Brookmont Capital Management
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Brookmont Capital Management reported 59 stock positions worth $178.6 million. Its top holding was Home Depot (HD) at 29.9% of the portfolio, followed by L3HARRIS Technologies (LHX, 3.3%) and Shell PLC-ADR (SHEL, 3.2%). Compared with Q4 2025, it opened 4 new positions, sold out of 2, added to 42 and reduced 11. The biggest buy was a new position in Te Connectivity (TEL) and the biggest sale an exit from Novo-Nordisk A/S-Spons ADR (NVO).
- Most Recent 13F
- Q2 2026
- Location
- Dallas, TX
- CIK
- 0001512978
- Portfolio Value
- $178.6M (Q1 2026)
- SEC Filing
- 0001172661-26-002171 ↗ filed May 15, 2026
Holdings Value
Holdings 59 stocks · $178.6M
| HD Home Depot Inc. | 29.92% | 162,473 | $53.4M | Add +0.3% |
| LHX L3HARRIS Technologies Inc. | 3.34% | 17,296 | $6.0M | Add +1.0% |
| SHEL Shell PLC-ADR | 3.16% | 60,601 | $5.6M | Add +4.0% |
| GILD Gilead Sciences Inc. | 2.94% | 37,697 | $5.3M | Add +3.0% |
| JPM JPMorgan Chase & Co. | 2.88% | 17,479 | $5.1M | Add +4.0% |
| AZN Astrazeneca PLC | 2.87% | 26,027 | $5.1M | Add +3.4% |
| HON Honeywell International Inc. | 2.56% | 20,191 | $4.6M | Add +4.3% |
| MCD McDonald's Corp. | 2.41% | 13,866 | $4.3M | Add +4.7% |
| ADI Analog Devices Inc. | 2.30% | 12,901 | $4.1M | Add +1.8% |
| MSFT Microsoft Corp. | 2.25% | 10,872 | $4.0M | Add +4.6% |
| WFC Wells Fargo & Co. | 2.18% | 48,934 | $3.9M | Add +5.5% |
| ABT Abbott Laboratories | 2.14% | 37,296 | $3.8M | Add +4.2% |
| COP Conocophillips | 2.09% | 28,245 | $3.7M | Add +5.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 2.00% | 16,508 | $3.6M | Add +4.7% |
| USB US Bancorp | 1.97% | 67,671 | $3.5M | Add +3.3% |
| PG The Procter & Gamble Co. | 1.95% | 24,068 | $3.5M | Add +5.2% |
| Q Qnity Electronics Inc. | 1.90% | 29,363 | $3.4M | Add +5.4% |
| EQIX Equinix Inc. | 1.76% | 3,205 | $3.1M | Add +4.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.74% | 63,818 | $3.1M | Add +4.7% |
| WM Waste Management Inc. | 1.66% | 12,908 | $3.0M | Add +5.3% |
| TEL Te Connectivity PLC | 1.60% | 13,644 | $2.9M | New |
| CMCSA Comcast Corp. Class A | 1.56% | 97,152 | $2.8M | Add +10.5% |
| UPS United Parcel Service Class B | 1.48% | 26,867 | $2.6M | Add +8.7% |
| PNC PNC Financial Services Group | 1.47% | 12,651 | $2.6M | Add +5.7% |
| JNJ Johnson & Johnson | 1.41% | 10,281 | $2.5M | Add +2.3% |
| SOLS Solstice Adv Materials Inc. | 1.36% | 31,817 | $2.4M | Add +1.9% |
| PEP Pepsico Inc. | 1.28% | 14,773 | $2.3M | Add +6.8% |
| CVX Chevron Corp. | 1.26% | 10,863 | $2.2M | Add +3.4% |
| DD Dupont DE Nemours Inc. | 1.23% | 48,099 | $2.2M | Add +7.0% |
| MCHP Microchip Technology Inc. | 1.20% | 33,254 | $2.1M | Reduce -0.2% |
