Harrington Investments, Incorporated
- Regulatory AUM
- $355M
- Discretionary
- $355M
- Clients
- 117
- Avg AUM / client
- $3.0M
- Accounts
- 219
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 24, 2025
Investments (13F portfolio — 84 positions, $190,027,852)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | COM | $15,176,813 | 59,801 | 7.99% | 4.27% |
| 2 | Microsoft Corp | COM | $9,831,151 | 26,558 | 5.17% | 2.77% |
| 3 | Alphabet Inc | CAP STK CL A | $8,752,028 | 30,435 | 4.61% | 2.46% |
| 4 | Alphabet Inc | CAP STK CL C | $7,320,667 | 25,520 | 3.85% | 2.06% |
| 5 | Netflix Inc. | COM | $6,352,631 | 66,070 | 3.34% | 1.79% |
| 6 | Amazon Com Inc | COM | $5,412,312 | 25,987 | 2.85% | 1.52% |
| 7 | Schwab Charles Corp | COM | $5,333,835 | 56,755 | 2.81% | 1.5% |
| 8 | Oracle Corp | COM | $5,236,233 | 35,594 | 2.76% | 1.47% |
| 9 | Costco Wholesale Corporation | COM | $5,206,347 | 5,225 | 2.74% | 1.47% |
| 10 | Tjx Cos Inc New | COM | $4,916,205 | 30,784 | 2.59% | 1.38% |
| 11 | Thermo Fisher Scientific Inc | COM | $4,791,434 | 9,748 | 2.52% | 1.35% |
| 12 | Marsh & Mclennan Cos Inc | COM | $4,477,785 | 25,816 | 2.36% | 1.26% |
| 13 | Schwab Strategic Tr | SHT TM US TRES | $4,431,556 | 182,594 | 2.33% | 1.25% |
| 14 | Amgen Inc | COM | $3,648,333 | 10,369 | 1.92% | 1.03% |
| 15 | Starbucks Corp | COM | $3,317,070 | 37,025 | 1.75% | 0.93% |
| 16 | Intel Corp | COM | $3,246,743 | 73,572 | 1.71% | 0.91% |
| 17 | Ebay Inc. | COM | $3,165,023 | 34,773 | 1.67% | 0.89% |
| 18 | Amalgamated Financial Corp | COM | $3,143,028 | 80,860 | 1.65% | 0.88% |
| 19 | Consolidated Edison Inc | COM | $3,122,410 | 27,588 | 1.64% | 0.88% |
| 20 | Qualcomm Inc | COM | $3,013,710 | 23,402 | 1.59% | 0.85% |
| 21 | Church & Dwight Co Inc | COM | $2,956,844 | 31,685 | 1.56% | 0.83% |
| 22 | Illinois Tool Wks Inc | COM | $2,916,549 | 11,205 | 1.53% | 0.82% |
| 23 | Stryker Corporation | COM | $2,837,375 | 8,635 | 1.49% | 0.8% |
| 24 | Gilead Sciences Inc | COM | $2,714,231 | 19,475 | 1.43% | 0.76% |
| 25 | Deere & Co | COM | $2,683,561 | 4,764 | 1.41% | 0.76% |
Top 25 of 84 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 22 | $13.6M | 3.82% |
| High net worth individuals | 80 | $279M | 78.5% |
| Charitable organizations | 15 | $53.5M | 15.1% |
| Corporations and other businesses | Fewer than 5 clients | $9.2M | 2.58% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harrington, Diana, Lynn | Vice President | Jul 1987 (39y) | 50% – 75% | |
| John Charles Harrington | President / Ceo | Jul 1987 (39y) | 50% – 75% | |
| Jeffrey Earl Field | Chief Compliance Officer | Oct 2015 (11y) | Less than 5% | |
| Rebecca Anne White | Registered representative | CFA | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/24/2025 | 987 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $355M (100% of AUM) Sep 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 24, 2025.
View current Form ADV (SEC/IAPD) ↗