Discovery, Inc. - Series A Common Stock $268,306 0.13% 10,064 $-371,402 Down ×3
AMAT Applied Materials, Inc. - Common Stock $245,820 0.12% 340 Up ×1
VCSH Vanguard Short-Term Corporate Bond ETF $237,090 0.11% 3,000 $-720
MRK Merck & Company, Inc. Common Stock (new) $221,406 0.11% 1,723 $14,146

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
ASML $3,588,950 1.74% up ×3
NVDA $2,963,333 1.44% up ×4
ECL $2,649,189 1.28% up ×5
NVO $1,468,354 0.71% up ×3
KEY $1,295,203 0.63% up ×3
SHOP $1,000,445 0.48% up ×3
SHW $769,555 0.37% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
AMAT $245,820 340 0.12%

Top movers (QoQ)

Security Action Shares Δ Value Δ
INTC Trimmed -4K +$6.4M
AMD Trimmed -445 +$3.6M
NFLX Trimmed -1K -$1.7M
AAPL Trimmed -2K +$1.6M
GOOG Trimmed -376 +$1.6M
GOOGL Trimmed -2K +$1.4M
QCOM Trimmed -280 +$1.3M
ASML Bought more +20 +$1.2M
INTU Trimmed -34 -$583K
EBAY Trimmed -1K +$570K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
HOLX June 30, 2026 12,154 $918,721 No longer tracked
TMUS June 30, 2026 1,189 $249,726 9.1%
DHR March 31, 2026 1,062 $243,113 12.9%
META Dec. 31, 2025 307 $225,455 -16.9%
SNY June 30, 2026 4,657 $224,374 7.0%
SONY Dec. 31, 2025 7,035 $202,538 -7.0%
VSEE March 31, 2025 14,337 $19,498 No longer tracked