| RTX RTX Corp. | 1.07% | 9,915 | $1.9M | Add +2.6% |
| SRE Sempra | 0.94% | 17,226 | $1.7M | Add +4.2% |
| NVDA Nvidia Corp. | 0.87% | 8,956 | $1.6M | Reduce -2.3% |
| EVRG Evergy Inc. | 0.84% | 18,293 | $1.5M | Add +8.5% |
| QCOM Qualcomm Inc. | 0.80% | 11,073 | $1.4M | New |
| NTES Netease Inc.-ADR | 0.67% | 10,760 | $1.2M | Add +6.8% |
| EMN Eastman Chemical Co. | 0.67% | 15,662 | $1.2M | Add +4.8% |
| IVV iShares Core S&P 500 ETF | 0.63% | 1,735 | $1.1M | Add +5.8% |
| AGG iShares Core U.S. Aggregate | 0.62% | 11,135 | $1.1M | Add +7.5% |
| IWF iShares Russell 1000 Growth | 0.57% | 2,398 | $1.0M | Add +74.7% |
| IJH iShares Core S&P Midcap ETF | 0.51% | 13,579 | $917K | Add +0.3% |
| IJR iShares Core S&P Small-Cap E | 0.40% | 5,706 | $709K | Add +0.3% |
| BSV Vanguard Short-Term Bond ETF | 0.36% | 8,191 | $642K | Add +14.2% |
| EFA iShares MSCI Eafe ETF | 0.35% | 6,427 | $624K | Add +16.1% |
| BWXT BWX Technologies Inc. | 0.32% | 2,779 | $568K | Reduce -7.2% |
| XOM Exxon Mobil Corp. | 0.29% | 3,060 | $519K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.29% | 2,403 | $517K | Add +24.8% |
| BIV Vanguard Intermediate-Term B | 0.27% | 6,154 | $475K | Add +15.2% |
| AVGO Broadcom Inc. | 0.23% | 1,308 | $405K | Reduce -6.8% |
| SYK Stryker Corp. | 0.19% | 1,039 | $341K | Reduce -2.4% |
| AMZN Amazon.com Inc. | 0.18% | 1,501 | $313K | Reduce -2.0% |
| AAPL Apple Inc. | 0.17% | 1,196 | $303K | Reduce -10.1% |
| CTAS Cintas Corp. | 0.13% | 1,424 | $241K | Reduce -3.3% |
| IWD iShares Russell 1000 Value E | 0.13% | 1,088 | $232K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 2,386 | $230K | Reduce -2.3% |
| LOW Lowe's Cos Inc. | 0.13% | 945 | $223K | Reduce -6.2% |
| COST Costco Wholesale Corp. | 0.12% | 217 | $216K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 325 | $211K | No change |
| SCI Service Corp. International | 0.12% | 2,509 | $207K | Reduce -8.7% |
Portfolio Sells Q4 2025 → Q1 2026
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −2.32 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −1.67 |
| NVDA Nvidia Corp. | Reduce -2.3% | 0.87% | −0.11 |
| AVGO Broadcom Inc. | Reduce -6.8% | 0.23% | −0.05 |
| AAPL Apple Inc. | Reduce -10.1% | 0.17% | −0.04 |
| DIS The Walt Disney Co. | Reduce -2.3% | 0.13% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -2.0% | 0.18% | −0.03 |
| MCHP Microchip Technology Inc. | Reduce -0.2% | 1.20% | −0.03 |
| SYK Stryker Corp. | Reduce -2.4% | 0.19% | −0.03 |
| CTAS Cintas Corp. | Reduce -3.3% | 0.13% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -6.2% | 0.13% | −0.02 |
| SCI Service Corp. International | Reduce -8.7% | 0.12% | −0.01 |
