Arkolith/Funds/Farrow Financial, Inc.

Farrow Financial, Inc.

CIK 2010644
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Farrow Financial, Inc. holds a focused book of 55 stocks worth $187.3M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Intel Corp and trimmed Ishares Esg Optimized Msci U. Their largest long position is Ishares Esg Optimized Msci U at 8% of the equity book. Cloning the disclosed picks since 2024 would be +26% (+14.1%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Farrow Financial, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
14
new positions
Added to
26
existing
Trimmed
19
reduced
Sold out
1
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+26.4%
+14.1%/yr · since Oct '24
Their reported book
+22.8%
held from quarter-end
S&P 500
+33.2%
same window
$9K$10K$11K$12K$13KOct '24Mar '25Jul '25Nov '25Mar '26Aug '26
Farrow Financial, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.5 points over this window.

Growth of $10,000 cloning Farrow Financial, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 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.

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
48%
Top 20 holdings
71%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

40% mapped to company sectors

ETF / fund or unclassified
60%
Information Technology
18%
Industrials
6%
Utilities
4%
Financials
4%
Health Care
4%
Materials
2%
Energy
2%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

55 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
ESG OPTIMIZED
$14.3M92.8K
7.6%
−4.8%
Reduced · −5K sh
2Ishares TR
CORE S&P TTL STK
$13.2M80.6K
7.1%
−13%
Reduced · −12K sh
3Ishares TR
MSCI INTL VLU FT
$11.8M281.8K
6.3%
+0.2%
Added · +479 sh
4Vaneck ETF Trust
MRNGSTR WDE MOAT
$9.9M95.0K
5.3%
−9.2%
Reduced · −10K sh
5Ishares TR
ULTRA SHORT DUR
$8.4M166.7K
4.5%
+12%
Added · +17K sh
6Apple Inc
COM
$7.7M26.5K
4.1%
−0.9%
Reduced · −248 sh
7Schwab Strategic TR
SHT TM US TRES
$7.3M301.7K
3.9%
+31%
Added · +71K sh
8Ishares TR
0-3 MTH TREASURY
$6.3M62.6K
3.4%
−22%
Reduced · −18K sh
9Ishares TR
CORE HIGH DV ETF
$5.4M198.6K
2.9%
+405%
Added · +159K sh
10Amplify ETF TR
CWP ENHANCED DIV
$5.4M117.5K
2.9%
+2.9%
Added · +3K sh
11Schwab Strategic TR
INT-TRM U.S TRES
$5.3M216.3K
2.8%
+33%
Added · +54K sh
12Ishares TR
PFD AND INCM SEC
$5.2M171.9K
2.8%
+16%
Added · +23K sh
13Nvidia Corporation
COM
$5.0M25.0K
2.7%
−5.0%
Reduced · −1K sh
14Alphabet Inc
CAP STK CL A
$4.7M13.1K
2.5%
−0.1%
Reduced · −19 sh
15Mastec Inc
COM
$4.4M10.5K
2.3%
−19%
Reduced · −3K sh
16Plexus Corp
COM
$4.2M14.1K
2.3%
+1.6%
Added · +228 sh
17Schwab Strategic TR
INTERNL DIVID
$4.0M126.4K
2.1%
+1.6%
Added · +2K sh
18Cisco Sys Inc
COM
$3.7M31.7K
2.0%
−20%
Reduced · −8K sh
19Invesco QQQ TR
UNIT SER 1
$3.5M4.7K
1.9%
+0.8%
Added · +37 sh
20Canadian Natl Ry Co
COM
$3.0M25.0K
1.6%
+0.9%
Added · +224 sh
21Microsoft Corp
COM
$3.0M8.0K
1.6%
−4.6%
Reduced · −387 sh
22Schwab Strategic TR
US BRD MKT ETF
$2.9M101.1K
1.6%
−5.0%
Reduced · −5K sh
23Canadian Nat Res Ltd Med Ter
COM
$2.9M73.4K
1.5%
+6.2%
Added · +4K sh
24Quest Diagnostics Inc
COM
$2.8M13.4K
1.5%
+0.8%
Added · +109 sh
25Badger Meter Inc
COM
$2.8M19.1K
1.5%
+15%
Added · +3K sh
26NRG Energy Inc
COM NEW
$2.8M19.2K
1.5%
−9.9%
Reduced · −2K sh
27NextEra Energy Inc
COM
$2.7M31.1K
1.5%
+5.6%
Added · +2K sh
28JPMorgan Chase & Co
COM
$2.7M8.3K
1.4%
+1.4%
Added · +110 sh
29Global X FDS
CYBRSCURTY ETF
$2.7M69.9K
1.4%
−19%
Reduced · −16K sh
30Eli Lilly & Co
COM
$2.6M2.2K
1.4%
−13%
Reduced · −320 sh
31Lincoln Elec Hldgs Inc
COM
$2.6M9.8K
1.4%
+1.9%
Added · +183 sh
32Consolidated Water Co Inc
ORD
$2.5M86.1K
1.4%
+1.8%
Added · +1K sh
33Vulcan Matls Co
COM
$2.5M8.6K
1.4%
+2.4%
Added · +205 sh
34First TR Exchange-Traded FD
WTR ETF
$2.5M23.1K
1.3%
~0%
Reduced · −3 sh
35Costco Wholesale Corporation
COM
$2.4M2.6K
1.3%
+0.9%
Added · +24 sh
36BlackRock Inc
COM
$2.2M2.3K
1.2%
+4.5%
Added · +100 sh
37Trimble Inc
COM
$2.0M38.1K
1.0%
−0.9%
Reduced · −338 sh
38Berkshire Hathaway Inc Del
CL A
$1.5M2
0.8%
Held
39Crispr Therapeutics AG
NAMEN AKT
$1.1M19.6K
0.6%
+16%
Added · +3K sh
40SPDR Series Trust
ST STR SP500FF
$938K15.4K
0.5%
Held
41Procter & Gamble Co
COM
$878K6.0K
0.5%
Held
42Illinois Tool WKS Inc
COM
$793K2.9K
0.4%
Held
43Ishares TR
CORE US AGGBD ET
$747K7.6K
0.4%
+1.8%
Added · +136 sh
44State STR SPDR S&P 500 ETF T
TR UNIT
$565K756
0.3%
−4.5%
Reduced · −36 sh
45Berkshire Hathaway Inc Del
CL B NEW
$479K958
0.3%
−2.5%
Reduced · −25 sh
46Ishares TR
CORE MSCI EAFE
$408K4.2K
0.2%
+2.6%
Added · +109 sh
47Global X FDS
CONSCIOUS COS
$395K8.4K
0.2%
+0.2%
Added · +20 sh
48SPDR Series Trust
ST STR BLO 1 ETF
$385K4.2K
0.2%
+4.2%
Added · +171 sh
49Intel Corp
COM
$335K2.4K
0.2%
New
New position
50Regions Financial Corp New
COM
$302K10.0K
0.2%
Held
Showing 50 of 55 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 202655$187.3M13F-HR
Q1 2026Mar 31, 2026May 1, 202653$176.1M13F-HR
Q4 2025Dec 31, 2025Jan 27, 202653$174.0M13F-HR
Q3 2025Sep 30, 2025Nov 3, 202553$172.3M13F-HR
Q2 2025Jun 30, 2025Aug 11, 202551$164.8M13F-HR
Q1 2025Mar 31, 2025May 9, 202550$148.7M13F-HR
Q4 2024Dec 31, 2024Feb 7, 202550$154.0M13F-HR
Q3 2024Sep 30, 2024Oct 24, 202452$158.7M13F-HR

Data source

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.