Brookmont Capital Management

13F filer · CIK 0001512978

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$186MU.S. long equity reported on 13F

Positions522 new · 1 closed

Net flow last quarter+$1.61MBuys minus sells

Top 10 positions weight54.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202652 positions
HDHome Depot, Inc.	$57.3M	30.75%	0.02%	0.0%	Q2 2013
JPMJPMorgan Chase & Co	$5.73M	3.08%	0.00%	+0.2%	Q2 2013
ADIAnalog Devices Inc	$5.24M	2.81%	0.00%	+2.3%	Q4 2014
AZNAstrazeneca PLC	$5.01M	2.69%	Not reported	+1.6%	Q2 2024
LHXL3harris Technologies, Inc.	$5.01M	2.69%	0.01%	-0.4%	Q3 2019
QQnity Electronics, Inc.	$4.92M	2.64%	0.01%	+2.6%	Q4 2025
GILDGilead Sciences, Inc.	$4.78M	2.56%	0.00%	+0.4%	Q1 2017
SHELShell plc	$4.67M	2.50%	0.00%	-0.7%	Q2 2022
MSFTMicrosoft Corp	$4.62M	2.48%	0.00%	+13.9%	Q1 2017
WFCWells Fargo & Company	$4.06M	2.18%	0.00%	+0.5%	Q2 2013
MCDMcdonalds Corp	$3.76M	2.02%	0.00%	+0.2%	Q2 2013
JNJJohnson & Johnson	$3.62M	1.94%	0.00%	+38.6%	Q2 2013
BACBank of America Corp	$3.61M	1.94%	0.00%	-0.6%	Q2 2020
PGPROCTER & GAMBLE Co	$3.54M	1.90%	0.00%	+0.4%	Q2 2013
AJGArthur J. Gallagher & Co.	$3.54M	1.90%	0.01%	-6.6%	Q2 2013
ABTAbbott Laboratories	$3.4M	1.82%	0.00%	+0.5%	Q2 2013
EQIXEquinix Inc	$3.35M	1.80%	0.00%	+0.3%	Q1 2024
NTESNetEase, Inc.	$3.27M	1.75%	0.00%	+137.1%	Q4 2025
PNCPNC Financial Services Group, Inc.	$3.11M	1.67%	0.00%	-0.1%	Q2 2013
MCHPMicrochip Technology Inc	$2.98M	1.60%	0.01%	-1.7%	Q2 2013
COPConocophillips	$2.94M	1.58%	0.00%	0.0%	Q3 2014
WMWaste Management Inc	$2.88M	1.54%	0.00%	0.0%	Q3 2025
SOLSSolstice Advanced Materials Inc.	$2.79M	1.50%	0.02%	-0.9%	Q4 2025
TELTE Connectivity plc	$2.76M	1.48%	0.00%	+0.2%	Q1 2026
CMCSAComcast Corp	$2.37M	1.27%	0.00%	-0.8%	Q1 2020
HONHoneywell International Inc	$2.33M	1.25%	0.00%	+0.5%	Q4 2014
HONAHoneywell Aerospace Inc.	$2.24M	1.20%	Not reported	+0.5%	Q2 2026
DDDuPont de Nemours, Inc.	$2.18M	1.17%	0.01%	+0.2%	Q2 2019
QCOMQualcomm Inc	$2.03M	1.09%	0.00%	-0.8%	Q4 2014
PEPPepsico Inc	$2.01M	1.08%	0.00%	+0.6%	Q2 2013
RTXRTX Corp	$1.87M	1.00%	0.00%	-0.5%	Q2 2020
NVDANvidia Corp	$1.85M	0.99%	0.00%	+3.1%	Q2 2021
USBUS Bancorp \de\	$1.83M	0.98%	0.00%	-55.1%	Q2 2013
CVXChevron Corp	$1.79M	0.96%	0.00%	-0.3%	Q2 2013
XYLXylem Inc.	$1.67M	0.89%	0.01%	New	Q2 2026
