Darrow Company, Inc.
13F Reported Value
ⓘ$258.1M
Holdings
58
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Darrow Company, Inc. disclosed 58 positions worth $258.1M in its Form 13F-HR for Q2 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 13.0% of the equity portfolio. During the quarter the fund opened 3 new positions and exited 2 — including a new stake in $OKLO and a full exit from $BSX. The portfolio is most concentrated in Other (74.5% of disclosed assets). All figures are sourced directly from Darrow Company, Inc.’s Form 13F-HR filing with the SEC under CIK 1908169.
AI Fund Analysis
DiversifyingSector Allocation
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AUM History
13fpro.ai/research/fund/darrow-company-inc-1908169
Top Equity Holdings by Value
13fpro.ai/research/fund/darrow-company-inc-1908169
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$33.4M45,458 sh VANGUARD BD INDEX FDS - INTERMED TERM
—Quality
$19.1M248,701 shISHARES TR - MSCI USA MIN ETF
—Quality
$17.4M180,315 sh- —
Quality
$13.9M113,925 sh - —
Quality
$12.2M232,670 sh - —
Quality
$11.8M15,830 sh - 59.6
Quality
$11.6M120,844 sh ISHARES TR - HDG MSCI EAFE
—Quality
$10.8M231,145 shVANGUARD BD INDEX FDS - TOTAL BND MRKT
—Quality
$10.4M141,630 shVANGUARD SCOTTSDALE FDS - VNG RUS1000GRW
—Quality
$9.9M77,270 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| — | $33.4M | 45,458 | |
| VANGUARD BD INDEX FDS - INTERMED TERM | — | $19.1M | 248,701 |
| ISHARES TR - MSCI USA MIN ETF | — | $17.4M | 180,315 |
| — | $13.9M | 113,925 | |
| — | $12.2M | 232,670 | |
| — | $11.8M | 15,830 | |
| 59.6 | $11.6M | 120,844 | |
| ISHARES TR - HDG MSCI EAFE | — | $10.8M | 231,145 |
| VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $10.4M | 141,630 |
| VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $9.9M | 77,270 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Darrow Company, Inc.'s 58 positions.
Showing top 10 of 58 holdings.
Sector Allocation
Other
$192.2M
Financials
$39.9M
Utilities
$12.2M
Technology
$10.8M
Consumer Discretionary
$1.7M
Communication Services
$479,451
Energy
$474,301
Industrials
$284,216
Full Holdings — Darrow Company, Inc. (Q2 2026)
All 58 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | INVESCO QQQ TRUST, SERIES 1 | $33.4M | 13.0% | -3% | — | |
| 2 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $19.1M | 7.4% | +3% | — |
| 3 | — | ISHARES TR - MSCI USA MIN ETF | $17.4M | 6.7% | +0% | — |
| 4 | Invesco Ltd. | $13.9M | 5.4% | +0% | — | |
| 5 | Oklo Inc. | $12.2M | 4.7% | NEW | — | |
| 6 | SPDR S&P 500 ETF TRUST | $11.8M | 4.6% | +4% | — | |
| 7 | WisdomTree, Inc. | $11.6M | 4.5% | +0% | 59.6 | |
| 8 | — | ISHARES TR - HDG MSCI EAFE | $10.8M | 4.2% | +4% | — |
| 9 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $10.4M | 4.0% | +0% | — |
| 10 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $9.9M | 3.8% | -3% | — |
| 11 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $9.5M | 3.7% | +2% | — |
| 12 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $9.2M | 3.5% | +0% | — |
| 13 | Invesco Ltd. | $7.8M | 3.0% | -5% | — | |
| 14 | — | ISHARES TR - ISHS 5-10YR INVT | $7.5M | 2.9% | +7% | — |
| 15 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $7.0M | 2.7% | -5% | — |
