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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Radnor Capital Management, LLC

Quarter ended Q4 2025 · Filed February 6, 2026 · Accession 0001696867-26-000001

Total Value
$673.8M
Positions
311
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (311)

#IssuerTicker / CUSIPSharesValue% of Filing
1MERCK & CO INCMRK519,558$54.7M8.12%
2APPLE INCAAPL73,738$20.0M2.98%
3AUTOZONE INCAZO5,464$18.5M2.75%
4EXXON MOBIL CORPXOM148,987$17.9M2.66%
5JPMORGAN CHASE & CO.VYLD55,201$17.8M2.64%
6INTERNATIONAL BUSINESS MACHSINTR60,021$17.8M2.64%
7AMERICAN EXPRESS COAXP37,428$13.8M2.06%
8MICROSOFT CORPMSFT26,961$13.0M1.94%
9ELI LILLY & COLLY9,667$10.4M1.54%
10ALPHABET INCGOOG31,540$9.9M1.47%
11EMERSON ELEC COEMR70,480$9.4M1.39%
12GE AEROSPACE36960430128,918$8.9M1.32%
13JOHNSON & JOHNSONJNJ42,788$8.9M1.31%
14GE VERNOVA INCGEV13,483$8.8M1.31%
15SCHWAB CHARLES CORPSCHW-PJ83,050$8.3M1.23%
16WALMART INCWMT72,051$8.0M1.19%
17WILLIAMS SONOMA INCWSM44,261$7.9M1.17%
18OREILLY AUTOMOTIVE INC67103H10781,960$7.5M1.11%
19AFLAC INCAFL64,761$7.1M1.06%
20DONALDSON INCDCI68,545$6.1M0.90%
21AMAZON COM INCAMZN25,974$6.0M0.89%
223M COMMM34,803$5.6M0.83%
23ABBVIE INCABBV24,044$5.5M0.82%
24VISA INCV15,235$5.3M0.79%
25CONSTELLATION ENERGY CORPCEG14,909$5.3M0.78%
26ACCENTURE PLC IRELANDACN18,367$4.9M0.73%
27CHUBB LIMITEDCB15,323$4.8M0.71%
28CATERPILLAR INCCAT8,262$4.7M0.70%
29CORNING INCGLW50,153$4.4M0.65%
30QUALCOMM INCQCOM25,577$4.4M0.65%
31THE CIGNA GROUP12552310015,383$4.2M0.63%
32BRISTOL-MYERS SQUIBB COCELG-RI78,358$4.2M0.63%
33STRYKER CORPORATIONSYK11,948$4.2M0.62%
34ALPHABET INCGOOG13,150$4.1M0.61%
35WASTE MGMT INC DEL94106L10918,221$4.0M0.59%
36ILLINOIS TOOL WKS INC45230810916,202$4.0M0.59%
37CISCO SYS INCCSCO49,724$3.8M0.57%
38HARTFORD INSURANCE GROUP INCHIG-PG27,588$3.8M0.56%
39DYCOM INDS INC26747510111,203$3.8M0.56%
40AON PLCAON10,632$3.8M0.56%
41PROCTER AND GAMBLE CO74271810926,052$3.7M0.55%
42RTX CORPORATIONRTX20,169$3.7M0.55%
43TRACTOR SUPPLY COTSCO70,050$3.5M0.52%
44FIDELITY NATL INFORMATION SV31620M10652,371$3.5M0.52%
45EQT CORPEQT64,835$3.5M0.52%
46INVESCO EXCHANGE TRADED FD TIVZ17,617$3.4M0.50%
47CURTISS WRIGHT CORPCW6,091$3.4M0.50%
48AMERIPRISE FINL INC03076C1066,782$3.3M0.49%
49CHEVRON CORP NEWCVX21,659$3.3M0.49%
50PHILIP MORRIS INTL INC71817210920,185$3.2M0.48%
51DISNEY WALT CO25468710627,385$3.1M0.46%
52ISHARES TR4642876146,443$3.0M0.45%
53COCA COLA COKO42,954$3.0M0.45%
54GLOBUS MED INCGMED34,140$3.0M0.44%
55CORPAY INCCPAY9,896$3.0M0.44%
56ADOBE INCADBE8,372$2.9M0.43%
57BOOKING HOLDINGS INCBKNG534$2.9M0.42%
58ILLUMINA INCILMN21,770$2.9M0.42%
59COMCAST CORP NEWCCZ94,507$2.8M0.42%
60HOME DEPOT INCHD8,103$2.8M0.41%
