Darrow Company, Inc. holds a focused book of 58 stocks worth $258.1M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Oklo Inc and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 13% of the equity book. Cloning the disclosed picks since 2024 would be +27% (+13.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.8 points over this window.
Growth of $10,000 cloning Darrow Company, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
8% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Darrow Company, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 64 / 58 | $484.7B |
| JPMORGAN CHASE & CO | 64 / 58 | $453.9B |
| BANK OF AMERICA CORP /DE/ | 64 / 58 | $353.5B |
| WELLS FARGO & COMPANY/MN | 64 / 58 | $138.4B |
| ROYAL BANK OF CANADA | 64 / 58 | $131.3B |
| UBS Group AG | 64 / 58 | $124.0B |
| RAYMOND JAMES FINANCIAL INC | 64 / 58 | $88.9B |
| LPL Financial LLC | 64 / 58 | $85.7B |
Ranked by how many of Darrow Company, Inc.'s top 58 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco QQQ TR UNIT SER 1 | $33.4M | 45.5K | 13.0% | ▼−2.7% Reduced · −1K sh | |
| 2 | Vanguard BD Index FDS INTERMED TERM | $19.1M | 248.7K | 7.4% | ▲+2.6% Added · +6K sh | |
| 3 | Ishares TR MSCI USA MIN ETF | $17.4M | 180.3K | 6.7% | ▲+0.4% Added · +783 sh | |
| 4 | Invesco Exchange Traded FD T S&P 500 GARP ETF | $13.9M | 113.9K | 5.4% | ▲+0.2% Added · +254 sh | |
| 5 | Oklo Inc COM CL A | $12.2M | 232.7K | 4.7% | ▲New New position | |
| 6 | State STR SPDR S&P 500 ETF T TR UNIT | $11.8M | 15.8K | 4.6% | ▲+4.3% Added · +657 sh | |
| 7 | Wisdomtree TR US QTLY DIV GRT | $11.6M | 120.8K | 4.5% | ▲+0.3% Added · +359 sh | |
| 8 | Ishares TR HDG MSCI EAFE | $10.8M | 231.1K | 4.2% | ▲+3.5% Added · +8K sh | |
| 9 | Vanguard BD Index FDS TOTAL BND MRKT | $10.4M | 141.6K | 4.0% | ▲+0.3% Added · +386 sh | |
| 10 | Vanguard Scottsdale FDS VNG RUS1000GRW | $9.9M | 77.3K | 3.8% | ▼−2.6% Reduced · −2K sh | |
| 11 | Schwab Strategic TR INT-TRM U.S TRES | $9.5M | 384.3K | 3.7% | ▲+1.8% Added · +7K sh | |
| 12 | Schwab Strategic TR FUNDAMENTAL US L | $9.2M | 294.3K | 3.5% | ▲+0.4% Added · +1K sh | |
| 13 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $7.8M | 48.5K | 3.0% | ▼−4.9% Reduced · −2K sh | |
| 14 | Ishares TR ISHS 5-10YR INVT | $7.5M | 141.0K | 2.9% | ▲+6.9% Added · +9K sh | |
| 15 | Vanguard Whitehall FDS HIGH DIV YLD | $7.0M | 44.3K | 2.7% | ▼−5.0% Reduced · −2K sh | |
| 16 | Vaneck ETF Trust MRNGSTR WDE MOAT | $6.7M | 64.1K | 2.6% | ▼−8.7% Reduced · −6K sh | |
| 17 | Victory Portfolios II SHORT TRM BD ETF | $6.0M | 118.1K | 2.3% | ▲+3.7% Added · +4K sh | |
| 18 | Invesco Exchange Traded FD T S&P500 EQL WGT | $5.8M | 27.3K | 2.3% | ▼−0.5% Reduced · −141 sh | |
| 19 | Vanguard BD Index FDS SHORT TRM BOND | $5.6M | 71.5K | 2.2% | ▼−0.9% Reduced · −650 sh | |
| 20 | Ishares TR IBOXX HI YD ETF | $5.5M | 68.9K | 2.1% | ▼−4.0% Reduced · −3K sh | |
| 21 | Vaneck ETF Trust FALLEN ANGEL HG | $3.9M | 133.3K | 1.5% | ▲+5.8% Added · +7K sh | |
| 22 | Ishares TR CORE S&P500 ETF | $3.2M | 4.3K | 1.3% | ▼−6.4% Reduced · −298 sh | |
