Fund HoldingsRadnor Capital Management, LLC

Total Portfolio Value
$673.4K
Total Bought
$356.3K
Total Sold
$7.5K
Net Transaction
+$348.8K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
INTERNATIONAL BUSINESS MACHS(IBM)065,851+65,8510152.16%+15
MICROSOFT CORP(MSFT)029,937+29,9370131.91%+13
ELI LILLY & CO(LLY)012,311+12,3110111.62%+11
JOHNSON & JOHNSON(JNJ)057,499+57,499091.38%+9
EMERSON ELEC CO(EMR)076,346+76,346081.24%+8
WILLIAMS SONOMA INC(WSM)051,332+51,332081.18%+8
SCHWAB CHARLES CORP(SCHW)093,827+93,827060.90%+6
WALMART INC(WMT)074,370+74,370060.89%+6
PROCTER AND GAMBLE CO(PG)032,939+32,939060.85%+6
THE CIGNA GROUP(CI)015,714+15,714050.81%+5
QUALCOMM INC(QCOM)031,105+31,105050.79%+5
GE AEROSPACE(GE)027,879+27,879050.78%+5
COCA COLA CO(KO)067,788+67,788050.72%+5
CHEVRON CORP NEW(CVX)031,573+31,573050.69%+5
BRISTOL-MYERS SQUIBB CO(BMY)089,466+89,466050.69%+5
STRYKER CORPORATION(SYK)012,798+12,798050.69%+5
TRACTOR SUPPLY CO(TSCO)015,630+15,630050.68%+5
ILLINOIS TOOL WKS INC(ITW)016,402+16,402040.64%+4
DONALDSON INC(DCI)057,505+57,505040.63%+4
ISHARES TR011,021+11,021040.61%+4
VANGUARD INDEX FDS016,918+16,918040.60%+4
HOME DEPOT INC(HD)09,518+9,518040.57%+4
HARTFORD FINL SVCS GROUP INC(HIG)032,408+32,408040.57%+4
LOWES COS INC(LOW)012,537+12,537030.50%+3
PEPSICO INC(PEP)019,746+19,746030.50%+3
CATERPILLAR INC(CAT)08,362+8,362030.49%+3
CVS HEALTH CORP(CVS)051,814+51,814030.48%+3
APPLE INC(AAPL)73,07279,929+6,85715192.77%+3
DISNEY WALT CO(DIS)032,119+32,119030.46%+3
DYCOM INDS INC(DY)015,430+15,430030.45%+3
AMERICAN EXPRESS CO(AXP)40,87445,919+5,0459121.85%+3
PFIZER INC(PFE)0102,702+102,702030.44%+3
UNION PAC CORP(UNP)011,857+11,857030.43%+3
COLGATE PALMOLIVE CO(CL)027,937+27,937030.43%+3
UNIVERSAL HLTH SVCS INC(UHS)012,545+12,545030.43%+3
PNC FINL SVCS GROUP INC(PNC)013,823+13,823030.38%+3
ISHARES TR011,500+11,500030.38%+3
UNITED PARCEL SERVICE INC(UPS)018,386+18,386030.37%+3
PHILIP MORRIS INTL INC(PM)020,400+20,400020.37%+2
US BANCORP DEL(USB)052,896+52,896020.36%+2
CURTISS WRIGHT CORP(CW)07,141+7,141020.35%+2
ACCENTURE PLC IRELAND022,131+22,131081.16%+8
3M CO043,585+43,585060.88%+6
PAYCHEX INC(PAYX)016,791+16,791020.33%+2
MCDONALDS CORP(MCD)07,134+7,134020.32%+2
GLOBUS MED INC(GMED)029,971+29,971020.32%+2
WEYERHAEUSER CO MTN BE(WY)062,855+62,855020.32%+2
NORTHROP GRUMMAN CORP(NOC)04,000+4,000020.31%+2
