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BRANDYWINE TRUST CO
BRANDYWINE TRUST CO is an institution, managing $657.4M across 33 long positions as of Q3 2025 with 60% ETF concentration, 96% concentrated in top 10 holdings, and 42% allocation to VT.
- Portfolio Value
- $657.4M
- Positions
- 33
- Top Holding
- VT at 41.57%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BRANDYWINE TRUST CO's portfolio (95.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $273.2M | 41.57% | -$37.1M Sold | — 2.0M shares | |
Packaged Foods Consumer Defensive | $153.7M | 23.39% | -$63.2 Sold | 1.63% 4.9M shares | |
ETF ETF | $100.9M | 15.35% | +$3.0M Bought | — 151.5K shares | |
Drug Manufacturers - General Healthcare | $27.0M | 4.11% | — | 0.01% 116.8K shares | |
Banks - Diversified Financial Services | $17.5M | 2.67% | -$20.1K Sold | 0.01% 209.2K shares | |
Insurance - Diversified Financial Services | $16.6M | 2.52% | — | 0.00% 22.0 shares | |
Medical - Devices Healthcare | $15.6M | 2.38% | — | 0.01% 116.7K shares | |
ETF ETF | $8.8M | 1.34% | +$787.6K Bought | — 147.2K shares | |
ETF ETF | $8.5M | 1.30% | — | — 61.7K shares | |
Oil & Gas Integrated Energy | $7.0M | 1.07% | — | 0.00% 62.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BRANDYWINE TRUST CO's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+9.8% | |
+3.07% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-17.0% | |
-11.95% | |
-0.11% |
Analytics
Portfolio insights and performance metrics for BRANDYWINE TRUST CO
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