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Brookmont Capital Management

Q3 2024 · 13F-HR

Brookmont Capital Managementholdings as filed

Filed 2024-10-16 · accession 0001172661-24-004269

$194.5M
Reported value
56
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
437076102HDHOME DEPOT INC$66.3M34.1%163,623CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$5.9M3.01%20,828CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$5.1M2.63%24,251CommonSOLE
594918104MSFTMICROSOFT CORP$5.0M2.55%11,523CommonSOLE
949746101WMT2WELLS FARGO CO NEW$4.9M2.52%86,684CommonSOLE
002824100ABTABBOTT LABS$4.9M2.50%42,629CommonSOLE
580135101MCDMCDONALDS CORP$4.8M2.44%15,607CommonSOLE
670100205NVONOVO-NORDISK A S$4.7M2.41%39,413CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$4.7M2.41%19,716CommonSOLE
742718109PGPROCTER AND GAMBLE CO$4.5M2.32%26,035CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$4.4M2.28%49,749CommonSOLE
438516106HONHONEYWELL INTL INC$4.4M2.27%21,393CommonSOLE
780259305SHELSHELL PLC$4.2M2.18%64,360CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$4.2M2.18%12,008CommonSOLE
20030N101CMCSACOMCAST CORP NEW$4.1M2.12%98,833CommonSOLE
375558103GILDGILEAD SCIENCES INC$3.7M1.89%43,761CommonSOLE
902973304USBUS BANCORP DEL$3.5M1.82%77,453CommonSOLE
032654105ADIANALOG DEVICES INC$3.4M1.77%14,924CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$3.3M1.70%41,189CommonSOLE
20825C104COPCONOCOPHILLIPS$3.3M1.68%31,018CommonSOLE
166764100CVXCHEVRON CORP NEW$3.2M1.65%21,836CommonSOLE
060505104BACBANK AMERICA CORP$3.0M1.53%75,164CommonSOLE
29444U700EQIXEQUINIX INC$3.0M1.53%3,352CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.9M1.51%21,476CommonSOLE
046353108AZNNASTRAZENECA PLC$2.8M1.45%36,158CommonSOLE
713448108PEPPEPSICO INC$2.7M1.40%15,980CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$2.6M1.33%13,955CommonSOLE
478160104JNJJOHNSON & JOHNSON$2.4M1.22%14,591CommonSOLE
031162100AMGNAMGEN INC$2.0M1.02%6,143CommonSOLE
75513E101RTXRTX CORPORATION$1.8M0.95%15,235CommonSOLE
277432100EMNEASTMAN CHEM CO$1.8M0.94%16,286CommonSOLE
464287614IWFISHARES TR$1.6M0.84%4,339CommonSOLE
464287200IVVISHARES TR$1.6M0.80%2,693CommonSOLE
816851109SRESEMPRA$1.5M0.78%18,083CommonSOLE
25243Q205DEODIAGEO PLC$1.5M0.75%10,368CommonSOLE
30034W106EVRGEVERGY INC$1.1M0.59%18,398CommonSOLE
464287507IJHISHARES TR$1.0M0.53%16,662CommonSOLE
464287804IJRISHARES TR$1.0M0.52%8,718CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.0M0.52%8,331CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$877,3680.45%4,430CommonSOLE
464287226AGGISHARES TR$849,9460.44%8,393CommonSOLE
464287465EFAISHARES TR$727,7480.37%8,702CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$494,7240.25%6,287CommonSOLE
30231G102XOMEXXON MOBIL CORP$419,4480.22%3,578CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$391,8650.20%5,000CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$379,7890.20%3,494CommonSOLE
863667101SYKSTRYKER CORPORATION$347,3860.18%962CommonSOLE
922908553VNQVANGUARD INDEX FDS$272,8350.14%2,801CommonSOLE
254687106DISDISNEY WALT CO$240,4840.12%2,500CommonSOLE
11135F101AVGOBROADCOM INC$236,5010.12%1,371CommonSOLE
172908105CTASCINTAS CORP$235,9850.12%1,146CommonSOLE
023135106AMZNAMAZON COM INC$224,9000.12%1,207CommonSOLE
464287598IWDISHARES TR$222,2560.11%1,171CommonSOLE
037833100AAPLAPPLE INC$216,6920.11%930CommonSOLE
92204A504VHTVANGUARD WORLD FD$211,5150.11%750CommonSOLE
548661107LOWLOWES COS INC$203,2080.10%750CommonSOLE

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.