Darrow Company, Inc. — 13F Holdings

2026 Q2  ·  60 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Darrow Company, Inc. maintained a portfolio of 60 distinct positions. The most significant new addition was OKLO INC, now representing 4.72% of the total fund value. They heavily accumulated shares in VANGUARD WORLD FD, increasing the position by 724.4%.
Position History hover any row below to update
Loading…
PCA Score Concentration Risk
Risk ENB
Total Positions
60
Quarter
2026 Q2
Top Holding
QQQ (13.0%)
Top 10 Concentration
58.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 60

Darrow Company, Inc. Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
QQQ
INVESCO QQQ TR
ETF 12.96% 12.11% #1
Prev: #1
6.5
-1,259 -2.7%
P
S
45,458 $33,433,607
$403.93 +76.6%
$736.40 -3.1%
2021 Q4 13F Filing 2026-06-30 2026-07-29
BIV
VANGUARD BD IND...
Bond/Debt 7.39% 8.42% #2
Prev: #2
5.0
6,300 2.6%
P
S
248,701 $19,076,187
$72.72 +3.7%
$76.14 -0.9%
2021 Q4 13F Filing 2026-06-30 2026-07-29
USMV
ISHARES TR
ETF 6.74% 7.50% #3
Prev: #3
4.2
783 0.4%
P
S
180,315 $17,393,148
$77.43 +30.7%
$96.46 +4.9%
2021 Q4 13F Filing 2026-06-30 2026-07-29
SPGP
INVESCO EXCHANG...
ETF 5.40% 5.51% #4
Prev: #4
3.2
254 0.2%
P
S
113,925 $13,931,872 2023 Q4 13F Filing 2026-06-30 2026-07-29
OKLO
OKLO INC
Utilities 4.72% #5
Prev: #—
5.9
232,670
NEW
232,670 $12,175,621 2024 Q3 13F Filing 2026-06-30 2026-07-29
SPY
STATE STR SPDR ...
ETF 4.58% 4.44% #6 1
Prev: #7
2.3
657 4.3%
P
S
15,830 $11,821,348 2022 Q2 13F Filing 2026-06-30 2026-07-29
DGRW
WISDOMTREE TR
ETF 4.48% 4.76% #7 2
Prev: #5
2.3
359 0.3%
P
S
120,844 $11,554,200 2023 Q4 13F Filing 2026-06-30 2026-07-29
HEFA
ISHARES TR
ETF 4.20% 4.27% #8
Prev: #8
2.2
7,943 3.6%
P
S
231,145 $10,846,494 2024 Q1 13F Filing 2026-06-30 2026-07-29
BND
VANGUARD BD IND...
ETF 4.03% 4.68% #9 3
Prev: #6
2.1
386 0.3%
P
S
141,630 $10,397,024 2021 Q4 13F Filing 2026-06-30 2026-07-29
VONG
VANGUARD SCOTTS...
ETF 3.83% 3.92% #10
Prev: #10
2.0
-2,076 -2.6%
P
S
77,270 $9,875,879 2025 Q1 13F Filing 2026-06-30 2026-07-29
SCHR
SCHWAB STRATEGI...
Bond/Debt 3.67% 4.23% #11 2
Prev: #9
2.0
6,741 1.8%
P
S
384,310 $9,478,588 2023 Q4 13F Filing 2026-06-30 2026-07-29
FNDX
SCHWAB STRATEGI...
Bond/Debt 3.55% 3.67% #12 1
Prev: #11
1.9
1,216 0.4%
P
S
294,344 $9,154,758 2023 Q2 13F Filing 2026-06-30 2026-07-29
SPMO
INVESCO EXCH TR...
Bond/Debt 3.04% 2.57% #13 3
Prev: #16
1.7
-2,481 -4.9%
P
S
48,493 $7,833,559 2025 Q1 13F Filing 2026-06-30 2026-07-29
IGIB
ISHARES TR
ETF 2.91% 3.16% #14 2
Prev: #12
3.2
9,082 6.9%
P
S
141,012 $7,501,730 2023 Q4 13F Filing 2026-06-30 2026-07-29
VYM
VANGUARD WHITEH...
