Darrow Company

Needham, MAfiles as Darrow Company, Inc.

$258m in 58 US stocks at the end of 30 June 2026. The top 10 are 58.3% of the money. It changed about 7.1% of the portfolio this quarter.

Value

$258m

Stocks

Top 10 share

58.3%

Turnover

7.1%

What changed this quarter

New

Bought for the first time this quarter.

OkloOKLO
4.7% of the fund
Meta PlatformsMETA
0.2% of the fund
Micron TechnologyMU
0.1% of the fund
Dell TechnologiesDELL
0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard BD Index FDSBIV
7.4% of the fund
+3%
State STR Spdr S&P 500 ETF TSPY
4.6% of the fund
+4%
Ishares TRHEFA
4.2% of the fund
+4%
Ishares TRIGIB
2.9% of the fund
+7%
Victory Portfolios IIUSTB
2.3% of the fund
+4%
Vaneck ETF TrustANGL
1.5% of the fund
+6%
Vanguard World FDVGT
1.3% of the fund
+3%
AppleAAPL
0.5% of the fund
+4%
Amazon.comAMZN
0.4% of the fund
+86%
MicrosoftMSFT
0.4% of the fund
+2%
AlphabetGOOGL
0.3% of the fund
+4%
AlphabetGOOG
0.2% of the fund
+3%
NvidiaNVDA
0.1% of the fund
+22%
Ishares TRSHY
0.1% of the fund
+3%

Cut

Sold some of their stake.

Invesco QQQ TRQQQ
13.0% of the fund
-3%
Vanguard Scottsdale FDSVONG
3.8% of the fund
-3%
Invesco Exch Traded FD TR IISPMO
3.0% of the fund
-5%
Vanguard Whitehall FDSVYM
2.7% of the fund
-5%
Vaneck ETF TrustMOAT
2.6% of the fund
-9%
Ishares TRHYG
2.1% of the fund
-4%
Ishares TRIVV
1.3% of the fund
-6%
IsharesIEMG
1.1% of the fund
-4%
Vanguard Scottsdale FDSVCIT
0.2% of the fund
-16%
Vanguard Scottsdale FDSVCSH
0.2% of the fund
-17%
Ishares TRIJH
<0.1% of the fund
-8%

Sold out

Sold their entire stake.

