Darrow Company, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 23, 2024), Darrow Company, Inc. reported 45 stock positions worth $153.7 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 11.9% of the portfolio, followed by Vaneck Morningstar Wide Moat (MOAT, 9.7%) and Vanguard Intermediate-Term B (BIV, 8.4%). Compared with Q1 2024, it opened 1 new position, sold out of 1, added to 18 and reduced 16. The biggest buy was Schwab Intermediate-Term US (SCHR, shares +6%) and the biggest sale Vaneck Morningstar Wide Moat (MOAT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Needham, MA
- CIK
- 0001908169
- Portfolio Value
- $153.7M (Q2 2024)
- SEC Filing
- 0001172661-24-002869 ↗ filed Jul 23, 2024
Holdings Value
Holdings 45 stocks · $153.7M
| QQQ Invesco QQQ Trust Series 1 | 11.85% | 38,024 | $18.2M | Reduce -0.9% |
| MOAT Vaneck Morningstar Wide Moat | 9.67% | 171,536 | $14.9M | Reduce -0.3% |
| BIV Vanguard Intermediate-Term B | 8.42% | 172,777 | $12.9M | Add +0.1% |
| USMV iShares MSCI USA Min Vol Fac | 8.11% | 148,383 | $12.5M | Reduce -0.3% |
| SPGP Invesco S&P 500 Garp ETF | 6.17% | 92,307 | $9.5M | Add +0.5% |
| BND Vanguard Total Bond Market | 5.19% | 110,739 | $8.0M | Add +0.2% |
| VYM Vanguard High DVD Yield ETF | 5.02% | 65,097 | $7.7M | Reduce -1.2% |
| SCHR Schwab Intermediate-Term US | 4.66% | 146,787 | $7.2M | Add +5.8% |
| RSP Invesco S&P 500 Equal Weight | 4.06% | 38,025 | $6.2M | Reduce -0.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 4.01% | 79,831 | $6.2M | Reduce -0.3% |
| DGRW Wisdomtree U.S. Quality Divi | 3.32% | 65,329 | $5.1M | Add +0.7% |
| BSV Vanguard Short-Term Bond ETF | 3.28% | 65,634 | $5.0M | Reduce -2.4% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 3.07% | 70,473 | $4.7M | Reduce -0.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 3.07% | 92,017 | $4.7M | Add +5.0% |
| HEFA Isha Curr Hedged MSCI Eafe | 2.69% | 116,196 | $4.1M | Add +0.6% |
| IVV iShares Core S&P 500 ETF | 1.70% | 4,776 | $2.6M | Add +0.0% |
| USTB Victoryshares Short-Term Bon | 1.53% | 47,190 | $2.4M | Add +5.0% |
| IEMG iShares Core MSCI Emerging | 1.44% | 41,302 | $2.2M | Reduce -3.1% |
| VGT Vanguard Info Tech ETF | 1.26% | 3,363 | $1.9M | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 1.24% | 21,648 | $1.9M | Reduce -0.0% |
| MDY State Street SPDR S&P Midcap | 1.09% | 3,129 | $1.7M | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 0.98% | 3,003 | $1.5M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.87% | 7,354 | $1.3M | Add +0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.80% | 2,247 | $1.2M | Reduce -0.3% |
| ANGL Vaneck Fallen Angel High YLD | 0.72% | 39,337 | $1.1M | Add +8.6% |
| MSFT Microsoft Corp. | 0.61% | 2,097 | $937K | No change |
| SCHD Schwab US DVD Equity ETF | 0.54% | 10,671 | $830K | Add +0.0% |
| DFAI Dimensional International Co. | 0.41% | 21,406 | $635K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.39% | 12,039 | $606K | No change |
| AAPL Apple Inc. | 0.39% | 2,829 | $596K | Reduce -3.7% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.36% | 8,329 | $553K | Reduce -0.3% |
| VCR Vanguard Consumer Discre ETF | 0.35% | 1,742 | $544K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.30% | 9,336 | $455K | Add +0.4% |
| NFLX Netflix Inc. | 0.27% | 609 | $411K | Reduce -0.3% |
| XLG Invesco S&P 500 Top 50 ETF | 0.25% | 8,436 | $386K | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.25% | 3,308 | $381K | Add +0.6% |
| SCHF Schwab Intl Equity ETF | 0.23% | 9,162 | $352K | Reduce -2.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 1,312 | $351K | Add +0.1% |
