Brandywine Trust Co.

Name: BRANDYWINE TRUST CO 13F holdings, Q4 2024
Creator: BRANDYWINE TRUST CO
Published: 2025-02-14

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Brandywine Trust Co. reported 32 stock positions worth $634.1 million. Its top holding was Vanguard Tot World STK ETF (VT) at 38.3% of the portfolio, followed by Campbell's (CPB, 32.2%) and SS SPDR S&P 500 ETF Trust-US (SPY, 13.3%). Compared with Q3 2024, it opened 2 new positions, sold out of 3, added to 1 and reduced 6. The biggest buy was a new position in CrowdStrike Class A (CRWD) and the biggest sale Abbvie (ABBV, shares −4%).

Most Recent 13F: Q2 2026
Location: HOCKESSIN, DE
CIK: 0001123803
Portfolio Value: $634.1M (Q4 2024)
SEC Filing: 0000919574-25-001153 ↗ filed Feb 14, 2025

Holdings Value

Holdings 32 stocks · $634.1M


VT Vanguard Tot World STK ETF	38.28%	2,066,473	$242.8M	Reduce -0.4%
CPB The Campbell's Company	32.15%	4,867,984	$203.9M	Add +1.8%
SPY SS SPDR S&P 500 ETF Trust-US	13.29%	143,778	$84.3M	Reduce -0.4%
ABBV Abbvie Inc.	3.41%	121,589	$21.6M	Reduce -4.0%
WFC Wells Fargo & Co.	2.50%	225,438	$15.8M	Reduce -0.5%
BRK.A Berkshire Hathaway Inc. Class A	2.36%	22	$15.0M	No change
ABT Abbott Laboratories	2.08%	116,669	$13.2M	No change
XOM Exxon Mobil Corp.	1.22%	71,931	$7.7M	Reduce -5.5%
VEA Vanguard Ftse Developed ETF	0.98%	129,767	$6.2M	No change
PM Philip Morris International	0.58%	30,814	$3.7M	No change
BRK.B Berkshire Hathaway Inc. Class B	0.43%	5,979	$2.7M	Reduce -5.8%
K Kellanova	0.29%	22,860	$1.9M	No change
MO Altria Group Inc.	0.25%	30,814	$1.6M	No change
GE General Electric filed as GE AEROSPACE	0.24%	9,108	$1.5M	No change
CMCSA Comcast Corp. Class A	0.22%	36,840	$1.4M	No change
MDLZ Mondelez International Inc. Class A	0.20%	21,323	$1.3M	No change
MLM Martin Marietta Materials	0.20%	2,400	$1.2M	No change
ACWI iShares MSCI Acwi ETF	0.18%	9,746	$1.1M	No change
CRWD CrowdStrike Holdings Inc. Class A	0.13%	2,472	$846K	New
UVV Universal Corp.	0.13%	14,907	$818K	No change
GEV GE Vernova Inc.	0.12%	2,290	$753K	No change
CVX Chevron Corp.	0.12%	5,129	$743K	No change
KO The Coca-Cola Co.	0.10%	10,682	$665K	No change
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.09%	13,326	$586K	No change
NEE Nextera Energy Inc.	0.09%	8,000	$574K	No change
IVV iShares Core S&P 500 ETF	0.09%	951	$560K	New
SU Suncor Energy Inc.	0.07%	13,000	$464K	No change
AMZN Amazon.com Inc.	0.05%	1,400	$307K	No change
JPM JPMorgan Chase & Co.	0.04%	1,000	$240K	No change
GEHC GE Healthcare Technology	0.04%	3,054	$239K	No change
KHC The Kraft Heinz Co.	0.03%	7,107	$218K	No change
WOR Worthington Enterprises Inc.	0.03%	5,000	$201K	No change

Portfolio Sells Q3 2024 → Q4 2024


ABBV Abbvie Inc.	Reduce -4.0%	3.41%	−0.32
XOM Exxon Mobil Corp.	Reduce -5.5%	1.22%	−0.11
CI The Cigna Group	Sold out	0.00%	−0.04
WY Weyerhaeuser Co.	Sold out	0.00%	−0.03
FRSH Freshworks Inc. Class A	Sold out	0.00%	−0.02
BRK.B Berkshire Hathaway Inc. Class B	Reduce -5.8%	0.43%	−0.01
WFC Wells Fargo & Co.	Reduce -0.5%	2.50%	+0.59
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -0.4%	13.29%	+0.95
VT Vanguard Tot World STK ETF	Reduce -0.4%	38.28%	+1.27

Portfolio Buys Q3 2024 → Q4 2024


CRWD CrowdStrike Holdings Inc. Class A	New	0.13%	+0.13
IVV iShares Core S&P 500 ETF	New	0.09%	+0.09
CPB The Campbell's Company	Add +1.8%	32.15%	−2.72

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	33	$620.6M	VT, SPY, CPB, ABBV, BRK.A
Q1 2026	31	$551.8M	VT, SPY, CPB, ABBV, BRK.A
Q4 2025	32	$570.4M	VT, SPY, CPB, ABBV, WFC
Q3 2025	33	$657.4M	VT, CPB, SPY, ABBV, WFC
Q2 2025	35	$654.6M	VT, CPB, SPY, ABBV, WFC
Q1 2025	35	$645.0M	VT, CPB, SPY, ABBV, BRK.A
Q4 2024	32	$634.1M	VT, CPB, SPY, ABBV, WFC
Q3 2024	33	$671.0M	VT, CPB, SPY, ABBV, BRK.A
Q2 2024	31	$602.2M	CPB, VT, SPY, ABBV, BRK.A
Q1 2024	31	$589.6M	CPB, VT, SPY, ABBV, BRK.A