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Portfolio (Quarterly) Guide ↗

Darrow Company, Inc.

· CIK 0001908169
13F Portfolio $222M AUM 56 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 Added 8 Reduced 3 Exited
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 46,717.0 $26.9M 12.11% +457.0 +1.0% $575.81 +26.7%
2 BIV VANGUARD BD INDEX FDS 242,401.0 $18.7M 8.42% +8K +3.5% $77.18 -0.7%
3 USMV ISHARES TR 179,532.0 $16.6M 7.50% +5K +2.7% $92.74 +3.6%
4 SPGP INVESCO EXCHANGE TRADED FD T 113,671.0 $12.2M 5.51% +6K +5.3% $107.62 +11.3%
5 DGRW WISDOMTREE TR 120,485.0 $10.6M 4.76% +5K +4.6% $87.77 +9.9%
6 SPY STATE STR SPDR S&P 500 ETF T Financial Services 15,173.0 $9.9M 4.44% +5K +46.3% $650.38 +15.4%
7 SCHR SCHWAB STRATEGIC TR 377,569.0 $9.4M 4.23% +3K +0.9% $24.91 -1.0%
8 VONG VANGUARD SCOTTSDALE FDS 79,346.0 $8.7M 3.92% +670.0 +0.8% $109.69 +18.0%
9 FNDX SCHWAB STRATEGIC TR 293,128.0 $8.1M 3.67% +9K +3.1% $27.79 +11.4%
10 USTB VICTORY PORTFOLIOS II 113,884.0 $5.8M 2.59% +13K +13.4% $50.58 +0.0%
11 SPMO INVESCO EXCH TRADED FD TR II 50,974.0 $5.7M 2.57% +2K +3.6% $112.11 +33.4%
12 ANGL VANECK ETF TRUST 125,940.0 $3.6M 1.63% +14K +12.9% $28.68 +1.5%
13 AAPL APPLE INC Technology 4,591.0 $1.2M 0.53% +200.0 +4.5% $253.80 +22.5%
14 MSFT MICROSOFT CORP Technology 2,380.0 $881K 0.40% +111.0 +4.9% $370.19 +11.5%
15 SPTM SPDR SERIES TRUST 10,191.0 $806K 0.36% +254.0 +2.6% $79.06 +15.0%
16 GOOGL ALPHABET INC Communication Services 2,410.0 $693K 0.31% +130.0 +5.7% $287.56 +35.2%
17 NFLX NETFLIX INC. Communication Services 6,655.0 $640K 0.29% +75.0 +1.1% $96.15 -9.2%
18 XOM EXXON MOBIL CORP Energy 3,453.0 $586K 0.26% +60.0 +1.8% $169.67 -11.7%
19 VCIT VANGUARD SCOTTSDALE FDS 6,441.0 $533K 0.24% +677.0 +11.8% $82.76 -0.2%
20 AMZN AMAZON COM INC Consumer Cyclical 2,499.0 $520K 0.23% +134.0 +5.7% $208.27 +30.5%
Page 1 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 85.6%
Technology 5.2%
Communication Services 4.1%
Consumer Cyclical 1.6%
Energy 1.3%
Consumer Defensive 0.9%
Healthcare 0.6%
Industrials 0.6%