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Brookmont Capital Management

Q1 2025 · 13F-HR

Brookmont Capital Managementholdings as filed

Filed 2025-05-12 · accession 0001172661-25-001642

$177.2M
Reported value
53
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
437076102HDHOME DEPOT INC$59.7M33.7%162,898CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$5.9M3.31%16,981CommonSOLE
002824100ABTABBOTT LABS$5.2M2.94%39,303CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$5.1M2.89%20,897CommonSOLE
949746101WMT2WELLS FARGO CO NEW$5.0M2.81%69,268CommonSOLE
580135101MCDMCDONALDS CORP$4.5M2.57%14,556CommonSOLE
780259305SHELSHELL PLC$4.5M2.53%61,155CommonSOLE
375558103GILDGILEAD SCIENCES INC$4.3M2.43%38,491CommonSOLE
438516106HONHONEYWELL INTL INC$4.2M2.39%20,044CommonSOLE
742718109PGPROCTER AND GAMBLE CO$4.2M2.37%24,645CommonSOLE
594918104MSFTMICROSOFT CORP$4.1M2.31%10,919CommonSOLE
670100205NVONOVO-NORDISK A S$4.0M2.26%57,632CommonSOLE
046353108AZNNASTRAZENECA PLC$4.0M2.24%53,912CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$3.9M2.19%18,566CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$3.6M2.01%11,430CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$3.5M1.97%46,832CommonSOLE
166764100CVXCHEVRON CORP NEW$3.5M1.97%20,867CommonSOLE
20030N101CMCSACOMCAST CORP NEW$3.5M1.96%94,148CommonSOLE
20825C104COPCONOCOPHILLIPS$2.9M1.66%28,064CommonSOLE
902973304USBUS BANCORP DEL$2.9M1.65%69,235CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.9M1.63%26,258CommonSOLE
060505104BACBANK AMERICA CORP$2.8M1.60%67,967CommonSOLE
032654105ADIANALOG DEVICES INC$2.8M1.59%13,936CommonSOLE
29444U700EQIXEQUINIX INC$2.6M1.46%3,182CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$2.3M1.30%13,084CommonSOLE
713448108PEPPEPSICO INC$2.3M1.29%15,216CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.9M1.06%38,857CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.8M1.02%10,925CommonSOLE
031162100AMGNAMGEN INC$1.8M1.02%5,778CommonSOLE
75513E101RTXRTX CORPORATION$1.8M1.00%13,432CommonSOLE
464287614IWFISHARES TR$1.4M0.78%3,845CommonSOLE
277432100EMNEASTMAN CHEM CO$1.4M0.77%15,409CommonSOLE
816851109SRESEMPRA$1.2M0.69%17,075CommonSOLE
30034W106EVRGEVERGY INC$1.2M0.69%17,609CommonSOLE
464287226AGGISHARES TR$1.2M0.67%11,922CommonSOLE
464287200IVVISHARES TR$1.2M0.65%2,061CommonSOLE
25243Q205DEODIAGEO PLC$1.0M0.59%9,920CommonSOLE
67066G104NVDANVIDIA CORPORATION$913,6660.52%8,430CommonSOLE
464287507IJHISHARES TR$795,3690.45%13,631CommonSOLE
464287804IJRISHARES TR$795,3590.45%7,606CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$704,5980.40%9,001CommonSOLE
464287465EFAISHARES TR$610,4410.34%7,469CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$524,8670.30%6,855CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$499,6790.28%2,576CommonSOLE
30231G102XOMEXXON MOBIL CORP$401,8340.23%3,379CommonSOLE
863667101SYKSTRYKER CORPORATION$338,9480.19%911CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$298,2730.17%3,024CommonSOLE
172908105CTASCINTAS CORP$236,1570.13%1,149CommonSOLE
023135106AMZNAMAZON COM INC$220,5110.12%1,159CommonSOLE
254687106DISDISNEY WALT CO$218,5560.12%2,214CommonSOLE
464287598IWDISHARES TR$215,2550.12%1,144CommonSOLE
037833100AAPLAPPLE INC$214,4810.12%966CommonSOLE
11135F101AVGOBROADCOM INC$200,4160.11%1,197CommonSOLE

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.