StockDriftsStockDriftsTop 50 Radnor Capital Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | 9.25% | 519.4K | $62.5M | -0.02%(-115) | $45.01(+151.40%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.7% | 147.4K | $25.0M | -1.04%(-1.56K) | $87.20(+77.62%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.74% | 73.1K | $18.5M | -0.88%(-651) | $120.08(+136.66%) | 2026-03-31 | |
| AZO | AUTOZONE INC | 2.72% | 5.4K | $18.4M | -0.37%(-20) | $2529.62(+39.98%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.41% | 55.3K | $16.3M | +0.13%(+72) | $116.39(+165.83%) | 2026-03-31 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 2.08% | 57.9K | $14.0M | -3.53%(-2.12K) | $121.44(+88.59%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 1.76% | 13.6K | $11.9M | +0.93%(+125) | $166.85(+556.42%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 1.66% | 37.1K | $11.2M | -0.94%(-353) | $174.04(+81.54%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 1.54% | 42.7K | $10.4M | -0.23%(-100) | $139.14(+62.10%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.47% | 26.9K | $10.0M | -0.15%(-40) | $159.01(+158.71%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.74% | +43.31% |
| Top 20 Holdings Unweighted | +16.46% | +57.95% |
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