| 16 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $6.7M | 2.6% | -9% | — |
| 17 | — | VICTORY PORTFOLIOS II - SHORT TRM BD ETF | $6.0M | 2.3% | +4% | — |
| 18 | Invesco Ltd. | $5.8M | 2.3% | -1% | — | |
| 19 | Meta Platforms, Inc. | $5.6M | 2.2% | -1% | 79.6 | |
| 20 | — | ISHARES TR - IBOXX HI YD ETF | $5.5M | 2.1% | -4% | — |
| 21 | — | VANECK ETF TRUST - FALLEN ANGEL HG | $3.9M | 1.5% | +6% | — |
| 22 | — | ISHARES TR - CORE S&P500 ETF | $3.2M | 1.3% | -6% | — |
| 23 | — | VANGUARD WORLD FD - INF TECH ETF | $3.2M | 1.3% | +724% | — |
| 24 | — | ISHARES INC - CORE MSCI EMKT | $2.8M | 1.1% | -4% | — |
| 25 | — | ISHARES TR - S&P MC 400GR ETF | $2.4M | 0.9% | +0% | — |
| 26 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.0M | 0.8% | +0% | — |
| 27 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.7M | 0.7% | +0% | — |
| 28 | Apple Inc. | $1.4M | 0.5% | +4% | 76.3 | |
| 29 | SPDR S&P MIDCAP 400 ETF TRUST | $1.2M | 0.5% | +0% | — | |
| 30 | AMAZON COM INC | $1.1M | 0.4% | +86% | 68.4 | |
| 31 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $976,995 | 0.4% | +0% | — |
| 32 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $933,106 | 0.4% | +1% | — |
| 33 | MICROSOFT CORP | $905,748 | 0.3% | +2% | 79.7 | |
| 34 | Alphabet Inc. | $892,353 | 0.3% | +4% | 78.1 | |
| 35 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $810,728 | 0.3% | +0% | — |
| 36 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | $708,005 | 0.3% | +0% | — |
| 37 | — | VANGUARD WORLD FD - CONSUM DIS ETF | $688,526 | 0.3% | +0% | — |
| 38 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $631,976 | 0.2% | +0% | — |
| 39 | Alphabet Inc. | $617,926 | 0.2% | +3% | 78.1 | |
| 40 | Invesco Ltd. | $516,562 | 0.2% | +0% | — | |
| 41 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $486,374 | 0.2% | +0% | — |
| 42 | NETFLIX INC | $479,451 | 0.2% | +1% | 78.6 | |
| 43 | — | SPDR SERIES TRUST - ST STR P500VAL | $478,109 | 0.2% | +0% | — |
| 44 | EXXON MOBIL CORP | $474,301 | 0.2% | +0% | 57.7 | |
| 45 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $446,071 | 0.2% | -16% | — |
| 46 | Meta Platforms, Inc. | $422,468 | 0.2% | NEW | 79.6 | |
| 47 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $414,806 | 0.2% | -17% | — |
| 48 | Walmart Inc. | $357,222 | 0.1% | -0% | 59.9 | |
| 49 | MICRON TECHNOLOGY INC | $356,676 | 0.1% | NEW | 86.1 | |
| 50 | Dell Technologies Inc. | $350,777 | 0.1% | NEW | 71.1 | |
| 51 | NVIDIA CORP | $342,954 | 0.1% | +22% | 85.9 | |
| 52 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | $303,010 | 0.1% | +0% | — |
| 53 | RTX Corp | $284,216 | 0.1% | +2% | 73.1 | |
| 54 | — | ISHARES TR - 1 3 YR TREAS BD | $266,365 | 0.1% | +3% | — |
| 55 | — | ISHARES TR - U.S. FINLS ETF | $261,906 | 0.1% | +0% | — |
| 56 | — | ISHARES TR - CORE S&P MCP ETF | $246,366 | 0.1% | -8% | — |
| 57 | VISA INC. | $235,703 | 0.1% | +2% | 82.7 | |
| 58 | HOME DEPOT, INC. | $225,363 | 0.1% | +0% | 60.1 |
New Positions (3)
Exited Positions (2)
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AI-Powered Hedge Fund Analysis: Darrow Company, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Darrow Company, Inc. (SEC CIK: 1908169), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
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