Darrow Company, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 10, 2024), Darrow Company, Inc. reported 50 stock positions worth $172.0 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 10.9% of the portfolio, followed by Vaneck Morningstar Wide Moat (MOAT, 10.2%) and Vanguard Intermediate-Term B (BIV, 8.2%). Compared with Q2 2024, it opened 5 new positions, added to 21 and reduced 13. The biggest buy was a new position in Oklo (OKLO) and the biggest sale Ishr Ibx Usd Hiyld CB ETF-Ui (HYG, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Needham, MA
- CIK
- 0001908169
- Portfolio Value
- $172.0M (Q3 2024)
- SEC Filing
- 0001172661-24-004214 ↗ filed Oct 10, 2024
Holdings Value
Holdings 50 stocks · $172.0M
| QQQ Invesco QQQ Trust Series 1 | 10.90% | 38,431 | $18.8M | Add +1.1% |
| MOAT Vaneck Morningstar Wide Moat | 10.16% | 180,203 | $17.5M | Add +5.0% |
| BIV Vanguard Intermediate-Term B | 8.23% | 180,721 | $14.2M | Add +4.6% |
| USMV iShares MSCI USA Min Vol Fac | 8.16% | 153,662 | $14.0M | Add +3.6% |
| SPGP Invesco S&P 500 Garp ETF | 5.95% | 97,824 | $10.2M | Add +6.0% |
| BND Vanguard Total Bond Market | 5.00% | 114,403 | $8.6M | Add +3.3% |
| VYM Vanguard High DVD Yield ETF | 4.87% | 65,361 | $8.4M | Add +0.4% |
| SCHR Schwab Intermediate-Term US | 4.55% | 154,537 | $7.8M | Add +5.3% |
| RSP Invesco S&P 500 Equal Weight | 3.98% | 38,236 | $6.9M | Add +0.6% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 3.66% | 78,499 | $6.3M | Reduce -1.7% |
| DGRW Wisdomtree U.S. Quality Divi | 3.64% | 75,283 | $6.3M | Add +15.2% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 3.34% | 80,075 | $5.7M | Add +13.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 3.30% | 105,604 | $5.7M | Add +14.8% |
| BSV Vanguard Short-Term Bond ETF | 2.96% | 64,785 | $5.1M | Reduce -1.3% |
| HEFA Isha Curr Hedged MSCI Eafe | 2.88% | 139,693 | $4.9M | Add +20.2% |
| USTB Victoryshares Short-Term Bon | 1.68% | 57,001 | $2.9M | Add +20.8% |
| IVV iShares Core S&P 500 ETF | 1.59% | 4,733 | $2.7M | Reduce -0.9% |
| IEMG iShares Core MSCI Emerging | 1.38% | 41,263 | $2.4M | Reduce -0.1% |
| VGT Vanguard Info Tech ETF | 1.14% | 3,363 | $2.0M | No change |
| OKLO Oklo Inc. | 1.08% | 229,125 | $1.9M | New |
| IJK iShares S&P Mid-Cap 400 Grow | 1.08% | 20,163 | $1.9M | Reduce -6.9% |
| MDY State Street SPDR S&P Midcap | 1.03% | 3,124 | $1.8M | Reduce -0.2% |
| ANGL Vaneck Fallen Angel High YLD | 0.98% | 57,539 | $1.7M | Add +46.3% |
| VOO Vanguard S&P 500 ETF | 0.92% | 3,003 | $1.6M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.84% | 7,329 | $1.5M | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.75% | 2,259 | $1.3M | Add +0.5% |
| MSFT Microsoft Corp. | 0.52% | 2,097 | $902K | No change |
| SCHD Schwab US DVD Equity ETF | 0.52% | 10,687 | $902K | Add +0.1% |
| AAPL Apple Inc. | 0.46% | 3,401 | $792K | Add +20.2% |
| DFAI Dimensional International Co. | 0.40% | 21,406 | $680K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.36% | 12,039 | $617K | No change |
| VCR Vanguard Consumer Discre ETF | 0.35% | 1,742 | $595K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.34% | 8,322 | $583K | Reduce -0.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.29% | 9,371 | $494K | Add +0.4% |
| NFLX Netflix Inc. | 0.24% | 594 | $421K | Reduce -2.5% |
| XLG Invesco S&P 500 Top 50 ETF | 0.23% | 8,436 | $401K | No change |
| XOM Exxon Mobil Corp. | 0.23% | 3,308 | $388K | No change |