61AUTOMATIC DATA PROCESSING INADP10,806$2.8M0.41%
62PEPSICO INCPEP19,264$2.8M0.41%
63ISHARES TR46428765511,143$2.7M0.41%
64ENBRIDGE INCENNPF57,005$2.7M0.40%
65LOWES COS INC54866110711,247$2.7M0.40%
66ULTA BEAUTY INCULTA4,443$2.7M0.40%
67DOLLAR TREE INCDLTR21,658$2.7M0.40%
68DEUTSCHE BANK A GD1819089868,400$2.6M0.39%
69JOHNSON CTLS INTL PLCG5150210521,924$2.6M0.39%
70ELEVANCE HEALTH INC FORMERLYELV7,370$2.6M0.38%
71ALTRIA GROUP INCMO44,196$2.5M0.38%
72CVS HEALTH CORPCVS31,915$2.5M0.38%
73VANGUARD INDEX FDS9229087519,772$2.5M0.37%
74NEWMONT CORPNEMCL25,153$2.5M0.37%
75INSTALLED BLDG PRODS INC45780R1019,653$2.5M0.37%
76UNION PAC CORPUNP10,800$2.5M0.37%
77PURE STORAGE INC74624M10236,666$2.5M0.36%
78ABBOTT LABSABLZF19,285$2.4M0.36%
79QUANTA SVCS INC74762E1025,690$2.4M0.36%
80UNIVERSAL HLTH SVCS INC91390310010,975$2.4M0.36%
81BROOKFIELD CORP11271J10752,136$2.4M0.36%
82CRANE COMPANYCR12,965$2.4M0.35%
83US BANCORP DELUSB-PS43,396$2.3M0.34%
84EDWARDS LIFESCIENCES CORPEW26,915$2.3M0.34%
85MORGAN STANLEYMS-PQ12,699$2.3M0.33%
86AMGEN INCAMGN6,856$2.2M0.33%
87GENERAL DYNAMICS CORPGD6,583$2.2M0.33%
88VERIZON COMMUNICATIONS INCVZ54,138$2.2M0.33%
89EVERCORE INCEVR6,450$2.2M0.33%
90CBRE GROUP INCCBRE13,635$2.2M0.33%
91HEWLETT PACKARD ENTERPRISE CHPE-PC87,726$2.1M0.31%
92VIKING HOLDINGS LTDVIK29,130$2.1M0.31%
93PNC FINL SVCS GROUP INC6934751059,896$2.1M0.31%
94BLACKROCK INCBLK1,919$2.1M0.30%
95BOEING COBA-PA9,131$2.0M0.29%
96COGNIZANT TECHNOLOGY SOLUTIOCTSH23,740$2.0M0.29%
97PFIZER INCPFE78,490$2.0M0.29%
98SPHERE ENTERTAINMENT COSPHR20,376$1.9M0.29%
99SEAGATE TECHNOLOGY HLDNGS PLSE7,000$1.9M0.29%
100PAYCHEX INCPAYX17,046$1.9M0.28%
101AEROVIRONMENT INCAVAV7,900$1.9M0.28%
102SPDR S&P 500 ETF TRSPY2,797$1.9M0.28%
103BWX TECHNOLOGIES INCBWXT10,625$1.8M0.27%
104TRANSDIGM GROUP INCTDG1,332$1.8M0.26%
105CORTEVA INCCTVA25,765$1.7M0.26%
106WEST PHARMACEUTICAL SVSC INC9553061056,000$1.7M0.25%
107ESSENTIAL UTILS INC29670G10240,060$1.5M0.23%
108JAZZ PHARMACEUTICALS PLCJAZZ8,990$1.5M0.23%
109UNITEDHEALTH GROUP INCUNH4,604$1.5M0.23%
110FEDERATED HERMES INCFHI28,695$1.5M0.22%
111ACUITY INCAYI4,140$1.5M0.22%
112BROOKFIELD ASSET MANAGMT LTD11300410528,239$1.5M0.22%
113NATIONAL FUEL GAS CONFG18,432$1.5M0.22%
114PRUDENTIAL FINL INCPUKPF12,908$1.5M0.22%
115WEX INCWEX9,575$1.4M0.21%
116MCDONALDS CORPMCD4,653$1.4M0.21%
117NORFOLK SOUTHN CORP6558441084,790$1.4M0.21%
118TETRA TECH INC NEWTTEK40,020$1.3M0.20%
119GARMIN LTDGRMN6,617$1.3M0.20%
120GENERAC HLDGS INCGNRC9,709$1.3M0.20%
121UNITED PARCEL SERVICE INCUPS13,313$1.3M0.20%
122AMERICAN INTL GROUP INC02687478415,154$1.3M0.19%
123HEALTHEQUITY INCHQY14,366$1.3M0.19%
124RANGE RES CORPRRC35,860$1.3M0.19%
125ORACLE CORPORCL-PD6,456$1.3M0.19%
