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Portfolio (Quarterly) Guide ↗

BRANDYWINE TRUST CO

· CIK 0001123803
13F Portfolio $551.8B AUM 31 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 Added 2 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 JPM JPMORGAN CHASE & CO. Financial Services 830 $267K 0.05% SOLD
Sector Allocation
Financial Services 51.6%
Consumer Defensive 23.6%
Healthcare 15.5%
Energy 5.5%
Industrials 1.3%
Utilities 1.2%
Basic Materials 0.6%
Communication Services 0.5%
Consumer Cyclical 0.1%