MondegarAI
Brookmont Capital Management

Q4 2024 · 13F-HR

Brookmont Capital Managementholdings as filed

Filed 2025-01-16 · accession 0001172661-25-000231

$187.1M
Reported value
54
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
437076102HDHOME DEPOT INC$63.6M34.0%163,413CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$5.5M2.94%22,910CommonSOLE
949746101WMT2WELLS FARGO CO NEW$5.5M2.92%77,730CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$5.2M2.77%18,232CommonSOLE
594918104MSFTMICROSOFT CORP$4.8M2.57%11,416CommonSOLE
002824100ABTABBOTT LABS$4.8M2.54%42,081CommonSOLE
438516106HONHONEYWELL INTL INC$4.7M2.53%20,958CommonSOLE
375558103GILDGILEAD SCIENCES INC$4.7M2.52%51,083CommonSOLE
580135101MCDMCDONALDS CORP$4.4M2.36%15,248CommonSOLE
742718109PGPROCTER AND GAMBLE CO$4.3M2.31%25,821CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$4.2M2.25%11,970CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$4.1M2.17%19,347CommonSOLE
780259305SHELSHELL PLC$4.0M2.14%63,915CommonSOLE
670100205NVONOVO-NORDISK A S$3.8M2.04%44,309CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$3.7M2.00%49,128CommonSOLE
20030N101CMCSACOMCAST CORP NEW$3.7M1.96%97,829CommonSOLE
046353108AZNNASTRAZENECA PLC$3.7M1.96%55,985CommonSOLE
902973304USBUS BANCORP DEL$3.5M1.88%73,697CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$3.4M1.83%27,167CommonSOLE
060505104BACBANK AMERICA CORP$3.2M1.70%72,531CommonSOLE
166764100CVXCHEVRON CORP NEW$3.2M1.69%21,806CommonSOLE
032654105ADIANALOG DEVICES INC$3.1M1.67%14,735CommonSOLE
29444U700EQIXEQUINIX INC$3.1M1.67%3,309CommonSOLE
20825C104COPCONOCOPHILLIPS$2.9M1.55%29,325CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$2.7M1.43%13,836CommonSOLE
713448108PEPPEPSICO INC$2.4M1.28%15,774CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$2.3M1.24%40,437CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.7M0.89%11,557CommonSOLE
75513E101RTXRTX CORPORATION$1.7M0.88%14,273CommonSOLE
464287614IWFISHARES TR$1.6M0.86%4,005CommonSOLE
031162100AMGNAMGEN INC$1.6M0.84%6,013CommonSOLE
816851109SRESEMPRA$1.6M0.83%17,712CommonSOLE
277432100EMNEASTMAN CHEM CO$1.5M0.78%15,954CommonSOLE
464287200IVVISHARES TR$1.3M0.71%2,261CommonSOLE
25243Q205DEODIAGEO PLC$1.3M0.70%10,283CommonSOLE
464287226AGGISHARES TR$1.2M0.65%12,494CommonSOLE
30034W106EVRGEVERGY INC$1.1M0.61%18,395CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.1M0.60%8,310CommonSOLE
464287804IJRISHARES TR$912,4270.49%7,919CommonSOLE
464287507IJHISHARES TR$903,7440.48%14,504CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$729,2740.39%9,438CommonSOLE
464287465EFAISHARES TR$604,3510.32%7,993CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$543,7810.29%2,777CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$535,3310.29%7,164CommonSOLE
30231G102XOMEXXON MOBIL CORP$374,9620.20%3,486CommonSOLE
863667101SYKSTRYKER CORPORATION$333,7200.18%927CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$333,4030.18%2,993CommonSOLE
023135106AMZNAMAZON COM INC$299,2480.16%1,364CommonSOLE
11135F101AVGOBROADCOM INC$277,3810.15%1,196CommonSOLE
037833100AAPLAPPLE INC$266,7710.14%1,065CommonSOLE
254687106DISDISNEY WALT CO$243,1990.13%2,184CommonSOLE
548661107LOWLOWES COS INC$217,8390.12%883CommonSOLE
464287598IWDISHARES TR$211,7890.11%1,144CommonSOLE
172908105CTASCINTAS CORP$209,6670.11%1,148CommonSOLE

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.