Latest Harrington Investments, INC Stock Portfolio

$206Million | No. of Holdings #82

Harrington Investments, INC Performance

2026 Q2+11.89%
YTD+7.10%
2025+12.75%

About Harrington Investments, INC and 13F Hedge Fund Stock Holdings

Harrington Investments, INC is a hedge fund based in Napa, CA. On 2026-07-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Harrington Investments, INC reported an equity portfolio of $206.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Harrington Investments, INC are AAPL, GOOG, MSFT. The fund has invested 8.1% of it's portfolio in APPLE INC and 4.9% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off HOLOGIC INC (HOLX), T-MOBILE US INC (TMUS) and SANOFI SA (SNY) stocks. They significantly reduced their stock positions in AIR PRODUCTS AND CHEMICALS I (APD), WARNER BROS DISCOVERY INC (WBD) and TRANE TECHNOLOGIES PLC (TT). Harrington Investments, INC opened new stock positions in APPLIED MATLS INC (AMAT). The fund showed a lot of confidence in some stocks as they added substantially to PACKAGING CORP AMER (PKG), SHERWIN WILLIAMS CO (SHW) and TREX INC (TREX).
Harrington Investments, INC Equity Portfolio Value
Last Reported on: 23 Jul, 2026
$206Million
  as of Jul 23, 2026

Harrington Investments, INC Annual Return Estimates Vs S&P 500

Our best estimate is that Harrington Investments, INC made a return of 11.89% in the last quarter. In trailing 12 months, it's portfolio return was 15.52%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
applied matls inc245,820

New stocks bought by Harrington Investments, INC

Additions

Ticker% Inc.
packaging corp amer18.7
sherwin williams co17.76
trex inc9.13
nvidia corporation6.07
keycorp3.69
medtronic plc3.46
koninklijke philips n v2.79
shopify inc2.1

Additions to existing portfolio by Harrington Investments, INC

Reductions

Ticker% Reduced
air products and chemicals i-59.7
warner bros discovery inc-56.8
trane technologies plc-36.81
johnson controls internation-9.21
nushares etf tr-9.15
paypal hldgs inc-6.98
tjx cos inc new-6.57
alphabet inc-6.22

Harrington Investments, INC reduced stake in above stock

Sold off

Ticker$ Sold
hologic inc-918,721
sanofi sa-224,374
t-mobile us inc-249,726

Harrington Investments, INC got rid off the above stocks

Sector Distribution

Harrington Investments, INC has about 29.6% of it's holdings in Technology sector.

  • Technology
  • Communication Services
  • Financial Services
  • Others
  • Consumer Cyclical
  • Industrials
  • Healthcare
  • Consumer Defensive
  • Real Estate
  • Utilities
  • Basic Materials
Sector%
Technology29.6
Communication Services12.3
Financial Services10
Others9.1
Consumer Cyclical8.8
Industrials8.4
Healthcare8.2
Consumer Defensive7.2
Real Estate2.7
Utilities1.9
Basic Materials1.8

Market Cap. Distribution

Harrington Investments, INC has about 85.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
  • SMALL-CAP
Category%
MEGA-CAP44.4
LARGE-CAP41.3
UNALLOCATED9.1
MID-CAP3.1
SMALL-CAP2.1

Stocks belong to which Index?

About 89.1% of the stocks held by Harrington Investments, INC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50084.8
Others10.9
RUSSELL 20004.3
Top 5 Winners (%)%
INTC
intel corp
210.2 %
AMD
advanced micro devices inc
181.5 %
ASML
asml hldg nv
50.2 %
QCOM
qualcomm inc
43.2 %
TREX
trex inc
35.3 %
Top 5 Winners ($)$
INTC
intel corp
6.8 M
AMD
advanced micro devices inc
3.8 M
AAPL
apple inc
2.1 M
GOOG
alphabet inc
2.1 M
GOOG
alphabet inc
1.7 M
Top 5 Losers (%)%
INTU
intuit
-39.4 %
NFLX
netflix inc.
-25.5 %
VZ
verizon communications inc
-15.3 %
GLD
spdr gold tr
-14.4 %
IAU
ishares gold tr
-14.3 %
Top 5 Losers ($)$
NFLX
netflix inc.
-1.6 M
INTU
intuit
-0.6 M
COST
costco wholesale corporation
-0.3 M
VZ
verizon communications inc
-0.3 M
GLD
spdr gold tr
-0.3 M

Harrington Investments, INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Harrington Investments, INC

Harrington Investments, INC has 82 stocks in it's portfolio. About 39.8% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. INTC was the most profitable stock for Harrington Investments, INC last quarter.

$206.47MTotal Value
85.00Positions
23 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Harrington Investments, INC, last reported on 23 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Harrington Investments, INC's holding in Asml Hldg Nv over time
1.74%1,804
$3.59M
1.74%
increased 1.12 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Harrington Investments, INC's holding in Vanguard Scottsdale Fds over time
0.12%3,000
$237.1K
0.12%
unchanged 0 percentunchanged
CNI
Canadian Natl Ry Co

Canadian Natl Ry Co

CNI
Harrington Investments, INC's holding in Canadian Natl Ry Co over time
1.11%19,298
$2.30M
1.11%
decreased 2.75 percentreduced