ETF 2.71% 3.11% #15 2
Prev: #13
1.6
-2,357 -5.1%
P
S
44,266 $6,995,306 2021 Q4 13F Filing 2026-06-30 2026-07-29
MOAT
VANECK ETF TRUS...
ETF 2.58% 3.05% #16 2
Prev: #14
1.5
-6,070 -8.7%
P
S
64,077 $6,661,439 2021 Q4 13F Filing 2026-06-30 2026-07-29
USTB
VICTORY PORTFOL...
ETF 2.32% 2.59% #17 2
Prev: #15
1.4
4,231 3.7%
P
S
118,115 $5,979,016 2022 Q4 13F Filing 2026-06-30 2026-07-29
RSP
INVESCO EXCHANG...
Unknown 2.25% 2.37% #18 1
Prev: #19
1.4
-141 -0.5%
P
S
27,343 $5,817,800 2021 Q4 13F Filing 2026-06-30 2026-07-29
BSV
VANGUARD BD IND...
Bond/Debt 2.16% 2.55% #19 1
Prev: #18
1.4
-650 -0.9%
P
S
71,456 $5,567,161 2021 Q4 13F Filing 2026-06-30 2026-07-29
HYG
ISHARES TR
ETF 2.14% 2.57% #20 3
Prev: #17
1.4
-2,854 -4.0%
P
S
68,944 $5,513,485 2021 Q4 13F Filing 2026-06-30 2026-07-29
ANGL
VANECK ETF TRUS...
ETF 1.51% 1.63% #21 1
Prev: #20
2.6
7,358 5.8%
P
S
133,298 $3,897,839 2024 Q1 13F Filing 2026-06-30 2026-07-29
IVV
ISHARES TR
ETF 1.25% 1.36% #22 1
Prev: #21
1.0
-298 -6.4%
P
S
4,323 $3,237,131 2021 Q4 13F Filing 2026-06-30 2026-07-29
VGT
VANGUARD WORLD ...
ETF 1.25% 1.01% #23
Prev: #23
3.5
24,362 724.4%
P
S
27,725 $3,232,442 2024 Q1 13F Filing 2026-06-30 2026-07-29
IEMG
ISHARES INC
ETF 1.09% 1.11% #24 2
Prev: #22
0.9
-1,457 -4.1%
P
S
33,894 $2,807,806 2021 Q4 13F Filing 2026-06-30 2026-07-29
IJK
ISHARES TR
ETF 0.91% 0.91% #25 1
Prev: #24
0.9
2 0.0%
P
S
20,084 $2,359,886 2021 Q4 13F Filing 2026-06-30 2026-07-29
VOO
VANGUARD INDEX ...
ETF 0.79% 0.79% #26 1
Prev: #25
1.3
no change no change
P
S
3,003 $2,045,075 2024 Q1 13F Filing 2026-06-30 2026-07-29
VIG
VANGUARD SPECIA...
ETF 0.66% 0.70% #27 1
Prev: #26
1.3
no change no change
P
S
7,185 $1,700,207 2021 Q4 13F Filing 2026-06-30 2026-07-29
AAPL
APPLE INC
Technology 0.53% 0.52% #28 1
Prev: #27
0.7
167 3.6%
P
S
4,758 $1,376,831 2022 Q2 13F Filing 2026-06-30 2026-07-29
MDY
STATE STR SPDR ...
Unknown 0.46% 0.47% #29 1
Prev: #28
0.7
1 0.1%
P
S
1,684 $1,184,230 2021 Q4 13F Filing 2026-06-30 2026-07-29
AMZN
AMAZON COM INC
Consumer Cyclical 0.43% 0.23% #30 10
Prev: #40
3.2
2,138 85.6%
P
S
4,637 $1,105,183 2021 Q4 13F Filing 2026-06-30 2026-07-29
SCHD
SCHWAB STRATEGI...
ETF 0.38% 0.42% #31 2
Prev: #29
0.7
121 0.4%
P
S
30,703 $976,995 2022 Q2 13F Filing 2026-06-30 2026-07-29
SPTM
SPDR SERIES TRU...
