AI Portfolio Summary
In 2025 Q4, BRANDYWINE TRUST CO maintained a portfolio of 33 distinct positions. They heavily accumulated shares in VANGUARD INTL EQUITY, increasing their position by 1.3%. Conversely, BRANDYWINE TRUST CO completely exited their position in KELLANOVA.
Total Positions
33
Quarter
2025 Q4
Top Holding
VT (49.7%)
Top 10 Concentration
95.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 33
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VT
VANGUARD INTL E...
|
ETF | 49.65% | 41.57% |
#1
Prev: #1
|
10.0 | 24,866 | 1.3% |
P
S
|
2,007,783 | $283,217,870 |
$98.10
+45.7%
|
2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
SPY
SPDR S&P 500 ET...
|
ETF | 18.47% | 15.35% |
#2
1
Prev: #3
|
9.4 | 2,978 | 2.0% |
P
S
|
154,454 | $105,325,272 |
$416.07
+64.8%
|
2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
CPB
THE CAMPBELLS C...
|
Unknown | 9.55% | 23.39% |
#3
1
Prev: #2
|
4.0 | -2,913,706 | -59.9% |
P
S
|
1,954,276 | $54,465,672 |
$34.56
-21.0%
|
2000 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
ABBV
ABBVIE INC
|
Unknown | 4.41% | 4.11% |
#4
Prev: #4
|
1.8 | -6,766 | -5.8% |
P
S
|
110,023 | $25,139,155 | 2013 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WFC
WELLS FARGO CO ...
|
Unknown | 3.40% | 2.67% |
#5
Prev: #5
|
1.4 | -882 | -0.4% |
P
S
|
208,316 | $19,415,051 | 2003 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/A
BERKSHIRE HATHA...
|
Unknown | 2.91% | 2.52% |
#6
Prev: #6
|
1.2 | no change | no change |
P
S
|
22 | $16,605,600 | 2011 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABT
ABBOTT LABS
|
Unknown | 2.56% | 2.38% |
#7
Prev: #7
|
1.0 | no change | no change |
P
S
|
116,669 | $14,617,459 | 2000 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.61% | 1.34% |
#8
Prev: #8
|
0.6 | no change | no change |
P
S
|
147,227 | $9,197,271 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACWI
ISHARES TR
|
ETF | 1.53% | 1.30% |
#9
Prev: #9
|
0.6 | no change | no change |
P
S
|
61,715 | $8,732,055 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Unknown | 1.32% | 1.07% |
#10
Prev: #10
|
0.5 | no change | no change |
P
S
|
62,466 | $7,517,158 | 2000 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PM
PHILIP MORRIS I...
|
Unknown | 0.87% | 0.76% |
#11
Prev: #11
|
0.3 | no change | no change |
P
S
|
30,814 | $4,942,566 | 2008 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Unknown | 0.51% | 0.46% |
#12
Prev: #12
|
0.2 | -235 | -3.9% |
P
S
|
5,744 | $2,887,222 | 2010 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GE
GE AEROSPACE
|
Unknown | 0.49% | 0.42% |
#13
Prev: #13
|
0.2 | no change | no change |
P
S
|
9,108 | $2,805,537 | 2000 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 0.39% | 0.33% |
#14
Prev: #14
|
0.2 | no change | no change |
P
S
|
3,255 | $2,229,480 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MO
ALTRIA GROUP IN...
|
Unknown | 0.31% | 0.31% |
#15
Prev: #15
|
0.1 | no change | no change |
P
S
|
30,814 | $1,776,735 | 2008 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GEV
GE VERNOVA INC
|
Unknown | 0.26% | 0.21% |
#16
2
Prev: #18
|
0.1 | no change | no change |
P
S
|
2,290 | $1,496,675 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MLM
MARTIN MARIETTA...
|
Unknown | 0.26% | 0.23% |
#17
Prev: #17
|
0.1 | no change | no change |
P
S
|
2,400 | $1,494,384 | 2012 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MDLZ
MONDELEZ INTL I...
|
Unknown | 0.20% | 0.20% |
#18
1
Prev: #19
|
0.1 | no change | no change |
P
S
|
21,323 | $1,147,817 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CMCSA
COMCAST CORP NE...
|
Unknown | 0.19% | 0.18% |
#19
1
Prev: #20
|
0.1 | no change | no change |
P
S
|
36,840 | $1,101,148 | 2002 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UVV
UNIVERSAL CORP ...
|
Unknown | 0.14% | 0.13% |
#20
1
Prev: #21
|
0.1 | no change | no change |
P
S
|
14,907 | $786,344 | 2008 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVX
CHEVRON CORP NE...
|
Unknown | 0.14% | 0.12% |
#21
1
Prev: #22
|
0.1 | no change | no change |
P
S
|
5,129 | $781,711 | 2004 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KO
COCA COLA CO
|
Unknown | 0.13% | 0.11% |
#22
1
Prev: #23
|
0.1 | no change | no change |
P
S
|
10,682 | $746,779 | 2000 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BAC
BANK AMERICA CO...
|
Unknown | 0.13% | 0.10% |
#23
1
Prev: #24
|
0.1 | no change | no change |
P
S
|
13,326 | $732,930 | 2006 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NEE
NEXTERA ENERGY ...
|
Unknown | 0.11% | 0.09% |
#24
1
Prev: #25
|
0.0 | no change | no change |
P
S
|
8,000 | $642,240 | 2014 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SU
SUNCOR ENERGY I...
|
Unknown | 0.10% | 0.08% |
#25
1
Prev: #26
|
0.0 | no change | no change |
P
S
|
13,000 | $576,680 | 2016 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
K
KELLANOVA
|
Unknown | 0.00% | 0.29% |
Sold All 😨
(Was: #16) |
0.3 | -22,860 | -100.0% |
CLOSED
|
— | $— | 2008 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 33 holdings