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Brandywine Trust Co

13F filer · CIK 0001123803
Reported Aug 14, 2026
13F portfolio value$621MU.S. long equity reported on 13F
Positions27Not reported new · Not reported closed
Net flow last quarterNot reportedBuys minus sells
Top 10 positions weight40.1%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 14, 202627 positions
SPYSPDR S&P 500 ETF Trust$117M18.90%Not reported+1.0%Q3 2019
CPBCAMPBELL'S Co$43.5M7.01%0.66%Not reportedQ2 2013
ABBVAbbVie Inc.$25.4M4.09%0.01%-4.2%Q2 2013
BRK.ABerkshire Hathaway Inc$16.5M2.65%Not reportedNot reportedQ2 2013
WFCWells Fargo & Company$15M2.42%0.01%Not reportedQ2 2013
ABTAbbott Laboratories$10.6M1.71%0.01%Not reportedQ2 2013
XOMExxonMobil Holdings Corp$8.52M1.37%0.00%Not reportedQ2 2013
PMPhilip Morris International Inc.$5.57M0.90%0.00%Not reportedQ2 2013
GEGeneral Electric Co$3.4M0.55%0.00%Not reportedQ3 2021
BRK.BBerkshire Hathaway Inc$2.89M0.47%Not reportedNot reportedQ2 2013
GEVGE Vernova Inc.$2.69M0.43%0.00%Not reportedQ2 2024
MOAltria Group, Inc.$2.22M0.36%0.00%Not reportedQ2 2013
CRWDCrowdStrike Holdings, Inc.$1.78M0.29%0.00%Not reportedQ4 2019
MLMMartin Marietta Materials Inc$1.38M0.22%0.00%Not reportedQ2 2013
MDLZMondelez International, Inc.$1.23M0.20%0.00%Not reportedQ2 2013
CMCSAComcast Corp$904K0.15%0.00%Not reportedQ2 2013
KOCoca Cola Co$868K0.14%0.00%Not reportedQ2 2013
CVXChevron Corp$850K0.14%0.00%Not reportedQ2 2013
UVVUniversal Corp$778K0.13%0.06%Not reportedQ2 2013
BACBank of America Corp$759K0.12%0.00%Not reportedQ2 2013
NEENextera Energy Inc$702K0.11%0.00%Not reportedQ2 2014
SUSuncor Energy Inc$698K0.11%0.00%Not reportedQ1 2016
QQQInvesco QQQ Trust, Series 1$677K0.11%Not reported+4.1%Q1 2025
AMZNAmazon Com Inc$334K0.05%0.00%Not reportedQ3 2019
WORWorthington Enterprises, Inc.$269K0.04%0.01%Not reportedQ4 2013
JPMJPMorgan Chase & Co$221K0.04%0.00%Not reportedQ1 2024
NEXNNexxen International Ltd.$143K0.02%0.03%Not reportedQ1 2025
Q1 2026Reported May 14, 202626 positions
SPYSPDR S&P 500 ETF Trust$101M18.33%Not reported+0.7%Q3 2019
CPBCAMPBELL'S Co$43.5M7.89%0.66%Not reportedQ2 2013
ABBVAbbVie Inc.$22.9M4.15%0.01%-4.3%Q2 2013
BRK.ABerkshire Hathaway Inc$15.8M2.86%Not reportedNot reportedQ2 2013
WFCWells Fargo & Company$14.5M2.62%0.01%-12.7%Q2 2013
ABTAbbott Laboratories$12M2.17%0.01%Not reportedQ2 2013
XOMExxonMobil Holdings Corp$10.6M1.92%0.00%-0.3%Q2 2013
PMPhilip Morris International Inc.$5.09M0.92%0.00%Not reportedQ2 2013
BRK.BBerkshire Hathaway Inc$2.77M0.50%Not reported+0.5%Q2 2013
GEGeneral Electric Co$2.58M0.47%0.00%Not reportedQ3 2021
MOAltria Group, Inc.$2.03M0.37%0.00%Not reportedQ2 2013
GEVGE Vernova Inc.$2M0.36%0.00%Not reportedQ2 2024
MLMMartin Marietta Materials Inc$1.41M0.26%0.00%Not reportedQ2 2013
MDLZMondelez International, Inc.$1.23M0.22%0.00%Not reportedQ2 2013
CVXChevron Corp$1.06M0.19%0.00%Not reportedQ2 2013
CMCSAComcast Corp$1.06M0.19%0.00%Not reportedQ2 2013
SUSuncor Energy Inc$859K0.16%0.00%Not reportedQ1 2016
KOCoca Cola Co$812K0.15%0.00%Not reportedQ2 2013
UVVUniversal Corp$786K0.14%0.06%Not reportedQ2 2013
NEENextera Energy Inc$743K0.13%0.00%Not reportedQ2 2014
BACBank of America Corp$650K0.12%0.00%Not reportedQ2 2013
QQQInvesco QQQ Trust, Series 1$510K0.09%Not reportedNot reportedQ1 2025
AMZNAmazon Com Inc$292K0.05%0.00%Not reportedQ3 2019
WORWorthington Enterprises, Inc.$261K0.05%0.01%Not reportedQ4 2013
