Harrington Investments, Inc.
Harrington Investments, Inc. is a registered investment adviser headquartered in Napa, California, specializing in socially responsible investing (SRI) and shareholder advocacy. Founded in 1982, the firm manages portfolios for individuals, foundations, non-profits, and family trusts, tailoring portfolios for financial, social, and environmental goals. As of 2024, Harrington Investments offers discretionary portfolio management, investment consulting, and financial planning. They are recognized for their leadership in SRI and use social screens, shareholder engagement, and community investing in their services. The firm employs a dedicated team providing personalized client service and advocacy for corporate change.
Investment Strategy
Harrington Investments pursues a disciplined management strategy focused on socially responsible investing (SRI), using inclusionary and exclusionary criteria to build portfolios aligned with clients’ financial objectives, risk tolerance, and social values. Their typical allocations include large-cap US stocks, mid-caps, foreign equities via ADRs, socially screened ETFs and mutual funds, as well as investment-grade corporate and municipal bonds, government securities, and preferred stocks that pass strict social and financial screens. The firm avoids derivatives, short selling, and any securities failing their SRI criteria. They actively engage in shareholder advocacy and may incorporate alternative private investments compatible with SRI strategy. The firm offers Growth, Balanced, and Income objectives, adapting to individual client needs.
Top Holdings
Equity Positions (85)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 8.05% | $16.1M | 63,315 | $40.41 | $254.63 | +$3.1M |
M MSFT | MICROSOFT CORP | 7.07% | $14.2M | 27,322 | $98.16 | $517.95 | +$402.8K |
O ORCL | ORACLE CORP | 5.02% | $10.1M | 35,744 | $59.22 | $281.24 | +$2.1M |
G GOOGL | ALPHABET INC | 4.14% | $8.3M | 34,096 | $53.24 | $243.10 | +$2.2M |
N NFLX | NETFLIX INC | 4.12% | $8.2M | 6,877 | $255.09 | $1198.92 | -$1.2M |