126NEXTERA ENERGY INCNEE-PW15,563$1.2M0.19%
127MAXIMUS INCMMS14,275$1.2M0.18%
128COSTCO WHSL CORP NEW22160K1051,422$1.2M0.18%
129LKQ CORPLKQ39,900$1.2M0.18%
130TORO COTORO15,200$1.2M0.18%
131CROWDSTRIKE HLDGS INCCRWD2,526$1.2M0.18%
132UNILEVER PLCUNLYF17,993$1.2M0.17%
133JABIL INCJBL5,108$1.2M0.17%
134WEYERHAEUSER CO MTN BEWY49,148$1.2M0.17%
135ISHARES TR46428746512,100$1.2M0.17%
136VANGUARD INDEX FDS9229087693,453$1.2M0.17%
137ISHARES TR46428749912,010$1.2M0.17%
138TEXTRON INCTXT13,050$1.1M0.17%
139AT&T INCT-PC45,688$1.1M0.17%
140BREAD FINANCIAL HOLDINGS INCBFH-PA15,125$1.1M0.17%
141MADISON SQUARE GARDEN ENTMT55825610320,712$1.1M0.17%
142TORONTO DOMINION BK ONTTORO11,836$1.1M0.17%
143ASML HOLDING N VASMLF1,040$1.1M0.17%
144TEXAS PACIFIC LAND CORPORATITPL3,870$1.1M0.16%
145AMPHENOL CORP NEW0320951018,224$1.1M0.16%
146BIO-TECHNE CORPTECH18,865$1.1M0.16%
147PENUMBRA INCPEN3,550$1.1M0.16%
148MASTERCARD INCORPORATEDMA1,897$1.1M0.16%
149DOMINION ENERGY INCD18,480$1.1M0.16%
150NORTHROP GRUMMAN CORPNOC1,896$1.1M0.16%
151ROSS STORES INCROST5,770$1.0M0.15%
152META PLATFORMS INCMETA1,560$1.0M0.15%
153BROADCOM INCAVGO2,937$1.0M0.15%
154BANK NOVA SCOTIA HALIFAX06414910713,275$978,2350.15%
155EXELON CORPEXC22,407$976,7210.14%
156FORTINET INCFTNT12,200$968,8020.14%
157CHEWY INCCHWY28,860$953,8230.14%
158BKV CORPBKV35,055$951,7430.14%
159FEDEX CORPFDX3,291$950,6380.14%
160S&P GLOBAL INCSPGI1,818$950,0690.14%
161SIMON PPTY GROUP INC NEW8288061095,087$941,7380.14%
162CONOCOPHILLIPSCOP10,008$936,8490.14%
163BERKSHIRE HATHAWAY INC DELBRK-A1,860$934,9290.14%
164ACADEMY SPORTS & OUTDOORS INASO18,085$903,5270.13%
165BANK NEW YORK MELLON CORP0640581007,730$897,3760.13%
166RESMED INCRSMDF3,700$891,2190.13%
167HENRY SCHEIN INCHSIC11,415$862,7460.13%
168XYLEM INCXYL6,300$857,9340.13%
169AFFILIATED MANAGERS GROUP INMGRE2,970$856,1920.13%
170RPM INTL INC7496851037,925$824,2000.12%
171LOCKHEED MARTIN CORPLMT1,685$814,9840.12%
172VANECK ETF TRUST92189F1069,500$814,8150.12%
173TJX COS INC NEW8725401095,200$798,7720.12%
174TC ENERGY CORPTRPRF14,500$797,6450.12%
175TARGET CORPTGT8,141$795,7830.12%
176STARBUCKS CORPSBUX9,385$790,3110.12%
177NOVARTIS AGNVSEF5,725$789,3060.12%
178LCI INDS50189K1036,490$787,4970.12%
179EOG RES INCEOG7,475$784,9500.12%
180ISHARES TR4642872001,139$780,1470.12%
181GE HEALTHCARE TECHNOLOGIES IGEHC9,489$778,2880.12%
182FERGUSON ENTERPRISES INCFERG3,490$776,9790.12%
183BROWN & BROWN INCBRO9,620$766,7140.11%
184FACTSET RESH SYS INC3030751052,625$761,7490.11%
185VANGUARD SPECIALIZED FUNDS9219088443,459$760,2190.11%
186TEXAS INSTRS INC8825081044,345$753,8140.11%
187VANGUARD TAX-MANAGED FDS92194385812,020$750,8890.11%
188WD 40 COWDFC3,800$748,2200.11%
