Brookmont Capital Management
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Brookmont Capital Management reported 54 stock positions worth $187.1 million. Its top holding was Home Depot (HD) at 34.0% of the portfolio, followed by JPMorgan Chase (JPM, 2.9%) and Wells Fargo (WFC, 2.9%). Compared with Q3 2024, it sold out of 2, added to 11 and reduced 43. The biggest buy was Gilead Sciences (GILD, shares +17%) and the biggest sale Microchip Technology (MCHP, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Dallas, TX
- CIK
- 0001512978
- Portfolio Value
- $187.1M (Q4 2024)
- SEC Filing
- 0001172661-25-000231 ↗ filed Jan 16, 2025
Holdings Value
Holdings 54 stocks · $187.1M
| HD Home Depot Inc. | 33.98% | 163,413 | $63.6M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 2.94% | 22,910 | $5.5M | Reduce -5.5% |
| WFC Wells Fargo & Co. | 2.92% | 77,730 | $5.5M | Reduce -10.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 2.77% | 18,232 | $5.2M | Reduce -12.5% |
| MSFT Microsoft Corp. | 2.57% | 11,416 | $4.8M | Reduce -0.9% |
| ABT Abbott Laboratories | 2.54% | 42,081 | $4.8M | Reduce -1.3% |
| HON Honeywell International Inc. | 2.53% | 20,958 | $4.7M | Reduce -2.0% |
| GILD Gilead Sciences Inc. | 2.52% | 51,083 | $4.7M | Add +16.7% |
| MCD McDonald's Corp. | 2.36% | 15,248 | $4.4M | Reduce -2.3% |
| PG The Procter & Gamble Co. | 2.31% | 25,821 | $4.3M | Reduce -0.8% |
| ACN Accenture PLC Class A | 2.25% | 11,970 | $4.2M | Reduce -0.3% |
| LHX L3HARRIS Technologies Inc. | 2.17% | 19,347 | $4.1M | Reduce -1.9% |
| SHEL Shell PLC-ADR | 2.14% | 63,915 | $4.0M | Reduce -0.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 2.04% | 44,309 | $3.8M | Add +12.4% |
| DD Dupont DE Nemours Inc. | 2.00% | 49,128 | $3.7M | Reduce -1.3% |
| CMCSA Comcast Corp. Class A | 1.96% | 97,829 | $3.7M | Reduce -1.0% |
| AZN Astrazeneca PLC-Spons ADR | 1.96% | 55,985 | $3.7M | Add +54.8% |
| USB US Bancorp | 1.88% | 73,697 | $3.5M | Reduce -4.8% |
| UPS United Parcel Service Class B | 1.83% | 27,167 | $3.4M | Add +26.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.70% | 72,531 | $3.2M | Reduce -3.5% |
| CVX Chevron Corp. | 1.69% | 21,806 | $3.2M | Reduce -0.1% |
| ADI Analog Devices Inc. | 1.67% | 14,735 | $3.1M | Reduce -1.3% |
| EQIX Equinix Inc. | 1.67% | 3,309 | $3.1M | Reduce -1.3% |
| COP Conocophillips | 1.55% | 29,325 | $2.9M | Reduce -5.5% |
| PNC PNC Financial Services Group | 1.43% | 13,836 | $2.7M | Reduce -0.8% |
| PEP Pepsico Inc. | 1.28% | 15,774 | $2.4M | Reduce -1.3% |
| MCHP Microchip Technology Inc. | 1.24% | 40,437 | $2.3M | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.89% | 11,557 | $1.7M | Reduce -20.8% |
| RTX RTX Corp. | 0.88% | 14,273 | $1.7M | Reduce -6.3% |
| IWF iShares Russell 1000 Growth | 0.86% | 4,005 | $1.6M | Reduce -7.7% |
