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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 16 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CARR CARRIER GLOBAL CORPORATION Industrials 3,732.0 $210K 0.03% -460.0 -11.0% $56.31 +27.5%
302 DORM DORMAN PRODS INC Consumer Cyclical 2,000.0 $209K 0.03% $104.36 +20.4%
303 SCHE SCHWAB STRATEGIC TR 6,305.0 $208K 0.03% $32.95 +11.9%
304 WEC WEC ENERGY GROUP INC Utilities 1,778.0 $206K 0.03% NEW $115.77 -3.1%
305 SLV ISHARES SILVER TR Financial Services 3,000.0 $204K 0.03% -500.0 -14.3% $68.14 -12.7%
306 ROP ROPER TECHNOLOGIES INC Industrials 576.0 $204K 0.03% NEW $353.86 -6.7%
307 IAU ISHARES GOLD TR Financial Services 2,270.0 $200K 0.03% NEW $88.16 -10.0%
308 MLSS MILESTONE SCIENTIFIC INC Healthcare 15,000.0 $4K 0.00% $0.29 +28.9%
Page 16 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%