1y return+11.2%S&P 500 +20.9%
3y return+20.2%S&P 500 +68.5%
5y return+27.6%S&P 500 +74.5%
10y return+39.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $139 against $357 in the S&P 500.2
Brandywine Trust CoS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTVanguard Intl Equity Index F | $330.5M | 53.3% | +1.6% |
| SPYState Str Spdr S&p 500 Etf T | $117.3M | 18.9% | +1.0% |
| CPBThe Campbells Company | $43.5M | 7.0% | |
| ABBVAbbvie Inc | $25.4M | 4.1% | −4.2% |
| BRK/ABerkshire Hathaway Inc Del | $16.5M | 2.7% | |
| WFCWells Fargo & Co | $15.0M | 2.4% | |
| VEAVanguard Tax-managed Fds | $10.9M | 1.8% | +3.9% |
| ABTAbbott Laboratories | $10.6M | 1.7% | |
| ACWIIshares Tr | $9.7M | 1.6% | |
| Exxon Mobil CorpCUSIP 30231G102 | $8.5M | 1.4% | |
| PMPhilip Morris Intl Inc | $5.6M | 0.9% | |
| GEGe Aerospace | $3.4M | 0.5% | |
| BRK/BBerkshire Hathaway Inc Del | $2.9M | 0.5% | |
| GEVGe Vernova Inc | $2.7M | 0.4% | |
| IVVIshares Tr | $2.5M | 0.4% | +1.1% |
| MOAltria Group Inc | $2.2M | 0.4% | |
| CRWDCrowdstrike Hldgs Inc | $1.8M | 0.3% | New |
| VOOVanguard Index Fds | $1.5M | 0.2% | New |
| MLMMartin Marietta Matls Inc | $1.4M | 0.2% | |
| MDLZMondelez Intl Inc | $1.2M | 0.2% | |
| CMCSAComcast Corp New | $904K | 0.1% | |
| KOCoca Cola Co | $868K | 0.1% | |
| CVXChevron Corporation | $850K | 0.1% | |
| UVVUniversal Corp Va Mtns Bk En | $778K | 0.1% | |
| BACBank Of Amer Corp | $759K | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $2.7M |
| GEGe Aerospace | September 30, 2021 | +262.7% | $3.4M |
| WFCWells Fargo & Co | June 30, 2020 | +222.8% | $15.0M |
| SUSuncor Energy Inc New | June 30, 2020 | +218.4% | $698K |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $8.5M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $2.9M |
| BRK/ABerkshire Hathaway Inc Del | June 30, 2020 | +180.2% | $16.5M |
| MLMMartin Marietta Matls Inc | June 30, 2020 | +179.2% | $1.4M |
| PMPhilip Morris Intl Inc | June 30, 2020 | +158.2% | $5.6M |
| ABBVAbbvie Inc | June 30, 2020 | +156.3% | $25.4M |
Sold off last quarter
- GEHCGe Healthcare Technologies I was $217K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.8% | +14.8% |
| March 31, 2026 | −4.3% | −4.6% |
| December 31, 2025 | −1.2% | +2.4% |
| September 30, 2025 | +6.2% | +7.8% |
| June 30, 2025 | −1.4% | +10.5% |
| March 31, 2025 | −0.6% | −4.6% |
| December 31, 2024 | −5.7% | +2.1% |
| September 30, 2024 | +7.3% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +6.9% | +10.0% |
| December 31, 2023 | +7.2% | +11.2% |
| September 30, 2023 | −6.1% | −3.6% |
| June 30, 2023 | −8.3% | +8.3% |
| March 31, 2023 | −2.4% | +7.0% |
| December 31, 2022 | +18.5% | +7.1% |
| September 30, 2022 | −3.3% | −5.3% |
| June 30, 2022 | +0.4% | −16.5% |
| March 31, 2022 | +3.3% | −4.9% |
| December 31, 2021 | +6.3% | +10.7% |
| September 30, 2021 | −6.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Brandywine Trust Co Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1123803&type=13F-HR&dateb=&owner=include&count=40CIK 1123803
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1123803/000091957426005179/Filed August 14, 2026 · accession 0000919574-26-005179