SRESempra	$1.6M	0.86%	0.00%	+0.4%	Q4 2014
EVRGEvergy, Inc.	$1.58M	0.85%	0.01%	-0.3%	Q1 2021
CMECme Group Inc.	$1.24M	0.67%	0.00%	New	Q2 2026
EMNEastman Chemical Co	$1.07M	0.57%	0.01%	+1.9%	Q3 2021
BWXTBWX Technologies, Inc.	$579K	0.31%	0.00%	+6.9%	Q3 2023
BSVNBank7 Corp.	$554K	0.30%	0.07%	-13.2%	Q2 2013
AVGOBroadcom Inc.	$532K	0.29%	0.00%	+7.6%	Q3 2017
XOMExxonMobil Holdings Corp	$418K	0.22%	0.00%	Not reported	Q2 2013
AAPLApple Inc.	$388K	0.21%	0.00%	+12.0%	Q3 2017
AMZNAmazon Com Inc	$376K	0.20%	0.00%	+5.1%	Q2 2024
SYKStryker Corp	$327K	0.18%	0.00%	-0.1%	Q4 2014
CTASCintas Corp	$288K	0.15%	0.00%	+19.0%	Q3 2017
LOWLowes Companies Inc	$260K	0.14%	0.00%	+24.6%	Q2 2017
COSTCostco Wholesale Corp	$259K	0.14%	0.00%	+27.7%	Q3 2017
SPYSPDR S&P 500 ETF Trust	$243K	0.13%	Not reported	Not reported	Q3 2017

Q1 2026Reported May 15, 202650 positions
HDHome Depot, Inc.	$53.4M	29.92%	0.02%	+0.3%	Q2 2013
LHXL3harris Technologies, Inc.	$5.97M	3.34%	0.01%	+1.0%	Q3 2019
SHELShell plc	$5.64M	3.16%	0.00%	+4.0%	Q2 2022
GILDGilead Sciences, Inc.	$5.25M	2.94%	0.00%	+3.0%	Q1 2017
JPMJPMorgan Chase & Co	$5.14M	2.88%	0.00%	+4.0%	Q2 2013
AZNAstrazeneca PLC	$5.13M	2.87%	Not reported	+3.4%	Q2 2024
HONHoneywell International Inc	$4.56M	2.56%	0.00%	+4.3%	Q4 2014
MCDMcdonalds Corp	$4.31M	2.41%	0.00%	+4.7%	Q2 2013
ADIAnalog Devices Inc	$4.1M	2.30%	0.00%	+1.8%	Q4 2014
MSFTMicrosoft Corp	$4.02M	2.25%	0.00%	+4.6%	Q1 2017
WFCWells Fargo & Company	$3.9M	2.18%	0.00%	+5.5%	Q2 2013
ABTAbbott Laboratories	$3.83M	2.14%	0.00%	+4.2%	Q2 2013
COPConocophillips	$3.73M	2.09%	0.00%	+5.2%	Q3 2014
AJGArthur J. Gallagher & Co.	$3.58M	2.00%	0.01%	+4.7%	Q2 2013
USBUS Bancorp \de\	$3.52M	1.97%	0.00%	+3.3%	Q2 2013
PGPROCTER & GAMBLE Co	$3.48M	1.95%	0.00%	+5.2%	Q2 2013
QQnity Electronics, Inc.	$3.39M	1.90%	0.01%	+5.4%	Q4 2025
EQIXEquinix Inc	$3.14M	1.76%	0.00%	+4.1%	Q1 2024
BACBank of America Corp	$3.11M	1.74%	0.00%	+4.7%	Q2 2020
WMWaste Management Inc	$2.97M	1.66%	0.00%	+5.3%	Q3 2025
TELTE Connectivity plc	$2.85M	1.60%	0.00%	New	Q1 2026
CMCSAComcast Corp	$2.79M	1.56%	0.00%	+10.5%	Q1 2020
UPSUnited Parcel Service Inc	$2.64M	1.48%	0.00%	+8.7%	Q2 2013
PNCPNC Financial Services Group, Inc.	$2.63M	1.47%	0.00%	+5.7%	Q2 2013
JNJJohnson & Johnson	$2.51M	1.41%	0.00%	+2.3%	Q2 2013