Boston ScientificBSX
-100%
Ishares TRIOO
-100%

Holdings

Invesco QQQ TRQQQ
Share
13.0%
Value
$33m
Shares
45,458
-3%
Vanguard BD Index FDSBIV
Share
7.4%
Value
$19m
Shares
248,701
+3%
Ishares TRUSMV
Share
6.7%
Value
$17m
Shares
180,315
Held
Invesco Exchange Traded FD TSPGP
Share
5.4%
Value
$14m
Shares
113,925
Held
OkloOKLO
Share
4.7%
Value
$12m
Shares
232,670
New
State STR Spdr S&P 500 ETF TSPY
Share
4.6%
Value
$12m
Shares
15,830
+4%
Wisdomtree TRDGRW
Share
4.5%
Value
$12m
Shares
120,844
Held
Ishares TRHEFA
Share
4.2%
Value
$11m
Shares
231,145
+4%
Vanguard BD Index FDSBND
Share
4.0%
Value
$10m
Shares
141,630
Held
Vanguard Scottsdale FDSVONG
Share
3.8%
Value
$10m
Shares
77,270
-3%
Schwab Strategic TRSCHR
Share
3.7%
Value
$9m
Shares
384,310
Held
Schwab Strategic TRFNDX
Share
3.5%
Value
$9m
Shares
294,344
Held
Invesco Exch Traded FD TR IISPMO
Share
3.0%
Value
$8m
Shares
48,493
-5%
Ishares TRIGIB
Share
2.9%
Value
$8m
Shares
141,012
+7%
Vanguard Whitehall FDSVYM
Share
2.7%
Value
$7m
Shares
44,266
-5%
Vaneck ETF TrustMOAT
Share
2.6%
Value
$7m
Shares
64,077
-9%
Victory Portfolios IIUSTB
Share
2.3%
Value
$6m
Shares
118,115
+4%
Invesco Exchange Traded FD TRSP
Share
2.3%
Value
$6m
Shares
27,343
Held
Vanguard BD Index FDSBSV
Share
2.2%
Value
$6m
Shares
71,456
Held
Ishares TRHYG
Share
2.1%
Value
$6m
Shares
68,944
-4%
Vaneck ETF TrustANGL
Share
1.5%
Value
$4m
Shares
133,298
+6%
Ishares TRIVV
Share
1.3%
Value
$3m
Shares
4,323
-6%
Vanguard World FDVGT
Share
1.3%
Value
$3m
Shares
27,725
+3%
IsharesIEMG
Share
1.1%
Value
$3m
Shares
33,894
-4%
Ishares TRIJK
Share
0.9%
Value
$2m
Shares
20,084
Held
Vanguard Index FDSVOO
Share
0.8%
Value
$2m
Shares
3,003
Held
Vanguard Specialized FundsVIG
Share
0.7%
Value
$2m
Shares
7,185
Held
AppleAAPL
Share
0.5%
Value
$1m
Shares
4,758
+4%
State STR Spdr S&P Midcap 40MDY
Share
0.5%
Value
$1m
Shares
1,684
Held
Amazon.comAMZN
Share
0.4%
Value
$1m
Shares
4,637
+86%
Schwab Strategic TRSCHD
Share
0.4%
Value
$976,995
Shares
30,703
Held
Spdr Series TrustSPTM
Share
0.4%
Value
$933,106
Shares
10,278
Held
MicrosoftMSFT
Share
0.4%
Value
$905,748
Shares
2,428
+2%
AlphabetGOOGL
Share
0.3%
Value
$892,353
Shares
2,497
+4%
Dimensional ETF TrustDFAI
Share
0.3%
Value
$810,728
Shares
19,654
Held
Ishares U S ETF TRNEAR
Share
0.3%
Value
$708,005
Shares
13,975
Held
Vanguard World FDVCR
Share
0.3%
Value
$688,526
Shares
1,742
Held
Schwab Strategic TRSCHF
Share
0.2%
Value
$631,976
Shares
22,815
Held
AlphabetGOOG
Share
0.2%
Value
$617,926
Shares
1,749
+3%
Invesco Exchange Traded FD TXLG
Share
0.2%
Value
$516,562
Shares
8,436
Held
Vanguard Index FDSVTI
Share
0.2%
Value
$486,374
Shares
1,314
Held
NetflixNFLX
Share
0.2%
Value
$479,451
Shares
6,715
Held
Spdr Series TrustSPYV
Share
0.2%
Value
$478,109
Shares
7,864
Held
ExxonMobil HoldingsXOM
Share
0.2%
Value
$474,301
Shares
3,469
Held
Vanguard Scottsdale FDSVCIT
Share
0.2%
Value
$446,071
Shares
5,397
-16%
Meta PlatformsMETA
Share
0.2%
Value
$422,468
Shares
750
New
Vanguard Scottsdale FDSVCSH
Share
0.2%
Value
$414,806
Shares
5,249
-17%
WalmartWMT
Share
0.1%
Value
$357,222
Shares
3,154
Held
Micron TechnologyMU
Share
0.1%
Value
$356,676
Shares
309
New
Dell TechnologiesDELL
Share
0.1%
Value
$350,777
Shares
813
New
NvidiaNVDA
Share
0.1%
Value
$342,954
Shares
1,714
+22%
Vanguard World FDMGV
Share
0.1%
Value
$303,010
Shares
1,851
Held
RTXRTX
Share
0.1%
Value
$284,216
Shares
1,498
Held
Ishares TRSHY
Share
0.1%
Value
$266,365
Shares
3,244
+3%
Ishares TRIYF
Share
0.1%
Value
$261,906
Shares
2,054
Held
Ishares TRIJH
Share
<0.1%
Value
$246,366
Shares
3,195
-8%
VisaV
Share
<0.1%
Value
$235,703
Shares
687
Held
Home DepotHD
Share
<0.1%
Value
$225,363
Shares
639
Held

