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Darrow Company, Inc. — 13F Holdings & Portfolio

CIK 1908169 · latest 13F-HR filed 2026-07-29

Backtest portfolio

Darrow Company, Inc. manages $258.1M in 13F-reported U.S. long-equity assets across 58 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are QQQ (12.96%), BIV (7.39%), USMV (6.74%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions and exited 2; 34 existing positions rose in reported value and 5 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$258.1M

Long-equity book

Holdings
58

Distinct positions

Period
2026-06-30

Filed 2026-07-29

Q/Q Activity
+4 / −2 / ↑34 / ↓5

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
QQQ13.0% · -3%BIV7.4% · +3%USMV6.7% · +0%SPGP5.4% · +0%OKLO4.7% · newSPY4.6% · +4%DGRW4.5% · +0%HEFA4.2% · +4%BND4.0% · +0%VONG3.8% · -3%SCHR3.7% · +2%FNDX3.5% · +0%SPMO3.0% · -5%IGIB2.9% · +7%VYM2.7% · -5%MOAT2.6% · -9%USTB2.3% · +4%RSP2.3% · -0%BSV2.2% · -1%HYG2.1% · -4%ANGL1.5% · +6%IVV1.3% · -6%VGT1.3% · +724%IEMG1.1% · -4%IJK0.9% · 0%VOO0.8% · 0%VIG0.7% · 0%AAPL0.5% · +4%MDY0.5% · +0%AMZN0.4% · +86%SCHD0.4% · +0%SPTM0.4% · +1%MSFT0.4% · +2%GOOGL0.3% · +4%DFAI0.3% · 0%NEAR0.3% · +0%VCR0.3% · 0%SCHF0.2% · 0%GOOG0.2% · +3%XLG0.2% · 0%VTI0.2% · 0%NFLX0.2% · +1%SPYV0.2% · +0%XOM0.2% · +0%VCIT0.2% · -16%META0.2% · newVCSH0.2% · -17%WMT0.1% · -0%MU0.1% · newDELL0.1% · newNVDA0.1% · +22%MGV0.1% · +0%RTX0.1% · +2%SHY0.1% · +3%IYF0.1% · 0%IJH0.1% · -8%V0.1% · +2%HD0.1% · +0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 58.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jul 9, 2026.

Assets Under Management
$392.4M
Discretionary
$392.4M
Employees
6
Accounts
408
Address
200 RESERVOIR STREET
SUITE 303
NEEDHAM, MA 02494
Phone
(978) 369-5144
Website
Name Title / Status Ownership Type
MCKENNA, KRISTIN, BOTTO ControlPRESIDENT / CHIEF COMPLIANCE OFFICER
since Jan 2023
75% or moreIndividual
WELLS, MICHELLE, ELISECHIEF OPERATIONS OFFICER
since Jan 2009
Less than 5%Individual
Ownership & leadership changes · 2 filings with changes since Mar 28, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 13, 2023 filing
  • No longer listedMCFARLAND, THOMAS, JAMES · PRESIDENT / CCO / CEO / CIO · 50–75% · control person · listed since Sep 1987
  • ChangedMCKENNA, KRISTIN, BOTTO · title VICE PRESIDENT / MANAGING DIRECTOR → PRESIDENT / CHIEF COMPLIANCE OFFICER; ownership 25–50% → 75% or more
Mar 14, 2020 filing
  • AddedMCKENNA, KRISTIN, BOTTO · VICE PRESIDENT / MANAGING DIRECTOR · 25–50% · control person
  • ChangedMCFARLAND, THOMAS, JAMES · title PRESIDENT / CHIEF COMPLIANCE OFFICER → PRESIDENT / CCO / CEO / CIO; ownership 75% or more → 50–75%
  • ChangedWELLS, MICHELLE, ELISE · ownership 5–10% → Less than 5%
Mar 28, 2012 filing (earliest on record)
  • ListedMCFARLAND, THOMAS, JAMES · PRESIDENT / CHIEF COMPLIANCE OFFICER · 75% or more · control person
  • ListedWELLS, MICHELLE, ELISE · CHIEF OPERATIONS OFFICER · 5–10%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 34 →

