Latest Harrington Investments, INC Stock Portfolio

Harrington Investments, INC Performance:

2025 Q4: -15.23%YTD: -5.43%2024: 11.73%

Performance for 2025 Q4 is -15.23%, and YTD is -5.43%, and 2024 is 11.73%.

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

Harrington Investments, INC is a hedge fund based in NAPA, CA. On 27-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $316.7 Millions. In it's latest 13F Holdings report, Harrington Investments, INC reported an equity portfolio of $199.1 Millions as of 31 Dec, 2025.

The top stock holdings of Harrington Investments, INC are AAPL, MSFT, GOOG. The fund has invested 8.2% of it's portfolio in APPLE INC and 6.4% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off META PLATFORMS INC (META) and SONY GROUP CORP (SONY) stocks. They significantly reduced their stock positions in AIR PRODS & CHEMS INC (APD), TARGET CORP (TGT) and TREX CO INC (TREX). Harrington Investments, INC opened new stock positions in PACKAGING CORP AMER (PKG). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SHERWIN WILLIAMS CO (SHW) and NVIDIA CORPORATION (NVDA).

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

Our best estimate is that Harrington Investments, INC made a return of -15.23% in the last quarter. In trailing 12 months, it's portfolio return was -5.43%.

Performance
S&P 500

New Buys

Ticker	$ Bought
packaging corp amer	268,099

New stocks bought by Harrington Investments, INC

Additions

Ticker	% Inc.
netflix inc	873
sherwin williams co	148
nvidia corporation	57.58
shopify inc	29.28
advanced micro devices inc	14.87
asml holding n v	12.5
darling ingredients inc	10.13
ormat technologies inc	8.8

Additions to existing portfolio by Harrington Investments, INC

Reductions

Ticker	% Reduced
air prods & chems inc	-45.88
target corp	-27.2
trex co inc	-20.93
ishares inc	-17.76
alphabet inc	-11.89
verizon communications inc	-11.05
alphabet inc	-9.85
koninklijke philips n v	-7.37

Harrington Investments, INC reduced stake in above stock

Sold off

Ticker	$ Sold
sony group corp	-202,538
meta platforms inc	-225,455

Harrington Investments, INC got rid off the above stocks

Sector Distribution

Harrington Investments, INC has about 28.3% of it's holdings in Technology sector.

Sector	%
Technology	28.3
Communication Services	13.4
Financial Services	10.4
Healthcare	9.8
Consumer Cyclical	8.6
Others	8.5
Industrials	7.8
Consumer Defensive	6.8
Real Estate	2.6
Basic Materials	2
Utilities	1.8

Market Cap. Distribution

Harrington Investments, INC has about 87.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	44
MEGA-CAP	43.4
UNALLOCATED	8.5
MID-CAP	2.8
SMALL-CAP	1.3

Stocks belong to which Index?

About 89.6% of the stocks held by Harrington Investments, INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	85.9
Others	10.4
RUSSELL 2000	3.7

Top 5 Winners (%)		%
WBD	warner bros discovery inc	47.3 %
AMD	advanced micro devices inc	29.6 %
GOOG	alphabet inc	27.3 %
GOOG	alphabet inc	27.1 %
ISRG	intuitive surgical inc	25.7 %

Top 5 Winners ($)		$
GOOG	alphabet inc	2.3 M
GOOG	alphabet inc	1.9 M
AAPL	apple inc	1.1 M
TMO	thermo fisher scientific inc	0.9 M
FSLR	first solar inc	0.5 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.7 %
ORCL	oracle corp	-30.5 %
TREX	trex co inc	-28.8 %
VEEV	veeva sys inc	-24.4 %
PEAK	healthpeak properties inc	-15.6 %

Top 5 Losers ($)		$
NFLX	netflix inc	-40.8 M
ORCL	oracle corp	-3.1 M
MSFT	microsoft corp	-0.9 M
VEEV	veeva sys inc	-0.5 M
MMC	marsh & mclennan cos inc	-0.4 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 84 stocks in it's portfolio. About 41.3% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Harrington Investments, INC last quarter.

Last Reported on: 13 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	8.25	60,418	16,425,300	reduced	-4.58

ADI	analog devices inc	0.20	1,508	408,970	unchanged	0.00

AMAL	amalgamated financial corp	1.31	81,560	2,612,370	added	1.3

AMD	advanced micro devices inc	0.96	8,920	1,910,310	added	14.87

AMGN	amgen inc	1.68	10,233	3,349,360	reduced	-1.82

AMZN	amazon com inc	3.03	26,107	6,026,020	reduced	-2.69

APD	air prods & chems inc	0.45	3,606	890,754	reduced	-45.88

AVGO	broadcom inc	0.30	1,715	593,562	reduced	-2.83

BNDW	vanguard scottsdale fds	0.12	3,000	239,190	unchanged	0.00

BOH	bank hawaii corp	0.71	20,650	1,411,840	added	4.15

CB	chubb limited	0.14	918	286,526	reduced	-2.65

CHD	church & dwight co inc	1.37	32,630	2,736,030	added	2.07

COST	costco whsl corp new	2.27	5,236	4,515,210	unchanged	0.00

DAR	darling ingredients inc	0.30	16,519	594,684	added	10.13

DE	deere & co	1.12	4,805	2,237,060	added	3.44

DHR	danaher corporation	0.12	1,062	243,113	reduced	-6.92

DLR	digital rlty tr inc	1.06	13,648	2,111,500	added	2.67

EBAY	ebay inc.	1.49	34,082	2,968,520	reduced	-0.06

ECL	ecolab inc	1.23	9,348	2,454,140	added	3.05

ED	consolidated edison inc	1.38	27,658	2,746,990	added	0.55