189HONEYWELL INTL INC4385161063,697$721,2480.11%
190DUPONT DE NEMOURS INCDD17,878$718,6960.11%
191WELLS FARGO CO NEW9497461017,686$716,3350.11%
192QNITY ELECTRONICS INCQ8,580$700,5570.10%
193MONDELEZ INTL INC60920710512,858$692,1460.10%
194EXPEDITORS INTL WASH INC3021301094,600$685,4460.10%
195CME GROUP INCCME2,494$681,0620.10%
196AIR PRODS & CHEMS INCAIIR2,709$669,1770.10%
197STIFEL FINL CORP8606301025,332$667,6730.10%
198PPG INDS INC6935061076,512$667,2200.10%
199CARLISLE COS INC1423391002,080$665,3090.10%
200VANGUARD INTL EQUITY INDEX F92204285812,360$664,4740.10%
201SLB LIMITEDSLB17,133$657,5650.10%
202LITTELFUSE INCLFUS2,552$645,4520.10%
203PAYPAL HLDGS INCPYPL10,916$637,2760.09%
204VANECK ETF TRUST92189F7915,600$637,1680.09%
205CHURCH & DWIGHT CO INCCHD7,560$633,9060.09%
206RALPH LAUREN CORPRL1,790$632,9620.09%
207SHELL PLCRYDAF8,610$632,6630.09%
208COLGATE PALMOLIVE COCL8,003$632,3970.09%
209HP INCHPQ27,944$622,5920.09%
210THOR INDS INC8851601015,969$612,8370.09%
211ISHARES TR46429B6976,434$605,8250.09%
212SOLVENTUM CORPSOLV7,430$588,7530.09%
213AMERICAN ELEC PWR CO INC0255371014,789$552,2200.08%
214TAPESTRY INCTPR4,300$549,4110.08%
215DOW INCDOW23,391$546,8820.08%
216DAVITA INCDVA4,800$545,3280.08%
217BAXTER INTL INC07181310928,488$544,4060.08%
218PALO ALTO NETWORKS INCPANW2,950$543,3900.08%
219DUKE ENERGY CORP NEWDUKB4,626$542,2130.08%
220SCHWAB STRATEGIC TR80852440918,210$539,1980.08%
221V F CORPVFC32,350$538,7720.08%
222ITT INCITT3,043$527,9910.08%
223YUM BRANDS INCYUM3,429$518,7390.08%
224ISHARES TR4642875077,854$518,3640.08%
225FIRST HORIZON CORPORATIONFHN-PH21,425$512,0580.08%
226FISERV INCFISV7,524$505,3870.08%
227KIMBERLY-CLARK CORPKMB4,911$495,4710.07%
228MERITAGE HOMES CORPMTH7,498$493,3680.07%
229BECTON DICKINSON & COBDX2,466$478,5770.07%
230VALE S AVALE36,484$475,3870.07%
231GRAND CANYON ED INCLOPE2,800$465,6680.07%
232BHP GROUP LTDBHPLF7,600$458,8120.07%
233CONSTELLATION BRANDS INCSTZ3,312$456,9240.07%
234MEDTRONIC PLCMDT4,720$453,4030.07%
235CHENIERE ENERGY INCLNG2,308$448,6520.07%
236ISHARES TR4642871503,011$447,7060.07%
237SHERWIN WILLIAMS COSHW1,365$442,3010.07%
238TRANE TECHNOLOGIES PLCTT1,131$440,1850.07%
239CARDINAL HEALTH INCCAH2,109$433,4000.06%
240BANK AMERICA CORP0605051047,865$432,5750.06%
241SPDR INDEX SHS FDS78463X84812,000$431,0400.06%
242SNAP ON INCSNA1,250$430,7500.06%
243ADVANCED MICRO DEVICES INCAMD2,008$430,0330.06%
244AMERICAN TOWER CORP NEW03027X1002,378$417,5050.06%
245PRIMERICA INCPRI1,600$413,3760.06%
246DANAHER CORPORATION2358511021,801$412,2850.06%
247VEEVA SYS INCVEEV1,810$404,0460.06%
248ZIFF DAVIS INCZD11,475$403,3460.06%
249APA CORPORATIONAPA16,474$402,9540.06%
250VANGUARD INDEX FDS9229086291,388$402,8250.06%
