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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 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VCSH VANGUARD SCOTTSDALE FDS 6,297.0 $499K 0.23% +776.0 +14.1% $79.28 -0.3%
22 WMT WALMART INC Consumer Defensive 3,159.0 $393K 0.18% +55.0 +1.8% $124.28 -4.6%
23 RTX RTX CORPORATION Industrials 1,474.0 $284K 0.13% +20.0 +1.4% $192.90 -8.5%
24 SHY ISHARES TR 3,152.0 $260K 0.12% +365.0 +13.1% $82.57 -0.4%
25 NVDA NVIDIA CORPORATION Technology 1,403.0 $245K 0.11% +295.0 +26.6% $174.40 +21.9%
26 HD HOME DEPOT INC Consumer Cyclical 638.0 $210K 0.09% +30.0 +4.9% $328.89 -3.4%
27 V VISA INC Financial Services 674.0 $204K 0.09% +30.0 +4.7% $302.24 +8.4%
Page 2 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%