| AMZN Amazon.com Inc. | 0.23% | 1,805 | $349K | No change |
| GOOGL Alphabet Inc. Class A | 0.22% | 1,865 | $340K | No change |
| GOOG Alphabet Inc. Class C | 0.19% | 1,620 | $297K | No change |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.15% | 1,939 | $230K | Add +0.1% |
| IOO iShares Global 100 ETF | 0.14% | 2,204 | $213K | New |
| IJH iShares Core S&P Midcap ETF | 0.14% | 3,610 | $211K | No change |
| VCIT Vanguard Int-Term Corporate | 0.13% | 2,565 | $205K | Add +0.9% |
Portfolio Sells Q1 2024 → Q2 2024
| MOAT Vaneck Morningstar Wide Moat | Reduce -0.3% | 9.67% | −0.46 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.2% | 5.02% | −0.20 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.7% | 4.06% | −0.18 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.16 |
| BSV Vanguard Short-Term Bond ETF | Reduce -2.4% | 3.28% | −0.10 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -0.3% | 4.01% | −0.07 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -0.7% | 3.07% | −0.06 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -0.0% | 1.24% | −0.05 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -0.3% | 8.11% | −0.04 |
| SCHF Schwab Intl Equity ETF | Reduce -2.2% | 0.23% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -3.1% | 1.44% | −0.00 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -0.3% | 0.36% | +0.01 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -0.3% | 0.25% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 0.80% | +0.02 |
| NFLX Netflix Inc. | Reduce -0.3% | 0.27% | +0.02 |
| AAPL Apple Inc. | Reduce -3.7% | 0.39% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.9% | 11.85% | +0.70 |
Portfolio Buys Q1 2024 → Q2 2024
| SCHR Schwab Intermediate-Term US | Add +5.8% | 4.66% | +0.20 |
| IOO iShares Global 100 ETF | New | 0.14% | +0.14 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +5.0% | 3.07% | +0.11 |
| DGRW Wisdomtree U.S. Quality Divi | Add +0.7% | 3.32% | +0.08 |
| USTB Victoryshares Short-Term Bon | Add +5.0% | 1.53% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +0.0% | 1.70% | +0.06 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +0.6% | 2.69% | +0.05 |
| ANGL Vaneck Fallen Angel High YLD | Add +8.6% | 0.72% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.23% | +0.01 |
| VCIT Vanguard Int-Term Corporate | Add +0.9% | 0.13% | −0.00 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +0.1% | 0.15% | −0.00 |
| XOM Exxon Mobil Corp. | Add +0.6% | 0.25% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.0% | 0.87% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.4% | 0.30% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Add +0.0% | 0.54% | −0.02 |
| MDY State Street SPDR S&P Midcap | Add +0.0% | 1.09% | −0.05 |
| BND Vanguard Total Bond Market | Add +0.2% | 5.19% | −0.06 |
| BIV Vanguard Intermediate-Term B | Add +0.1% | 8.42% | −0.10 |
| SPGP Invesco S&P 500 Garp ETF | Add +0.5% | 6.17% | −0.23 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 58 | $258.1M | QQQ, BIV, USMV, SPGP, OKLO |
| Q1 2026 | 56 | $222.1M | QQQ, BIV, USMV, SPGP, DGRW |
| Q4 2025 | 59 | $222.5M | QQQ, BIV, USMV, SPGP, BND |
| Q3 2025 | 53 | $215.5M | QQQ, BIV, USMV, SPGP, BND |
| Q2 2025 | 52 | $197.5M | QQQ, BIV, USMV, SPGP, BND |
| Q1 2025 | 50 | $179.3M | QQQ, BIV, USMV, SPGP, BND |
| Q4 2024 | 48 | $172.5M | QQQ, MOAT, BIV, USMV, SPGP |
| Q3 2024 | 50 | $172.0M | QQQ, MOAT, BIV, USMV, SPGP |
| Q2 2024 | 45 | $153.7M | QQQ, MOAT, BIV, USMV, SPGP |
| Q1 2024 | 45 | $152.8M | QQQ, MOAT, BIV, USMV, SPGP |