Harrington Investments, INC

CIK

1386364

Location

NAPA, CA

Portfolio Value

Small $190,621,110

Diversification

Diversified

Filing Date

Global Rank

#4,540 / 8,517 ▲ 58

Top Industry

Semiconductors 12.6%

3Y Alpha vs SPY

+6.7%

Period ended 47 days ago

Filed Jul 23, 2026 · 24d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+107.0%

SPY

+76.6%

Annualised alpha

+6.6%

Max drawdown

−18.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

74 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.8%

+0.0 pts

Top 5

27.5%

−1.3 pts

Top 10

40.9%

−1.8 pts

HHI

286

Diversified−18

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.5%	$65,778,513	16
Industrials	11.3%	$21,552,791	11
Financial Services	11.1%	$21,240,937	11
Consumer Cyclical	10.0%	$19,135,562	6
Healthcare	10.0%	$19,084,522	10
Communication Services	8.7%	$16,553,707	4
Consumer Defensive	6.7%	$12,814,365	6
Real Estate	2.7%	$5,072,831	3
Utilities	2.0%	$3,846,040	2
Basic Materials	1.9%	$3,710,571	3
Unclassified	1.0%	$1,831,271	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
KEY	Keycorp /New/	+2,000	56,191	$1,295,202
NVDA	Nvidia Corp	+847	14,810	$2,963,332
TREX	Trex Co Inc	+750	8,967	$448,708
PHG	Koninklijke Philips NV	+654	24,062	$654,245
MDT	Medtronic plc	+525	15,698	$1,228,054
SHW	Sherwin Williams Co	+337	2,235	$769,555
PKG	Packaging Corp Of America	+330	2,095	$499,196
NVO	Novo Nordisk A S	+310	30,629	$1,468,354
SHOP	Shopify Inc.	+180	8,762	$1,000,445
ECL	Ecolab Inc.	+151	9,509	$2,649,302
PG	PROCTER & GAMBLE Co	+75	10,347	$1,517,284
SYK	Stryker Corp	+42	8,677	$2,731,866
ASML	Asml Holding NV	+20	1,804	$3,588,949
ISRG	Intuitive Surgical Inc	+5	1,980	$787,406
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−27,414	28,541	$10,199,697
WBD	Warner Bros. Discovery, Inc.	−13,232	10,064	$268,306
INTC	Intel Corp	−4,205	69,367	$9,685,714
DOC	Healthpeak Properties, Inc.	−2,075	31,346	$670,804
TJX	Tjx Companies Inc /De/	−2,024	28,760	$4,357,140
PYPL	PayPal Holdings, Inc.	−2,024	26,968	$1,164,478
AAPL	Apple Inc.	−1,741	58,060	$16,800,241
AMAL	Amalgamated Financial Corp.	−1,550	79,310	$3,640,329
JCI	Johnson Controls International plc	−1,484	14,630	$2,137,589
APD	Air Products & Chemicals, Inc.	−1,474	995	$291,714
VZ	Verizon Communications Inc	−1,469	34,307	$1,452,558
SCHW	Schwab Charles Corp	−1,387	55,368	$5,108,805
EBAY	Ebay Inc	−1,354	33,419	$3,734,573
HMC	Honda Motor Co Ltd	−1,295	34,493	$935,105
SBUX	Starbucks Corp	−1,185	35,840	$3,662,489
NFLX	Netflix Inc	−1,180	64,890	$4,633,146
AMZN	Amazon Com Inc	−1,035	24,952	$5,947,059
ED	Consolidated Edison Inc	−761	26,827	$2,967,871
EMR	Emerson Electric Co	−730	18,919	$2,708,254
CHD	Church & Dwight Co Inc /De/	−620	31,065	$3,009,577
CNI	Canadian National Railway Co	−545	19,298	$2,301,093
GILD	Gilead Sciences, Inc.	−495	18,980	$2,397,933
XYL	Xylem Inc.	−489	21,888	$2,587,380
AMD	Advanced Micro Devices Inc	−445	9,745	$5,660,967
DLR	Digital Realty Trust, Inc.	−384	13,441	$2,413,734
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
AMAT	Applied Materials Inc /De	340	$245,820
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	1	$718,140
VEA	Vanguard FTSE Developed Markets ETF	5,000	$320,400
TMUS	T-Mobile US, Inc.	1,189	$249,725
SNY	Sanofi	4,657	$224,374
HOLX	HOLOGIC INC	12,154	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

