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Portfolio (Quarterly) Guide ↗

Radnor Capital Management, LLC

· CIK 0001696867
13F Portfolio $676M AUM 308 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 40 Added 74 Reduced 9 Exited
Page 14 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PSX PHILLIPS 66 Energy 1,792.0 $326K 0.05% $182.18 -8.8%
262 VEU VANGUARD INTL EQUITY INDEX F 4,246.0 $319K 0.05% +635.0 +17.6% $75.10 +13.1%
263 TEL TE CONNECTIVITY PLC Technology 1,524.0 $319K 0.05% $209.02 +4.1%
264 IWP ISHARES TR 2,479.0 $318K 0.05% $128.12 +10.8%
265 NTR NUTRIEN LTD Basic Materials 4,200.0 $317K 0.05% $75.46 -16.7%
266 VTHR VANGUARD SCOTTSDALE FDS 1,100.0 $316K 0.05% $287.57 +14.8%
267 AVY AVERY DENNISON CORP Industrials 1,790.0 $309K 0.05% $172.68 -8.1%
268 ETN EATON CORP PLC Industrials 846.0 $303K 0.04% $357.67 +17.9%
269 CLX CLOROX CO DEL Consumer Defensive 2,912.0 $302K 0.04% $103.63 -7.6%
270 AME AMETEK INC Industrials 1,400.0 $300K 0.04% $214.36 +10.8%
271 OTIS OTIS WORLDWIDE CORP Industrials 3,892.0 $300K 0.04% $77.08 -4.9%
272 BROS DUTCH BROS INC Consumer Cyclical 5,735.0 $291K 0.04% -520.0 -8.3% $50.66 +39.6%
273 VEEV VEEVA SYS INC Healthcare 1,650.0 $290K 0.04% -160.0 -8.8% $175.66 -12.7%
274 BIV VANGUARD BD INDEX FDS 3,662.0 $283K 0.04% $77.18 -0.8%
275 OMC OMNICOM GROUP INC Communication Services 3,700.0 $279K 0.04% $75.31 -5.3%
276 BSV VANGUARD BD INDEX FDS 3,547.0 $278K 0.04% $78.41 -0.8%
277 HSY HERSHEY CO Consumer Defensive 1,325.0 $275K 0.04% $207.89 -17.0%
278 IWO ISHARES TR 870.0 $273K 0.04% $313.81 +24.0%
279 SCHF SCHWAB STRATEGIC TR 10,768.0 $267K 0.04% $24.75 +14.1%
280 EFV ISHARES TR 3,561.0 $265K 0.04% $74.35 +3.1%
Page 14 of 16  ·  308 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 20.7%
Industrials 16.1%
Financial Services 14.5%
Technology 13.9%
Consumer Cyclical 10.2%
Energy 8.0%
Consumer Defensive 5.6%
Communication Services 4.3%
Utilities 3.8%
Basic Materials 2.0%