Brookmont Capital Management
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Brookmont Capital Management reported 53 stock positions worth $177.2 million. Its top holding was Home Depot (HD) at 33.7% of the portfolio, followed by Arthur J Gallagher (AJG, 3.3%) and Abbott Laboratories (ABT, 2.9%). Compared with Q4 2024, it sold out of 1, added to 6 and reduced 46. The biggest buy was Novo-Nordisk A/S-Spons ADR (NVO, shares +30%) and the biggest sale Home Depot (HD, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Dallas, TX
- CIK
- 0001512978
- Portfolio Value
- $177.2M (Q1 2025)
- SEC Filing
- 0001172661-25-001642 ↗ filed May 12, 2025
Holdings Value
Holdings 53 stocks · $177.2M
| HD Home Depot Inc. | 33.68% | 162,898 | $59.7M | Reduce -0.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 3.31% | 16,981 | $5.9M | Reduce -6.9% |
| ABT Abbott Laboratories | 2.94% | 39,303 | $5.2M | Reduce -6.6% |
| JPM JPMorgan Chase & Co. | 2.89% | 20,897 | $5.1M | Reduce -8.8% |
| WFC Wells Fargo & Co. | 2.81% | 69,268 | $5.0M | Reduce -10.9% |
| MCD McDonald's Corp. | 2.57% | 14,556 | $4.5M | Reduce -4.5% |
| SHEL Shell PLC-ADR | 2.53% | 61,155 | $4.5M | Reduce -4.3% |
| GILD Gilead Sciences Inc. | 2.43% | 38,491 | $4.3M | Reduce -24.6% |
| HON Honeywell International Inc. | 2.39% | 20,044 | $4.2M | Reduce -4.4% |
| PG The Procter & Gamble Co. | 2.37% | 24,645 | $4.2M | Reduce -4.5% |
| MSFT Microsoft Corp. | 2.31% | 10,919 | $4.1M | Reduce -4.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 2.26% | 57,632 | $4.0M | Add +30.1% |
| AZN Astrazeneca PLC-Spons ADR | 2.24% | 53,912 | $4.0M | Reduce -3.7% |
| LHX L3HARRIS Technologies Inc. | 2.19% | 18,566 | $3.9M | Reduce -4.0% |
| ACN Accenture PLC Class A | 2.01% | 11,430 | $3.6M | Reduce -4.5% |
| DD Dupont DE Nemours Inc. | 1.97% | 46,832 | $3.5M | Reduce -4.7% |
| CVX Chevron Corp. | 1.97% | 20,867 | $3.5M | Reduce -4.3% |
| CMCSA Comcast Corp. Class A | 1.96% | 94,148 | $3.5M | Reduce -3.8% |
| COP Conocophillips | 1.66% | 28,064 | $2.9M | Reduce -4.3% |
| USB US Bancorp | 1.65% | 69,235 | $2.9M | Reduce -6.0% |
| UPS United Parcel Service Class B | 1.63% | 26,258 | $2.9M | Reduce -3.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.60% | 67,967 | $2.8M | Reduce -6.3% |
| ADI Analog Devices Inc. | 1.59% | 13,936 | $2.8M | Reduce -5.4% |
| EQIX Equinix Inc. | 1.46% | 3,182 | $2.6M | Reduce -3.8% |
| PNC PNC Financial Services Group | 1.30% | 13,084 | $2.3M | Reduce -5.4% |
| PEP Pepsico Inc. | 1.29% | 15,216 | $2.3M | Reduce -3.5% |
| MCHP Microchip Technology Inc. | 1.06% | 38,857 | $1.9M | Reduce -3.9% |
| JNJ Johnson & Johnson | 1.02% | 10,925 | $1.8M | Reduce -5.5% |
| AMGN Amgen Inc. | 1.02% | 5,778 | $1.8M | Reduce -3.9% |
| RTX RTX Corp. | 1.00% | 13,432 | $1.8M | Reduce -5.9% |
| IWF iShares Russell 1000 Growth | 0.78% | 3,845 | $1.4M | Reduce -4.0% |
| EMN Eastman Chemical Co. | 0.77% | 15,409 | $1.4M | Reduce -3.4% |
| SRE Sempra | 0.69% | 17,075 | $1.2M | Reduce -3.6% |
| EVRG Evergy Inc. | 0.69% | 17,609 | $1.2M | Reduce -4.3% |
| AGG iShares Core U.S. Aggregate | 0.67% | 11,922 | $1.2M | Reduce -4.6% |
| IVV iShares Core S&P 500 ETF | 0.65% | 2,061 | $1.2M | Reduce -8.8% |
| DEO Diageo PLC-Sponsored ADR | 0.59% | 9,920 | $1.0M | Reduce -3.5% |
| NVDA Nvidia Corp. | 0.52% | 8,430 | $914K | Add +1.4% |
| IJH iShares Core S&P Midcap ETF | 0.45% | 13,631 | $795K | Reduce -6.0% |
| IJR iShares Core S&P Small-Cap E | 0.45% | 7,606 | $795K | Reduce -4.0% |
| BSV Vanguard Short-Term Bond ETF | 0.40% | 9,001 | $705K | Reduce -4.6% |
| EFA iShares MSCI Eafe ETF | 0.34% | 7,469 | $610K | Reduce -6.6% |
| BIV Vanguard Intermediate-Term B | 0.30% | 6,855 | $525K | Reduce -4.3% |