| AMGN Amgen Inc. | 0.84% | 6,013 | $1.6M | Reduce -2.1% |
| SRE Sempra | 0.83% | 17,712 | $1.6M | Reduce -2.0% |
| EMN Eastman Chemical Co. | 0.78% | 15,954 | $1.5M | Reduce -2.0% |
| IVV iShares Core S&P 500 ETF | 0.71% | 2,261 | $1.3M | Reduce -16.0% |
| DEO Diageo PLC-Sponsored ADR | 0.70% | 10,283 | $1.3M | Reduce -0.8% |
| AGG iShares Core U.S. Aggregate | 0.65% | 12,494 | $1.2M | Add +48.9% |
| EVRG Evergy Inc. | 0.61% | 18,395 | $1.1M | Reduce -0.0% |
| NVDA Nvidia Corp. | 0.60% | 8,310 | $1.1M | Reduce -0.3% |
| IJR iShares Core S&P Small-Cap E | 0.49% | 7,919 | $912K | Reduce -9.2% |
| IJH iShares Core S&P Midcap ETF | 0.48% | 14,504 | $904K | Reduce -12.9% |
| BSV Vanguard Short-Term Bond ETF | 0.39% | 9,438 | $729K | Add +50.1% |
| EFA iShares MSCI Eafe ETF | 0.32% | 7,993 | $604K | Reduce -8.2% |
| VIG Vanguard Dividend Apprec ETF | 0.29% | 2,777 | $544K | Reduce -37.3% |
| BIV Vanguard Intermediate-Term B | 0.29% | 7,164 | $535K | Add +43.3% |
| XOM Exxon Mobil Corp. | 0.20% | 3,486 | $375K | Reduce -2.6% |
| SYK Stryker Corp. | 0.18% | 927 | $334K | Reduce -3.6% |
| BWXT BWX Technologies Inc. | 0.18% | 2,993 | $333K | Reduce -14.3% |
| AMZN Amazon.com Inc. | 0.16% | 1,364 | $299K | Add +13.0% |
| AVGO Broadcom Inc. | 0.15% | 1,196 | $277K | Reduce -12.8% |
| AAPL Apple Inc. | 0.14% | 1,065 | $267K | Add +14.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 2,184 | $243K | Reduce -12.6% |
| LOW Lowe's Cos Inc. | 0.12% | 883 | $218K | Add +17.7% |
| IWD iShares Russell 1000 Value E | 0.11% | 1,144 | $212K | Reduce -2.3% |
| CTAS Cintas Corp. | 0.11% | 1,148 | $210K | Add +0.2% |
Portfolio Sells Q3 2024 → Q4 2024
| MCHP Microchip Technology Inc. | Reduce -1.8% | 1.24% | −0.46 |
| JNJ Johnson & Johnson | Reduce -20.8% | 0.89% | −0.32 |
| DD Dupont DE Nemours Inc. | Reduce -1.3% | 2.00% | −0.28 |
| AJG Arthur J Gallagher & Co. | Reduce -12.5% | 2.77% | −0.25 |
| LHX L3HARRIS Technologies Inc. | Reduce -1.9% | 2.17% | −0.24 |
| AMGN Amgen Inc. | Reduce -2.1% | 0.84% | −0.18 |
| VIG Vanguard Dividend Apprec ETF | Reduce -37.3% | 0.29% | −0.16 |
| CMCSA Comcast Corp. Class A | Reduce -1.0% | 1.96% | −0.16 |
| EMN Eastman Chemical Co. | Reduce -2.0% | 0.78% | −0.16 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.14 |
| COP Conocophillips | Reduce -5.5% | 1.55% | −0.12 |
| HD Home Depot Inc. | Reduce -0.1% | 33.98% | −0.12 |
| PEP Pepsico Inc. | Reduce -1.3% | 1.28% | −0.12 |
| VHT Vanguard Health Care ETF | Sold out | 0.00% | −0.11 |
| ADI Analog Devices Inc. | Reduce -1.3% | 1.67% | −0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -16.0% | 0.71% | −0.09 |
| MCD McDonald's Corp. | Reduce -2.3% | 2.36% | −0.08 |
| RTX RTX Corp. | Reduce -6.3% | 0.88% | −0.07 |
| EFA iShares MSCI Eafe ETF | Reduce -8.2% | 0.32% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Reduce -12.9% | 0.48% | −0.05 |
