Darrow Company, Inc.
CIK 1908169 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $258.1M
- Posisi
- 58
- Per tanggal
- 30 Juni 2026
#5.631 dari 9.443 berdasarkan nilai 13F · top 59.6%
Nilai portofolio QoQ: +16.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 58,32%
- Bobot 25 kepemilikan teratas
- 91,66%
- Posisi di atas 1%
- 24
- Jumlah posisi efektif
- 20,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,64% Perkiraan pembelian $19.501.930 · penjualan $3.948.389
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 93,5% masih dipegang
- Posisi baru
- 4
- Meningkat
- 32
- Menurun
- 14
- Tertutup
- 2
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Utilities
4,7%
Technology
1,3%
Communication Services
0,9%
Retail
0,7%
Energy
0,2%
Industrials
0,1%
Financial Services
0,1%
Lainnya/Tidak terpetakan
92,0%
Portofolio lengkap 58 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| QQQ Invesco QQQ Trust, Series 1 | $33.433.607 | 12,96% | 45.458 | $6.533.396 | Turun ×1 | ||
| BIV | $19.076.187 | 7,39% | 248.701 | $368.244 | Naik ×6 | ||
| USMV | $17.393.148 | 6,74% | 180.315 | $743.274 | Naik ×6 | ||
| SPGP | $13.931.872 | 5,40% | 113.925 | $1.698.599 | Naik ×5 | ||
| OKLO Oklo Inc. Class A common stock | $12.175.621 | 4,72% | 232.670 | Naik ×1 | |||
| SPY SPY | $11.821.348 | 4,58% | 15.830 | $1.953.108 | Naik ×6 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $11.554.200 | 4,48% | 120.844 | $979.301 | Naik ×6 | ||
| HEFA | $10.846.494 | 4,20% | 231.145 | $1.361.498 | Naik ×2 | ||
| BND Vanguard Total Bond Market ETF | $10.397.024 | 4,03% | 141.630 | $-4.219 | Naik ×1 | ||
| VONG Vanguard Russell 1000 Growth ETF | $9.875.879 | 3,83% | 77.270 | $1.172.417 | Turun ×1 | ||
| SCHR | $9.478.588 | 3,67% | 384.310 | $74.255 | Naik ×6 | ||
| FNDX | $9.154.758 | 3,55% | 294.344 | $1.009.005 | Naik ×2 | ||
| SPMO | $7.833.559 | 3,04% | 48.493 | $2.118.864 | Turun ×1 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $7.501.730 | 2,91% | 141.012 | $484.978 | Naik ×6 | ||
| VYM | $6.995.306 | 2,71% | 44.266 | $90.417 | Turun ×6 | ||
| MOAT | $6.661.439 | 2,58% | 64.077 | $-121.788 | Turun ×6 | ||
| USTB VictoryShares Short-Term Bond ETF | $5.979.016 | 2,32% | 118.115 | $218.797 | Naik ×6 | ||
| RSP | $5.817.800 | 2,25% | 27.343 | $542.926 | Turun ×6 | ||
| BSV | $5.567.161 | 2,16% | 71.456 | $-86.705 | Turun ×2 | ||
| HYG | $5.513.485 | 2,14% | 68.944 | $-198.826 | Turun ×6 | ||
| ANGL VanEck Fallen Angel High Yield Bond ETF | $3.897.839 | 1,51% | 133.298 | $286.238 | Naik ×6 | ||
| IVV | $3.237.131 | 1,25% | 4.323 | $218.275 | Turun ×5 | ||
| VGT | $3.232.442 | 1,25% | 27.725 | $983.604 | Naik ×1 | ||
| IEMG | $2.807.806 | 1,09% | 33.894 | $342.029 | Turun ×2 | ||
| IJK | $2.359.886 | 0,91% | 20.084 | $339.222 | Naik ×3 | ||
| VOO | $2.045.075 | 0,79% | 3.003 | $300.541 | |||
| VIG | $1.700.207 | 0,66% | 7.185 | $154.917 | |||
| AAPL Apple Inc. - Common Stock | $1.376.831 | 0,53% | 4.758 | $211.632 | Naik ×6 | ||
| MDY | $1.184.230 | 0,46% | 1.684 | $145.778 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.105.183 | 0,43% | 4.637 | $584.717 | Naik ×4 | ||
| SCHD | $976.995 | 0,38% | 30.703 | $41.812 | Naik ×1 | ||
| SPTM | $933.106 | 0,36% | 10.278 | $127.357 | Naik ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $905.748 | 0,35% | 2.428 | $24.689 | Naik ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $892.353 | 0,35% | 2.497 | $199.334 | Naik ×4 | ||