SOLSSolstice Advanced Materials Inc.	$2.42M	1.36%	0.02%	+1.9%	Q4 2025
PEPPepsico Inc	$2.29M	1.28%	0.00%	+6.8%	Q2 2013
CVXChevron Corp	$2.25M	1.26%	0.00%	+3.4%	Q2 2013
DDDuPont de Nemours, Inc.	$2.2M	1.23%	0.01%	+7.0%	Q2 2019
MCHPMicrochip Technology Inc	$2.15M	1.20%	0.01%	-0.2%	Q2 2013
RTXRTX Corp	$1.91M	1.07%	0.00%	+2.6%	Q2 2020
SRESempra	$1.67M	0.94%	0.00%	+4.2%	Q4 2014
NVDANvidia Corp	$1.56M	0.87%	0.00%	-2.3%	Q2 2021
EVRGEvergy, Inc.	$1.5M	0.84%	0.01%	+8.5%	Q1 2021
QCOMQualcomm Inc	$1.43M	0.80%	0.00%	Not reported	Q4 2014
NTESNetEase, Inc.	$1.2M	0.67%	0.00%	+6.8%	Q4 2025
EMNEastman Chemical Co	$1.2M	0.67%	0.01%	+4.8%	Q3 2021
BSVNBank7 Corp.	$642K	0.36%	0.09%	+14.2%	Q2 2013
BWXTBWX Technologies, Inc.	$568K	0.32%	0.00%	-7.2%	Q3 2023
XOMExxonMobil Holdings Corp	$519K	0.29%	0.00%	Not reported	Q2 2013
AVGOBroadcom Inc.	$405K	0.23%	0.00%	-6.8%	Q3 2017
SYKStryker Corp	$341K	0.19%	0.00%	-2.4%	Q4 2014
AMZNAmazon Com Inc	$313K	0.18%	0.00%	-2.0%	Q2 2024
AAPLApple Inc.	$303K	0.17%	0.00%	-10.1%	Q3 2017
CTASCintas Corp	$241K	0.13%	0.00%	-3.3%	Q3 2017
DISWalt Disney Co	$230K	0.13%	0.00%	-2.3%	Q2 2017
LOWLowes Companies Inc	$223K	0.13%	0.00%	-6.2%	Q2 2017
COSTCostco Wholesale Corp	$216K	0.12%	0.00%	Not reported	Q3 2017
SPYSPDR S&P 500 ETF Trust	$211K	0.12%	Not reported	Not reported	Q3 2017
SCIService Corp International	$207K	0.12%	0.00%	-8.7%	Q3 2017
Q4 2025Reported Feb 10, 202649 positions
HDHome Depot, Inc.	$55.7M	32.24%	0.02%	0.0%	Q2 2013
JPMJPMorgan Chase & Co	$5.42M	3.13%	0.00%	-0.8%	Q2 2013
LHXL3harris Technologies, Inc.	$5.03M	2.91%	0.01%	-1.7%	Q3 2019
MSFTMicrosoft Corp	$5.03M	2.91%	0.00%	-0.6%	Q1 2017
AZNAstrazeneca PLC	$4.63M	2.68%	Not reported	-1.1%	Q2 2024
GILDGilead Sciences, Inc.	$4.49M	2.60%	0.00%	-0.1%	Q1 2017
ABTAbbott Laboratories	$4.49M	2.60%	0.00%	-0.6%	Q2 2013
WFCWells Fargo & Company	$4.32M	2.50%	0.00%	-0.5%	Q2 2013
SHELShell plc	$4.28M	2.48%	0.00%	-0.3%	Q2 2022
AJGArthur J. Gallagher & Co.	$4.08M	2.36%	0.01%	-0.1%	Q2 2013
MCDMcdonalds Corp	$4.05M	2.34%	0.00%	-0.5%	Q2 2013
NVONovo Nordisk A S	$4.01M	2.32%	Not reported	0.0%	Q4 2014
HONHoneywell International Inc	$3.78M	2.19%	0.00%	0.0%	Q4 2014
USBUS Bancorp \de\	$3.49M	2.02%	0.00%	-1.2%	Q2 2013
ADIAnalog Devices Inc	$3.44M	1.99%	0.00%	-0.8%	Q4 2014
BACBank of America Corp	$3.35M	1.94%	0.00%	-1.1%	Q2 2020
