# Brandywine Financial Group

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1779506. Source: https://holderbook.com/funds/1779506-brandywine-financial-group/

- Reported value: $8.4M
- Positions: 20
- Weight of the ten largest: 99.2%
- Filed: 2026-07-06

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
|  | - | $6.5M | 216,924 | 78.0% | 1 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $689.0K | 8,289 | 8.2% | 1 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $561.0K | 600 | 6.7% | 1 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $176.0K | 800 | 2.1% | 1 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $103.0K | 140 | 1.2% | 1 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $66.0K | 177 | 0.8% | 1 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $52.0K | 44 | 0.6% | 1 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $43.0K | 311 | 0.5% | 1 |
| HUB GROUP INC | [HUBG](https://holderbook.com/stocks/HUBG/) | $43.0K | 155 | 0.5% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $40.0K | 242 | 0.5% | 1 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $23.0K | 55 | 0.3% | 1 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $12.0K | 500 | 0.1% | 1 |
| BITWISE XRP ETF | [XRP](https://holderbook.com/stocks/XRP/) | $9.0K | 744 | 0.1% | 1 |
| GAMESTOP CORP | [GME](https://holderbook.com/stocks/GME/) | $6.0K | 250 | 0.1% | 1 |
| LISTED FDS TR | [TILL](https://holderbook.com/stocks/TILL/) | $6.0K | 154 | 0.1% | 1 |
| GE HEALTHCARE TECHNOLOGIES I | [GEHC](https://holderbook.com/stocks/GEHC/) | $4.0K | 59 | 0.0% | 1 |
| MID PENN BANCORP INC | [MPB](https://holderbook.com/stocks/MPB/) | $3.0K | 100 | 0.0% | 1 |
| WSFS FINL CORP | [WSFS](https://holderbook.com/stocks/WSFS/) | $2.0K | 21 | 0.0% | 1 |
| WABTEC | [WAB](https://holderbook.com/stocks/WAB/) | $2.0K | 7 | 0.0% | 1 |
| VIATRIS INC | [VTRS](https://holderbook.com/stocks/VTRS/) | $1.0K | 78 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $8.4M | 20 |