Data as of Q4 2025 (Dec 31, 2025)

BRANDYWINE TRUST CO

•CIK: 1123803•Filing: Q4 2025

**BRANDYWINE TRUST CO** manages $570M across a diversified portfolio of 32 positions. The fund exhibits a significant allocation to broad market exposure, notably holding $283.2M in VT and $105.3M in SPY. Core holdings also include substantial positions in CPB ($54.5M) and ABBV ($25.1M), suggesting a blend of global equity and established sector bets. This structure indicates a systematic approach targeting large-cap market beta alongside targeted sector overweighting.

Total AUM
$570.4M
QoQ Performance
-13.2%
Positions
29
Top 10 Concentration
95.4%
Latest Filing
Q4 2025

Top Holdings Allocation

VT
SPY
CPB
VT49.7%
SPY18.5%
CPB9.5%
ABBV4.4%
WFC3.4%
BRK/A2.9%
ABT2.6%
VEA1.6%

📈 Biggest Buys

VT
VANGUARD INTL EQUITY INDEX F
+1.3%
49.7% of portfolio
SPY
SPDR S&P 500 ETF TR
+2.0%
18.5% of portfolio
NDQ
INVESCO QQQ TR
+28.5%
0.1% of portfolio

📉 Biggest Sells

CPB
THE CAMPBELLS COMPANY
-59.9%
9.5% of portfolio
ABBV
ABBVIE INC
-5.8%
4.4% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL
-3.9%
0.5% of portfolio
WFC
WELLS FARGO CO NEW
-0.4%
3.4% of portfolio

Sector Breakdown

Other64.4%
ETF18.9%
Financial7.0%
Healthcare7.0%
Energy1.3%
Consumer Staples0.6%
Industrial0.5%
Communication0.2%

🚪 Exited Positionssold since Q3 2025

KEL
KELLANOVA
SOLD
$1.9M

Changes from Q3 2025

↑3 increased
↓4 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VT49.7%
VANGUARD INTL EQUITY INDEX F
$283.2M
SPY18.5%
SPDR S&P 500 ETF TR
$105.3M
CPB9.5%
THE CAMPBELLS COMPANY
$54.5M
ABBV4.4%
ABBVIE INC
$25.1M
WFC3.4%
WELLS FARGO CO NEW
$19.4M

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