Radnor Capital Management, LLC

data from 31/03/2026

Capitalization

$ 675.764 M

0.30%

Performance

$ 267.899 M

74.47%

Average holding period

19 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Radnor Capital Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 MRK MERCK & CO INC 9.25% 62.484 M $ 519443 2016/12/31 7.809 M $ 14.28 %
2026/03/31 XOM EXXON MOBIL CORP 3.70% 25.013 M $ 147431 2016/12/31 7.348 M $ 40.98 %
2026/03/31 AAPL APPLE INC 2.74% 18.549 M $ 73087 2016/12/31 -1.332 M $ -6.65 %
2026/03/31 AZO AUTOZONE INC 2.72% 18.389 M $ 5444 2023/09/30 -74.966 K $ -0.40 %
2026/03/31 JPM JPMORGAN CHASE & CO 2.41% 16.259 M $ 55273 2016/12/31 -1.549 M $ -8.71 %
2026/03/31 IBM INTERNATIONAL BUSINESS MACHS 2.08% 14.035 M $ 57901 2016/12/31 -3.230 M $ -18.17 %
2026/03/31 GEV GE VERNOVA INC 1.76% 11.878 M $ 13608 2024/06/30 2.957 M $ 33.56 %
2026/03/31 AXP AMERICAN EXPRESS CO 1.66% 11.214 M $ 37075 2021/12/31 -2.525 M $ -18.24 %
2026/03/31 JNJ JOHNSON & JOHNSON 1.54% 10.435 M $ 42688 2016/12/31 1.604 M $ 18.12 %
2026/03/31 MSFT MICROSOFT CORP 1.47% 9.965 M $ 26921 2016/12/31 -3.059 M $ -23.46 %
2026/03/31 EMR EMERSON ELEC CO 1.41% 9.509 M $ 72580 2016/12/31 -119.815 K $ -1.28 %
2026/03/31 GOOGL ALPHABET INC 1.34% 9.045 M $ 31453 2016/12/31 -802.377 K $ -8.13 %
2026/03/31 WMT WALMART INC 1.33% 8.954 M $ 72051 2021/12/31 927.296 K $ 11.55 %
2026/03/31 LLY ELI LILLY & CO 1.32% 8.891 M $ 9667 2016/12/31 -1.498 M $ -14.41 %
2026/03/31 GE GE AEROSPACE 1.22% 8.215 M $ 28948 2021/12/31 -701.550 K $ -7.88 %
2026/03/31 WSM WILLIAMS SONOMA INC 1.20% 8.118 M $ 44526 2021/12/31 165.536 K $ 2.09 %
2026/03/31 SCHW SCHWAB CHARLES CORP 1.15% 7.801 M $ 83010 2022/06/30 -492.486 K $ -5.94 %
2026/03/31 ORLY OREILLY AUTOMOTIVE INC 1.13% 7.605 M $ 82390 2023/06/30 90.156 K $ 1.21 %
2026/03/31 AFL AFLAC INC 1.04% 7.036 M $ 64136 2023/09/30 -36.266 K $ -0.51 %
2026/03/31 GLW CORNING INC 0.98% 6.592 M $ 48482 2016/12/31 2.428 M $ 55.29 %
2026/03/31 CAT CATERPILLAR INC 0.88% 5.927 M $ 8366 2016/12/31 1.120 M $ 23.67 %
2026/03/31 DCI DONALDSON INC 0.87% 5.881 M $ 69290 2023/09/30 -259.785 K $ -4.27 %
2026/03/31 AMZN AMAZON COM INC 0.81% 5.478 M $ 26302 2020/06/30 -585.713 K $ -9.77 %
2026/03/31 RSP INVESCO EXCHANGE TRADED FD T 0.78% 5.269 M $ 27453 2023/12/31 6.342 K $ 0.19 %
2026/03/31 ABBV ABBVIE INC 0.77% 5.191 M $ 23869 2016/12/31 -264.484 K $ -4.81 %
2026/03/31 MMM 3M CO 0.75% 5.053 M $ 34793 2016/12/31 -517.520 K $ -9.29 %
2026/03/31 CB CHUBB LTD SWITZ 0.74% 4.994 M $ 15323 2016/12/31 211.610 K $ 4.42 %
2026/03/31 BMY BRISTOL-MYERS SQUIBB CO 0.72% 4.834 M $ 79698 2016/12/31 525.782 K $ 12.44 %
2026/03/31 CVX CHEVRON CORPORATION 0.66% 4.430 M $ 21409 2016/12/31 1.180 M $ 35.75 %
2026/03/31 CEG CONSTELLATION ENERGY CORP 0.65% 4.409 M $ 15789 2022/03/31 -1.104 M $ -20.95 %
2026/03/31 ITW ILLINOIS TOOL WKS INC 0.62% 4.207 M $ 16162 2016/12/31 226.665 K $ 5.68 %
