Institutional
Brookmont Capital Management
CIK 0001512978
$186.4M
Reported AUM
61
Positions
Q2 2026
Period
2026-07-24
Filed
Editorial summary
Summary for Brookmont Capital Management · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HD | HOME DEPOT INC | $333.35 | -1.45% | -8.42% | 15.74% | $57.3M | 30.75% | — | HELD |
| 2 | JPM | JPMORGAN CHASE & CO | $350.85 | 1.78% | 21.40% | 144.23% | $5.7M | 3.08% | — | HELD |
| 3 | ADI | ANALOG DEVICES INC | $366.67 | 3.76% | 65.33% | 140.57% | $5.2M | 2.81% | — | HELD |
| 4 | AZN | ASTRAZENECA PLC | $171.34 | -1.13% | 17.87% | 62.01% | $5.0M | 2.69% | — | HELD |
| 5 | LHX | L3HARRIS TECHNOLOGIES INC | $271.90 | -8.61% | -2.50% | 26.54% | $5.0M | 2.69% | — | HELD |
| 6 | Q | QNITY ELECTRONICS INC | $130.52 | 5.78% | 30.13% | 52.34% | $4.9M | 2.64% | — | HELD |
| 7 | GILD | GILEAD SCIENCES INC | $131.28 | -1.09% | 20.33% | 118.88% | $4.8M | 2.56% | — | HELD |
| 8 | SHEL | SHELL PLC | $90.51 | 2.46% | 27.41% | 165.03% | $4.7M | 2.50% | — | HELD |
| 9 | MSFT | MICROSOFT CORP | $451.10 | 15.51% | -13.24% | 55.41% | $4.6M | 2.48% | — | HELD |
| 10 | WMT2 | WELLS FARGO & CO | — | — | — | — | $4.1M | 2.18% | — | HELD |
| 11 | MCD | MCDONALDS CORP | $268.44 | -1.13% | -9.83% | 25.28% | $3.8M | 2.02% | — | HELD |
| 12 | JNJ | JOHNSON & JOHNSON | $255.82 | -3.66% | 56.99% | 69.37% | $3.6M | 1.94% | — | HELD |
| 13 | BAC | BANK OF AMER CORP | $61.73 | 1.08% | 37.29% | 66.09% | $3.6M | 1.94% | — | HELD |
| 14 | PG | PROCTER & GAMBLE CO | $143.96 | -1.46% | -1.63% | 14.96% | $3.5M | 1.90% | — | HELD |
| 15 | AJG | GALLAGHER ARTHUR J & CO | $256.46 | -4.63% | -7.33% | 91.06% | $3.5M | 1.90% | — | HELD |
| 16 | ABT | ABBOTT LABORATORIES | $105.61 | -2.21% | -15.48% | -8.29% | $3.4M | 1.82% | — | HELD |
| 17 | EQIX | EQUINIX INC | $1047.53 | 3.92% | 39.13% | 36.86% | $3.3M | 1.80% | — | HELD |
| 18 | NTES | NETEASE COM INC | $131.90 | 1.76% | 5.73% | 50.26% | $3.3M | 1.75% | — | HELD |
| 19 | PNC | PNC FINL SVCS GROUP INC | $248.71 | 0.09% | 38.20% | 56.36% | $3.1M | 1.67% | — | HELD |
| 20 | MCHP | MICROCHIP TECHNOLOGY INC. | $75.01 | 5.10% | 10.47% | 0.56% | $3.0M | 1.60% | — | HELD |
| 21 | COP | CONOCOPHILLIPS | $119.03 | 0.82% | 31.49% | 152.18% | $2.9M | 1.58% | — | HELD |
| 22 | WM | WASTE MGMT INC DEL | $226.33 | -4.34% | 0.47% | 57.78% | $2.9M | 1.54% | — | HELD |
| 23 | SOLS | SOLSTICE ADVANCED MATLS INC | $57.39 | 3.11% | 27.32% | 22.16% | $2.8M | 1.50% | — | HELD |
| 24 | TEL | TE CONNECTIVITY PLC | $206.58 | -0.18% | 3.56% | 48.31% | $2.8M | 1.48% | — | HELD |
| 25 | CMCSA | COMCAST CORP NEW | $23.67 | -3.82% | -15.34% | -49.07% | $2.4M | 1.27% | — | HELD |
| 26 | HON | HONEYWELL INTL INC | $241.91 | 0.33% | 12.79% | 14.50% | $2.3M | 1.25% | — | HELD |
| 27 | HONA | HONEYWELL AEROSPACE INC | $204.32 | -0.42% | -24.29% | — | $2.2M | 1.20% | — | HELD |
| 28 | DD | DUPONT DE NEMOURS INC | $138.84 | 0.54% | 60.22% | 62.97% | $2.2M | 1.17% | — | HELD |
