Brandywine Financial Group
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
14 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Defensive | 58.3% | $561,282 |
| Consumer Cyclical | 21.3% | $205,045 |
| Industrials | 13.1% | $126,517 |
| Energy | 4.2% | $40,113 |
| Healthcare | 1.6% | $15,816 |
| Unclassified | 0.9% | $8,675 |
| Financial Services | 0.5% | $5,095 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNew Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HUBG | Hub Group, Inc. | 155 | $6,787 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | 20,569 | $11,872,015 | |
| GOOGL | Alphabet Inc. | 34,271 | $9,854,968 | |
| DHR | Danaher Corp /De/ | 45,874 | $8,697,710 | |
| MOS | Mosaic Co | 264,977 | $6,756,913 | |
| CL | Colgate Palmolive Co | 72,853 | $6,209,261 | |
| TECK | Teck Resources Ltd | 101,475 | $5,251,331 | |
| META | Meta Platforms, Inc. | 9,049 | $5,177,204 | |
| HNGE | Hinge Health, Inc. | 200 | $7,712 | |
| PPLT | abrdn Platinum ETF Trust | 10 | $1,782 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 600 | $561,282 | 58.31% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 800 | $176,392 | 18.33% | |
| GE |
General Electric Co
Industrials
|
Held | 177 | $66,150 | 6.87% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 44 | $51,693 | 5.37% | |
| CVX |
Chevron Corp
Energy
|
Held | 242 | $40,113 | 4.17% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 55 | $23,133 | 2.40% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 500 | $12,040 | 1.25% | |
| XRP |
Bitwise XRP ETF
|
Reduced | 744 | $8,675 | 0.90% | |
| HUBG |
Hub Group, Inc.
Industrials
|
NEW | 155 | $6,787 | 0.71% | |
| GME |
GameStop Corp.
Consumer Cyclical
|
Held | 250 | $5,520 | 0.57% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Held | 59 | $3,776 | 0.39% | |
| MPB |
Mid Penn Bancorp Inc
Financial Services
|
Held | 100 | $3,484 | 0.36% | |
| WAB |
Westinghouse Air Brake Technologies Corp
Industrials
|
Held | 7 | $1,887 | 0.20% | |
| WSFS |
Wsfs Financial Corp
Financial Services
|
Held | 21 | $1,611 | 0.17% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.