StockDriftsStockDriftsTop 50 Darrow Company, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 12.96% | 45.5K | $33.4M | -2.69%(-1.26K) | $398.92(+83.62%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 7.39% | 248.7K | $19.1M | +2.60%(+6.30K) | $81.83(-7.69%) | 2026-06-30 | |
| USMV | ISHARES TR | 6.74% | 180.3K | $17.4M | +0.44%(+783) | $79.59(+26.57%) | 2026-06-30 | |
| SPGP | INVESCO EXCHANGE TRADED FD T | 5.4% | 113.9K | $13.9M | +0.22%(+254) | $98.29(+30.62%) | 2026-06-30 | |
| OKLO | OKLO INC | 4.72% | 232.7K | $12.2M | new | $48.96(-9.35%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.58% | 15.8K | $11.8M | +4.33%(+657) | $591.01(+31.19%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 4.48% | 120.8K | $11.6M | +0.30%(+359) | $77.06(+29.26%) | 2026-06-30 | |
| HEFA | ISHARES TR | 4.2% | 231.1K | $10.8M | +3.56%(+7.94K) | $35.10(+36.21%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 4.03% | 141.6K | $10.4M | +0.27%(+386) | $80.21(-9.93%) | 2026-06-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 3.83% | 77.3K | $9.9M | -2.62%(-2.08K) | $98.72(+30.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.28% | +37.80% | — | — | +26.09% |
| Top 20 Holdings Unweighted | +13.51% | +46.25% | — | — | +31.76% |
Darrow Company, Inc. reports $258.07M in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (13.0%), BIV (7.4%) and USMV (6.7%). The top 20 holdings account for 85.66% of reported assets. Its disclosed equity book has returned +37.80% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Darrow Company, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908169). View Darrow Company, Inc.’s 13F filings on SEC