Darrow Company, Inc.

Registered adviser

CIK

1908169

Location

Needham, MA

Portfolio Value

Small $220,385,441

Diversification

Diversified

Filing Date

Global Rank

#5,689 / 8,827 ▲ 101 · as of Jun 2026

Top Industry

Internet Content & Information 20.4%

Period ended 38 days ago

Filed Oct 22, 2026 · 16d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 105679

Roster of Nov 1, 2026

Regulatory AUM

$392,420,964

Main clients

Individuals and high net worth (100% of AUM)

Private funds on Schedule D 7.B.(1)

As filed Mar 17, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

No private funds listed.

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$392,420,964	Individuals and high net worth (100%)
Mar 2026	$354,484,769	Individuals and high net worth (100%)
Mar 2025 to Feb 2026	$308,122,093	Individuals and high net worth (100%)
Apr 2024 to Feb 2025	$245,506,410	Individuals and high net worth (100%)
May 2023 to Mar 2024	$203,637,475	Individuals and high net worth (100%)
Mar 2023 to Apr 2023	$203,637,475	Individuals and high net worth (100%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 86.1% of the book (60%+)

Turnover

Low turnover

3.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 14.3 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 88.1%; sector active share 78.8% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

58 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

21.8%

+2.3 pts

Top 5

68.1%

+4.1 pts

Top 10

89.4%

+3.3 pts

HHI

1,192

Diversified+173

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	95.3%	$209,980,452	41
Technology	2.1%	$4,717,806	5
Communication Services	1.2%	$2,591,032	4
Consumer Cyclical	0.5%	$1,175,240	1
Energy	0.3%	$558,883	1
Healthcare	0.2%	$509,303	2
Consumer Defensive	0.1%	$327,763	1
Industrials	0.1%	$278,103	1
Financial Services	0.1%	$246,859	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	+22,011	406,321	$9,629,807
BIV	Vanguard Bond Index Funds	+19,373	268,074	$19,531,871
ANGL	VanEck Fallen Angel High Yield Bond ETF	+16,474	149,772	$4,165,159
USTB	VictoryShares Short-Term Bond ETF	+12,573	130,688	$6,518,717
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	+8,825	149,837	$7,544,292
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+7,040	148,670	$10,429,200
HEFA	iShares Currency Hedged MSCI EAFE ETF	+4,509	235,654	$10,931,989
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+4,465	75,921	$5,800,364
USMV	iShares MSCI USA Min Vol Factor ETF	+4,268	184,583	$17,985,767
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	+3,667	124,511	$12,107,449
NEAR	iShares Short Duration Bond Active ETF	+2,238	16,213	$808,380
SPGP	Victory Portfolios II	+1,800	115,725	$0
FNDX	Schwab Fundamental U.S. Large Company ETF	+1,619	295,963	$9,313,955
AAPL	Apple Inc.	+1,463	6,221	$2,071,717
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	+858	78,128	$10,073,043
SPY	Spdr S&P 500 ETF Trust	+455	16,285	$12,419,429
MSFT	Microsoft Corp	+370	2,798	$1,435,094
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+302	5,699	$446,288
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	+270	10,548	$970,943
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+268	5,517	$426,188
NVDA	Nvidia Corp	+223	1,937	$442,372
META	Meta Platforms, Inc.	+174	924	$670,066
AMZN	Amazon Com Inc	+80	4,717	$1,175,240
SCHF	Schwab International Equity ETF	+59	22,874	$628,348
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+51	1,365	$510,837
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
MOAT	VanEck Morningstar Wide Moat ETF	−3,228	60,849	$6,432,347
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−586	43,680	$6,779,136
SPMO	Invesco Ltd.	−412	48,081	$0
IEMG	iShares Trust	−370	33,524	$0
QQQ	Invesco Qqq Trust, Series 1	−339	45,119	$33,377,682
SHY	iShares 1-3 Year Treasury Bond ETF	−249	2,995	$243,194
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	−220	68,724	$5,306,180
RSP	Victory Portfolios II	−128	27,215	$0
IJH	iShares Core S&P Mid-Cap ETF	−39	3,156	$227,074
XOM	ExxonMobil Holdings Corp	−35	3,434	$558,883
NFLX	Netflix Inc	−15	6,700	$466,186
GOOG	Alphabet Inc.	−1	1,748	$595,613
MDY	Spdr S&P Midcap 400 ETF Trust	−1	1,683	$1,105,242
IVV	iShares Core S&P 500 ETF	−1	4,322	$3,310,003
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
TMO	Thermo Fisher Scientific Inc.	447	$301,747
JNJ	Johnson & Johnson	784	$207,556
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