GEHCGE HealthCare Technologies Inc.$217K0.04%0.00%Not reportedQ1 2023
NEXNNexxen International Ltd.$100K0.02%0.03%Not reportedQ1 2025
Q4 2025Reported Feb 13, 202627 positions
SPYSPDR S&P 500 ETF Trust$105M18.47%Not reported+2.0%Q3 2019
CPBCAMPBELL'S Co$54.5M9.55%0.66%-59.9%Q2 2013
ABBVAbbVie Inc.$25.1M4.41%0.01%-5.8%Q2 2013
WFCWells Fargo & Company$19.4M3.40%0.01%-0.4%Q2 2013
BRK.ABerkshire Hathaway Inc$16.6M2.91%Not reportedNot reportedQ2 2013
ABTAbbott Laboratories$14.6M2.56%0.01%Not reportedQ2 2013
XOMExxonMobil Holdings Corp$7.52M1.32%0.00%Not reportedQ2 2013
PMPhilip Morris International Inc.$4.94M0.87%0.00%Not reportedQ2 2013
BRK.BBerkshire Hathaway Inc$2.89M0.51%Not reported-3.9%Q2 2013
GEGeneral Electric Co$2.81M0.49%0.00%Not reportedQ3 2021
MOAltria Group, Inc.$1.78M0.31%0.00%Not reportedQ2 2013
GEVGE Vernova Inc.$1.5M0.26%0.00%Not reportedQ2 2024
MLMMartin Marietta Materials Inc$1.49M0.26%0.00%Not reportedQ2 2013
MDLZMondelez International, Inc.$1.15M0.20%0.00%Not reportedQ2 2013
CMCSAComcast Corp$1.1M0.19%0.00%Not reportedQ2 2013
UVVUniversal Corp$786K0.14%0.06%Not reportedQ2 2013
CVXChevron Corp$782K0.14%0.00%Not reportedQ2 2013
KOCoca Cola Co$747K0.13%0.00%Not reportedQ2 2013
BACBank of America Corp$733K0.13%0.00%Not reportedQ2 2013
NEENextera Energy Inc$642K0.11%0.00%Not reportedQ2 2014
SUSuncor Energy Inc$577K0.10%0.00%Not reportedQ1 2016
QQQInvesco QQQ Trust, Series 1$543K0.10%Not reported+28.5%Q1 2025
AMZNAmazon Com Inc$323K0.06%0.00%Not reportedQ3 2019
JPMJPMorgan Chase & Co$267K0.05%0.00%Not reportedQ1 2024
WORWorthington Enterprises, Inc.$258K0.05%0.01%Not reportedQ4 2013
GEHCGE HealthCare Technologies Inc.$250K0.04%0.00%Not reportedQ1 2023
NEXNNexxen International Ltd.$101K0.02%0.03%Not reportedQ1 2025
Q3 2025Reported Nov 14, 202527 positions
CPBCAMPBELL'S Co$154M23.39%1.63%0.0%Q2 2013
SPYSPDR S&P 500 ETF Trust$101M15.35%Not reported+3.1%Q3 2019
ABBVAbbVie Inc.$27M4.11%0.01%Not reportedQ2 2013
WFCWells Fargo & Company$17.5M2.67%0.01%-0.1%Q2 2013
BRK.ABerkshire Hathaway Inc$16.6M2.52%Not reportedNot reportedQ2 2013
ABTAbbott Laboratories$15.6M2.38%0.01%Not reportedQ2 2013
XOMExxonMobil Holdings Corp$7.04M1.07%0.00%Not reportedQ2 2013
PMPhilip Morris International Inc.$5M0.76%0.00%Not reportedQ2 2013
BRK.BBerkshire Hathaway Inc$3.01M0.46%Not reportedNot reportedQ2 2013
GEGeneral Electric Co$2.74M0.42%0.00%Not reportedQ3 2021
MOAltria Group, Inc.$2.04M0.31%0.00%Not reportedQ2 2013
MLMMartin Marietta Materials Inc$1.51M0.23%0.00%Not reportedQ2 2013
GEVGE Vernova Inc.$1.41M0.21%0.00%Not reportedQ2 2024
MDLZMondelez International, Inc.$1.33M0.20%0.00%Not reportedQ2 2013
CMCSAComcast Corp$1.16M0.18%0.00%Not reportedQ2 2013
UVVUniversal Corp$833K0.13%0.06%Not reportedQ2 2013
CVXChevron Corp$796K0.12%0.00%Not reportedQ2 2013
KOCoca Cola Co$708K0.11%0.00%Not reportedQ2 2013
BACBank of America Corp$687K0.10%0.00%Not reportedQ2 2013
NEENextera Energy Inc$604K0.09%0.00%Not reportedQ2 2014
SUSuncor Energy Inc$544K0.08%0.00%Not reportedQ1 2016
QQQInvesco QQQ Trust, Series 1$413K0.06%Not reportedNot reportedQ1 2025
AMZNAmazon Com Inc$307K0.05%0.00%Not reportedQ3 2019
WORWorthington Enterprises, Inc.$277K0.04%0.01%Not reportedQ4 2013
JPMJPMorgan Chase & Co$262K0.04%0.00%-17.0%Q1 2024
GEHCGE HealthCare Technologies Inc.$229K0.03%0.00%Not reportedQ1 2023
NEXNNexxen International Ltd.$146K0.02%0.02%Not reportedQ1 2025
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