| 23 | Vanguard World FD INF TECH ETF | $3.2M | 27.7K | 1.3% | ▲+724% Added · +24K sh | |
| 24 | Ishares Inc CORE MSCI EMKT | $2.8M | 33.9K | 1.1% | ▼−4.1% Reduced · −1K sh | |
| 25 | Ishares TR S&P MC 400GR ETF | $2.4M | 20.1K | 0.9% | ▲~0% Added · +2 sh | |
| 26 | Vanguard Index FDS S&P 500 ETF SHS | $2.0M | 3.0K | 0.8% | —Held | |
| 27 | Vanguard Specialized Funds DIV APP ETF | $1.7M | 7.2K | 0.7% | —Held | |
| 28 | Apple Inc COM | $1.4M | 4.8K | 0.5% | ▲+3.6% Added · +167 sh | |
| 29 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $1.2M | 1.7K | 0.5% | ▲+0.1% Added · +1 sh | |
| 30 | Amazon Com Inc COM | $1.1M | 4.6K | 0.4% | ▲+86% Added · +2K sh | |
| 31 | Schwab Strategic TR US DIVIDEND EQ | $977K | 30.7K | 0.4% | ▲+0.4% Added · +121 sh | |
| 32 | SPDR Series Trust ST STR PR SP1500 | $933K | 10.3K | 0.4% | ▲+0.8% Added · +87 sh | |
| 33 | Microsoft Corp COM | $906K | 2.4K | 0.4% | ▲+2.0% Added · +48 sh | |
| 34 | Alphabet Inc CAP STK CL A | $892K | 2.5K | 0.3% | ▲+3.6% Added · +87 sh | |
| 35 | Dimensional ETF Trust INTL CORE EQT MK | $811K | 19.7K | 0.3% | —Held | |
| 36 | Ishares U S ETF TR SHOR DURA BD ETF | $708K | 14.0K | 0.3% | ▲+0.1% Added · +10 sh | |
| 37 | Vanguard World FD CONSUM DIS ETF | $689K | 1.7K | 0.3% | —Held | |
| 38 | Schwab Strategic TR INTL EQTY ETF | $632K | 22.8K | 0.2% | —Held | |
| 39 | Alphabet Inc CAP STK CL C | $618K | 1.7K | 0.2% | ▲+2.6% Added · +44 sh | |
| 40 | Invesco Exchange Traded FD T S&P 500 TOP 50 | $517K | 8.4K | 0.2% | —Held | |
| 41 | Vanguard Index FDS TOTAL STK MKT | $486K | 1.3K | 0.2% | —Held | |
| 42 | Netflix Inc. COM | $479K | 6.7K | 0.2% | ▲+0.9% Added · +60 sh | |
| 43 | SPDR Series Trust ST STR P500VAL | $478K | 7.9K | 0.2% | ▲+0.3% Added · +23 sh | |
| 44 | Exxon Mobil Corp COM | $474K | 3.5K | 0.2% | ▲+0.5% Added · +16 sh | |
| 45 | Vanguard Scottsdale FDS INT-TERM CORP | $446K | 5.4K | 0.2% | ▼−16% Reduced · −1K sh | |
| 46 | Meta Platforms Inc CL A | $422K | 750 | 0.2% | ▲New New position | |
| 47 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $415K | 5.2K | 0.2% | ▼−17% Reduced · −1K sh | |
| 48 | Walmart Inc COM | $357K | 3.2K | 0.1% | ▼−0.1% Reduced · −5 sh | |
| 49 | Micron Technology Inc COM | $357K | 309 | 0.1% | ▲New New position | |
| 50 | Dell Technologies Inc CL C | $351K | 813 | 0.1% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1908169/holdings"
Use Arkolith to show Darrow Company, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 58 | $258.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 56 | $222.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 59 | $222.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 53 | $215.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 52 | $197.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 50 | $179.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 48 | $172.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 50 | $172.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.