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Home > Institutional Investor > Brandywine Financial Group > Profile

Instuitional Investor - Brandywine Financial Group

Fund Profile
Filing Period:
Fund Name: Brandywine Financial Group
Portfolio Value $8,386,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sprott Physical Gold Tr Unit - ETF
 216,924 $6,545 78.05%
2.
Sector Spdr Trust
 XLE 8,289 $689 8.22%
3.
Costco Wholesale Corp W
 COST 600 $561 6.69%
4.
Lowes Companies Inc
 LOW 800 $176 2.1%
5.
Invesco Qqq Tr Etf Unit Ser 1 - ETF
 140 $103 1.23%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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