251MOTOROLA SOLUTIONS INCMSI1,042$399,4190.06%
252JACOBS SOLUTIONS INCJ3,014$399,2340.06%
253ISHARES TR4642878043,305$397,1950.06%
254CARPENTER TECHNOLOGY CORPCRS1,240$390,4020.06%
255SMUCKER J M CO8326964053,941$385,4690.06%
256ANALOG DEVICES INCADI1,420$385,1040.06%
257DUTCH BROS INCBROS6,255$382,9310.06%
258ISHARES TR46432F8424,163$372,4220.06%
259OVINTIV INCOVV9,420$369,1700.05%
260BOSTON SCIENTIFIC CORPBSX3,852$367,2880.05%
261SOUTHERN COSOMN4,200$366,2400.05%
262ON HLDG AGH5919C1047,770$361,1500.05%
263SYSCO CORPSYY4,795$353,3440.05%
264TE CONNECTIVITY PLCTEL1,524$346,7250.05%
265OTIS WORLDWIDE CORPOTIS3,892$339,9660.05%
266ISHARES TR4642874812,479$339,4740.05%
267BRINKER INTL INC1096411002,310$331,5310.05%
268VANGUARD SCOTTSDALE FDS92206C5991,100$330,3630.05%
269AVERY DENNISON CORPAVY1,790$325,5650.05%
270CENTENE CORP DELCNC7,900$325,0850.05%
271LINDE PLCLIN743$316,8080.05%
272BROADRIDGE FINL SOLUTIONS IN11133T1031,407$314,0000.05%
273ORGANON & COOGN43,316$310,5760.05%
274OMNICOM GROUP INCOMC3,700$298,7750.04%
275CLOROX CO DELCLX2,912$293,6170.04%
276AMETEK INCAME1,400$287,4340.04%
277VANGUARD BD INDEX FDS9219378193,662$285,1970.04%
278ISHARES TR464287648870$281,0190.04%
279VANGUARD BD INDEX FDS9219378273,547$279,5390.04%
280DIAGEO PLCDGEAF3,152$271,9230.04%
281DEERE & CODE582$270,9620.04%
282EATON CORP PLCETN846$269,4590.04%
283COINBASE GLOBAL INCCOIN1,185$267,9760.04%
284PINTEREST INCPINS10,260$265,6310.04%
285VANGUARD INTL EQUITY INDEX F9220427753,611$265,6250.04%
286NUTRIEN LTDNTR4,200$259,2240.04%
287SCHWAB STRATEGIC TR80852480510,768$258,8630.04%
288ZIMMER BIOMET HOLDINGS INCZBH2,841$255,4630.04%
289ISHARES TR4642888773,561$254,2910.04%
290MONTROSE ENVIRONMENTAL GROUPMEG10,225$253,8870.04%
291DORMAN PRODS INC2582781002,000$246,3800.04%
292ECOLAB INCECL925$242,8310.04%
293HERSHEY COHSY1,327$241,4870.04%
294INTERNATIONAL FLAVORS&FRAGRA4595061013,460$233,1690.03%
295PHILLIPS 66PSX1,792$231,2400.03%
296INTUITIVE SURGICAL INCISRG403$228,2430.03%
297JAMES HARDIE INDS PLCG4253H10112,535$228,0080.03%
298ISHARES TR4642876062,352$227,8620.03%
299ALLSTATE CORPALL-PJ1,090$226,8840.03%
300ISHARES SILVER TRSLV3,500$225,4700.03%
301OWENS CORNING NEWOC2,000$223,8200.03%
302CARRIER GLOBAL CORPORATIONCARR4,192$221,5050.03%
303QUEST DIAGNOSTICS INCDGX1,257$218,1270.03%
304PPL CORPPPLC6,184$216,5640.03%
305ISHARES TR4642884485,315$209,6770.03%
306CANADIAN NATL RY CO1363751022,100$207,5850.03%
307SCHWAB STRATEGIC TR8085247066,305$206,4890.03%
308DIGITAL RLTY TR INC2538681031,333$206,2280.03%
309PETROLEO BRASILEIRO SA PETRO71654V40816,300$193,1550.03%
310MATIV HOLDINGS INCMATV10,000$121,5000.02%
311MILESTONE SCIENTIFIC INCMLSS15,000$4,0950.00%