Darrow Company, Inc.

Q3 2026 13F-HR Holdings

Location
Needham, MA
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$250,346
Net value change ($000)
-7,723 (-3.0%)
New positions
3
Sold out positions
3
Turnover %
5.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 695 50.5%
SPY 599 5.1%
USMV 593 3.4%
EXXONMOBIL HOLDINGS CORP 559 NEW
DGRW 556 4.8%
USTB 540 9.0%
MSFT 529 58.4%
BIV 456 2.4%
TMO 302 NEW
ANGL 269 6.9%
Top Reduces (Value $000, Stocks/ETFs)
OKLO -12,176 -100.0%
SPMO -546 -7.0%
XOM -474 -100.0%
MOAT -229 -3.4%
HD -225 -100.0%
VYM -216 -3.1%
HYG -207 -3.8%
SPGP -181 -1.3%
IJK -158 -6.7%
RSP -157 -2.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type