Fund HoldingsRadnor Capital Management, LLC

Total Portfolio Value
$598.4K
Total Bought
$258.3K
Total Sold
$336.3K
Net Transaction
-$78.0K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
MERCK & CO INC(MRK)0520,766+520,7660528.66%+52
EXXON MOBIL CORP0151,754+151,7540162.73%+16
JPMORGAN CHASE & CO.(JPM)058,107+58,1070142.33%+14
OREILLY AUTOMOTIVE INC(ORLY)05,895+5,895071.17%+7
ACCENTURE PLC IRELAND
SHS CLASS A
018,507+18,507071.09%+7
GE VERNOVA INC(GEV)016,243+16,243050.89%+5
ALPHABET INC(GOOG)027,738+27,738050.88%+5
3M CO(MMM)035,960+35,960050.78%+5
CHUBB LIMITED
COM
015,907+15,907040.73%+4
ABBVIE INC(ABBV)024,647+24,647040.73%+4
COMCAST CORP NEW(CCZ)0114,357+114,357040.72%+4
FIDELITY NATL INFORMATION SV(FIS)051,251+51,251040.69%+4
WASTE MGMT INC DEL(WM)018,256+18,256040.62%+4
AON PLC(AON)010,232+10,232040.61%+4
CORPAY INC(CPAY)010,835+10,835040.61%+4
AMERIPRISE FINL INC(AMP)06,827+6,827040.61%+4
VISA INC(V)011,350+11,350040.60%+4
CONSTELLATION ENERGY CORP(CEG)014,310+14,310030.53%+3
HEWLETT PACKARD ENTERPRISE C(HPE)0141,904+141,904030.51%+3
CISCO SYS INC(CSCO)050,949+50,949030.50%+3
EQT CORP(EQT)060,948+60,948030.47%+3
ENBRIDGE INC(ENB)061,889+61,889030.44%+3
BOOKING HOLDINGS INC(BKNG)0521+521030.43%+3
PAYPAL HLDGS INC(PYPL)029,710+29,710030.42%+3
ALPHABET INC(GOOG)013,015+13,015020.41%+2
JEFFERIES FINL GROUP INC(JEF)030,210+30,210020.40%+2
VERIZON COMMUNICATIONS INC(VZ)055,980+55,980020.37%+2
UNITEDHEALTH GROUP INC(UNH)04,344+4,344020.37%+2
ESSENTIAL UTILS INC(WTRG)059,352+59,352020.36%+2
FEDEX CORP(FDX)07,427+7,427020.35%+2
BROOKFIELD CORP(BN)035,265+35,265020.34%+2
BLACKROCK INC(BLK)01,929+1,929020.33%+2
JOHNSON CTLS INTL PLC
SHS
024,375+24,375020.32%+2
PURE STORAGE INC(P)030,590+30,590020.31%+2
ULTA BEAUTY INC(ULTA)04,270+4,270020.31%+2
CBRE GROUP INC(CBRE)013,725+13,725020.30%+2
EVERCORE INC(EVR)06,265+6,265020.29%+2
CONSTELLATION BRANDS INC(STZ)07,054+7,054020.26%+2
RANGE RES CORP(RRC)042,993+42,993020.26%+2
HP INC(HPQ)046,201+46,201020.25%+2
TEXAS PACIFIC LAND CORPORATI(TPL)01,350+1,350010.25%+1
CORTEVA INC(CTVA)025,820+25,820010.25%+1
DUPONT DE NEMOURS INC(DD)018,714+18,714010.24%+1
GARMIN LTD(GRMN)06,717+6,717010.23%+1
ALTRIA GROUP INC(MO)026,196+26,196010.23%+1
EXELON CORP(EXC)036,207+36,207010.23%+1
COSTCO WHSL CORP NEW(COST)01,442+1,442010.22%+1
ACADEMY SPORTS & OUTDOORS IN(ASO)021,995+21,995010.21%+1
SPDR S&P 500 ETF TR(SPY)02,134+2,134010.21%+1
