StockDriftsStockDriftsTop 18 Brandywine Financial Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR ETF STATE STREET CONSUMERS STAPLES | 8.22% | 8.3K | $689K | +55160.00%(+8.27K) | $57.53(+8.81%) | 2026-06-30 | |
| COST | COSTCO WHSL CORP NEW COM | 6.69% | 600 | $561K | +0.00%(+0) | $893.99(+6.70%) | 2026-06-30 | |
| LOW | LOWES COMPANIES INC | 2.1% | 800 | $176K | +0.00%(+0) | $246.24(-12.61%) | 2026-06-30 | |
| RSP | INVESCO QQQ TR ETF UNIT SER 1 | 1.23% | 140 | $103K | +636.84%(+121) | $199.24(+11.30%) | 2026-06-30 | |
| GE | GE AEROSPACE NEW | 0.79% | 177 | $66K | +0.00%(+0) | $304.43(+21.65%) | 2026-06-30 | |
| GEV | GE VERNOVA LLC | 0.62% | 44 | $52K | +0.00%(+0) | $634.24(+70.43%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 0.51% | 311 | $43K | +0.00%(+0) | $116.54(+38.00%) | 2026-06-30 | |
| HUBG | HUNTINGTON INGALLS INDUSTRIES INC | 0.51% | 155 | $43K | new | $39.54(+1.92%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION | 0.48% | 242 | $40K | +0.00%(+0) | $153.85(+30.87%) | 2026-06-30 | |
| TSLA | TESLA INC | 0.27% | 55 | $23K | -99.71%(-18.76K) | $410.74(-17.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -4.74% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.24% |
Brandywine Financial Group reports $8.39M in US-listed equity holdings across 20 positions in its most recent 13F filing. Its largest disclosed positions are XLE (8.2%), COST (6.7%) and LOW (2.1%). The top 20 holdings account for 21.94% of reported assets. Its disclosed equity book has returned -4.74% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Brandywine Financial Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1779506). View Brandywine Financial Group’s 13F filings on SEC