| DEO Diageo PLC-Sponsored ADR | Reduce -0.8% | 0.70% | −0.05 |
| SHEL Shell PLC-ADR | Reduce -0.7% | 2.14% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -9.2% | 0.49% | −0.04 |
| BWXT BWX Technologies Inc. | Reduce -14.3% | 0.18% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -2.6% | 0.20% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.8% | 2.31% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -2.3% | 0.11% | −0.00 |
| SYK Stryker Corp. | Reduce -3.6% | 0.18% | −0.00 |
| DIS The Walt Disney Co. | Reduce -12.6% | 0.13% | +0.01 |
| EVRG Evergy Inc. | Reduce -0.0% | 0.61% | +0.02 |
| IWF iShares Russell 1000 Growth | Reduce -7.7% | 0.86% | +0.02 |
| MSFT Microsoft Corp. | Reduce -0.9% | 2.57% | +0.02 |
| AVGO Broadcom Inc. | Reduce -12.8% | 0.15% | +0.03 |
| CVX Chevron Corp. | Reduce -0.1% | 1.69% | +0.03 |
| ABT Abbott Laboratories | Reduce -1.3% | 2.54% | +0.04 |
| SRE Sempra | Reduce -2.0% | 0.83% | +0.05 |
| USB US Bancorp | Reduce -4.8% | 1.88% | +0.06 |
| ACN Accenture PLC Class A | Reduce -0.3% | 2.25% | +0.07 |
| NVDA Nvidia Corp. | Reduce -0.3% | 0.60% | +0.08 |
| PNC PNC Financial Services Group | Reduce -0.8% | 1.43% | +0.10 |
| EQIX Equinix Inc. | Reduce -1.3% | 1.67% | +0.14 |
| BAC Bank of America Corp. | Reduce -3.5% | 1.70% | +0.17 |
| HON Honeywell International Inc. | Reduce -2.0% | 2.53% | +0.26 |
| JPM JPMorgan Chase & Co. | Reduce -5.5% | 2.94% | +0.31 |
| WFC Wells Fargo & Co. | Reduce -10.3% | 2.92% | +0.40 |
Portfolio Buys Q3 2024 → Q4 2024
| GILD Gilead Sciences Inc. | Add +16.7% | 2.52% | +0.64 |
| AZN Astrazeneca PLC-Spons ADR | Add +54.8% | 1.96% | +0.51 |
| UPS United Parcel Service Class B | Add +26.5% | 1.83% | +0.33 |
| AGG iShares Core U.S. Aggregate | Add +48.9% | 0.65% | +0.21 |
| BSV Vanguard Short-Term Bond ETF | Add +50.1% | 0.39% | +0.14 |
| BIV Vanguard Intermediate-Term B | Add +43.3% | 0.29% | +0.08 |
| AMZN Amazon.com Inc. | Add +13.0% | 0.16% | +0.04 |
| AAPL Apple Inc. | Add +14.5% | 0.14% | +0.03 |
| LOW Lowe's Cos Inc. | Add +17.7% | 0.12% | +0.01 |
| CTAS Cintas Corp. | Add +0.2% | 0.11% | −0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +12.4% | 2.04% | −0.38 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 61 | $186.4M | HD, JPM, ADI, AZN, LHX |
| Q1 2026 | 59 | $178.6M | HD, LHX, SHEL, GILD, JPM |
| Q4 2025 | 57 | $172.8M | HD, JPM, LHX, MSFT, AZN |
| Q3 2025 | 56 | $179.9M | HD, MSFT, JPM, LHX, AJG |
| Q2 2025 | 54 | $174.4M | HD, MSFT, AJG, ABT, JPM |
| Q1 2025 | 53 | $177.2M | HD, AJG, ABT, JPM, WFC |
| Q4 2024 | 54 | $187.1M | HD, JPM, WFC, AJG, MSFT |
| Q3 2024 | 56 | $194.5M | HD, AJG, JPM, MSFT, WFC |
| Q2 2024 | 54 | $182.8M | HD, AJG, JPM, NVO, WFC |
| Q1 2024 | 51 | $190.2M | HD, JPM, AJG, WFC, MSFT |