OKLO	Oklo Inc.	232,670	$12,175,621
HD	Home Depot, Inc.	639	$225,362
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 tracked positions · $220,385,441 total · filing declares 58 positions · $250,346,000 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 58 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	45,119	-339	$33,377,682	−0.3%	15.15%
BIV	Vanguard Bond Index Funds	Added	268,074	+19,373	$19,531,871	+2.4%	8.86%
USMV	iShares MSCI USA Min Vol Factor ETF	Added	184,583	+4,268	$17,985,767	+3.4%	8.16%
SPY	Spdr S&P 500 ETF Trust	Added	16,285	+455	$12,419,429	+5.1%	5.64%
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	Added	124,511	+3,667	$12,107,449	+4.8%	5.49%
HEFA	iShares Currency Hedged MSCI EAFE ETF	Added	235,654	+4,509	$10,931,989	+0.8%	4.96%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	148,670	+7,040	$10,429,200	+0.3%	4.73%
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	Added	78,128	+858	$10,073,043	+2.0%	4.57%
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	Added	406,321	+22,011	$9,629,807	+1.6%	4.37%
FNDX	Schwab Fundamental U.S. Large Company ETF	Added	295,963	+1,619	$9,313,955	+1.7%	4.23%
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	Added	149,837	+8,825	$7,544,292	+0.6%	3.42%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	43,680	-586	$6,779,136	−3.1%	3.08%
USTB	VictoryShares Short-Term Bond ETF	Added	130,688	+12,573	$6,518,717	+9.0%	2.96%
MOAT	VanEck Morningstar Wide Moat ETF	Reduced	60,849	-3,228	$6,432,347	−3.4%	2.92%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	75,921	+4,465	$5,800,364	+4.2%	2.63%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	Reduced	68,724	-220	$5,306,180	−3.8%	2.41%
ANGL	VanEck Fallen Angel High Yield Bond ETF	Added	149,772	+16,474	$4,165,159	+6.9%	1.89%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Held	27,725	0	$3,484,200	+5.1%	1.58%
IVV	iShares Core S&P 500 ETF	Reduced	4,322	-1	$3,310,003	+2.2%	1.50%
IJK	iShares S&P Mid-Cap 400 Growth ETF	Added	20,088	+4	$2,201,845	−6.7%	1.00%
VOO	VANGUARD 500 INDEX FUND	Held	3,003	0	$2,104,682	+2.0%	0.96%
AAPL	Apple Inc. Technology	Added	6,221	+1,463	$2,071,717	+50.5%	0.94%
VIG	Vanguard Specialized Funds	Added	7,199	+14	$1,679,598	−1.2%	0.76%
MSFT	Microsoft Corp Technology	Added	2,798	+370	$1,435,094	+58.5%	0.65%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,717	+80	$1,175,240	+6.3%	0.53%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	1,683	-1	$1,105,242	−6.7%	0.50%
SCHD	Schwab U.S. Dividend Equity ETF	Added	30,708	+5	$998,931	+2.6%	0.45%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Added	10,548	+270	$970,943	+4.1%	0.44%
GOOGL	Alphabet Inc. Communication Services	Held	2,497	0	$859,167	−3.7%	0.39%
DFAI	Dimensional International Core Equity Market ETF	Held	19,654	0	$814,265	+0.4%	0.37%
NEAR	iShares Short Duration Bond Active ETF	Added	16,213	+2,238	$808,380	+14.2%	0.37%
META	Meta Platforms, Inc. Communication Services	Added	924	+174	$670,066	+58.6%	0.30%
VCR	VANGUARD CONSUMER DISCRETIONARY INDEX FUND	Held	1,742	0	$635,272	−8.1%	0.29%
SCHF	Schwab International Equity ETF	Added	22,874	+59	$628,348	−0.6%	0.29%
GOOG	Alphabet Inc. Communication Services	Reduced	1,748	-1	$595,613	−3.6%	0.27%
XOM	ExxonMobil Holdings Corp Energy	Reduced	3,434	-35	$558,883	+17.8%	0.25%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	1,365	+51	$510,837	+5.1%	0.23%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Added	7,885	+21	$482,010	+0.8%	0.22%
NFLX	Netflix Inc Communication Services	Reduced	6,700	-15	$466,186	−2.8%	0.21%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	5,699	+302	$446,288	+0.1%	0.20%
NVDA	Nvidia Corp Technology	Added	1,937	+223	$442,372	+29.0%	0.20%
DELL	Dell Technologies Inc. Technology	Added	817	+4	$439,505	+25.3%	0.20%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	5,517	+268	$426,188	+2.7%	0.19%
MU	Micron Technology Inc Technology	Held	309	0	$329,118	−7.7%	0.15%
WMT	Walmart Inc. Consumer Defensive	Held	3,154	0	$327,763	−8.2%	0.15%
TMO	Thermo Fisher Scientific Inc. Healthcare	NEW	447	NEW	$301,747	NEW	0.14%
MGV	VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND	Added	1,854	+3	$298,660	−1.3%	0.14%
RTX	RTX Corp Industrials	Held	1,498	0	$278,103	−2.2%	0.13%
IYF	iShares U.S. Financials ETF	Held	2,054	0	$258,105	−1.5%	0.12%
V	Visa Inc. Financial Services	Held	687	0	$246,859	+4.7%	0.11%

Showing the top 50 of 58 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.