| DFAI | $810.728 | 0,31% | 19.654 | $45.009 | |||
| NEAR | $708.005 | 0,27% | 13.975 | $-1.852 | Naik ×3 | ||
| VCR | $688.526 | 0,27% | 1.742 | $82.851 | |||
| SCHF | $631.976 | 0,24% | 22.815 | $67.305 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $617.926 | 0,24% | 1.749 | $128.618 | Naik ×1 | ||
| XLG | $516.562 | 0,20% | 8.436 | $56.356 | |||
| VTI | $486.374 | 0,19% | 1.314 | $64.707 | |||
| NFLX Netflix, Inc. - Common Stock | $479.451 | 0,19% | 6.715 | $-160.427 | Naik ×4 | ||
| SPYV | $478.109 | 0,19% | 7.864 | $41.807 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $474.301 | 0,18% | 3.469 | $-111.559 | Naik ×4 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $446.071 | 0,17% | 5.397 | $-87.003 | Turun ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $422.468 | 0,16% | 750 | ||||
| VCSH Vanguard Short-Term Corporate Bond ETF | $414.806 | 0,16% | 5.249 | $-84.430 | Turun ×1 | ||
| WMT Walmart Inc. - Common Stock | $357.222 | 0,14% | 3.154 | $-35.378 | Turun ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $356.676 | 0,14% | 309 | Naik ×1 | |||
| DELL Dell Technologies Inc. Class C Common Stock | $350.777 | 0,14% | 813 | Naik ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $342.954 | 0,13% | 1.714 | $98.271 | Naik ×2 | ||
| MGV | $303.010 | 0,12% | 1.851 | $39.749 | Naik ×1 | ||
| RTX RTX Corporation Common Stock | $284.216 | 0,11% | 1.498 | $-118 | Naik ×2 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $266.365 | 0,10% | 3.244 | $6.105 | Naik ×2 | ||
| IYF | $261.906 | 0,10% | 2.054 | $20.233 | |||
| IJH | $246.366 | 0,10% | 3.195 | $11.497 | Turun ×1 | ||
| V Visa Inc. | $235.703 | 0,09% | 687 | $31.994 | Naik ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $225.363 | 0,09% | 639 | $15.532 | Naik ×2 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| BIV | $19.076.187 | 7,39% | naik ×6 |
| USMV | $17.393.148 | 6,74% | naik ×6 |
| SPGP | $13.931.872 | 5,40% | naik ×5 |
| SPY | $11.821.348 | 4,58% | naik ×6 |
| DGRW | $11.554.200 | 4,48% | naik ×6 |
| SCHR | $9.478.588 | 3,67% | naik ×6 |
| IGIB | $7.501.730 | 2,91% | naik ×6 |
| USTB | $5.979.016 | 2,32% | naik ×6 |
| ANGL | $3.897.839 | 1,51% | naik ×6 |
| IJK | $2.359.886 | 0,91% | naik ×3 |
| AAPL | $1.376.831 | 0,53% | naik ×6 |
| AMZN | $1.105.183 | 0,43% | naik ×4 |
| SPTM | $933.106 | 0,36% | naik ×3 |
| MSFT | $905.748 | 0,35% | naik ×4 |
| GOOGL | $892.353 | 0,35% | naik ×4 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| QQQ | Dipangkas | -1K | +$6.5M |
| SPMO | Dipangkas | -2K | +$2.1M |
| SPY | Beli lebih banyak | +657 | +$2.0M |
| SPGP | Beli lebih banyak | +254 | +$1.7M |
| HEFA | Beli lebih banyak | +8K | +$1.4M |
| VONG | Dipangkas | -2K | +$1.2M |
| FNDX | Beli lebih banyak | +1K | +$1.0M |
| VGT | Beli lebih banyak | +24K | +$984K |
| DGRW | Beli lebih banyak | +359 | +$979K |
| USMV | Beli lebih banyak | +783 | +$743K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| BSX | 30 Juni 2026 | 4.412 | $276.853 | 20,9% |
| GSLC | 31 Maret 2026 | 2.045 | $270.696 | Tidak lagi dilacak |
| SCHX | 31 Maret 2026 | 9.320 | $250.801 | Tidak lagi dilacak |
| IOO | 30 Juni 2026 | 1.915 | $231.717 | Tidak lagi dilacak |
| META | 31 Maret 2026 | 328 | $216.509 | -4,7% |