PGPROCTER & GAMBLE Co	$3.28M	1.90%	0.00%	Not reported	Q2 2013
ACNAccenture plc	$2.88M	1.67%	0.00%	Not reported	Q4 2014
WMWaste Management Inc	$2.69M	1.56%	0.00%	Not reported	Q3 2025
CMCSAComcast Corp	$2.63M	1.52%	0.00%	-2.8%	Q1 2020
COPConocophillips	$2.51M	1.45%	0.00%	-0.1%	Q3 2014
PNCPNC Financial Services Group, Inc.	$2.5M	1.45%	0.00%	-0.1%	Q2 2013
UPSUnited Parcel Service Inc	$2.45M	1.42%	0.00%	0.0%	Q2 2013
EQIXEquinix Inc	$2.36M	1.36%	0.00%	0.0%	Q1 2024
QQnity Electronics, Inc.	$2.27M	1.32%	0.01%	+23.8%	Q4 2025
MCHPMicrochip Technology Inc	$2.12M	1.23%	0.01%	-0.4%	Q2 2013
JNJJohnson & Johnson	$2.08M	1.20%	0.00%	-0.7%	Q2 2013
PEPPepsico Inc	$1.99M	1.15%	0.00%	-0.1%	Q2 2013
DDDuPont de Nemours, Inc.	$1.81M	1.05%	0.01%	-0.1%	Q2 2019
RTXRTX Corp	$1.77M	1.03%	0.00%	-0.2%	Q2 2020
NVDANvidia Corp	$1.71M	0.99%	0.00%	0.0%	Q2 2021
CVXChevron Corp	$1.6M	0.93%	0.00%	0.0%	Q2 2013
SOLSSolstice Advanced Materials Inc.	$1.52M	0.88%	0.02%	+544.8%	Q4 2025
SRESempra	$1.46M	0.84%	0.00%	0.0%	Q4 2014
NTESNetEase, Inc.	$1.39M	0.80%	0.00%	New	Q4 2025
EVRGEvergy, Inc.	$1.22M	0.71%	0.01%	0.0%	Q1 2021
EMNEastman Chemical Co	$954K	0.55%	0.01%	-0.7%	Q3 2021
BSVNBank7 Corp.	$565K	0.33%	0.08%	+0.3%	Q2 2013
BWXTBWX Technologies, Inc.	$518K	0.30%	0.00%	-4.1%	Q3 2023
AVGOBroadcom Inc.	$486K	0.28%	0.00%	Not reported	Q3 2017
SYKStryker Corp	$374K	0.22%	0.00%	Not reported	Q4 2014
XOMExxonMobil Holdings Corp	$368K	0.21%	0.00%	0.0%	Q2 2013
AAPLApple Inc.	$362K	0.21%	0.00%	-1.0%	Q3 2017
AMZNAmazon Com Inc	$354K	0.20%	0.00%	-0.6%	Q2 2024
DISWalt Disney Co	$278K	0.16%	0.00%	-7.1%	Q2 2017
CTASCintas Corp	$277K	0.16%	0.00%	+0.1%	Q3 2017
LOWLowes Companies Inc	$243K	0.14%	0.00%	Not reported	Q2 2017
SPYSPDR S&P 500 ETF Trust	$222K	0.13%	Not reported	Not reported	Q3 2017
SCIService Corp International	$214K	0.12%	0.00%	+0.2%	Q3 2017
Q3 2025Reported Nov 10, 202548 positions
HDHome Depot, Inc.	$65.6M	36.48%	0.02%	-0.4%	Q2 2013
MSFTMicrosoft Corp	$5.42M	3.01%	0.00%	-2.8%	Q1 2017
JPMJPMorgan Chase & Co	$5.34M	2.97%	0.00%	-4.1%	Q2 2013
LHXL3harris Technologies, Inc.	$5.32M	2.96%	0.01%	-3.8%	Q3 2019
AJGArthur J. Gallagher & Co.	$4.89M	2.72%	0.01%	-4.5%	Q2 2013
ABTAbbott Laboratories	$4.82M	2.68%	0.00%	-5.5%	Q2 2013
NVONovo Nordisk A S	$4.38M	2.43%	Not reported	+38.0%	Q4 2014