Top Trims

Show all 5 →

New Positions

Show all 4 →

Exited Positions

Show all 2 →

Darrow Company, Inc. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 INVESCO QQQ TR QQQ 46090E103 $33.4M 12.96% 45,458 SH
2 VANGUARD BD INDEX FDS BIV 921937819 $19.1M 7.39% 248,701 SH
3 ISHARES TR USMV 46429B697 $17.4M 6.74% 180,315 SH
4 INVESCO EXCHANGE TRADED FD T SPGP 46137V431 $13.9M 5.40% 113,925 SH
5 OKLO INC OKLO 02156V109 $12.2M 4.72% 232,670 SH
6 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $11.8M 4.58% 15,830 SH
7 WISDOMTREE TR DGRW 97717X669 $11.6M 4.48% 120,844 SH
8 ISHARES TR HEFA 46434V803 $10.8M 4.20% 231,145 SH
9 VANGUARD BD INDEX FDS BND 921937835 $10.4M 4.03% 141,630 SH
10 VANGUARD SCOTTSDALE FDS VONG 92206C680 $9.9M 3.83% 77,270 SH
11 SCHWAB STRATEGIC TR SCHR 808524854 $9.5M 3.67% 384,310 SH
12 SCHWAB STRATEGIC TR FNDX 808524771 $9.2M 3.55% 294,344 SH
13 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $7.8M 3.04% 48,493 SH
14 ISHARES TR IGIB 464288638 $7.5M 2.91% 141,012 SH
15 VANGUARD WHITEHALL FDS VYM 921946406 $7.0M 2.71% 44,266 SH
16 VANECK ETF TRUST MOAT 92189F643 $6.7M 2.58% 64,077 SH
17 VICTORY PORTFOLIOS II USTB 92647N535 $6.0M 2.32% 118,115 SH
18 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $5.8M 2.25% 27,343 SH
19 VANGUARD BD INDEX FDS BSV 921937827 $5.6M 2.16% 71,456 SH
20 ISHARES TR HYG 464288513 $5.5M 2.14% 68,944 SH
21 VANECK ETF TRUST ANGL 92189F437 $3.9M 1.51% 133,298 SH
22 ISHARES TR IVV 464287200 $3.2M 1.25% 4,323 SH
23 VANGUARD WORLD FD VGT 92204A702 $3.2M 1.25% 27,725 SH
24 ISHARES INC IEMG 46434G103 $2.8M 1.09% 33,894 SH
25 ISHARES TR IJK 464287606 $2.4M 0.91% 20,084 SH
26 VANGUARD INDEX FDS VOO 922908363 $2.0M 0.79% 3,003 SH
27 VANGUARD SPECIALIZED FUNDS VIG 921908844 $1.7M 0.66% 7,185 SH
28 APPLE INC AAPL 037833100 $1.4M 0.53% 4,758 SH
29 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $1.2M 0.46% 1,684 SH
30 AMAZON COM INC AMZN 023135106 $1.1M 0.43% 4,637 SH
31 SCHWAB STRATEGIC TR SCHD 808524797 $977.0K 0.38% 30,703 SH
32 SPDR SERIES TRUST SPTM 78464A805 $933.1K 0.36% 10,278 SH
33 MICROSOFT CORP MSFT 594918104 $905.7K 0.35% 2,428 SH
34 ALPHABET INC GOOGL 02079K305 $892.4K 0.35% 2,497 SH
35 DIMENSIONAL ETF TRUST DFAI 25434V203 $810.7K 0.31% 19,654 SH
36 ISHARES U S ETF TR NEAR 46431W507 $708.0K 0.27% 13,975 SH
37 VANGUARD WORLD FD VCR 92204A108 $688.5K 0.27% 1,742 SH
38 SCHWAB STRATEGIC TR SCHF 808524805 $632.0K 0.24% 22,815 SH
39 ALPHABET INC GOOG 02079K107 $617.9K 0.24% 1,749 SH
40 INVESCO EXCHANGE TRADED FD T XLG 46137V233 $516.6K 0.20% 8,436 SH
41 VANGUARD INDEX FDS VTI 922908769 $486.4K 0.19% 1,314 SH
42 NETFLIX INC. NFLX 64110L106 $479.5K 0.19% 6,715 SH
43 SPDR SERIES TRUST SPYV 78464A508 $478.1K 0.19% 7,864 SH
44 EXXON MOBIL CORP XOM 30231G102 $474.3K 0.18% 3,469 SH
45 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $446.1K 0.17% 5,397 SH
46 META PLATFORMS INC META 30303M102 $422.5K 0.16% 750 SH
47 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $414.8K 0.16% 5,249 SH
48 WALMART INC WMT 931142103 $357.2K 0.14% 3,154 SH
49 MICRON TECHNOLOGY INC MU 595112103 $356.7K 0.14% 309 SH
50 DELL TECHNOLOGIES INC DELL 24703L202 $350.8K 0.14% 813 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-29 $258.1M 58 0001172661-26-002930
2026-03-31 2026-04-20 $222.1M 56 0001172661-26-001511
2025-12-31 2026-01-27 $222.5M 59 0001172661-26-000333
Filer Information
Address
200 RESERVOIR STREET
SUITE 303
NEEDHAM, MA 02494
Phone
(978) 369-5144
Filing Manager
Darrow Company, Inc.
Needham, MA
Signatory
Michelle Wells
Wealth Advisor