| VIG Vanguard Dividend Apprec ETF | 0.28% | 2,576 | $500K | Reduce -7.2% |
| XOM Exxon Mobil Corp. | 0.23% | 3,379 | $402K | Reduce -3.1% |
| SYK Stryker Corp. | 0.19% | 911 | $339K | Reduce -1.7% |
| BWXT BWX Technologies Inc. | 0.17% | 3,024 | $298K | Add +1.0% |
| CTAS Cintas Corp. | 0.13% | 1,149 | $236K | Add +0.1% |
| AMZN Amazon.com Inc. | 0.12% | 1,159 | $221K | Reduce -15.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.12% | 2,214 | $219K | Add +1.4% |
| IWD iShares Russell 1000 Value E | 0.12% | 1,144 | $215K | No change |
| AAPL Apple Inc. | 0.12% | 966 | $214K | Reduce -9.3% |
| AVGO Broadcom Inc. | 0.11% | 1,197 | $200K | Add +0.1% |
Portfolio Sells Q4 2024 → Q1 2025
| HD Home Depot Inc. | Reduce -0.3% | 33.68% | −0.29 |
| MSFT Microsoft Corp. | Reduce -4.3% | 2.31% | −0.26 |
| ACN Accenture PLC Class A | Reduce -4.5% | 2.01% | −0.24 |
| USB US Bancorp | Reduce -6.0% | 1.65% | −0.23 |
| EQIX Equinix Inc. | Reduce -3.8% | 1.46% | −0.20 |
| UPS United Parcel Service Class B | Reduce -3.4% | 1.63% | −0.20 |
| MCHP Microchip Technology Inc. | Reduce -3.9% | 1.06% | −0.18 |
| SRE Sempra | Reduce -3.6% | 0.69% | −0.14 |
| HON Honeywell International Inc. | Reduce -4.4% | 2.39% | −0.14 |
| PNC PNC Financial Services Group | Reduce -5.4% | 1.30% | −0.13 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.12 |
| WFC Wells Fargo & Co. | Reduce -10.9% | 2.81% | −0.11 |
| DEO Diageo PLC-Sponsored ADR | Reduce -3.5% | 0.59% | −0.11 |
| BAC Bank of America Corp. | Reduce -6.3% | 1.60% | −0.10 |
| GILD Gilead Sciences Inc. | Reduce -24.6% | 2.43% | −0.09 |
| ADI Analog Devices Inc. | Reduce -5.4% | 1.59% | −0.09 |
| IWF iShares Russell 1000 Growth | Reduce -4.0% | 0.78% | −0.08 |
| IVV iShares Core S&P 500 ETF | Reduce -8.8% | 0.65% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -8.8% | 2.89% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.0% | 0.45% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -15.0% | 0.12% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -6.0% | 0.45% | −0.03 |
| DD Dupont DE Nemours Inc. | Reduce -4.7% | 1.97% | −0.03 |
| AAPL Apple Inc. | Reduce -9.3% | 0.12% | −0.02 |
| EMN Eastman Chemical Co. | Reduce -3.4% | 0.77% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -7.2% | 0.28% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -3.8% | 1.96% | −0.00 |
| PEP Pepsico Inc. | Reduce -3.5% | 1.29% | +0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -4.6% | 0.40% | +0.01 |
| BIV Vanguard Intermediate-Term B | Reduce -4.3% | 0.30% | +0.01 |
| SYK Stryker Corp. | Reduce -1.7% | 0.19% | +0.01 |
| LHX L3HARRIS Technologies Inc. | Reduce -4.0% | 2.19% | +0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -4.6% | 0.67% | +0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -6.6% | 0.34% | +0.02 |
| XOM Exxon Mobil Corp. | Reduce -3.1% | 0.23% | +0.03 |
| PG The Procter & Gamble Co. | Reduce -4.5% | 2.37% | +0.06 |
| EVRG Evergy Inc. | Reduce -4.3% | 0.69% | +0.08 |
| COP Conocophillips | Reduce -4.3% | 1.66% | +0.11 |
| RTX RTX Corp. | Reduce -5.9% | 1.00% | +0.12 |
| JNJ Johnson & Johnson | Reduce -5.5% | 1.02% | +0.13 |
| AMGN Amgen Inc. | Reduce -3.9% | 1.02% | +0.18 |
| MCD McDonald's Corp. | Reduce -4.5% | 2.57% | +0.20 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -3.7% | 2.24% | +0.28 |
| CVX Chevron Corp. | Reduce -4.3% | 1.97% | +0.28 |
| SHEL Shell PLC-ADR | Reduce -4.3% | 2.53% | +0.39 |
| ABT Abbott Laboratories | Reduce -6.6% | 2.94% | +0.40 |
| AJG Arthur J Gallagher & Co. | Reduce -6.9% | 3.31% | +0.54 |
Portfolio Buys Q4 2024 → Q1 2025
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 |