Brookmont Capital Management — 13F Holdings & Portfolio

CIK 1512978 · latest 13F-HR filed 2026-05-15

Brookmont Capital Management manages $178.6M in 13F-reported U.S. long-equity assets across 59 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are HD (29.92%), LHX (3.34%), SHEL (3.16%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 3, added to 31, and trimmed 15.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$178.6M

Long-equity book

Holdings

59

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+5 / −3 / ↑31 / ↓15

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SHELL PLC$1.4M +31.6%
  • CONOCOPHILLIPS$1.2M +48.3%
  • QNITY ELECTRONICS INC$1.1M +48.9%
  • L3HARRIS TECHNOLOGIES INC$941.4K +18.7%
  • SOLSTICE ADVANCED MATLS INC$906.9K +59.8%
Show all 31

Top Trims

  • MICROSOFT CORP-$1.0M -20.0%
  • ABBOTT LABORATORIES-$657.1K -14.6%
  • GALLAGHER ARTHUR J & CO-$506.4K -12.4%
  • WELLS FARGO & CO-$429.1K -9.9%
  • JPMORGAN CHASE & CO-$274.0K -5.1%
Show all 15

New Positions

  • ASTRAZENECA PLC$5.1M
  • TE CONNECTIVITY PLC$2.9M
  • QUALCOMM INC$1.4M
  • ISHARES TR$232.5K
  • COSTCO WHOLESALE CORPORATION$215.8K
Show all 5

Exited Positions

  • ASTRAZENECA PLC$4.6M
  • NOVO-NORDISK A S$4.0M
  • ACCENTURE PLC IRELAND$2.9M
Show all 3
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 HOME DEPOT INC HD 437076102 $53.4M 29.92% 162,473 SH
2 L3HARRIS TECHNOLOGIES INC LHX 502431109 $6.0M 3.34% 17,296 SH
3 SHELL PLC SHEL 780259305 $5.6M 3.16% 60,601 SH
4 GILEAD SCIENCES INC GILD 375558103 $5.3M 2.94% 37,697 SH
5 JPMORGAN CHASE & CO JPM 46625H100 $5.1M 2.88% 17,479 SH
6 ASTRAZENECA PLC AZN G0593M107 $5.1M 2.87% 26,027 SH
7 HONEYWELL INTL INC HON 438516106 $4.6M 2.56% 20,191 SH
8 MCDONALDS CORP MCD 580135101 $4.3M 2.41% 13,866 SH
9 ANALOG DEVICES INC ADI 032654105 $4.1M 2.30% 12,901 SH
10 MICROSOFT CORP MSFT 594918104 $4.0M 2.25% 10,872 SH
11 WELLS FARGO & CO WFC 949746101 $3.9M 2.18% 48,934 SH
12 ABBOTT LABORATORIES ABT 002824100 $3.8M 2.14% 37,296 SH
13 CONOCOPHILLIPS COP 20825C104 $3.7M 2.09% 28,245 SH
14 GALLAGHER ARTHUR J & CO AJG 363576109 $3.6M 2.00% 16,508 SH
15 US BANCORP USB 902973304 $3.5M 1.97% 67,671 SH
16 PROCTER & GAMBLE CO PG 742718109 $3.5M 1.95% 24,068 SH
17 QNITY ELECTRONICS INC Q 74743L100 $3.4M 1.90% 29,363 SH
18 EQUINIX INC EQIX 29444U700 $3.1M 1.76% 3,205 SH
19 BANK AMERICA CORP BAC 060505104 $3.1M 1.74% 63,818 SH
20 WASTE MGMT INC DEL WM 94106L109 $3.0M 1.66% 12,908 SH
21 TE CONNECTIVITY PLC TEL G87052109 $2.9M 1.60% 13,644 SH
22 COMCAST CORP NEW CMCSA 20030N101 $2.8M 1.56% 97,152 SH
23 UNITED PARCEL SVCS INC UPS 911312106 $2.6M 1.48% 26,867 SH
24 PNC FINL SVCS GROUP INC PNC 693475105 $2.6M 1.47% 12,651 SH
25 JOHNSON & JOHNSON JNJ 478160104 $2.5M 1.41% 10,281 SH
26 SOLSTICE ADVANCED MATLS INC SOLS 83443Q103 $2.4M 1.36% 31,817 SH
27 PEPSICO INC PEP 713448108 $2.3M 1.28% 14,773 SH
28 CHEVRON CORPORATION CVX 166764100 $2.2M 1.26% 10,863 SH
29 DUPONT DE NEMOURS INC DD 26614N102 $2.2M 1.23% 48,099 SH
30 MICROCHIP TECHNOLOGY INC. MCHP 595017104 $2.1M 1.20% 33,254 SH
31 RTX CORPORATION RTX 75513E101 $1.9M 1.07% 9,915 SH
32 SEMPRA SRE 816851109 $1.7M 0.94% 17,226 SH
33 NVIDIA CORPORATION NVDA 67066G104 $1.6M 0.87% 8,956 SH
34 EVERGY INC EVRG 30034W106 $1.5M 0.84% 18,293 SH
35 QUALCOMM INC QCOM 747525103 $1.4M 0.80% 11,073 SH
36 NETEASE COM INC NTES 64110W102 $1.2M 0.67% 10,760 SH
37 EASTMAN CHEM CO EMN 277432100 $1.2M 0.67% 15,662 SH
38 ISHARES TR IVV 464287200 $1.1M 0.63% 1,735 SH
39 ISHARES TR AGG 464287226 $1.1M 0.62% 11,135 SH
40 ISHARES TR IWF 464287614 $1.0M 0.57% 2,398 SH
41 ISHARES TR IJH 464287507 $917.0K 0.51% 13,579 SH
42 ISHARES TR IJR 464287804 $709.3K 0.40% 5,706 SH
43 VANGUARD BD INDEX FDS BSV 921937827 $642.3K 0.36% 8,191 SH
44 ISHARES TR EFA 464287465 $624.3K 0.35% 6,427 SH
45 BWX TECHNOLOGIES INC BWXT 05605H100 $568.2K 0.32% 2,779 SH
46 EXXON MOBIL CORP XOM 30231G102 $519.2K 0.29% 3,060 SH
47 VANGUARD SPECIALIZED FUNDS VIG 921908844 $516.8K 0.29% 2,403 SH
48 VANGUARD BD INDEX FDS BIV 921937819 $475.0K 0.27% 6,154 SH
49 BROADCOM INC AVGO 11135F101 $404.9K 0.23% 1,308 SH
50 STRYKER CORPORATION SYK 863667101 $341.3K 0.19% 1,039 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $178.6M 59 0001172661-26-002171
2025-12-31 2026-02-10 $172.8M 57 0001172661-26-000559
2025-09-30 2025-11-10 $179.9M 56 0001172661-25-004680