74 tracked positions · $190,621,110 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 74 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	58,060	-1,741	$16,800,241	+10.7%	8.81%
GOOGL	Alphabet Inc. Communication Services	Reduced	28,541	-27,414	$10,199,697	−36.5%	5.35%
MSFT	Microsoft Corp Technology	Reduced	26,357	-201	$9,831,688	+0.0%	5.16%
INTC	Intel Corp Technology	Reduced	69,367	-4,205	$9,685,714	+198.3%	5.08%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	24,952	-1,035	$5,947,059	+9.9%	3.12%
AMD	Advanced Micro Devices Inc Technology	Reduced	9,745	-445	$5,660,967	+173.1%	2.97%
ORCL	Oracle Corp Technology	Reduced	35,357	-237	$5,181,568	−1.0%	2.72%
SCHW	Schwab Charles Corp Financial Services	Reduced	55,368	-1,387	$5,108,805	−4.2%	2.68%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	9,565	-183	$4,795,508	+0.1%	2.52%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	5,084	-141	$4,755,929	−8.7%	2.49%
NFLX	Netflix Inc Communication Services	Reduced	64,890	-1,180	$4,633,146	−27.1%	2.43%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	28,760	-2,024	$4,357,140	−11.4%	2.29%
QCOM	Qualcomm Inc/De Technology	Reduced	23,122	-280	$4,272,714	+41.8%	2.24%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	25,436	-380	$4,239,418	−5.3%	2.22%
AMGN	Amgen Inc Healthcare	Reduced	10,367	-2	$3,754,098	+2.9%	1.97%
EBAY	Ebay Inc Consumer Cyclical	Reduced	33,419	-1,354	$3,734,573	+18.0%	1.96%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	35,840	-1,185	$3,662,489	+10.4%	1.92%
AMAL	Amalgamated Financial Corp. Financial Services	Reduced	79,310	-1,550	$3,640,329	+15.8%	1.91%
ASML	Asml Holding NV Technology	Added	1,804	+20	$3,588,949	+52.3%	1.88%
ITW	Illinois Tool Works Inc Industrials	Reduced	11,180	-25	$3,023,854	+3.7%	1.59%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	31,065	-620	$3,009,577	+1.8%	1.58%
DE	Deere & Co Industrials	Reduced	4,705	-59	$2,984,522	+11.2%	1.57%
ED	Consolidated Edison Inc Utilities	Reduced	26,827	-761	$2,967,871	−4.9%	1.56%
NVDA	Nvidia Corp Technology	Added	14,810	+847	$2,963,332	+21.7%	1.55%
FSLR	First Solar, Inc. Technology	Reduced	12,076	-300	$2,849,452	+16.7%	1.49%
SYK	Stryker Corp Healthcare	Added	8,677	+42	$2,731,866	−3.7%	1.43%
EMR	Emerson Electric Co Industrials	Reduced	18,919	-730	$2,708,254	+5.2%	1.42%
ECL	Ecolab Inc. Basic Materials	Added	9,509	+151	$2,649,302	+6.4%	1.39%
XYL	Xylem Inc. Industrials	Reduced	21,888	-489	$2,587,380	−3.2%	1.36%
DLR	Digital Realty Trust, Inc. Real Estate	Reduced	13,441	-384	$2,413,734	−3.1%	1.27%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	18,980	-495	$2,397,933	−11.7%	1.26%
CNI	Canadian National Railway Co Industrials	Reduced	19,298	-545	$2,301,093	+12.8%	1.21%
GWW	W.W. Grainger, Inc. Industrials	Reduced	1,609	-25	$2,188,883	+22.8%	1.15%
JCI	Johnson Controls International plc Industrials	Reduced	14,630	-1,484	$2,137,589	+1.3%	1.12%
SYY	Sysco Corp Consumer Defensive	Reduced	25,360	-75	$2,119,588	+16.8%	1.11%
GHC	Graham Holdings Co Industrials	Reduced	1,757	-18	$2,005,474	+6.9%	1.05%
PLD	Prologis, Inc. Real Estate	Reduced	14,677	-70	$1,988,293	+2.0%	1.04%
MA	Mastercard Inc Financial Services	Reduced	3,748	-45	$1,924,972	+1.6%	1.01%
BOH	Bank Of Hawaii Corp Financial Services	Reduced	21,685	-265	$1,767,110	+8.4%	0.93%
GLD	Spdr Gold Trust	Held	4,191	0	$1,543,880	−14.4%	0.81%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	10,347	+75	$1,517,284	+2.3%	0.80%
NVO	Novo Nordisk A S Healthcare	Added	30,629	+310	$1,468,354	+31.8%	0.77%
VZ	Verizon Communications Inc Communication Services	Reduced	34,307	-1,469	$1,452,558	−19.1%	0.76%
ZM	Zoom Communications, Inc. Technology	Reduced	15,879	-180	$1,370,516	+6.2%	0.72%
KEY	Keycorp /New/ Financial Services	Added	56,191	+2,000	$1,295,202	+19.2%	0.68%
MDT	Medtronic plc Healthcare	Added	15,698	+525	$1,228,054	−6.6%	0.64%
PYPL	PayPal Holdings, Inc. Financial Services	Reduced	26,968	-2,024	$1,164,478	−11.2%	0.61%
VEEV	Veeva Systems Inc Healthcare	Reduced	5,892	-110	$1,045,653	−0.8%	0.55%
SHOP	Shopify Inc. Technology	Added	8,762	+180	$1,000,445	−1.7%	0.52%
HMC	Honda Motor Co Ltd Consumer Cyclical	Reduced	34,493	-1,295	$935,105	+7.5%	0.49%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.