$287 Million is the total value of BRANDYWINE TRUST CO's 32 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CPB | Buy | CAMPBELL SOUP CO | $193,736,000 | +4.0% | 4,006,948 | +4.1% | 67.57% | -3.6% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $15,212,000 | +42.5% | 40,687 | +27.7% | 5.31% | +32.2% |
| WFC | Buy | WELLS FARGO CO NEW | $7,656,000 | +30.1% | 253,662 | +1.3% | 2.67% | +20.6% |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $1,676,000 | – | 7,913 | +100.0% | 0.58% | – |
| NEE | Buy | NEXTERA ENERGY INC | $617,000 | +11.2% | 8,000 | +300.0% | 0.22% | +2.9% |
| WY | New | WEYERHAEUSER CO MTN BE | $215,000 | – | 6,400 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CAMPBELL SOUP CO | 42 | Q3 2023 | 70.1% |
| WELLS FARGO CO NEW | 42 | Q3 2023 | 24.0% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 26.0% |
| ABBVIE INC | 42 | Q3 2023 | 14.4% |
| ABBOTT LABS | 42 | Q3 2023 | 11.1% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 9.5% |
| PHILIP MORRIS INTL INC | 42 | Q3 2023 | 3.9% |
| ALTRIA GROUP INC | 42 | Q3 2023 | 2.4% |
| KELLOGG CO | 42 | Q3 2023 | 2.1% |
| COMCAST CORP NEW | 42 | Q3 2023 | 1.5% |
View BRANDYWINE TRUST CO's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-10 |
View BRANDYWINE TRUST CO's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.