Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Brookmont Capital Management 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Brookmont Capital Management (CIK 1512978) reported $178.6M across 57 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: HD ($53.4M, 29.92%), LHX ($6.0M, 3.34%), SHEL ($5.6M, 3.16%), GILD ($5.3M, 2.94%), JPM ($5.1M, 2.88%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1HDHOME DEPOT INC$53.4M29.92%162,473Added
2LHXL3HARRIS TECHNOLOGIES INC$6.0M3.34%17,296Added
3SHELSHELL PLC$5.6M3.16%60,601Added
4GILDGILEAD SCIENCES INC$5.3M2.94%37,697Added
5JPMJPMORGAN CHASE & CO$5.1M2.88%17,479Added
6AZNCFASTRAZENECA PLC$5.1M2.87%26,027New
7HONHONEYWELL INTL INC$4.6M2.56%20,191Added
8MCDMCDONALDS CORP$4.3M2.41%13,866Added
9ADIANALOG DEVICES INC$4.1M2.30%12,901Added
10MSFTMICROSOFT CORP$4.0M2.25%10,872Added
11WFCWELLS FARGO & CO$3.9M2.18%48,934Added
12ABTABBOTT LABORATORIES$3.8M2.14%37,296Added
13COPCONOCOPHILLIPS$3.7M2.09%28,245Added
14AJGGALLAGHER ARTHUR J & CO$3.6M2.00%16,508Added
15USBUS BANCORP$3.5M1.97%67,671Added
16PGPROCTER & GAMBLE CO$3.5M1.95%24,068Added
17QNITY ELECTRONICS INC$3.4M1.90%29,363Added
18EQIXEQUINIX INC$3.1M1.76%3,205Added
19BACBANK AMERICA CORP$3.1M1.74%63,818Added
20WMWASTE MGMT INC DEL$3.0M1.66%12,908Added
21TELTE CONNECTIVITY PLC$2.9M1.60%13,644New
22CMCSACOMCAST CORP NEW$2.8M1.56%97,152Added
23UPSUNITED PARCEL SVCS INC$2.6M1.48%26,867Added
24PNCPNC FINL SVCS GROUP INC$2.6M1.47%12,651Added
25JNJJOHNSON & JOHNSON$2.5M1.41%10,281Added

Source: SEC Form 13F filings · as of 2026-03-31