Fund HoldingsRadnor Capital Management, LLC

Total Portfolio Value
$502.6K
Total Bought
$287.1K
Total Sold
$20.4K
Net Transaction
+$266.7K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
APPLE INC(AAPL)079,814+79,8140142.72%+14
AUTOZONE INC(AZO)05,227+5,2270132.64%+13
INTERNATIONAL BUSINESS MACHS(IBM)068,330+68,3300101.91%+10
MICROSOFT CORP(MSFT)028,504+28,504091.79%+9
JOHNSON & JOHNSON(JNJ)050,326+50,326081.56%+8
EMERSON ELEC CO(EMR)072,215+72,215071.39%+7
ELI LILLY & CO(LLY)010,762+10,762061.15%+6
AMERICAN EXPRESS CO(AXP)037,416+37,416061.11%+6
AFLAC INC(AFL)065,977+65,977051.01%+5
PROCTER AND GAMBLE CO(PG)034,562+34,562051.00%+5
THE CIGNA GROUP(CI)016,454+16,454050.94%+5
WILLIAMS SONOMA INC(WSM)029,071+29,071050.90%+5
CHEVRON CORP NEW(CVX)024,316+24,316040.82%+4
BRISTOL-MYERS SQUIBB CO(BMY)069,906+69,906040.81%+4
WALMART INC(WMT)025,150+25,150040.80%+4
CVS HEALTH CORP(CVS)051,421+51,421040.71%+4
ILLINOIS TOOL WKS INC(ITW)015,588+15,588040.71%+4
PEPSICO INC(PEP)020,476+20,476030.69%+3
ELEVANCE HEALTH INC(ELV)07,710+7,710030.67%+3
NORTHROP GRUMMAN CORP(NOC)07,164+7,164030.63%+3
DONALDSON INC(DCI)051,420+51,420030.61%+3
GENERAL ELECTRIC CO(GE)027,652+27,652030.61%+3
TRACTOR SUPPLY CO(TSCO)013,860+13,860030.56%+3
AUTOMATIC DATA PROCESSING IN011,341+11,341030.54%+3
QUALCOMM INC(QCOM)024,512+24,512030.54%+3
UNITED PARCEL SERVICE INC(UPS)017,096+17,096030.53%+3
SCHLUMBERGER LTD(SLB)045,511+45,511030.53%+3
PFIZER INC(PFE)077,237+77,237030.51%+3
STRYKER CORPORATION(SYK)09,280+9,280030.50%+3
DISNEY WALT CO(DIS)030,916+30,916030.50%+3
COCA COLA CO(KO)043,421+43,421020.48%+2
DOW INC(DOW)046,670+46,670020.48%+2
LOWES COS INC(LOW)011,507+11,507020.48%+2
HOME DEPOT INC(HD)07,862+7,862020.47%+2
CATERPILLAR INC(CAT)08,662+8,662020.47%+2
PHILIP MORRIS INTL INC(PM)024,311+24,311020.45%+2
FLEETCOR TECHNOLOGIES INC08,700+8,700020.44%+2
HARTFORD FINL SVCS GROUP INC(HIG)030,803+30,803020.43%+2
SCHWAB CHARLES CORP(SCHW)039,307+39,307020.43%+2
ISHARES TR012,119+12,119020.43%+2
LKQ CORP(LKQ)042,200+42,200020.42%+2
VANGUARD INDEX FDS010,610+10,610020.40%+2
US BANCORP DEL(USB)059,136+59,136020.39%+2
WEYERHAEUSER CO MTN BE(WY)063,174+63,174020.39%+2
ISHARES TR07,206+7,206020.38%+2
HELMERICH & PAYNE INC(HP)045,252+45,252020.38%+2
COLGATE PALMOLIVE CO(CL)026,724+26,724020.38%+2
ABBOTT LABS019,523+19,523020.38%+2
UNION PAC CORP(UNP)09,142+9,142020.37%+2
AMGEN INC(AMGN)06,900+6,900020.37%+2
PAYCHEX INC(PAYX)015,991+15,991020.37%+2
INTEL CORP(INTC)051,310+51,310020.36%+2
AIR PRODS & CHEMS INC06,210+6,210020.35%+2
FEDERATED HERMES INC(FHI)050,935+50,935020.34%+2
GENERAL DYNAMICS CORP(GD)07,765+7,765020.34%+2
UNIVERSAL HLTH SVCS INC(UHS)012,765+12,765020.32%+2
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)023,340+23,340020.31%+2
PNC FINL SVCS GROUP INC(PNC)012,712+12,712020.31%+2
DYCOM INDS INC(DY)016,625+16,625010.29%+1
BHP GROUP LTD025,055+25,055010.28%+1
PRUDENTIAL FINL INC(PFH)014,281+14,281010.27%+1
TORO CO016,300+16,300010.27%+1
GLOBUS MED INC(GMED)025,591+25,591010.25%+1
CURTISS WRIGHT CORP(CW)06,443+6,443010.25%+1
DOLLAR TREE INC(DLTR)011,418+11,418010.24%+1
SMUCKER J M CO(SJM)09,791+9,791010.24%+1
UNILEVER PLC(UL)023,475+23,475010.23%+1
NATIONAL FUEL GAS CO(NFG)022,158+22,158010.23%+1
CRANE COMPANY(CR)012,895+12,895010.23%+1
PPG INDS INC(PPG)08,762+8,762010.23%+1
GENERAC HLDGS INC(GNRC)010,425+10,425010.23%+1
LOCKHEED MARTIN CORP(LMT)02,750+2,750010.22%+1
MCDONALDS CORP(MCD)04,229+4,229010.22%+1
BORGWARNER INC027,560+27,560010.22%+1
EXXON MOBIL CORP160,877156,095-4,78217183.65%+1
MAXIMUS INC(MMS)014,500+14,500010.22%+1
TEXTRON INC(TXT)013,840+13,840010.22%+1
HUNTSMAN CORP(HUN)043,227+43,227010.21%+1
SHELL PLC(SHEL)016,353+16,353010.21%+1
TORONTO DOMINION BK ONT(TD)017,336+17,336010.21%+1
CORNING INC(GLW)033,735+33,735010.20%+1
SIMON PPTY GROUP INC NEW(SPG)09,488+9,488010.20%+1
AGCO CORP08,645+8,645010.20%+1
NEWMONT CORP(NEM)027,296+27,296010.20%+1
STARBUCKS CORP(SBUX)010,905+10,905010.20%+1
ISHARES TR014,427+14,427010.20%+1
FACTSET RESH SYS INC(FDS)02,210+2,210010.19%+1
MONDELEZ INTL INC(MDLZ)013,913+13,913010.19%+1
HONEYWELL INTL INC(HON)05,224+5,224010.19%+1
EQUITRANS MIDSTREAM CORP0100,760+100,760010.19%+1
NORFOLK SOUTHN CORP(NSC)04,766+4,766010.19%+1
AMERICAN INTL GROUP INC015,154+15,154010.18%+1
CRANE NXT CO(CXT)016,320+16,320010.18%+1
AEROVIRONMENT INC07,875+7,875010.17%+1
BANK NOVA SCOTIA HALIFAX018,235+18,235010.17%+1
BERKSHIRE HATHAWAY INC DEL02,331+2,331010.16%+1
BAXTER INTL INC020,458+20,458010.15%+1
WD 40 CO(WDFC)03,800+3,800010.15%+1
RPM INTL INC(RPM)07,925+7,925010.15%+1
TAPESTRY INC(TPR)026,030+26,030010.15%+1
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