Darrow Company, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Darrow Company, Inc. reported 48 stock positions worth $172.5 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 11.6% of the portfolio, followed by Vaneck Morningstar Wide Moat (MOAT, 9.7%) and Vanguard Intermediate-Term B (BIV, 8.3%). Compared with Q3 2024, it opened 1 new position, sold out of 3, added to 20 and reduced 11. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +2%) and the biggest sale an exit from Oklo (OKLO).
- Most Recent 13F
- Q2 2026
- Location
- Needham, MA
- CIK
- 0001908169
- Portfolio Value
- $172.5M (Q4 2024)
- SEC Filing
- 0001172661-25-000372 ↗ filed Jan 28, 2025
Holdings Value
Holdings 48 stocks · $172.5M
| QQQ Invesco QQQ Trust Series 1 | 11.64% | 39,273 | $20.1M | Add +2.2% |
| MOAT Vaneck Morningstar Wide Moat | 9.69% | 180,146 | $16.7M | Reduce -0.0% |
| BIV Vanguard Intermediate-Term B | 8.31% | 191,709 | $14.3M | Add +6.1% |
| USMV iShares MSCI USA Min Vol Fac | 7.98% | 154,918 | $13.8M | Add +0.8% |
| SPGP Invesco S&P 500 Garp ETF | 6.05% | 99,503 | $10.4M | Add +1.7% |
| BND Vanguard Total Bond Market | 5.22% | 125,231 | $9.0M | Add +9.5% |
| VYM Vanguard High DVD Yield ETF | 4.70% | 63,577 | $8.1M | Reduce -2.7% |
| SCHR Schwab Intermediate-Term US | 4.68% | 332,352 | $8.1M | Add +7.5% |
| RSP Invesco S&P 500 Equal Weight | 3.77% | 37,097 | $6.5M | Reduce -3.0% |
| DGRW Wisdomtree U.S. Quality Divi | 3.75% | 79,898 | $6.5M | Add +6.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 3.53% | 77,465 | $6.1M | Reduce -1.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 3.32% | 111,061 | $5.7M | Add +5.2% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 3.26% | 237,235 | $5.6M | Reduce -1.2% |
| HEFA Isha Curr Hedged MSCI Eafe | 3.15% | 156,147 | $5.4M | Add +11.8% |
| BSV Vanguard Short-Term Bond ETF | 2.99% | 66,827 | $5.2M | Add +3.1% |
| USTB Victoryshares Short-Term Bon | 1.83% | 62,792 | $3.2M | Add +10.2% |
| IVV iShares Core S&P 500 ETF | 1.61% | 4,718 | $2.8M | Reduce -0.3% |
| ANGL Vaneck Fallen Angel High YLD | 1.32% | 79,154 | $2.3M | Add +37.6% |
| IEMG iShares Core MSCI Emerging | 1.26% | 41,584 | $2.2M | Add +0.8% |
| VGT Vanguard Info Tech ETF | 1.21% | 3,363 | $2.1M | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 1.06% | 20,072 | $1.8M | Reduce -0.5% |
| MDY State Street SPDR S&P Midcap | 1.01% | 3,057 | $1.7M | Reduce -2.1% |
| VOO Vanguard S&P 500 ETF | 0.94% | 3,003 | $1.6M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.82% | 7,255 | $1.4M | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.76% | 2,241 | $1.3M | Reduce -0.8% |
| SCHD Schwab US DVD Equity ETF | 0.51% | 32,368 | $884K | Add +1.0% |
| MSFT Microsoft Corp. | 0.51% | 2,097 | $884K | No change |
| AAPL Apple Inc. | 0.49% | 3,401 | $852K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.49% | 11,715 | $837K | Add +40.8% |
| VCR Vanguard Consumer Discre ETF | 0.38% | 1,742 | $654K | No change |
| DFAI Dimensional International Co. | 0.36% | 21,406 | $625K | No change |
| NEAR iShares SH Dba ETF Usd Inc. | 0.35% | 12,039 | $608K | No change |
| NFLX Netflix Inc. | 0.31% | 594 | $529K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.28% | 9,415 | $481K | Add +0.5% |
| XLG Invesco S&P 500 Top 50 ETF | 0.24% | 8,436 | $421K | No change |
| AMZN Amazon.com Inc. | 0.23% | 1,805 | $396K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 1,314 | $381K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.21% | 3,308 | $356K | No change |
| SCHF Schwab Intl Equity ETF | 0.20% | 18,176 | $336K | No change |
| GOOGL Alphabet Inc. Class A | 0.19% | 1,765 | $334K | Reduce -5.4% |
| GOOG Alphabet Inc. Class C | 0.18% | 1,620 | $309K | No change |
| IOO iShares Global 100 ETF | 0.16% | 2,680 | $270K | Add +32.5% |
| VCIT Vanguard Int-Term Corporate | 0.15% | 3,255 | $261K | Add +27.8% |
| WMT Walmart Inc. | 0.14% | 2,754 | $249K | No change |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.14% | 1,956 | $244K | Add +0.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.14% | 3,019 | $236K | New |
| IYF iShares US Financials ETF | 0.13% | 2,054 | $227K | No change |
| IJH iShares Core S&P Midcap ETF | 0.13% | 3,588 | $224K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| OKLO Oklo Inc. | Sold out | 0.00% | −1.08 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -0.0% | 9.69% | −0.47 |
| RSP Invesco S&P 500 Equal Weight | Reduce -3.0% | 3.77% | −0.21 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.7% | 4.70% | −0.17 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.13 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -1.3% | 3.53% | −0.13 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.13 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -1.2% | 3.26% | −0.08 |
| MDY State Street SPDR S&P Midcap | Reduce -2.1% | 1.01% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.0% | 0.82% | −0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -0.5% | 1.06% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 0.76% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -5.4% | 0.19% | +0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 1.61% | +0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| QQQ Invesco QQQ Trust Series 1 | Add +2.2% | 11.64% | +0.74 |
| ANGL Vaneck Fallen Angel High YLD | Add +37.6% | 1.32% | +0.33 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +11.8% | 3.15% | +0.27 |
| BND Vanguard Total Bond Market | Add +9.5% | 5.22% | +0.23 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +40.8% | 0.49% | +0.15 |
| USTB Victoryshares Short-Term Bon | Add +10.2% | 1.83% | +0.14 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.14% | +0.14 |
| SCHR Schwab Intermediate-Term US | Add +7.5% | 4.68% | +0.13 |
| DGRW Wisdomtree U.S. Quality Divi | Add +6.1% | 3.75% | +0.11 |
| SPGP Invesco S&P 500 Garp ETF | Add +1.7% | 6.05% | +0.10 |
| BIV Vanguard Intermediate-Term B | Add +6.1% | 8.31% | +0.07 |
| IOO iShares Global 100 ETF | Add +32.5% | 0.16% | +0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +3.1% | 2.99% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +27.8% | 0.15% | +0.03 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +5.2% | 3.32% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.22% | +0.00 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +0.6% | 0.14% | −0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.5% | 0.28% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Add +1.0% | 0.51% | −0.01 |
| IEMG iShares Core MSCI Emerging | Add +0.8% | 1.26% | −0.12 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.8% | 7.98% | −0.18 |
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 |