Company	Share of fund	Value	Shares	Change
Invesco QQQ TRQQQ	13.0%	$33m	45,458	-3%
Vanguard BD Index FDSBIV	7.4%	$19m	248,701	+3%
Ishares TRUSMV	6.7%	$17m	180,315	Held
Invesco Exchange Traded FD TSPGP	5.4%	$14m	113,925	Held
OkloOKLO	4.7%	$12m	232,670	New
State STR Spdr S&P 500 ETF TSPY	4.6%	$12m	15,830	+4%
Wisdomtree TRDGRW	4.5%	$12m	120,844	Held
Ishares TRHEFA	4.2%	$11m	231,145	+4%
Vanguard BD Index FDSBND	4.0%	$10m	141,630	Held
Vanguard Scottsdale FDSVONG	3.8%	$10m	77,270	-3%
Schwab Strategic TRSCHR	3.7%	$9m	384,310	Held
Schwab Strategic TRFNDX	3.5%	$9m	294,344	Held
Invesco Exch Traded FD TR IISPMO	3.0%	$8m	48,493	-5%
Ishares TRIGIB	2.9%	$8m	141,012	+7%
Vanguard Whitehall FDSVYM	2.7%	$7m	44,266	-5%
Vaneck ETF TrustMOAT	2.6%	$7m	64,077	-9%
Victory Portfolios IIUSTB	2.3%	$6m	118,115	+4%
Invesco Exchange Traded FD TRSP	2.3%	$6m	27,343	Held
Vanguard BD Index FDSBSV	2.2%	$6m	71,456	Held
Ishares TRHYG	2.1%	$6m	68,944	-4%
Vaneck ETF TrustANGL	1.5%	$4m	133,298	+6%
Ishares TRIVV	1.3%	$3m	4,323	-6%
Vanguard World FDVGT	1.3%	$3m	27,725	+3%
IsharesIEMG	1.1%	$3m	33,894	-4%
Ishares TRIJK	0.9%	$2m	20,084	Held
Vanguard Index FDSVOO	0.8%	$2m	3,003	Held
Vanguard Specialized FundsVIG	0.7%	$2m	7,185	Held
AppleAAPL	0.5%	$1m	4,758	+4%
State STR Spdr S&P Midcap 40MDY	0.5%	$1m	1,684	Held
Amazon.comAMZN	0.4%	$1m	4,637	+86%
Schwab Strategic TRSCHD	0.4%	$976,995	30,703	Held
Spdr Series TrustSPTM	0.4%	$933,106	10,278	Held
MicrosoftMSFT	0.4%	$905,748	2,428	+2%
AlphabetGOOGL	0.3%	$892,353	2,497	+4%
Dimensional ETF TrustDFAI	0.3%	$810,728	19,654	Held
Ishares U S ETF TRNEAR	0.3%	$708,005	13,975	Held
Vanguard World FDVCR	0.3%	$688,526	1,742	Held
Schwab Strategic TRSCHF	0.2%	$631,976	22,815	Held
AlphabetGOOG	0.2%	$617,926	1,749	+3%
Invesco Exchange Traded FD TXLG	0.2%	$516,562	8,436	Held
Vanguard Index FDSVTI	0.2%	$486,374	1,314	Held
NetflixNFLX	0.2%	$479,451	6,715	Held
Spdr Series TrustSPYV	0.2%	$478,109	7,864	Held
ExxonMobil HoldingsXOM	0.2%	$474,301	3,469	Held
Vanguard Scottsdale FDSVCIT	0.2%	$446,071	5,397	-16%
Meta PlatformsMETA	0.2%	$422,468	750	New
Vanguard Scottsdale FDSVCSH	0.2%	$414,806	5,249	-17%
WalmartWMT	0.1%	$357,222	3,154	Held
Micron TechnologyMU	0.1%	$356,676	309	New
Dell TechnologiesDELL	0.1%	$350,777	813	New
NvidiaNVDA	0.1%	$342,954	1,714	+22%
Vanguard World FDMGV	0.1%	$303,010	1,851	Held
RTXRTX	0.1%	$284,216	1,498	Held
Ishares TRSHY	0.1%	$266,365	3,244	+3%
Ishares TRIYF	0.1%	$261,906	2,054	Held
Ishares TRIJH	<0.1%	$246,366	3,195	-8%
VisaV	<0.1%	$235,703	687	Held
Home DepotHD	<0.1%	$225,363	639	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 30.6% since 30 June 2025.

Where the money is

Utilities4.7%

Technology1.3%

Media & telecom0.9%

Retail & consumer0.5%

Energy0.2%

Everyday goods0.1%

Industrials0.1%

Financial services0.1%

Other92.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.