BF
Brandywine Financial Group
Concentrated strategySector-focusedLong-term holder
Total reported value
$8.4M
Reporting period: 2026-06-30 · Number of holdings: 20
Brandywine Financial Group disclosed 20 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $8.4M and a quarterly turnover rate of 0.0%.
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- Momentum/Contrarian
- 50
- Sector conviction
- 100
- Diversification
- 40
- Sizing Uniformity
- 65.32
Recent moves
No holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 78.05% | — | — | — | |
| 2 | XLE | Ss Energy Select Sector | ETF-Other | 8.22% | — | — | — |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 6.69% | — | — | — |
| 4 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 2.10% | — | — | — |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.23% | — | — | — |
| 6 | GE | General Electric | Stock-Industrials | 0.79% | — | — | — |
| 7 | GEV | GE Vernova INC | Stock-Industrials | 0.62% | — | — | — |
| 8 | HUBG | Hub Group Inc-cl A | Stock-Other | 0.51% | — | — | — |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | — | — | — |
| 10 | CVX | Chevron CORP | Stock-Energy | 0.48% | — | — | — |
| 11 | TSLA | Tesla INC | Stock-Consumer Disc | 0.27% | — | — | — |
| 12 | PFE | Pfizer INC | Stock-Healthcare | 0.14% | — | — | — |
| 13 | XRP | Bitwise Xrp ETF | ETF-Other | 0.11% | — | — | — |
| 14 | TILL | Teucrium AG No K-1 Strategy | ETF-Other | 0.07% | — | — | — |
| 15 | GME | Gamestop Corp-class A | Stock-Consumer Disc | 0.07% | — | — | — |
| 16 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.05% | — | — | — |
| 17 | MPB | Mid Penn Bancorp INC | Stock-Other | 0.04% | — | — | — |
| 18 | WSFS | Wsfs Financial CORP | Stock-Other | 0.02% | — | — | — |
| 19 | WAB | Wabtec CORP | Stock-Industrials | 0.02% | — | — | — |
| 20 | ✓ | Viatris INC | Stock-Other | 0.01% | — | — | — |
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
FAQ
What is Brandywine Financial Group and what type of investor is it?
Brandywine Financial Group is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $8.4M, spread across 20 disclosed positions.
What are Brandywine Financial Group's largest equity positions?
Based on the latest 13F filing, Brandywine Financial Group's top holdings by market value are:
1. — $6.5M (78.0%)
2. Ss Energy Select Sector (XLE) — $689.0K (8.2%)
3. Costco Wholesale CORP (COST) — $561.0K (6.7%)
4. Lowe's Cos INC (LOW) — $176.0K (2.1%)
5. Invesco S&p 500 Equal Weight (RSP) — $103.0K (1.2%)
What changes did Brandywine Financial Group make in its most recent portfolio filing?
No notable portfolio changes were recorded for Brandywine Financial Group in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Brandywine Financial Group focus on?
Brandywine Financial Group is concentrated in the following sectors based on its current disclosed equity portfolio:
• Consumer Staples: 57.0%
• Consumer Discretionary: 20.8%
• Industrials: 12.2%
• Energy: 8.4%
• Health Care: 1.6%