ACUITY BRANDS INC(AYI)04,190+4,190010.20%+1
ORACLE CORP(ORCL)07,128+7,128010.20%+1
DEUTSCHE BANK A G
NAMEN AKT
069,400+69,400010.20%+1
LCI INDS(LCII)010,875+10,875010.19%+1
DOMINION ENERGY INC(D)020,812+20,812010.19%+1
DIAGEO PLC(DEO)08,731+8,731010.19%+1
AT&T INC(T)048,515+48,515010.18%+1
INSTALLED BLDG PRODS INC(IBP)06,138+6,138010.18%+1
SM ENERGY CO(SM)027,125+27,125010.18%+1
CONOCOPHILLIPS(COP)010,399+10,399010.17%+1
EOG RES INC(EOG)08,335+8,335010.17%+1
NEXTERA ENERGY INC(NEE)014,073+14,073010.17%+1
MERITAGE HOMES CORP(MTH)06,356+6,356010.16%+1
JAZZ PHARMACEUTICALS PLC(JAZZ)07,925+7,925010.16%+1
MASTERCARD INCORPORATED(MA)01,812+1,812010.16%+1
META PLATFORMS INC(META)01,565+1,565010.15%+1
VIKING HOLDINGS LTD(VIK)020,780+20,780010.15%+1
S&P GLOBAL INC(SPGI)01,818+1,818010.15%+1
SPHERE ENTERTAINMENT CO(SPHR)022,320+22,320010.15%+1
XYLEM INC(XYL)06,970+6,970010.14%+1
DUKE ENERGY CORP NEW(DUK)07,503+7,503010.14%+1
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
04,122+4,122010.12%+1
DAVITA INC(DVA)04,800+4,800010.12%+1
TC ENERGY CORP(TRP)015,100+15,100010.12%+1
GE HEALTHCARE TECHNOLOGIES I(GEHC)08,795+8,795010.11%+1
ZIFF DAVIS INC(ZD)012,289+12,289010.11%+1
ORGANON & CO(OGN)044,453+44,453010.11%+1
CENTENE CORP DEL(CNC)010,800+10,800010.11%+1
PETROLEO BRASILEIRO SA PETRO(PBR)050,300+50,300010.11%+1
NETAPP INC(NTAP)05,400+5,400010.10%+1
FERGUSON ENTERPRISES INC(FERG)03,530+3,530010.10%+1
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
07,000+7,000010.10%+1
ISHARES TR
MSCI USA MIN ETF
06,434+6,434010.10%+1
HEALTHEQUITY INC(HQY)05,690+5,690010.09%+1
NOVARTIS AG(NVS)05,450+5,450010.09%+1
SOLVENTUM CORP(SOLV)08,024+8,024010.09%+1
WILLIAMS SONOMA INC(WSM)51,33245,800-5,532881.42%+1
APA CORPORATION(APA)021,974+21,974010.08%+1
BKV CORP(BKV)021,010+21,010010.08%+1
DEVON ENERGY CORP NEW(DVN)015,090+15,090000.08%0
SMURFIT WESTROCK PLC(SW)09,167+9,167000.08%0
BROADCOM INC(AVGO)02,020+2,020000.08%0
CHEWY INC(CHWY)013,940+13,940000.08%0
DONALDSON INC(DCI)57,50569,820+12,315450.79%0
SCHWAB CHARLES CORP(SCHW)93,82788,379-5,448671.09%0
GRAND CANYON ED INC(LOPE)02,800+2,800000.08%0
AMERICAN TOWER CORP NEW(AMT)02,383+2,383000.07%0
ITT INC(ITT)03,043+3,043000.07%0
PRIMERICA INC(PRI)01,600+1,600000.07%0
EMERSON ELEC CO(EMR)76,34670,785-5,561891.47%0
OTIS WORLDWIDE CORP(OTIS)04,552+4,552000.07%0
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