Brookmont Capital Management
Latest statistics and disclosures from Brookmont Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HD, MSFT, JPM, LHX, AJG, and represent 48.14% of Brookmont Capital Management's stock portfolio.
- Added to shares of these 10 stocks: WM, NVO, LOW, SCI, COST, NVDA, AAPL, AMZN, CTAS, SYK.
- Started 4 new stock positions in LOW, WM, SCI, COST.
- Reduced shares in these 10 stocks: AMGN, IWF, IVV, ABT, MCD, IJR, HD, AJG, JPM, IWD.
- Sold out of its positions in AMGN, IWD.
- Brookmont Capital Management was a net seller of stock by $-3.2M.
- Brookmont Capital Management has $180M in assets under management (AUM), dropping by 3.12%.
- Central Index Key (CIK): 0001512978
Tip: Access up to 7 years of quarterly data
Positions held by Brookmont Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Brookmont Capital Management
Brookmont Capital Management holds 56 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Home Depot (HD) | 36.5 | $66M | 162k | 405.19 |
|
|
| Microsoft Corporation (MSFT) | 3.0 | $5.4M | -2% | 11k | 517.96 |
|
| JPMorgan Chase & Co. (JPM) | 3.0 | $5.3M | -4% | 17k | 315.42 |
|
| L3harris Technologies (LHX) | 3.0 | $5.3M | -3% | 17k | 305.42 |
|
| Arthur J. Gallagher & Co. (AJG) | 2.7 | $4.9M | -4% | 16k | 309.74 |
|
| Abbott Laboratories (ABT) | 2.7 | $4.8M | -5% | 36k | 133.94 |
|
| Novo-nordisk A S Adr (NVO) | 2.4 | $4.4M | +38% | 79k | 55.49 |
|
| Shell Spon Ads (SHEL) | 2.3 | $4.2M | -2% | 59k | 71.53 |
|
| Honeywell International (HON) | 2.3 | $4.1M | 19k | 210.50 |
|
|
| Gilead Sciences (GILD) | 2.3 | $4.1M | -2% | 37k | 111.00 |
|
| McDonald's Corporation (MCD) | 2.2 | $4.0M | -5% | 13k | 303.88 |
|
| Wells Fargo & Company (WFC) | 2.2 | $3.9M | -5% | 47k | 83.82 |
|
| Astrazeneca Sponsored Adr (AZN) | 2.2 | $3.9M | -3% | 51k | 76.72 |
|
| Procter & Gamble Company (PG) | 2.0 | $3.5M | -4% | 23k | 153.65 |
|
| Dupont De Nemours (DD) | 1.9 | $3.5M | -2% | 45k | 77.90 |
|
| Us Bancorp Del Com New (USB) | 1.8 | $3.2M | -2% | 66k | 48.33 |
|
| Bank of America Corporation (BAC) | 1.8 | $3.2M | -5% | 62k | 51.59 |
|
| Analog Devices (ADI) | 1.7 | $3.1M | -5% | 13k | 245.70 |
|
| Comcast Corp Cl A (CMCSA) | 1.6 | $2.8M | 90k | 31.42 |
|
|
| Waste Management (WM) | 1.5 | $2.7M | NEW | 12k | 220.83 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.5 | $2.7M | -3% | 11k | 246.59 |
|
| ConocoPhillips (COP) | 1.4 | $2.5M | -3% | 27k | 94.59 |
|
| Equinix (EQIX) | 1.3 | $2.4M | 3.1k | 783.19 |
|
|
| PNC Financial Services (PNC) | 1.3 | $2.4M | -4% | 12k | 200.93 |
|
| Microchip Technology (MCHP) | 1.2 | $2.1M | -5% | 34k | 64.22 |
|
| United Parcel Service CL B (UPS) | 1.1 | $2.1M | -3% | 25k | 83.53 |
|
| Pepsi (PEP) | 1.1 | $1.9M | -4% | 14k | 140.44 |
|
| Johnson & Johnson (JNJ) | 1.0 | $1.9M | -4% | 10k | 185.42 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $1.7M | +5% | 9.2k | 186.59 |
|
| Chevron Corporation (CVX) | 0.9 | $1.6M | -3% | 11k | 155.28 |
|
| Raytheon Technologies Corp (RTX) | 0.9 | $1.6M | -4% | 9.7k | 167.34 |
|
| Sempra Energy (SRE) | 0.8 | $1.5M | 17k | 89.98 |
|
|
| Evergy (EVRG) | 0.7 | $1.3M | 17k | 76.02 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $1.1M | -20% | 1.7k | 669.30 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $1.0M | -13% | 10k | 100.25 |
|
| Eastman Chemical Company (EMN) | 0.5 | $949k | 15k | 63.05 |
|
|
| Diageo Spon Adr New (DEO) | 0.5 | $884k | -5% | 9.3k | 95.43 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $871k | -2% | 13k | 65.26 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $672k | -25% | 5.7k | 118.83 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $653k | -63% | 1.4k | 468.41 |
|
| Bwx Technologies (BWXT) | 0.3 | $576k | 3.1k | 184.35 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $564k | -20% | 7.1k | 78.91 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $516k | -26% | 5.5k | 93.37 |
|
| Broadcom (AVGO) | 0.3 | $463k | +6% | 1.4k | 329.82 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $416k | -22% | 5.3k | 78.09 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $413k | -20% | 1.9k | 215.79 |
|
| Stryker Corporation (SYK) | 0.2 | $394k | +11% | 1.1k | 369.69 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $345k | -9% | 3.1k | 112.76 |
|
| Apple (AAPL) | 0.2 | $342k | +23% | 1.3k | 254.66 |
|
| Amazon (AMZN) | 0.2 | $338k | +18% | 1.5k | 219.57 |
|
| Cintas Corporation (CTAS) | 0.2 | $302k | +17% | 1.5k | 205.24 |
|
| Walt Disney Company (DIS) | 0.2 | $301k | +13% | 2.6k | 114.52 |
|
| Lowe's Companies (LOW) | 0.1 | $253k | NEW | 1.0k | 251.31 |
|
| Service Corporation International (SCI) | 0.1 | $228k | NEW | 2.7k | 83.23 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $217k | 325.00 | 666.18 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $201k | NEW | 217.00 | 923.79 |
|
Past Filings by Brookmont Capital Management
SEC 13F filings are viewable for Brookmont Capital Management going back to 2010
- Brookmont Capital Management 2025 Q3 filed Nov. 10, 2025
- Brookmont Capital Management 2025 Q2 filed July 18, 2025
- Brookmont Capital Management 2025 Q1 filed May 12, 2025
- Brookmont Capital Management 2024 Q4 filed Jan. 16, 2025
- Brookmont Capital Management 2024 Q3 filed Oct. 16, 2024
- Brookmont Capital Management 2024 Q2 filed July 17, 2024
- Brookmont Capital Management 2024 Q1 filed April 16, 2024
- Brookmont Capital Management 2023 Q4 filed Jan. 18, 2024
- Brookmont Capital Management 2023 Q3 filed Oct. 12, 2023
- Brookmont Capital Management 2023 Q2 filed July 13, 2023
- Brookmont Capital Management 2023 Q1 filed April 11, 2023
- Brookmont Capital Management 2022 Q4 filed Feb. 7, 2023
- Brookmont Capital Management 2022 Q3 filed Oct. 12, 2022
- Brookmont Capital Management 2022 Q2 filed Aug. 15, 2022
- Brookmont Capital Management 2022 Q1 filed May 9, 2022
- Brookmont Capital Management 2021 Q4 filed Jan. 27, 2022