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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 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVV ISHARES TR 4,621.0 $3.0M 1.36% -42.0 -0.9% $653.29 +15.4%
22 IEMG ISHARES INC 35,351.0 $2.5M 1.11% -3K -8.0% $69.75 +19.7%
23 VGT VANGUARD WORLD FD 3,363.0 $2.2M 1.01% $668.70 -82.4%
24 IJK ISHARES TR 20,082.0 $2.0M 0.91% $100.62 +12.7%
25 VOO VANGUARD INDEX FDS 3,003.0 $1.7M 0.79% $580.93 +18.8%
26 VIG VANGUARD SPECIALIZED FUNDS 7,185.0 $1.5M 0.70% $215.07 +8.4%
27 AAPL APPLE INC Technology 4,591.0 $1.2M 0.53% +200.0 +4.5% $253.80 +22.5%
28 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,683.0 $1.0M 0.47% $617.02 +10.0%
29 SCHD SCHWAB STRATEGIC TR 30,582.0 $935K 0.42% -2K -6.8% $30.58 +6.4%
30 MSFT MICROSOFT CORP Technology 2,380.0 $881K 0.40% +111.0 +4.9% $370.19 +11.5%
31 SPTM SPDR SERIES TRUST 10,191.0 $806K 0.36% +254.0 +2.6% $79.06 +15.0%
32 DFAI DIMENSIONAL ETF TRUST 19,654.0 $766K 0.34% $38.96 +7.3%
33 NEAR ISHARES U S ETF TR 13,965.0 $710K 0.32% $50.83 -0.2%
34 GOOGL ALPHABET INC Communication Services 2,410.0 $693K 0.31% +130.0 +5.7% $287.56 +35.2%
35 NFLX NETFLIX INC. Communication Services 6,655.0 $640K 0.29% +75.0 +1.1% $96.15 -9.2%
36 VCR VANGUARD WORLD FD 1,742.0 $606K 0.27% $347.69 +16.1%
37 XOM EXXON MOBIL CORP Energy 3,453.0 $586K 0.26% +60.0 +1.8% $169.67 -11.7%
38 SCHF SCHWAB STRATEGIC TR 22,815.0 $565K 0.25% $24.75 +11.7%
39 VCIT VANGUARD SCOTTSDALE FDS 6,441.0 $533K 0.24% +677.0 +11.8% $82.76 -0.2%
40 AMZN AMAZON COM INC Consumer Cyclical 2,499.0 $520K 0.23% +134.0 +5.7% $208.27 +30.5%
Page 2 of 3  ·  56 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%