SHELShell plc	$4.18M	2.32%	0.00%	-2.4%	Q2 2022
HONHoneywell International Inc	$4.08M	2.27%	0.00%	-1.6%	Q4 2014
GILDGilead Sciences, Inc.	$4.07M	2.26%	0.00%	-2.4%	Q1 2017
MCDMcdonalds Corp	$4.04M	2.25%	0.00%	-5.5%	Q2 2013
WFCWells Fargo & Company	$3.91M	2.17%	0.00%	-5.1%	Q2 2013
AZNAstrazeneca PLC	$3.91M	2.17%	Not reported	-3.3%	Q2 2024
PGPROCTER & GAMBLE Co	$3.51M	1.95%	0.00%	-4.6%	Q2 2013
DDDuPont de Nemours, Inc.	$3.51M	1.95%	0.01%	-2.3%	Q2 2019
USBUS Bancorp \de\	$3.2M	1.78%	0.00%	-2.2%	Q2 2013
BACBank of America Corp	$3.18M	1.77%	0.00%	-5.9%	Q2 2020
ADIAnalog Devices Inc	$3.14M	1.75%	0.00%	-5.3%	Q4 2014
CMCSAComcast Corp	$2.84M	1.58%	0.00%	-1.6%	Q1 2020
WMWaste Management Inc	$2.71M	1.50%	0.00%	New	Q3 2025
ACNAccenture plc	$2.65M	1.47%	0.00%	-3.9%	Q4 2014
COPConocophillips	$2.54M	1.41%	0.00%	-3.8%	Q3 2014
EQIXEquinix Inc	$2.41M	1.34%	0.00%	-0.9%	Q1 2024
PNCPNC Financial Services Group, Inc.	$2.41M	1.34%	0.00%	-4.8%	Q2 2013
MCHPMicrochip Technology Inc	$2.15M	1.19%	0.01%	-5.2%	Q2 2013
UPSUnited Parcel Service Inc	$2.06M	1.15%	0.00%	-3.7%	Q2 2013
PEPPepsico Inc	$1.94M	1.08%	0.00%	-4.7%	Q2 2013
JNJJohnson & Johnson	$1.88M	1.04%	0.00%	-4.2%	Q2 2013
NVDANvidia Corp	$1.71M	0.95%	0.00%	+5.5%	Q2 2021
CVXChevron Corp	$1.63M	0.91%	0.00%	-3.8%	Q2 2013
RTXRTX Corp	$1.62M	0.90%	0.00%	-4.7%	Q2 2020
SRESempra	$1.49M	0.83%	0.00%	-1.0%	Q4 2014
EVRGEvergy, Inc.	$1.28M	0.71%	0.01%	-1.7%	Q1 2021
EMNEastman Chemical Co	$949K	0.53%	0.01%	-0.5%	Q3 2021
DEODiageo PLC	$884K	0.49%	0.00%	-5.4%	Q2 2013
BWXTBWX Technologies, Inc.	$576K	0.32%	0.00%	+1.0%	Q3 2023
BSVNBank7 Corp.	$564K	0.31%	0.08%	-20.6%	Q2 2013
AVGOBroadcom Inc.	$463K	0.26%	0.00%	+6.8%	Q3 2017
SYKStryker Corp	$394K	0.22%	0.00%	+11.1%	Q4 2014
XOMExxonMobil Holdings Corp	$345K	0.19%	0.00%	-9.5%	Q2 2013
AAPLApple Inc.	$342K	0.19%	0.00%	+23.1%	Q3 2017
AMZNAmazon Com Inc	$338K	0.19%	0.00%	+18.1%	Q2 2024
CTASCintas Corp	$302K	0.17%	0.00%	+17.0%	Q3 2017
DISWalt Disney Co	$301K	0.17%	0.00%	+13.5%	Q2 2017
LOWLowes Companies Inc	$253K	0.14%	0.00%	Not reported	Q2 2017
SCIService Corp International	$228K	0.13%	0.00%	Not reported	Q3 2017
SPYSPDR S&P 500 ETF Trust	$217K	0.12%	Not reported	Not reported	Q3 2017
COSTCostco Wholesale Corp	$200K	0.11%	0.00%	Not reported	Q3 2017

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