Free Trial

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

About Brookmont Capital Management

Investment Activity

  • Brookmont Capital Management has $177.24 million in total holdings as of March 31, 2025.
  • Brookmont Capital Management owns shares of 53 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
  • Approximately 0.53% of the portfolio was purchased this quarter.
  • About 4.42% of the portfolio was sold this quarter.
  • This quarter, Brookmont Capital Management has purchased 54 new stocks and bought additional shares in 6 stocks.
  • Brookmont Capital Management sold shares of 46 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Home Depot
$59,700,308

Largest Purchases this Quarter

Novo Nordisk A/S
13,323 shares (about $925.15K)
NVIDIA
120 shares (about $13.01K)
BWX Technologies
31 shares (about $3.06K)
Walt Disney
30 shares (about $2.96K)
Cintas
1 shares (about $205.53)

Largest Sales this Quarter

Gilead Sciences
12,592 shares (about $1.41M)
Wells Fargo & Company
8,462 shares (about $607.49K)
JPMorgan Chase & Co.
2,013 shares (about $493.80K)
Arthur J. Gallagher & Co.
1,251 shares (about $431.90K)
Abbott Laboratories
2,778 shares (about $368.50K)

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
$59,700,308$188,742 -0.3%162,89833.7%Retail/Wholesale
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$5,862,599$431,901 -6.9%16,9813.3%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$5,213,512$368,500 -6.6%39,3032.9%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$5,126,117$493,797 -8.8%20,8972.9%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$4,972,767$607,489 -10.9%69,2682.8%Finance
McDonald's Co. stock logo
MCD
McDonald's
$4,546,777$216,156 -4.5%14,5562.6%Retail/Wholesale
Shell plc stock logo
SHEL
Shell
$4,481,412$202,252 -4.3%61,1552.5%Energy
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$4,312,965$1,410,949 -24.7%38,4912.4%Medical
Honeywell International Inc. stock logo
HON
Honeywell International
$4,244,344$193,541 -4.4%20,0442.4%Multi-Sector Conglomerates
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$4,199,994$200,414 -4.6%24,6452.4%Consumer Staples
Microsoft Co. stock logo
MSFT
Microsoft
$4,098,973$186,573 -4.4%10,9192.3%Computer and Technology
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$4,001,973$925,151 30.1%57,6322.3%Medical
AstraZeneca PLC stock logo
AZN
AstraZeneca
$3,962,532$152,366 -3.7%53,9122.2%Medical
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$3,886,074$163,472 -4.0%18,5662.2%Aerospace
Accenture plc stock logo
ACN
Accenture
$3,566,592$168,500 -4.5%11,4302.0%Computer and Technology
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$3,497,392$171,464 -4.7%46,8322.0%Basic Materials
Chevron Co. stock logo
CVX
Chevron
$3,490,787$157,083 -4.3%20,8672.0%Energy
Comcast Co. stock logo
CMCSA
Comcast
$3,474,054$135,829 -3.8%94,1482.0%Consumer Discretionary
ConocoPhillips stock logo
COP
ConocoPhillips
$2,947,249$132,429 -4.3%28,0641.7%Energy
U.S. Bancorp stock logo
USB
U.S. Bancorp
$2,923,105$188,386 -6.1%69,2351.6%Finance
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$2,888,146$99,982 -3.3%26,2581.6%Transportation
Bank of America Co. stock logo
BAC
Bank of America
$2,836,251$190,455 -6.3%67,9671.6%Finance
Analog Devices, Inc. stock logo
ADI
Analog Devices
$2,810,568$161,140 -5.4%13,9361.6%Computer and Technology
Equinix, Inc. stock logo
EQIX
Equinix
$2,594,066$103,534 -3.8%3,1821.5%Finance
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$2,299,690$132,174 -5.4%13,0841.3%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,281,437$83,665 -3.5%15,2161.3%Consumer Staples
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$1,881,075$76,488 -3.9%38,8571.1%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,811,770$104,809 -5.5%10,9251.0%Medical
Amgen Inc. stock logo
AMGN
Amgen
$1,800,165$73,215 -3.9%5,7781.0%Medical
RTX Co. stock logo
RTX
RTX
$1,779,207$111,399 -5.9%13,4321.0%Aerospace
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,388,309$57,771 -4.0%3,8450.8%ETF
Eastman Chemical stock logo
EMN
Eastman Chemical
$1,357,713$48,021 -3.4%15,4090.8%Basic Materials
Sempra stock logo
SRE
Sempra
$1,218,445$45,455 -3.6%17,0750.7%Utilities
EVERGY INC
$1,214,109$54,193 -4.3%17,6090.7%COM
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,179,371$56,584 -4.6%11,9220.7%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,158,076$112,380 -8.8%2,0610.7%ETF
Diageo plc stock logo
DEO
Diageo
$1,039,505$38,038 -3.5%9,9200.6%Consumer Staples
NVIDIA Co. stock logo
NVDA
NVIDIA
$913,666$13,006 1.4%8,4300.5%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$795,369$50,940 -6.0%13,6310.4%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$795,359$32,730 -4.0%7,6060.4%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$704,598$34,208 -4.6%9,0010.4%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$610,441$42,826 -6.6%7,4690.3%Finance
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$524,867$23,659 -4.3%6,8550.3%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$499,679$38,989 -7.2%2,5760.3%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$401,834$12,725 -3.1%3,3790.2%Energy
Stryker Co. stock logo
SYK
Stryker
$338,948$5,953 -1.7%9110.2%Medical
BWX Technologies, Inc. stock logo
BWXT
BWX Technologies
$298,273$3,058 1.0%3,0240.2%Computer and Technology
Cintas Co. stock logo
CTAS
Cintas
$236,157$206 0.1%1,1490.1%Business Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$220,511$39,003 -15.0%1,1590.1%Retail/Wholesale
The Walt Disney Company stock logo
DIS
Walt Disney
$218,556$2,961 1.4%2,2140.1%Consumer Discretionary
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$215,2550.0%1,1440.1%ETF
Apple Inc. stock logo
AAPL
Apple
$214,481$21,981 -9.3%9660.1%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$200,416$167 0.1%1,1970.1%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$0$217,839 -100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data