Brookmont Capital Management
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$178.6M
Q ending 2026-03-31
Prior quarter
$172.8M
Q ending 2025-12-31
Change
+3.3% QoQ · +0.8% YoY
Positions
59
reported holdings
Largest positions
All 59 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Home Depot Inc | HD | Shares | $53.4M | 162K |
| L3Harris Technologies Inc | LHX | Shares | $6.0M | 17K |
| Shell Plc | SHEL | Shares | $5.6M | 61K |
| Gilead Sciences Inc | GILD | Shares | $5.3M | 38K |
| Jpmorgan Chase & Co | JPM | Shares | $5.1M | 17K |
| Astrazeneca Plc | Shares | $5.1M | 26K | |
| Honeywell Intl Inc | HONGBP | Shares | $4.6M | 20K |
| Mcdonalds Corp | MCD | Shares | $4.3M | 14K |
| Analog Devices Inc | ADI | Shares | $4.1M | 13K |
| Microsoft Corp | MSFT | Shares | $4.0M | 11K |
| Wells Fargo & Co | WFC | Shares | $3.9M | 49K |
| Abbott Laboratories | ABT | Shares | $3.8M | 37K |
| Conocophillips | COP | Shares | $3.7M | 28K |
| Gallagher Arthur J & Co | AJG | Shares | $3.6M | 17K |
| Us Bancorp | USB | Shares | $3.5M | 68K |
| Procter & Gamble Co | PG | Shares | $3.5M | 24K |
| Qnity Electronics Inc | Q | Shares | $3.4M | 29K |
| Equinix Inc | EQIX | Shares | $3.1M | 3K |
| Bank America Corp | BAC | Shares | $3.1M | 64K |
| Waste Mgmt Inc Del | WM | Shares | $3.0M | 13K |
| Te Connectivity Plc | Shares | $2.9M | 14K | |
| Comcast Corp New | CMCSA | Shares | $2.8M | 97K |
| United Parcel Svcs Inc | UPS | Shares | $2.6M | 27K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $2.6M | 13K |
| Johnson & Johnson | JNJ | Shares | $2.5M | 10K |
| Solstice Advanced Matls Inc | SOLS | Shares | $2.4M | 32K |
| Pepsico Inc | PEP | Shares | $2.3M | 15K |
| Chevron Corporation | CVX | Shares | $2.2M | 11K |
| Dupont De Nemours Inc | DDUSD | Shares | $2.2M | 48K |
| Microchip Technology Inc. | MCHP | Shares | $2.1M | 33K |
| Rtx Corporation | RTX | Shares | $1.9M | 10K |
| Sempra | SRE | Shares | $1.7M | 17K |
| Nvidia Corporation | NVDA | Shares | $1.6M | 9K |
| Evergy Inc | EVRG | Shares | $1.5M | 18K |
| Qualcomm Inc | QCOM | Shares | $1.4M | 11K |
| Netease Com Inc | NTES | Shares | $1.2M | 11K |
| Eastman Chem Co | EMN | Shares | $1.2M | 16K |
| Ishares Tr | IVV | Shares | $1.1M | 2K |
| Ishares Tr | AGG | Shares | $1.1M | 11K |
| Ishares Tr | IWF | Shares | $1.0M | 2K |
| Ishares Tr | IJH | Shares | $917K | 14K |
| Ishares Tr | IJR | Shares | $709K | 6K |
| Vanguard Bd Index Fds | BSV | Shares | $642K | 8K |
| Ishares Tr | EFA | Shares | $624K | 6K |
| Bwx Technologies Inc | BWXT | Shares | $568K | 3K |
| Exxon Mobil Corp | XOM | Shares | $519K | 3K |
| Vanguard Specialized Funds | VIG | Shares | $517K | 2K |
| Vanguard Bd Index Fds | BIV | Shares | $475K | 6K |
| Broadcom Inc | AVGO | Shares | $405K | 1K |
| Stryker Corporation | SYK | Shares | $341K | 1K |
| Amazon Com Inc | AMZN | Shares | $313K | 2K |
| Apple Inc | AAPL | Shares | $303K | 1K |
| Cintas Corp | CTAS | Shares | $241K | 1K |
| Ishares Tr | IWD | Shares | $232K | 1K |
| Disney Walt Co | DIS | Shares | $230K | 2K |
| Lowes Cos Inc | LOW | Shares | $223K | 945 |
| Costco Wholesale Corporation | COST | Shares | $216K | 217 |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $211K | 325 |
| Service Corp Intl | SCI | Shares | $207K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.