Brookmont Capital Management Top Holdings and 13F Report (2024) → Did You Get Your Free Bitcoin Yet? (From Crypto Swap Profits) (Ad) About Brookmont Capital ManagementInvestment ActivityBrookmont Capital Management has $190.16 million in total holdings as of March 31, 2024.Brookmont Capital Management owns shares of 51 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 3.56% of the portfolio was purchased this quarter.About 3.65% of the portfolio was sold this quarter.This quarter, Brookmont Capital Management has purchased 49 new stocks and bought additional shares in 26 stocks.Brookmont Capital Management sold shares of 18 stocks and completely divested from 3 stocks this quarter.Largest Holdings Home Depot $62,945,043JPMorgan Chase & Co. $5,757,043Arthur J. Gallagher & Co. $5,453,376Wells Fargo & Company $5,354,115Microsoft $5,085,039 Largest New Holdings this Quarter Equinix $2,893,693 HoldingWalt Disney $305,129 HoldingBroadcom $217,976 HoldingiShares Russell 1000 Value ETF $209,738 HoldingVanguard Health Care ETF $202,027 Holding Largest Purchases this Quarter Equinix 3,506 shares (about $2.89M)Accenture 3,547 shares (about $1.23M)iShares Core S&P Mid-Cap ETF 14,217 shares (about $863.54K)Walt Disney 2,494 shares (about $305.13K)Broadcom 164 shares (about $217.98K) Largest Sales this Quarter Novo Nordisk A/S 14,402 shares (about $1.85M)Microsoft 3,974 shares (about $1.67M)iShares Core S&P 500 ETF 1,159 shares (about $609.32K)Vanguard Dividend Appreciation ETF 1,886 shares (about $344.41K)Arthur J. Gallagher & Co. 256 shares (about $64.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrookmont Capital Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHDHome Depot$62,945,043$26,852 ▲0.0%164,09033.1%Retail/WholesaleJPMJPMorgan Chase & Co.$5,757,043$63,295 ▼-1.1%28,7423.0%FinanceAJGArthur J. Gallagher & Co.$5,453,376$64,010 ▼-1.2%21,8102.9%FinanceWFCWells Fargo & Company$5,354,115$20,228 ▲0.4%92,3762.8%FinanceMSFTMicrosoft$5,085,039$1,671,874 ▼-24.7%12,0872.7%Computer and TechnologyNVONovo Nordisk A/S$5,034,266$1,849,202 ▼-26.9%39,2082.6%MedicalABTAbbott Laboratories$5,030,394$12,389 ▲0.2%44,2582.6%MedicalHONHoneywell International$4,672,742$61,575 ▲1.3%22,7662.5%Multi-Sector ConglomeratesSHELShell$4,656,601$51,487 ▲1.1%69,4602.4%Oils/EnergyMCDMcDonald's$4,589,388$18,891 ▼-0.4%16,2772.4%Retail/WholesaleCMCSAComcast$4,584,456$71,008 ▲1.6%105,7542.4%Consumer DiscretionaryPGProcter & Gamble$4,411,891$3,407 ▼-0.1%27,1922.3%Consumer StaplesACNAccenture$4,340,476$1,229,391 ▲39.5%12,5232.3%Business ServicesCOPConocoPhillips$4,152,654$13,746 ▲0.3%32,6262.2%Oils/EnergyDDDuPont de Nemours$4,068,967$74,447 ▲1.9%53,0712.1%Basic MaterialsMCHPMicrochip Technology$3,826,829$26,464 ▼-0.7%42,6582.0%Computer and TechnologyLHXL3Harris Technologies$3,746,368$51,997 ▲1.4%17,5802.0%AerospaceUSBU.S. Bancorp$3,680,006$22,976 ▲0.6%82,3271.9%FinanceCVXChevron$3,593,237$13,093 ▲0.4%22,7791.9%Oils/EnergyGILDGilead Sciences$3,419,574$73,616 ▲2.2%46,6841.8%MedicalUPSUnited Parcel Service$3,325,666$42,955 ▲1.3%22,3751.7%TransportationADIAnalog Devices$3,075,136$46,284 ▲1.5%15,5471.6%Computer and TechnologyBACBank of America$2,992,106$67,080 ▲2.3%78,9061.6%FinanceAMGNAmgen$2,939,590$25,589 ▲0.9%10,3391.5%MedicalPEPPepsiCo$2,907,565$16,626 ▼-0.6%16,6141.5%Consumer StaplesEQIXEquinix$2,893,693$2,893,693 ▲New Holding3,5061.5%FinanceJNJJohnson & Johnson$2,380,330$30,848 ▲1.3%15,0471.3%MedicalPNCThe PNC Financial Services Group$2,360,586$11,312 ▼-0.5%14,6081.2%FinanceDEODiageo$1,950,475$13,833 ▲0.7%13,1131.0%Consumer StaplesEMNEastman Chemical$1,759,003$27,160 ▲1.6%17,5510.9%Basic MaterialsIVViShares Core S&P 500 ETF$1,707,571$609,321 ▼-26.3%3,2480.9%ETFIWFiShares Russell 1000 Growth ETF$1,622,483$34,377 ▼-2.1%4,8140.9%ETFRTXRTX$1,563,917$23,798 ▲1.5%16,0350.8%AerospaceSRESempra$1,357,023$38,214 ▲2.9%18,8920.7%UtilitiesIJHiShares Core S&P Mid-Cap ETF$1,149,930$863,541 ▲301.5%18,9320.6%ETFIJRiShares Core S&P Small-Cap ETF$1,116,817$30,504 ▼-2.7%10,1050.6%ETFEVRGEvergy$1,056,132$7,740 ▲0.7%19,7850.6%UtilitiesVIGVanguard Dividend Appreciation ETF$885,870$344,414 ▼-28.0%4,8510.5%ETFEFAiShares MSCI EAFE ETF$852,266$20,684 ▼-2.4%10,6720.4%FinanceNVDANVIDIA$742,737$50,600 ▼-6.4%8220.4%Computer and TechnologyXOMExxon Mobil$415,8420.0%3,5770.2%Oils/EnergyAGGiShares Core U.S. Aggregate Bond ETF$369,545$22,233 ▼-5.7%3,7730.2%FinanceSYKStryker$348,910$9,662 ▲2.8%9750.2%MedicalBWXTBWX Technologies$336,092$30,992 ▲10.2%3,2750.2%Computer and TechnologyDISWalt Disney$305,129$305,129 ▲New Holding2,4940.2%Consumer DiscretionaryVNQVanguard Real Estate ETF$273,896$43,156 ▼-13.6%3,1670.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$233,6880.0%4200.1%ETFAVGOBroadcom$217,976$217,976 ▲New Holding1640.1%Computer and TechnologyBSVVanguard Short-Term Bond ETF$210,382$43,395 ▼-17.1%2,7440.1%ETFIWDiShares Russell 1000 Value ETF$209,738$209,738 ▲New Holding1,1710.1%ETFVHTVanguard Health Care ETF$202,027$202,027 ▲New Holding7470.1%ETFCCICrown Castle$0$1,592,552 ▼-100.0%00.0%FinanceVWOVanguard FTSE Emerging Markets ETF$0$214,583 ▼-100.0%00.0%ETFBIVVanguard Intermediate-Term Bond ETF$0$201,261 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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