Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Radnor Capital Management, LLC (CIK 1696867) reported $675.8M across 306 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MRK ($62.5M, 9.25%), XOM ($25.0M, 3.70%), AAPL ($18.5M, 2.74%), AZO ($18.4M, 2.72%), JPM ($16.3M, 2.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MRK | MERCK & CO INC | $62.5M | 9.25% | 519,443 | Trimmed |
| 2 | XOM | EXXON MOBIL CORP | $25.0M | 3.70% | 147,431 | Trimmed |
| 3 | AAPL | APPLE INC | $18.5M | 2.74% | 73,087 | Trimmed |
| 4 | AZO | AUTOZONE INC | $18.4M | 2.72% | 5,444 | Trimmed |
| 5 | JPM | JPMORGAN CHASE & CO | $16.3M | 2.41% | 55,273 | Added |
| 6 | IBM | INTERNATIONAL BUSINESS MACHS | $14.0M | 2.08% | 57,901 | Trimmed |
| 7 | GEV | GE VERNOVA INC | $11.9M | 1.76% | 13,608 | Added |
| 8 | AXP | AMERICAN EXPRESS CO | $11.2M | 1.66% | 37,075 | Trimmed |
| 9 | JNJ | JOHNSON & JOHNSON | $10.4M | 1.54% | 42,688 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $10.0M | 1.47% | 26,921 | Trimmed |
| 11 | EMR | EMERSON ELEC CO | $9.5M | 1.41% | 72,580 | Added |
| 12 | GOOGL | ALPHABET INC | $9.0M | 1.34% | 31,453 | Trimmed |
| 13 | WMT | WALMART INC | $9.0M | 1.33% | 72,051 | Hold |
| 14 | LLY | ELI LILLY & CO | $8.9M | 1.32% | 9,667 | Hold |
| 15 | GE | GE AEROSPACE | $8.2M | 1.22% | 28,948 | Added |
| 16 | WSM | WILLIAMS SONOMA INC | $8.1M | 1.20% | 44,526 | Added |
| 17 | SCHW | SCHWAB CHARLES CORP | $7.8M | 1.15% | 83,010 | Trimmed |
| 18 | ORLY | OREILLY AUTOMOTIVE INC | $7.6M | 1.13% | 82,390 | Added |
| 19 | AFL | AFLAC INC | $7.0M | 1.04% | 64,136 | Trimmed |
| 20 | GLW | CORNING INC | $6.6M | 0.98% | 48,482 | Trimmed |
| 21 | CAT | CATERPILLAR INC | $5.9M | 0.88% | 8,366 | Added |
| 22 | DCI | DONALDSON INC | $5.9M | 0.87% | 69,290 | Added |
| 23 | AMZN | AMAZON COM INC | $5.5M | 0.81% | 26,302 | Added |
| 24 | RSP | INVESCO EXCHANGE TRADED FD T | $5.3M | 0.78% | 27,453 | Added |
| 25 | ABBV | ABBVIE INC | $5.2M | 0.77% | 23,869 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31