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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 CRWD CROWDSTRIKE HLDGS INC Technology 2,336.0 $1.8M 0.29% NEW $190.78 +0.6%
2 VOO VANGUARD INDEX FDS 2,149.0 $1.5M 0.24% NEW $686.81 +2.5%
3 JPM JPMORGAN CHASE & CO Financial Services 675.0 $221K 0.04% NEW $327.33 +7.4%

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%