| BWXT BWX Technologies Inc. | Reduce -7.2% | 0.32% | +0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| TEL Te Connectivity PLC | New | 1.60% | +1.60 |
| QCOM Qualcomm Inc. | New | 0.80% | +0.80 |
| SHEL Shell PLC-ADR | Add +4.0% | 3.16% | +0.68 |
| COP Conocophillips | Add +5.2% | 2.09% | +0.63 |
| Q Qnity Electronics Inc. | Add +5.4% | 1.90% | +0.58 |
| SOLS Solstice Adv Materials Inc. | Add +1.9% | 1.36% | +0.48 |
| LHX L3HARRIS Technologies Inc. | Add +1.0% | 3.34% | +0.43 |
| EQIX Equinix Inc. | Add +4.1% | 1.76% | +0.39 |
| HON Honeywell International Inc. | Add +4.3% | 2.56% | +0.37 |
| GILD Gilead Sciences Inc. | Add +3.0% | 2.94% | +0.34 |
| CVX Chevron Corp. | Add +3.4% | 1.26% | +0.33 |
| ADI Analog Devices Inc. | Add +1.8% | 2.30% | +0.31 |
| JNJ Johnson & Johnson | Add +2.3% | 1.41% | +0.20 |
| IWF iShares Russell 1000 Growth | Add +74.7% | 0.57% | +0.20 |
| AZN Astrazeneca PLC | Add +3.4% | 2.87% | +0.20 |
| DD Dupont DE Nemours Inc. | Add +7.0% | 1.23% | +0.19 |
| PEP Pepsico Inc. | Add +6.8% | 1.28% | +0.14 |
| EVRG Evergy Inc. | Add +8.5% | 0.84% | +0.13 |
| IWD iShares Russell 1000 Value E | New | 0.13% | +0.13 |
| COST Costco Wholesale Corp. | New | 0.12% | +0.12 |
| EMN Eastman Chemical Co. | Add +4.8% | 0.67% | +0.12 |
| WM Waste Management Inc. | Add +5.3% | 1.66% | +0.10 |
| SRE Sempra | Add +4.2% | 0.94% | +0.09 |
| MCD McDonald's Corp. | Add +4.7% | 2.41% | +0.07 |
| UPS United Parcel Service Class B | Add +8.7% | 1.48% | +0.06 |
| PG The Procter & Gamble Co. | Add +5.2% | 1.95% | +0.05 |
| RTX RTX Corp. | Add +2.6% | 1.07% | +0.05 |
| VIG Vanguard Dividend Apprec ETF | Add +24.8% | 0.29% | +0.04 |
| EFA iShares MSCI Eafe ETF | Add +16.1% | 0.35% | +0.04 |
| CMCSA Comcast Corp. Class A | Add +10.5% | 1.56% | +0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +14.2% | 0.36% | +0.03 |
| PNC PNC Financial Services Group | Add +5.7% | 1.47% | +0.03 |
| BIV Vanguard Intermediate-Term B | Add +15.2% | 0.27% | +0.03 |
| AGG iShares Core U.S. Aggregate | Add +7.5% | 0.62% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +0.3% | 0.40% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +0.3% | 0.51% | −0.00 |
| IVV iShares Core S&P 500 ETF | Add +5.8% | 0.63% | −0.02 |
| USB US Bancorp | Add +3.3% | 1.97% | −0.05 |
| NTES Netease Inc.-ADR | Add +6.8% | 0.67% | −0.13 |
| BAC Bank of America Corp. | Add +4.7% | 1.74% | −0.20 |
| JPM JPMorgan Chase & Co. | Add +4.0% | 2.88% | −0.25 |
| WFC Wells Fargo & Co. | Add +5.5% | 2.18% | −0.32 |
| AJG Arthur J Gallagher & Co. | Add +4.7% | 2.00% | −0.36 |
| ABT Abbott Laboratories | Add +4.2% | 2.14% | −0.45 |
| MSFT Microsoft Corp. | Add +4.6% | 2.25% | −0.66 |
| HD Home Depot Inc. | Add +0.3% | 29.92% | −2.32 |
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 |