2026/03/31 WM WASTE MGMT INC DEL 0.62% 4.187 M $ 18221 2016/12/31 183.667 K $ 4.59 %
2026/03/31 CW CURTISS WRIGHT CORP 0.62% 4.160 M $ 6107 2023/09/30 790.916 K $ 23.55 %
2026/03/31 CI THE CIGNA GROUP 0.61% 4.091 M $ 15336 2018/12/31 -130.447 K $ -3.08 %
2026/03/31 SYK STRYKER CORPORATION 0.58% 3.945 M $ 12005 2021/12/31 -273.370 K $ -6.51 %
2026/03/31 RTX RTX CORPORATION 0.58% 3.891 M $ 20169 2020/06/30 191.605 K $ 5.18 %
2026/03/31 CSCO CISCO SYS INC 0.56% 3.782 M $ 48744 2016/12/31 27.845 K $ 0.73 %
2026/03/31 DY DYCOM INDS INC 0.56% 3.779 M $ 11153 2021/12/31 10.306 K $ 0.27 %
2026/03/31 PG PROCTER & GAMBLE CO 0.56% 3.763 M $ 26052 2016/12/31 29.438 K $ 0.79 %
2026/03/31 HIG HARTFORD INSURANCE GROUP INC 0.55% 3.731 M $ 27588 2021/12/31 -70.901 K $ -1.87 %
2026/03/31 ACN ACCENTURE PLC IRELAND 0.55% 3.693 M $ 18624 2016/12/31 -1.286 M $ -26.09 %
2026/03/31 EQT EQT CORP 0.54% 3.662 M $ 57539 2016/12/31 650.943 K $ 18.73 %
2026/03/31 GOOG ALPHABET INC 0.53% 3.571 M $ 12450 2016/12/31 -354.260 K $ -8.59 %
2026/03/31 PM PHILIP MORRIS INTL INC 0.53% 3.569 M $ 21585 2016/12/31 99.713 K $ 3.08 %
2026/03/31 V VISA INC 0.52% 3.490 M $ 11547 2016/12/31 -738.440 K $ -13.82 %
2026/03/31 AON AON PLC 0.50% 3.404 M $ 10547 2021/03/31 -320.023 K $ -8.53 %
2026/03/31 KO COCA COLA CO 0.48% 3.267 M $ 42954 2016/12/31 263.737 K $ 8.78 %
2026/03/31 PWR QUANTA SVCS INC 0.47% 3.191 M $ 5813 2020/09/30 722.402 K $ 30.08 %
2026/03/31 TSCO TRACTOR SUPPLY CO 0.47% 3.173 M $ 70050 2023/09/30 -329.935 K $ -9.42 %
2026/03/31 ENB ENBRIDGE INC 0.46% 3.086 M $ 57005 2017/03/31 359.701 K $ 13.19 %
2026/03/31 PEP PEPSICO INC 0.45% 3.030 M $ 19509 2016/12/31 226.737 K $ 8.20 %
2026/03/31 AMP AMERIPRISE FINL INC 0.45% 3.014 M $ 6782 2023/06/30 -311.565 K $ -9.37 %
2026/03/31 GMED GLOBUS MED INC 0.43% 2.938 M $ 34100 2023/03/31 -39.261 K $ -1.32 %
2026/03/31 MO ALTRIA GROUP INC 0.43% 2.916 M $ 44196 2016/12/31 368.152 K $ 14.45 %
2026/03/31 CPAY CORPAY INC 0.42% 2.869 M $ 9861 2024/12/31 -98.366 K $ -3.30 %
2026/03/31 JCI JOHNSON CONTROLS INTERNATION 0.42% 2.855 M $ 21799 2020/09/30 245.548 K $ 9.35 %
2026/03/31 NEM NEWMONT CORP 0.42% 2.836 M $ 26200 2016/12/31 211.285 K $ 8.41 %
2026/03/31 CMCSA COMCAST CORP NEW 0.41% 2.750 M $ 95782 2016/12/31 67.099 K $ 2.38 %
2026/03/31 IWF ISHARES TR 0.41% 2.747 M $ 6443 2023/09/30 -302.176 K $ -9.91 %
2026/03/31 STX SEAGATE TECHNOLOGY HLDNGS PL 0.41% 2.742 M $ 7000 2021/06/30 814.590 K $ 42.26 %
2026/03/31 ILMN ILLUMINA INC 0.40% 2.683 M $ 21770 2024/09/30 -171.982 K $ -6.02 %
2026/03/31 VZ VERIZON COMMUNICATIONS INC 0.40% 2.676 M $ 53306 2016/12/31 512.686 K $ 23.25 %
2026/03/31 HD HOME DEPOT INC 0.39% 2.665 M $ 8103 2016/12/31 -123.246 K $ -4.42 %
2026/03/31 LOW LOWES COS INC 0.39% 2.650 M $ 11217 2020/12/31 -54.885 K $ -2.02 %
2026/03/31 DIS DISNEY WALT CO 0.39% 2.630 M $ 27285 2016/12/31 -476.225 K $ -15.29 %
2026/03/31 UNP UNION PAC CORP 0.39% 2.620 M $ 10800 2016/12/31 122.040 K $ 4.89 %
2026/03/31 VB VANGUARD INDEX FDS 0.38% 2.574 M $ 9827 2023/09/30 38.794 K $ 1.54 %
2026/03/31 IBP INSTALLED BLDG PRODS INC 0.38% 2.559 M $ 9653 2021/06/30 55.601 K $ 2.22 %
2026/03/31 FIS FIDELITY NATL INFORMATION SV 0.36% 2.430 M $ 51795 2021/03/31 -1.024 M $ -29.42 %
2026/03/31 QCOM QUALCOMM INC 0.36% 2.405 M $ 18677 2016/12/31 -1.081 M $ -24.71 %
2026/03/31 SPHR SPHERE ENTERTAINMENT CO 0.35% 2.383 M $ 20301 2021/03/31 454.792 K $ 23.48 %
2026/03/31 AMGN AMGEN INC 0.34% 2.322 M $ 6600 2016/12/31 168.246 K $ 7.50 %
2026/03/31 ULTA ULTA BEAUTY INC 0.34% 2.312 M $ 4423 2023/06/30 -365.658 K $ -13.60 %
2026/03/31 CVS CVS HEALTH CORP 0.34% 2.292 M $ 31915 2016/12/31 -240.639 K $ -9.50 %
2026/03/31 DLTR DOLLAR TREE INC 0.33% 2.254 M $ 20583 2021/12/31 -292.383 K $ -10.97 %
2026/03/31 GD GENERAL DYNAMICS CORP 0.33% 2.246 M $ 6543 2016/12/31 43.184 K $ 1.95 %
2026/03/31 USB US BANCORP 0.33% 2.226 M $ 42796 2016/12/31 -58.584 K $ -2.53 %
2026/03/31 BKNG BOOKING HOLDINGS INC 0.33% 2.223 M $ 528 2023/06/30 -2.770 M $ -96.86 %
2026/03/31 CR CRANE COMPANY 0.33% 2.205 M $ 12895 2023/09/30 -174.119 K $ -7.28 %
2026/03/31 PFE PFIZER INC 0.33% 2.204 M $ 78490 2016/12/31 249.598 K $ 12.77 %
2026/03/31 PSTG EVERPURE INC 0.32% 2.158 M $ 36551 2022/03/31 -292.228 K $ -11.89 %
2026/03/31 ELV ELEVANCE HEALTH INC FORMERLY 0.32% 2.158 M $ 7370 2023/09/30 -425.986 K $ -16.49 %
2026/03/31 CTVA CORTEVA INC 0.32% 2.157 M $ 25765 2019/06/30 429.760 K $ 24.88 %
2026/03/31 EW EDWARDS LIFESCIENCES CORP 0.32% 2.155 M $ 26915 2023/06/30 -139.150 K $ -6.06 %
2026/03/31 VIK VIKING HOLDINGS LTD 0.32% 2.140 M $ 29130 2024/12/31 60.299 K $ 2.90 %
2026/03/31 BWXT BWX TECHNOLOGIES INC 0.31% 2.124 M $ 10635 2025/06/30 336.281 K $ 18.75 %
2026/03/31 JBL JABIL INC 0.31% 2.119 M $ 7976 2023/03/31 192.111 K $ 16.49 %
2026/03/31 ADBE ADOBE INC 0.31% 2.107 M $ 8667 2024/09/30 -895.050 K $ -30.55 %
2026/03/31 MS MORGAN STANLEY 0.31% 2.083 M $ 12659 2021/12/31 -164.579 K $ -7.30 %
2026/03/31 HPE HEWLETT PACKARD ENTERPRISE C 0.31% 2.074 M $ 87126 2016/12/31 -18.422 K $ -0.87 %
2026/03/31 BN BROOKFIELD CORP 0.31% 2.069 M $ 51136 2022/12/31 -282.577 K $ -11.81 %
2026/03/31 PNC PNC FINL SVCS GROUP INC 0.30% 2.045 M $ 9826 2016/12/31 -6.333 K $ -0.31 %
2026/03/31 LFUS LITTELFUSE INC 0.30% 2.017 M $ 5945 2016/12/31 220.569 K $ 34.17 %
2026/03/31 GNRC GENERAC HLDGS INC 0.30% 2.006 M $ 10268 2023/03/31 572.442 K $ 43.24 %
2026/03/31 ABT ABBOTT LABORATORIES 0.29% 1.949 M $ 18985 2019/06/30 -436.226 K $ -18.05 %
2026/03/31 EVR EVERCORE INC 0.29% 1.934 M $ 6480 2022/12/31 -269.223 K $ -12.27 %
2026/03/31 ADP AUTOMATIC DATA PROCESSING IN 0.29% 1.932 M $ 9511 2016/12/31 -584.064 K $ -21.01 %
2026/03/31 UHS UNIVERSAL HLTH SVCS INC 0.28% 1.884 M $ 10525 2023/09/30 -428.573 K $ -17.91 %
2026/03/31 AVAV AEROVIRONMENT INC 0.28% 1.877 M $ 10253 2019/06/30 -464.835 K $ -24.33 %
2026/03/31 CBRE CBRE GROUP INC 0.27% 1.847 M $ 13635 2023/06/30 -345.374 K $ -15.75 %