Latest BRANDYWINE TRUST CO Stock Portfolio
BRANDYWINE TRUST CO Performance:
2025 Q3: 2.8%YTD: -3.57%2024: 3.92%
Performance for 2025 Q3 is 2.8%, and YTD is -3.57%, and 2024 is 3.92%.
About BRANDYWINE TRUST CO and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, BRANDYWINE TRUST CO reported an equity portfolio of $657.4 Millions as of 30 Sep, 2025.
The top stock holdings of BRANDYWINE TRUST CO are VEU, CPB, SPY. The fund has invested 41.6% of it's portfolio in VANGUARD INTL EQUITY INDEX F and 23.4% of portfolio in THE CAMPBELLS COMPANY.
The fund managers got completely rid off CROWDSTRIKE HLDGS INC (CRWD) and THE CIGNA GROUP (CI) stocks. They significantly reduced their stock positions in JPMORGAN CHASE & CO. (JPM), VANGUARD INTL EQUITY INDEX F (VEU) and WELLS FARGO CO NEW (WFC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD TAX-MANAGED FDS (VEA) and SPDR S&P 500 ETF TR (SPY).
The top stock holdings of BRANDYWINE TRUST CO are VEU, CPB, SPY. The fund has invested 41.6% of it's portfolio in VANGUARD INTL EQUITY INDEX F and 23.4% of portfolio in THE CAMPBELLS COMPANY.
The fund managers got completely rid off CROWDSTRIKE HLDGS INC (CRWD) and THE CIGNA GROUP (CI) stocks. They significantly reduced their stock positions in JPMORGAN CHASE & CO. (JPM), VANGUARD INTL EQUITY INDEX F (VEU) and WELLS FARGO CO NEW (WFC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD TAX-MANAGED FDS (VEA) and SPDR S&P 500 ETF TR (SPY).
BRANDYWINE TRUST CO Annual Return Estimates Vs S&P 500
Our best estimate is that BRANDYWINE TRUST CO made a return of 2.8% in the last quarter. In trailing 12 months, it's portfolio return was -8.24%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| vanguard tax-managed fds | 9.8 |
| spdr s&p 500 etf tr | 3.07 |
Additions to existing portfolio by BRANDYWINE TRUST CO
Reductions
| Ticker | % Reduced |
|---|---|
| jpmorgan chase & co. | -17.00 |
| vanguard intl equity index f | -11.95 |
| wells fargo co new | -0.11 |
| the campbells company | 0.00 |
BRANDYWINE TRUST CO reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| crowdstrike hldgs inc | -4,535,920 |
| the cigna group | -229,092 |
BRANDYWINE TRUST CO got rid off the above stocks
Sector Distribution
BRANDYWINE TRUST CO has about 63.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 63.5 |
| Consumer Defensive | 25.2 |
| Healthcare | 6.5 |
| Financial Services | 2.8 |
| Energy | 1.2 |
Market Cap. Distribution
BRANDYWINE TRUST CO has about 36.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 63.5 |
| LARGE-CAP | 30.7 |
| MEGA-CAP | 5.6 |
Stocks belong to which Index?
About 36.5% of the stocks held by BRANDYWINE TRUST CO either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 63.3 |
| S&P 500 | 36.5 |
BRANDYWINE TRUST CO Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of BRANDYWINE TRUST CO
BRANDYWINE TRUST CO has 33 stocks in it's portfolio. About 95.7% of the portfolio is in top 10 stocks. PM proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for BRANDYWINE TRUST CO last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 1.30 | 61,715 | 8,531,480 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 4.11 | 116,789 | 27,041,300 | unchanged | 0.00 | ||
| ABT | abbott labs | 2.38 | 116,669 | 15,626,600 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.05 | 1,400 | 307,398 | unchanged | 0.00 | ||
| BAC | bank america corp | 0.10 | 13,326 | 687,488 | unchanged | 0.00 | ||
| CI | the cigna group | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CMCSA | comcast corp new | 0.18 | 36,840 | 1,157,510 | unchanged | 0.00 | ||
| CPB | the campbells company | 23.39 | 4,867,980 | 153,731,000 | reduced | 0.00 | ||
| CRWD | crowdstrike hldgs inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CVX | chevron corp new | 0.12 | 5,129 | 796,482 | unchanged | 0.00 | ||
| GE | ge aerospace | 0.42 | 9,108 | 2,739,870 | unchanged | 0.00 | ||
| IJR | ishares tr | 0.33 | 3,255 | 2,178,570 | unchanged | 0.00 | ||
| IJR | ishares tr | 0.04 | 2,667 | 257,499 | unchanged | 0.00 | ||
| JPM | jpmorgan chase & co. | 0.04 | 830 | 261,807 | reduced | -17.00 | ||
| K | kellanova | 0.28 | 22,860 | 1,874,980 | unchanged | 0.00 | ||
| KO | coca cola co | 0.11 | 10,682 | 708,430 | unchanged | 0.00 | ||
| MDLZ | mondelez intl inc | 0.20 | 21,323 | 1,332,050 | unchanged | 0.00 | ||
| MLM | martin marietta matls inc | 0.23 | 2,400 | 1,512,670 | unchanged | 0.00 | ||
| MO | altria group inc | 0.31 | 30,814 | 2,035,570 | unchanged | 0.00 | ||
| NEE | nextera energy inc | 0.09 | 8,000 | 603,920 | unchanged | 0.00 | ||