ETF 0.36% 0.36% #32 1
Prev: #31
0.6
87 0.9%
P
S
10,278 $933,106 2021 Q4 13F Filing 2026-06-30 2026-07-29
MSFT
MICROSOFT CORP
Technology 0.35% 0.40% #33 3
Prev: #30
0.6
48 2.0%
P
S
2,428 $905,748 2022 Q2 13F Filing 2026-06-30 2026-07-29
GOOGL
ALPHABET INC
Communication Services 0.35% 0.31% #34
Prev: #34
0.6
87 3.6%
P
S
2,497 $892,353 2022 Q2 13F Filing 2026-06-30 2026-07-29
DFAI
DIMENSIONAL ETF...
Bond/Debt 0.31% 0.34% #35 3
Prev: #32
1.1
no change no change
P
S
19,654 $810,728 2022 Q4 13F Filing 2026-06-30 2026-07-29
NEAR
ISHARES U S ETF...
ETF 0.27% 0.32% #36 3
Prev: #33
0.6
10 0.1%
P
S
13,975 $708,005 2021 Q4 13F Filing 2026-06-30 2026-07-29
VCR
VANGUARD WORLD ...
ETF 0.27% 0.27% #37 1
Prev: #36
1.1
no change no change
P
S
1,742 $688,526 2024 Q1 13F Filing 2026-06-30 2026-07-29
SCHF
SCHWAB STRATEGI...
Bond/Debt 0.24% 0.25% #38
Prev: #38
1.1
no change no change
P
S
22,815 $631,976 2021 Q4 13F Filing 2026-06-30 2026-07-29
GOOG
ALPHABET INC
Communication Services 0.24% 0.22% #39 3
Prev: #42
0.6
44 2.6%
P
S
1,749 $617,926 2022 Q2 13F Filing 2026-06-30 2026-07-29
XLG
INVESCO EXCHANG...
Unknown 0.20% 0.21% #40 3
Prev: #43
1.1
no change no change
P
S
8,436 $516,562 2021 Q4 13F Filing 2026-06-30 2026-07-29
VTI
VANGUARD INDEX ...
ETF 0.19% 0.19% #41 4
Prev: #45
1.1
no change no change
P
S
1,314 $486,374 2021 Q4 13F Filing 2026-06-30 2026-07-29
NFLX
NETFLIX INC.
Communication Services 0.19% 0.29% #42 7
Prev: #35
0.6
60 0.9%
P
S
6,715 $479,451 2024 Q1 13F Filing 2026-06-30 2026-07-29
SPYV
SPDR SERIES TRU...
Unknown 0.19% 0.20% #43 1
Prev: #44
0.6
23 0.3%
P
S
7,864 $478,109 2024 Q1 13F Filing 2026-06-30 2026-07-29
XOM
EXXON MOBIL COR...
Energy 0.18% 0.26% #44 7
Prev: #37
0.6
16 0.5%
P
S
3,469 $474,301 2021 Q4 13F Filing 2026-06-30 2026-07-29
VCIT
VANGUARD SCOTTS...
Bond/Debt 0.17% 0.24% #45 6
Prev: #39
0.6
-1,044 -16.2%
P
S
5,397 $446,071 2022 Q2 13F Filing 2026-06-30 2026-07-29
META
META PLATFORMS ...
Communication Services 0.16% #46
Prev: #—
3.6
750
NEW
750 $422,468 2022 Q2 13F Filing 2026-06-30 2026-07-29
VCSH
VANGUARD SCOTTS...
ETF 0.16% 0.22% #47 6
Prev: #41
0.6
-1,048 -16.6%
P
S
5,249 $414,806 2021 Q4 13F Filing 2026-06-30 2026-07-29
WMT
WALMART INC
Consumer Defensive 0.14% 0.18% #48 2
Prev: #46
0.6
-5 -0.2%
P
S
3,154 $357,222 2024 Q3 13F Filing 2026-06-30 2026-07-29
MU
MICRON TECHNOLO...
Technology 0.14% #49
Prev: #—
3.6
309
NEW
309 $356,676 2026 Q2 13F Filing 2026-06-30 2026-07-29
DELL
DELL TECHNOLOGI...
Technology 0.14% #50
Prev: #—
3.6
813
NEW
813 $350,777 2026 Q2 13F Filing 2026-06-30 2026-07-29
Showing 1-50 of 60 holdings

Unlock Full Darrow Company, Inc. Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →