Radnor Capital Management, LLC

Est. AUM

$675.8M

13F long equity, this entity only

Positions

308

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MERCK & CO INC	COM	$62.5M	519443	9.25%	SOLE
2	EXXON MOBIL CORP	COM	$25.0M	147431	3.70%	SOLE
3	APPLE INC	COM	$18.5M	73087	2.74%	SOLE
4	AUTOZONE INC	COM	$18.4M	5444	2.72%	SOLE
5	JPMORGAN CHASE & CO	COM	$16.3M	55273	2.41%	SOLE
6	INTERNATIONAL BUSINESS MACHS	COM	$14.0M	57901	2.08%	SOLE
7	GE VERNOVA INC	COM	$11.9M	13608	1.76%	SOLE
8	AMERICAN EXPRESS CO	COM	$11.2M	37075	1.66%	SOLE
9	JOHNSON & JOHNSON	COM	$10.4M	42688	1.54%	SOLE
10	MICROSOFT CORP	COM	$10.0M	26921	1.47%	SOLE
11	EMERSON ELEC CO	COM	$9.5M	72580	1.41%	SOLE
12	ALPHABET INC	CAP STK CL A	$9.0M	31453	1.34%	SOLE
13	WALMART INC	COM	$9.0M	72051	1.33%	SOLE
14	ELI LILLY & CO	COM	$8.9M	9667	1.32%	SOLE
15	GE AEROSPACE	COM NEW	$8.2M	28948	1.22%	SOLE
16	WILLIAMS SONOMA INC	COM	$8.1M	44526	1.20%	SOLE
17	SCHWAB CHARLES CORP	COM	$7.8M	83010	1.15%	SOLE
18	OREILLY AUTOMOTIVE INC	COM	$7.6M	82390	1.13%	SOLE
19	AFLAC INC	COM	$7.0M	64136	1.04%	SOLE
20	CORNING INC	COM	$6.6M	48482	0.98%	SOLE
21	CATERPILLAR INC	COM	$5.9M	8366	0.88%	SOLE
22	DONALDSON INC	COM	$5.9M	69290	0.87%	SOLE
23	AMAZON COM INC	COM	$5.5M	26302	0.81%	SOLE
24	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.3M	27453	0.78%	SOLE
25	ABBVIE INC	COM	$5.2M	23869	0.77%	SOLE
26	3M CO	COM	$5.1M	34793	0.75%	SOLE
27	CHUBB LTD SWITZ	COM	$5.0M	15323	0.74%	SOLE
28	BRISTOL-MYERS SQUIBB CO	COM	$4.8M	79698	0.72%	SOLE
29	CHEVRON CORPORATION	COM	$4.4M	21409	0.66%	SOLE
30	CONSTELLATION ENERGY CORP	COM	$4.4M	15789	0.65%	SOLE
31	ILLINOIS TOOL WKS INC	COM	$4.2M	16162	0.62%	SOLE
32	WASTE MGMT INC DEL	COM	$4.2M	18221	0.62%	SOLE
33	CURTISS WRIGHT CORP	COM	$4.2M	6107	0.62%	SOLE
34	THE CIGNA GROUP	COM	$4.1M	15336	0.61%	SOLE
35	STRYKER CORPORATION	COM	$3.9M	12005	0.58%	SOLE
36	RTX CORPORATION	COM	$3.9M	20169	0.58%	SOLE
37	CISCO SYS INC	COM	$3.8M	48744	0.56%	SOLE
38	DYCOM INDS INC	COM	$3.8M	11153	0.56%	SOLE
39	PROCTER & GAMBLE CO	COM	$3.8M	26052	0.56%	SOLE
40	HARTFORD INSURANCE GROUP INC	COM	$3.7M	27588	0.55%	SOLE
41	ACCENTURE PLC IRELAND	SHS CLASS A	$3.7M	18624	0.55%	SOLE
42	EQT CORP	COM	$3.7M	57539	0.54%	SOLE
43	ALPHABET INC	CAP STK CL C	$3.6M	12450	0.53%	SOLE
44	PHILIP MORRIS INTL INC	COM	$3.6M	21585	0.53%	SOLE
45	VISA INC	COM CL A	$3.5M	11547	0.52%	SOLE
46	AON PLC	SHS CL A	$3.4M	10547	0.50%	SOLE
47	COCA COLA CO	COM	$3.3M	42954	0.48%	SOLE
48	QUANTA SVCS INC	COM	$3.2M	5813	0.47%	SOLE
49	TRACTOR SUPPLY CO	COM	$3.2M	70050	0.47%	SOLE
50	ENBRIDGE INC	COM	$3.1M	57005	0.46%	SOLE

1–50 of 308

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.