StockDriftsStockDriftsTop 50 Darrow Company INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 13.33% | 45.1K | $33.4M | -0.75%(-339) | $398.92(+76.59%) | 2026-09-30 | |
| BIV | VANGUARD BD INDEX FDS | 7.8% | 268.1K | $19.5M | +7.79%(+19.37K) | $81.32(-8.91%) | 2026-09-30 | |
| USMV | ISHARES TR | 7.18% | 184.6K | $18.0M | +2.37%(+4.27K) | $79.99(+27.83%) | 2026-09-30 | |
| SPGP | INVESCO EXCHANGE TRADED FD T | 5.49% | 115.7K | $13.8M | +1.58%(+1.80K) | $98.64(+25.76%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.96% | 16.3K | $12.4M | +2.87%(+455) | $595.58(+28.27%) | 2026-09-30 | |
| DGRW | WISDOMTREE TR | 4.84% | 124.5K | $12.1M | +3.03%(+3.67K) | $77.63(+27.67%) | 2026-09-30 | |
| HEFA | ISHARES TR | 4.37% | 235.7K | $10.9M | +1.95%(+4.51K) | $35.32(+30.57%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 4.17% | 148.7K | $10.4M | +4.97%(+7.04K) | $79.81(-10.59%) | 2026-09-30 | |
| VONG | VANGUARD SCOTTSDALE FDS | 4.02% | 78.1K | $10.1M | +1.11%(+858) | $99.04(+28.16%) | 2026-09-30 | |
| SCHR | SCHWAB STRATEGIC TR | 3.85% | 406.3K | $9.6M | +5.73%(+22.01K) | $24.58(-2.20%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.36% | +38.08% | — | — | +22.50% |
| Top 20 Holdings Unweighted | +13.41% | +45.88% | — | — | +27.81% |
Darrow Company INC reports $250.35M in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (13.3%), BIV (7.8%) and USMV (7.2%). The top 20 holdings account for 85.89% of reported assets. Its disclosed equity book has returned +38.08% on a three-year cumulative basis. Figures reflect the Q3 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