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Brookmont Capital Management Top Holdings and 13F Report (2025)

About Brookmont Capital Management

Investment Activity

  • Brookmont Capital Management has $174.44 million in total holdings as of June 30, 2025.
  • Brookmont Capital Management owns shares of 54 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
  • Approximately 0.24% of the portfolio was purchased this quarter.
  • About 4.01% of the portfolio was sold this quarter.
  • This quarter, Brookmont Capital Management has purchased 53 new stocks and bought additional shares in 16 stocks.
  • Brookmont Capital Management sold shares of 35 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Home Depot
$59,592,206
Microsoft
$5,351,976

Largest New Holdings this Quarter

78462F103 - SPDR S&P 500 ETF Trust
$200,801 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust
325 shares (about $200.80K)
NVIDIA
259 shares (about $40.92K)
Broadcom
118 shares (about $32.54K)
Amazon.com
146 shares (about $32.03K)
Apple
126 shares (about $25.85K)

Largest Sales this Quarter

Wells Fargo & Company
20,146 shares (about $1.61M)
Chevron
9,949 shares (about $1.42M)
JPMorgan Chase & Co.
3,232 shares (about $936.97K)
RTX
3,272 shares (about $477.77K)
Microchip Technology
3,584 shares (about $252.21K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBrookmont Capital Management

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
The Home Depot, Inc. stock logo
HD
Home Depot
$59,592,206$132,724 -0.2%162,53634.2%Retail/Wholesale
Microsoft Corporation stock logo
MSFT
Microsoft
$5,351,976$79,086 -1.5%10,7603.1%Computer and Technology
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$5,293,212$142,774 -2.6%16,5353.0%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$5,179,308$166,342 -3.1%38,0803.0%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$5,121,174$936,973 -15.5%17,6652.9%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$4,581,309$86,633 -1.9%19,6722.6%Multi-Sector Conglomerates
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$4,543,419$113,629 -2.4%18,1132.6%Aerospace
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$4,218,140$87,802 -2.0%59,9082.4%Energy
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$4,163,294$104,218 -2.4%37,5512.4%Medical
McDonald's Corporation stock logo
MCD
McDonald's
$4,113,066$139,654 -3.3%14,0782.4%Retail/Wholesale
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$3,943,350$34,441 -0.9%57,1332.3%Medical
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$3,935,642$1,614,092 -29.1%49,1222.3%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$3,818,201$108,177 -2.8%23,9662.2%Consumer Staples
AstraZeneca PLC stock logo
AZN
AstraZeneca
$3,678,833$88,538 -2.4%52,6452.1%Medical
Accenture PLC stock logo
ACN
Accenture
$3,342,690$73,525 -2.2%11,1841.9%Computer and Technology
Comcast Corporation stock logo
CMCSA
Comcast
$3,279,494$80,660 -2.4%91,8881.9%Consumer Discretionary
Analog Devices, Inc. stock logo
ADI
Analog Devices
$3,211,211$105,922 -3.2%13,4911.8%Computer and Technology
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$3,160,734$51,442 -1.6%46,0821.8%Basic Materials
Bank of America Corporation stock logo
BAC
Bank of America
$3,101,232$114,988 -3.6%65,5371.8%Finance
U.S. Bancorp stock logo
USB
U.S. Bancorp
$3,068,199$64,662 -2.1%67,8061.8%Finance
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$2,589,454$61,070 -2.3%25,6531.5%Transportation
ConocoPhillips stock logo
COP
ConocoPhillips
$2,505,805$12,653 -0.5%27,9231.4%Energy
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$2,482,160$252,206 -9.2%35,2731.4%Computer and Technology
Equinix, Inc. stock logo
EQIX
Equinix
$2,471,247$59,654 -2.4%3,1071.4%Finance
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$2,346,692$92,466 -3.8%12,5881.3%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,917,803$91,374 -4.5%14,5241.1%Consumer Staples
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,635,386$2,972 0.2%3,8520.9%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,612,180$56,672 -3.4%10,5540.9%Medical
Amgen Inc. stock logo
AMGN
Amgen
$1,596,980$16,193 -1.0%5,7200.9%Medical
Chevron Corporation stock logo
CVX
Chevron
$1,563,325$1,424,576 -47.7%10,9180.9%Energy
RTX Corporation stock logo
RTX
RTX
$1,483,530$477,767 -24.4%10,1600.9%Aerospace
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,372,813$40,921 3.1%8,6890.8%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,285,263$5,588 0.4%2,0700.7%ETF
Sempra Energy stock logo
SRE
Sempra Energy
$1,264,932$28,869 -2.2%16,6940.7%Utilities
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,184,061$1,389 0.1%11,9360.7%Finance
EVERGY INC
$1,182,481$31,294 -2.6%17,1550.7%COM
Eastman Chemical Company stock logo
EMN
Eastman Chemical
$1,129,216$21,203 -1.8%15,1250.6%Basic Materials
Diageo plc stock logo
DEO
Diageo
$986,658$13,715 -1.4%9,7840.6%Consumer Staples
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$848,868$3,473 0.4%13,6870.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$834,320$3,060 0.4%7,6340.5%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$708,851$472 0.1%9,0070.4%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$667,743$89 0.0%7,4700.4%Finance
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$530,727$541 0.1%6,8620.3%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$491,003$36,227 -6.9%2,3990.3%ETF
BWX Technologies, Inc. stock logo
BWXT
BWX Technologies
$445,533$9,939 2.3%3,0930.3%Aerospace
Stryker Corporation stock logo
SYK
Stryker
$379,332$18,986 5.3%9590.2%Medical
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$364,2290.0%3,3790.2%Energy
Broadcom Inc. stock logo
AVGO
Broadcom
$362,584$32,536 9.9%1,3150.2%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$287,126$12,527 4.6%2,3150.2%Consumer Discretionary
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$286,304$32,031 12.6%1,3050.2%Retail/Wholesale
Cintas Corporation stock logo
CTAS
Cintas
$280,230$24,077 9.4%1,2570.2%Business Services
Apple Inc. stock logo
AAPL
Apple
$224,021$25,849 13.0%1,0920.1%Computer and Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$222,1990.0%1,1440.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$200,801$200,801 New Holding3250.1%Finance

Showing largest 100 holdings. View all holdings.
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