| SCHF Schwab Intl Equity ETF | 0.22% | 9,088 | $374K | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 1,313 | $372K | Add +0.1% |
| AMZN Amazon.com Inc. | 0.20% | 1,805 | $336K | No change |
| GOOGL Alphabet Inc. Class A | 0.18% | 1,865 | $309K | No change |
| GOOG Alphabet Inc. Class C | 0.16% | 1,620 | $271K | No change |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.14% | 1,945 | $249K | Add +0.3% |
| UNP Union Pacific Corp. | 0.13% | 929 | $229K | New |
| ETN Eaton Corp. PLC | 0.13% | 677 | $224K | New |
| IJH iShares Core S&P Midcap ETF | 0.13% | 3,588 | $224K | Reduce -0.6% |
| WMT Walmart Inc. | 0.13% | 2,754 | $222K | New |
| IYF iShares US Financials ETF | 0.12% | 2,054 | $213K | New |
| VCIT Vanguard Int-Term Corporate | 0.12% | 2,547 | $213K | Reduce -0.7% |
| IOO iShares Global 100 ETF | 0.12% | 2,023 | $201K | Reduce -8.2% |
Portfolio Sells Q2 2024 → Q3 2024
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -1.7% | 3.66% | −0.34 |
| BSV Vanguard Short-Term Bond ETF | Reduce -1.3% | 2.96% | −0.31 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -6.9% | 1.08% | −0.16 |
| IVV iShares Core S&P 500 ETF | Reduce -0.9% | 1.59% | −0.11 |
| IEMG iShares Core MSCI Emerging | Reduce -0.1% | 1.38% | −0.06 |
| MDY State Street SPDR S&P Midcap | Reduce -0.2% | 1.03% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.3% | 0.84% | −0.03 |
| NFLX Netflix Inc. | Reduce -2.5% | 0.24% | −0.02 |
| IOO iShares Global 100 ETF | Reduce -8.2% | 0.12% | −0.02 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -0.1% | 0.34% | −0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -0.8% | 0.22% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Reduce -0.7% | 0.12% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.6% | 0.13% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| OKLO Oklo Inc. | New | 1.08% | +1.08 |
| MOAT Vaneck Morningstar Wide Moat | Add +5.0% | 10.16% | +0.49 |
| DGRW Wisdomtree U.S. Quality Divi | Add +15.2% | 3.64% | +0.32 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +13.6% | 3.34% | +0.27 |
| ANGL Vaneck Fallen Angel High YLD | Add +46.3% | 0.98% | +0.26 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +14.8% | 3.30% | +0.23 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +20.2% | 2.88% | +0.19 |
| USTB Victoryshares Short-Term Bon | Add +20.8% | 1.68% | +0.15 |
| UNP Union Pacific Corp. | New | 0.13% | +0.13 |
| ETN Eaton Corp. PLC | New | 0.13% | +0.13 |
| WMT Walmart Inc. | New | 0.13% | +0.13 |
| IYF iShares US Financials ETF | New | 0.12% | +0.12 |
| AAPL Apple Inc. | Add +20.2% | 0.46% | +0.07 |
| USMV iShares MSCI USA Min Vol Fac | Add +3.6% | 8.16% | +0.05 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +0.3% | 0.14% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.4% | 0.29% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.22% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Add +0.1% | 0.52% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.5% | 0.75% | −0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +0.6% | 3.98% | −0.08 |
| SCHR Schwab Intermediate-Term US | Add +5.3% | 4.55% | −0.11 |
| VYM Vanguard High DVD Yield ETF | Add +0.4% | 4.87% | −0.15 |
| BIV Vanguard Intermediate-Term B | Add +4.6% | 8.23% | −0.19 |
| BND Vanguard Total Bond Market | Add +3.3% | 5.00% | −0.20 |
| SPGP Invesco S&P 500 Garp ETF | Add +6.0% | 5.95% | −0.22 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.1% | 10.90% | −0.95 |
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 |