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Brookmont Capital Management

Q2 2023 · 13F-HR

Brookmont Capital Managementholdings as filed

Filed 2023-07-13 · accession 0001172661-23-002500

$165.9M
Reported value
49
Positions
2023-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
437076102HDHOME DEPOT INC$51.0M30.7%164,103CommonSOLE
594918104MSFTMICROSOFT CORP$5.5M3.33%16,244CommonSOLE
580135101MCDMCDONALDS CORP$5.0M3.02%16,798CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$4.9M2.95%22,271CommonSOLE
670100205NVONOVO-NORDISK A S$4.6M2.75%28,218CommonSOLE
002824100ABTABBOTT LABS$4.5M2.72%41,341CommonSOLE
20030N101CMCSACOMCAST CORP NEW$4.5M2.68%107,120CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$4.3M2.59%29,511CommonSOLE
780259305SHELSHELL PLC$4.2M2.56%70,376CommonSOLE
742718109PGPROCTER AND GAMBLE CO$4.2M2.52%27,567CommonSOLE
949746101WMT2WELLS FARGO CO NEW$4.1M2.45%95,050CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$4.0M2.40%22,170CommonSOLE
438516106HONHONEYWELL INTL INC$3.9M2.33%18,604CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$3.8M2.32%42,968CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$3.8M2.27%52,674CommonSOLE
375558103GILDGILEAD SCIENCES INC$3.6M2.18%46,817CommonSOLE
166764100CVXCHEVRON CORP NEW$3.6M2.16%22,737CommonSOLE
032654105ADIANALOG DEVICES INC$3.6M2.15%18,274CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$3.4M2.05%17,406CommonSOLE
20825C104COPCONOCOPHILLIPS$3.4M2.04%32,689CommonSOLE
713448108PEPPEPSICO INC$3.1M1.87%16,763CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2.9M1.75%9,393CommonSOLE
902973304USBUS BANCORP DEL$2.7M1.65%82,745CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.5M1.48%14,873CommonSOLE
060505104BACBANK AMERICA CORP$2.3M1.40%81,112CommonSOLE
031162100AMGNAMGEN INC$2.3M1.38%10,334CommonSOLE
25243Q205DEODIAGEO PLC$2.3M1.38%13,211CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$1.9M1.12%14,743CommonSOLE
22822V101CCICROWN CASTLE INC$1.6M0.98%14,328CommonSOLE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$1.6M0.97%16,391CommonSOLE
277432100EMNEASTMAN CHEM CO$1.5M0.90%17,890CommonSOLE
464287200IVVISHARES TR$1.4M0.85%3,159CommonSOLE
816851109SRESEMPRA$1.3M0.81%9,261CommonSOLE
30034W106EVRGEVERGY INC$1.2M0.70%19,826CommonSOLE
464287614IWFISHARES TR$1.1M0.64%3,855CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.0M0.61%6,266CommonSOLE
464287507IJHISHARES TR$973,7520.59%3,724CommonSOLE
464287804IJRISHARES TR$870,4040.52%8,735CommonSOLE
464287465EFAISHARES TR$769,2980.46%10,611CommonSOLE
464287226AGGISHARES TR$433,4520.26%4,425CommonSOLE
30231G102XOMEXXON MOBIL CORP$383,6330.23%3,577CommonSOLE
67066G104NVDANVIDIA CORPORATION$381,1410.23%901CommonSOLE
863667101SYKSTRYKER CORPORATION$288,9570.17%947CommonSOLE
922908553VNQVANGUARD INDEX FDS$288,0670.17%3,447CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$253,8400.15%3,359CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$239,6080.14%3,185CommonSOLE
855244109SBUXSTARBUCKS CORP$205,1150.12%2,071CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$202,8300.12%4,986CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$201,1420.12%420CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.