Harrington Investments, INC
Long book
$190.0M
Q1 2026
Positions
84
Top-10 weight
39%
concentration
Last quarter
+13.3%
SPY +14.8%
Turnover
2%
of book per quarter
Strategy in plain words
auto-generated from filingsHarrington Investments, INC is a diversified fundamental manager, running a $190.0M US long book across 84 positions.
The portfolio is moderately concentrated (top 10 ≈ 39% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: APPLE INC, MICROSOFT CORP, ALPHABET INC-CL A, ALPHABET INC-CL C, NETFLIX INC.
Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.9%
Q2 2024
+5.0%
Q3 2024
-0.1%
Q4 2024
-3.1%
Q1 2025
+8.7%
Q2 2025
+7.1%
Q3 2025
+1.4%
Q4 2025
-4.1%
Q1 2026
+13.3%
Sector allocation
Technology 38%
Consumer discretionary 14%
Industrials 10%
Financials 10%
Services media 9%
Other 8%
Healthcare 7%
Utilities 2%
Long book by quarter
What does Harrington Investments, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 59.8K | $15.2M | 8.0% | -1.0% |
| MSFT MICROSOFT CORP | Technology | 26.6K | $9.8M | 5.2% | +0.1% |
| GOOGL ALPHABET INC-CL A | Technology | 30.4K | $8.8M | 4.6% | -1.0% |
| GOOG ALPHABET INC-CL C | Technology | 25.5K | $7.3M | 3.9% | -1.1% |
| NFLX NETFLIX INC | Services media | 66.1K | $6.4M | 3.3% | -1.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 26.0K | $5.4M | 2.8% | -0.5% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 56.8K | $5.3M | 2.8% | +0.2% |
| ORCL ORACLE CORP | Technology | 35.6K | $5.2M | 2.8% | +0.9% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 5.2K | $5.2M | 2.7% | -0.2% |
| TJX TJX COMPANIES INC | Consumer discretionary | 30.8K | $4.9M | 2.6% | -0.4% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 9.7K | $4.8M | 2.5% | +1.0% |
| MRSH MARSH & MCLENNAN COS | Financials | 25.8K | $4.5M | 2.4% | +3.3% |
| AMGN AMGEN INC | Healthcare | 10.4K | $3.6M | 1.9% | +1.3% |
| SBUX STARBUCKS CORP | Consumer discretionary | 37.0K | $3.3M | 1.7% | +0.8% |
| INTC INTEL CORP | Technology | 73.6K | $3.2M | 1.7% | -1.7% |
| EBAY EBAY INC | Services media | 34.8K | $3.2M | 1.7% | +2.0% |
| AMAL AMALGAMATED FINANCIAL CORP | Financials | 80.9K | $3.1M | 1.7% | -0.9% |
| ED CONSOLIDATED EDISON INC | Utilities | 27.6K | $3.1M | 1.6% | -0.3% |
| QCOM QUALCOMM INC | Technology | 23.4K | $3.0M | 1.6% | +0.8% |
| CHD CHURCH & DWIGHT CO INC | Other | 31.7K | $3.0M | 1.6% | -2.9% |
| ITW ILLINOIS TOOL WORKS | Industrials | 11.2K | $2.9M | 1.5% | +1.0% |
| SYK STRYKER CORP | Healthcare | 8.6K | $2.8M | 1.5% | +3.4% |
| GILD GILEAD SCIENCES INC | Healthcare | 19.5K | $2.7M | 1.4% | +0.1% |
| DE DEERE & CO | Industrials | 4.8K | $2.7M | 1.4% | -0.9% |
| XYL XYLEM INC | Industrials | 22.4K | $2.7M | 1.4% | 0.0% |
| EMR EMERSON ELECTRIC CO | Industrials | 19.6K | $2.6M | 1.4% | +0.7% |
| ECL ECOLAB INC | Other | 9.4K | $2.5M | 1.3% | +0.1% |
| FSLR FIRST SOLAR INC | Technology | 12.4K | $2.4M | 1.3% | -0.6% |
| NVDA NVIDIA CORP | Technology | 14.0K | $2.4M | 1.3% | +16.7% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 1.8K | $2.4M | 1.2% | +3.8% |
| JCI JOHNSON CONTROLS INTERNATION | Industrials | 16.1K | $2.1M | 1.1% | -0.4% |
| AMD ADVANCED MICRO DEVICES | Technology | 10.2K | $2.1M | 1.1% | +14.2% |
| CNI CANADIAN NATL RAILWAY CO | Industrials | 19.8K | $2.0M | 1.1% | -1.5% |
| MA MASTERCARD INC - A | Services media | 3.8K | $1.9M | 1.0% | +2.8% |
| GHC GRAHAM HOLDINGS CO-CLASS B | Services media | 1.8K | $1.9M | 1.0% | -0.8% |
| SYY SYSCO CORP | Consumer discretionary | 25.4K | $1.8M | 1.0% | +1.7% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 35.8K | $1.8M | 0.9% | 0.0% |
| GWW WW GRAINGER INC | Consumer discretionary | 1.6K | $1.8M | 0.9% | Held |
| BOH BANK OF HAWAII CORP | Financials | 21.9K | $1.6M | 0.9% | +6.3% |
| PG PROCTER & GAMBLE CO/THE | Other | 10.3K | $1.5M | 0.8% | -0.3% |
| INTU INTUIT INC | Technology | 3.4K | $1.4M | 0.8% | -30.3% |
| MDT MEDTRONIC PLC | Healthcare | 15.2K | $1.3M | 0.7% | -0.4% |
| PYPL PAYPAL HOLDINGS INC | Services media | 29.0K | $1.3M | 0.7% | -0.1% |
| ZM ZOOM COMMUNICATIONS INC | Technology | 16.1K | $1.3M | 0.7% | -0.7% |
| KEY KEYCORP | Financials | 54.2K | $1.1M | 0.6% | +6.7% |
| VEEV VEEVA SYSTEMS INC-CLASS A | Technology | 6.0K | $1.1M | 0.6% | -8.8% |
| SHOP SHOPIFY INC - CLASS A | Technology | 8.6K | $1.0M | 0.5% | +34.1% |
| ORA ORMAT TECHNOLOGIES INC | Utilities | 8.3K | $932K | 0.5% | -1.4% |
| HO1 HOLOGIC INC | — | 12.2K | $919K | 0.5% | -11.0% |
| DAR DARLING INGREDIENTS INC | Consumer staples | 14.8K | $917K | 0.5% | -10.3% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 13, 2026 | 84 | $190.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 13, 2026 | 84 | $199.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 20, 2025 | 85 | $200.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 14, 2025 | 83 | $189.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 11, 2025 | 82 | $175.9M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 10, 2025 | 81 | $181.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 11, 2024 | 81 | $183.3M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 6, 2024 | 81 | $176.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 26, 2024 | 82 | $174.8M | canonical | SEC ↗ |
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