| 29 | QCOM | QUALCOMM INC | $151.60 | -2.62% | 4.46% | 15.13% | $2.0M | 1.09% | — | HELD |
| 30 | PEP | PEPSICO INC | $140.20 | -2.30% | 7.11% | 7.50% | $2.0M | 1.08% | — | HELD |
| 31 | RTX | RTX CORPORATION | $214.38 | -0.40% | — | — | $1.9M | 1.00% | — | HELD |
| 32 | NVDA | NVIDIA CORPORATION | $195.04 | 2.65% | — | — | $1.8M | 0.99% | — | HELD |
| 33 | USB | US BANCORP | $62.90 | 0.13% | — | — | $1.8M | 0.98% | — | HELD |
| 34 | CVX | CHEVRON CORPORATION | $192.31 | 0.23% | — | — | $1.8M | 0.96% | — | HELD |
| 35 | XYL | XYLEM INC | $116.82 | -4.35% | — | — | $1.7M | 0.89% | — | HELD |
| 36 | SRE | SEMPRA | $89.58 | 0.86% | — | — | $1.6M | 0.86% | — | HELD |
| 37 | EVRG | EVERGY INC | $83.25 | -0.89% | — | — | $1.6M | 0.85% | — | HELD |
| 38 | IVV | ISHARES TR | $745.20 | 1.65% | — | — | $1.3M | 0.71% | — | HELD |
| 39 | CME | CME GROUP INC | $267.22 | 0.67% | — | — | $1.2M | 0.67% | — | HELD |
| 40 | IJH | ISHARES TR | $75.35 | 0.83% | — | — | $1.1M | 0.59% | — | HELD |
| 41 | EMN | EASTMAN CHEM CO | $70.07 | 4.15% | — | — | $1.1M | 0.57% | — | HELD |
| 42 | AGG | ISHARES TR | $97.62 | 0.07% | — | — | $1.0M | 0.55% | — | HELD |
| 43 | IJR | ISHARES TR | $145.50 | 0.82% | — | — | $873K | 0.47% | — | HELD |
| 44 | IWF | ISHARES TR | $117.43 | 2.96% | — | — | $741K | 0.40% | — | HELD |
| 45 | EFA | ISHARES TR | $106.24 | 2.78% | — | — | $607K | 0.33% | — | HELD |
| 46 | BWXT | BWX TECHNOLOGIES INC | $165.59 | 5.18% | — | — | $579K | 0.31% | — | HELD |
| 47 | BSV | VANGUARD BD INDEX FDS | $77.64 | 0.03% | — | — | $554K | 0.30% | — | HELD |
| 48 | VTEB | VANGUARD MUN BD FDS | $49.65 | -0.10% | — | — | $554K | 0.30% | — | HELD |
| 49 | AVGO | BROADCOM INC | $387.84 | 4.73% | — | — | $532K | 0.29% | — | HELD |
| 50 | VIG | VANGUARD SPECIALIZED FUNDS | $240.06 | 0.63% | — | — | $500K | 0.27% | — | HELD |
| 51 | XOM | EXXON MOBIL CORP | $156.97 | 0.14% | — | — | $418K | 0.22% | — | HELD |
| 52 | BIV | VANGUARD BD INDEX FDS | $75.69 | 0.11% | — | — | $405K | 0.22% | — | HELD |
| 53 | AAPL | APPLE INC | $333.43 | -1.41% | — | — | $388K | 0.21% | — | HELD |
| 54 | AMZN | AMAZON COM INC | $235.50 | 3.90% | — | — | $376K | 0.20% | — | HELD |
| 55 | SYK | STRYKER CORPORATION | $348.04 | -1.20% | — | — | $327K | 0.18% | — | HELD |
| 56 | CTAS | CINTAS CORP | $206.79 | -4.50% | — | — | $288K | 0.15% | — | HELD |
| 57 | LOW | LOWES COS INC | $210.08 | -2.60% | — | — | $260K | 0.14% | — | HELD |
| 58 | COST | COSTCO WHOLESALE CORPORATION | $954.17 | -2.04% | — | — | $259K | 0.14% | — | HELD |
| 59 | SPY | STATE STR SPDR S&P 500 ETF T | $741.69 | 1.68% | — | — | $243K | 0.13% | — | HELD |
| 60 | SCI | SERVICE CORP INTL | $85.29 | -0.46% | — | — | $235K | 0.13% | — | HELD |
| 61 | DIS | DISNEY WALT CO | $96.16 | -2.36% | — | — | $229K | 0.12% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002792. 13F discloses long positions only — shorts, foreign equities, and options are excluded.