Darwin Advisors, LLC New Holdings in Q2 2025

Darwin Advisors, LLC

  • $269 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DYN
Dyne Therapeutics, Inc.

Healthcare
173K
New
$6.81 - $14.78 $1.18M - $2.55M
173K $1.64M
CTA
Simplify Exch Traded Fds Simpl

ETFs
53.7K
New
$26.61 - $29.9 $1.43M - $1.6M
53.7K $1.44M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
19.2K
New
$48.48 - $67.3 $933K - $1.3M
19.2K $1.29M
PTF
Invesco Exchange Traded Fd Tr

ETFs
9K
New
$51.29 - $68.29 $462K - $615K
9K $614K
PWB
Invesco Exchange Traded Fd Tr

ETFs
4K
New
$86.24 - $117.44 $345K - $470K
4K $469K
CTAS
Cintas Corp

Industrials
633
New
$190.11 - $227.66 $120K - $144K
633 $141K
SCHW
Schwab Charles Corp

Financial Services
1.04K
New
$69.06 - $91.24 $71.8K - $94.8K
1.04K $94K
APO
Apollo Global Management, Inc.

Financial Services
383
New
$108.68 - $145.07 $41.6K - $55.6K
383 $54K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
1.19K
New
$38.96 - $44.84 $46.2K - $53.1K
1.19K $53K
IONQ
Ion Q, Inc.

Technology
1.1K
New
$20.68 - $48.04 $22.7K - $52.8K
1.1K $47K
KNSL
Kinsale Capital Group, Inc.

Financial Services
78
New
$419.99 - $501.97 $32.8K - $39.2K
78 $37K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
256
New
$95.74 - $115.54 $24.5K - $29.6K
256 $29K
VBK
Vanguard Small Cap Growth ETF

ETFs
85
New
$219.76 - $276.94 $18.7K - $23.5K
85 $23K
CB
Chubb LTD

Financial Services
75
New
$274.32 - $302.46 $20.6K - $22.7K
75 $21K
MEDP
Medpace Holdings, Inc.

Healthcare
70
New
$277.23 - $315.28 $19.4K - $22.1K
70 $21K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
158
New
$105.8 - $131.55 $16.7K - $20.8K
158 $20K
DOV
Dover Corp

Industrials
84
New
$151.14 - $186.7 $12.7K - $15.7K
84 $15K
CION
Cion Investment Corp

Financial Services
1.51K
New
$8.68 - $10.48 $13.1K - $15.8K
1.51K $14K
CRS
Carpenter Technology Corp

Industrials
50
New
$151.3 - $276.38 $7.57K - $13.8K
50 $13K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
85
New
$144.63 - $179.53 $12.3K - $15.3K
85 $13K
FINX
Global X Fds Fintech ETF (De)

ETFs
392
New
$24.27 - $34.22 $9.51K - $13.4K
392 $13K
CG
Carlyle Group Inc.

Financial Services
239
New
$34.78 - $51.4 $8.31K - $12.3K
239 $12K
ORCC
Owl Rock Capital Corp

Financial Services
942
New
N/A
942 $12K
EXEL
Exelixis, Inc.

Healthcare
265
New
$34.13 - $46.26 $9.04K - $12.3K
265 $11K
VST
Vistra Corp.

Utilities
60
New
$98.07 - $195.04 $5.88K - $11.7K
60 $11K
GWRE
Guidewire Software, Inc.

Technology
50
New
$172.73 - $257.37 $8.64K - $12.9K
50 $11K
APP
App Lovin Corp

Technology
30
New
$219.37 - $417.89 $6.58K - $12.5K
30 $10K
ORCL
Oracle Corp

Technology
50
New
$122.82 - $218.63 $6.14K - $10.9K
50 $10K
AGI
Alamos Gold Inc

Basic Materials
400
New
$23.81 - $30.33 $9.52K - $12.1K
400 $10K
DUOL
Duolingo, Inc.

Technology
20
New
$292.88 - $540.68 $5.86K - $10.8K
20 $8K
ARGX
Argenx Se

Healthcare
15
New
$532.27 - $656.65 $7.98K - $9.85K
15 $8K
POWL
Powell Industries Inc

Industrials
35
New
$159.38 - $211.34 $5.58K - $7.4K
35 $7K
GS
Goldman Sachs Group Inc

Financial Services
9
New
$462.22 - $707.75 $4.16K - $6.37K
9 $6K
SLB
Schlumberger Limited

Energy
183
New
$31.95 - $42.2 $5.85K - $7.72K
183 $6K
CARR
Carrier Global Corp

Industrials
90
New
$55.55 - $75.83 $5K - $6.82K
90 $6K
SSSS
Suro Capital Corp.

Financial Services
850
New
$4.46 - $8.41 $3.79K - $7.15K
850 $6K
AIQ
Global X Funds Global X Artifi

ETFs
123
New
$31.5 - $43.69 $3.87K - $5.37K
123 $5K
CRM
Salesforce, Inc.

Technology
21
New
$236.26 - $291.15 $4.96K - $6.11K
21 $5K
EXPE
Expedia Group, Inc.

Consumer Cyclical
33
New
$136.63 - $176.62 $4.51K - $5.83K
33 $5K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
125
New
$27.82 - $46.45 $3.48K - $5.81K
125 $5K
COF
Capital One Financial Corp

Financial Services
28
New
$150.57 - $212.76 $4.22K - $5.96K
28 $5K
IR
Ingersoll Rand Inc.

Industrials
53
New
$66.75 - $84.94 $3.54K - $4.5K
53 $4K
COP
Conocophillips

Energy
34
New
$82.66 - $106.1 $2.81K - $3.61K
34 $3K
TTE
Total Energies Se

Energy
47
New
N/A
47 $3K
ING
Ing Groep Nv

Financial Services
142
New
$16.62 - $21.98 $2.36K - $3.12K
142 $3K
JOBY
Joby Aviation, Inc.

Industrials
290
New
$5.33 - $10.55 $1.55K - $3.06K
290 $3K
BHP
Bhp Group LTD

Basic Materials
69
New
$40.22 - $50.88 $2.78K - $3.51K
69 $3K
SHEL
Shell PLC

Energy
45
New
$59.75 - $73.05 $2.69K - $3.29K
45 $3K
EW
Edwards Lifesciences Corp

Healthcare
42
New
$67.07 - $78.22 $2.82K - $3.29K
42 $3K
Activity Summary
Buys All Purchases 190 New Holdings 92 Increased Positions 98 Sells All Sells 275 Reductions 271 Sold out 4 Options Calls 0 Puts 0
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