GENERAL DYNAMICS CORP(GD)06,743+6,743020.30%+2
MAXIMUS INC(MMS)021,675+21,675020.30%+2
WD 40 CO(WDFC)07,600+7,600020.29%+2
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)024,740+24,740020.28%+2
RPM INTL INC(RPM)015,725+15,725020.28%+2
CRANE COMPANY(CR)011,985+11,985020.28%+2
AFLAC INC(AFL)66,79270,167+3,375681.17%+2
CORNING INC(GLW)041,635+41,635020.28%+2
RTX CORPORATION(RTX)19,82731,323+11,496240.56%+2
LOCKHEED MARTIN CORP(LMT)03,065+3,065020.27%+2
EXXON MOBIL CORP154,751167,144+12,39318202.91%+2
DOW INC(DOW)031,975+31,975020.26%+2
SCHLUMBERGER LTD(SLB)040,784+40,784020.25%+2
PRUDENTIAL FINL INC(PFH)014,124+14,124020.25%+2
FEDERATED HERMES INC(FHI)046,090+46,090020.25%+2
DOLLAR TREE INC(DLTR)023,543+23,543020.25%+2
LKQ CORP(LKQ)040,900+40,900020.24%+2
SIMON PPTY GROUP INC NEW(SPG)09,479+9,479020.24%+2
NORFOLK SOUTHN CORP(NSC)06,291+6,291020.23%+2
CHURCH & DWIGHT CO INC(CHD)014,800+14,800020.23%+2
FISERV INC(FISV)08,588+8,588020.23%+2
JPMORGAN CHASE & CO.(JPM)58,64163,551+4,91012131.99%+2
GE VERNOVA INC(GEV)15,83416,386+552340.62%+1
TEXAS INSTRS INC(TXN)06,940+6,940010.21%+1
UNILEVER PLC(UL)021,361+21,361010.21%+1
TORO CO015,900+15,900010.20%+1
NATIONAL FUEL GAS CO(NFG)022,124+22,124010.20%+1
HELMERICH & PAYNE INC(HP)043,544+43,544010.20%+1
MORGAN STANLEY(MS)012,629+12,629010.20%+1
CONSTELLATION ENERGY CORP(CEG)19,73020,219+489450.78%+1
TEXTRON INC(TXT)014,695+14,695010.19%+1
STARBUCKS CORP(SBUX)013,230+13,230010.19%+1
ISHARES TR014,120+14,120010.18%+1
LULULEMON ATHLETICA INC(LULU)04,552+4,552010.18%+1
PPG INDS INC(PPG)09,230+9,230010.18%+1
FACTSET RESH SYS INC(FDS)02,610+2,610010.18%+1
MONDELEZ INTL INC(MDLZ)016,097+16,097010.18%+1
CHUBB LIMITED018,158+18,158050.78%+5
VANGUARD INTL EQUITY INDEX F024,635+24,635010.18%+1
SMUCKER J M CO(SJM)09,691+9,691010.17%+1
VANGUARD INDEX FDS04,118+4,118010.17%+1
ABBVIE INC(ABBV)027,915+27,915060.82%+6
TRANSDIGM GROUP INC(TDG)0795+795010.17%+1
ISHARES TR013,485+13,485010.17%+1
CISCO SYS INC(CSCO)52,86968,274+15,405340.54%+1
HENRY SCHEIN INC(HSIC)015,090+15,090010.16%+1
VANGUARD SPECIALIZED FUNDS05,523+5,523010.16%+1
EDWARDS LIFESCIENCES CORP5,18423,784+18,600020.23%+1
GENERAC HLDGS INC(GNRC)06,846+6,846010.16%+1
TORONTO DOMINION BK ONT(TD)016,546+16,546010.16%+1
NEWMONT CORP(NEM)019,449+19,449010.15%+1
AUTOZONE INC(AZO)05,508+5,5080172.58%+17
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