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Portfolio (Quarterly) Guide ↗

BRANDYWINE TRUST CO

· CIK 0001123803
13F Portfolio $621M AUM 33 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 5 Added 1 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VT VANGUARD INTL EQUITY INDEX F 2,106,020.0 $330.5M 53.26% +34K +1.6% $156.95 +2.4%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 157,095.0 $117.3M 18.90% +2K +1.0% $746.77 +2.5%
3 VEA VANGUARD TAX-MANAGED FDS 153,087.0 $10.9M 1.76% +6K +3.9% $71.25 +3.0%
4 IVV ISHARES TR 3,290.0 $2.5M 0.40% +35.0 +1.1% $748.89 +2.7%
5 QQQ INVESCO QQQ TR Financial Services 920.0 $677K 0.11% +36.0 +4.1% $736.40 -3.1%

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 54.5%
Consumer Defensive 22.1%
Healthcare 14.6%
Energy 4.1%
Industrials 1.5%
Utilities 1.4%
Technology 0.7%
Basic Materials 0.6%
Communication Services 0.4%
Consumer Cyclical 0.1%