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Latest Brookmont Capital Management Stock Portfolio

$178Million– No. of Holdings #59

Brookmont Capital Management Performance:
2026 Q1: 1.31%YTD: 1.31%2025: 0.44%
Performance for 2026 Q1 is 1.31%, and YTD is 1.31%, and 2025 is 0.44%.

About Brookmont Capital Management and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Brookmont Capital Management reported an equity portfolio of $178.6 Millions as of 31 Mar, 2026.

The top stock holdings of Brookmont Capital Management are HD, LHX, SHEL. The fund has invested 29.9% of it's portfolio in HOME DEPOT INC and 3.3% of portfolio in L3HARRIS TECHNOLOGIES INC.

The fund managers got completely rid off ASTRAZENECA PLC (AZN), NOVO-NORDISK A S (NVO) and ACCENTURE PLC IRELAND (ACN) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), SERVICE CORP INTL (SCI) and BWX TECHNOLOGIES INC (BWXT). Brookmont Capital Management opened new stock positions in ASTRAZENECA PLC, QUALCOMM INC (QCOM) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), VANGUARD SPECIALIZED FUNDS (VIG) and VANGUARD BD INDEX FDS (BIV).
Brookmont Capital Management Equity Portfolio Value
Last Reported on: 15 May, 2026

Brookmont Capital Management Annual Return Estimates Vs S&P 500

Our best estimate is that Brookmont Capital Management made a return of 1.31% in the last quarter. In trailing 12 months, it's portfolio return was 3.53%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc5,133,040
te connectivity plc2,851,870
qualcomm inc1,426,020
ishares tr232,473
costco wholesale corporation215,841
New stocks bought by Brookmont Capital Management

Additions

Ticker% Inc.
ishares tr74.65
vanguard specialized funds24.83
ishares tr16.12
vanguard bd index fds15.16
vanguard bd index fds14.21
comcast corp new10.52
united parcel svcs inc8.69
evergy inc8.52
Additions to existing portfolio by Brookmont Capital Management

Reductions

Ticker% Reduced
apple inc-10.08
service corp intl-8.66
bwx technologies inc-7.24
broadcom inc-6.84
lowes cos inc-6.16
cintas corp-3.26
stryker corporation-2.44
nvidia corporation-2.31
Brookmont Capital Management reduced stake in above stock

Sold off

Ticker$ Sold
novo-nordisk a s-4,012,330
astrazeneca plc-4,629,140
accenture plc ireland-2,884,450
Brookmont Capital Management got rid off the above stocks

Sector Distribution

Brookmont Capital Management has about 32.8% of it's holdings in Consumer Cyclical sector.

  • Consumer Cyclical
  • Others
  • Financial Services
  • Industrials
  • Technology
  • Healthcare
  • Energy
  • Consumer Defensive
  • Basic Materials
  • Utilities
  • Real Estate
Sector%
Consumer Cyclical32.8
Others17.4
Financial Services12.2
Industrials10.6
Technology7.8
Healthcare6.7
Energy3.6
Consumer Defensive3.4
Basic Materials1.9
Utilities1.8
Real Estate1.8

Market Cap. Distribution

Brookmont Capital Management has about 81.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP50.2
LARGE-CAP31.7
UNALLOCATED17.4

Stocks belong to which Index?

About 83.8% of the stocks held by Brookmont Capital Management either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50083.8
Others16.2
Top 5 Winners (%)%
solstice advanced matls inc
55.9 %
XOM
exxon mobil corp
41.0 %
qnity electronics inc
39.8 %
COP
conocophillips
39.6 %
CVX
chevron corporation
35.0 %
Top 5 Winners ($)$
SHEL
shell plc
1.2 M
COP
conocophillips
1.1 M
qnity electronics inc
1.0 M
LHX
l3harris technologies inc
0.9 M
solstice advanced matls inc
0.9 M
Top 5 Losers (%)%
MSFT
microsoft corp
-23.1 %
NTES
netease com inc
-18.2 %
ABT
abbott laboratories
-17.8 %
AJG
gallagher arthur j & co
-16.0 %
DIS
disney walt co
-15.1 %
Top 5 Losers ($)$
HD
home depot inc
-2.5 M
MSFT
microsoft corp
-1.2 M
ABT
abbott laboratories
-0.8 M
AJG
gallagher arthur j & co
-0.7 M
WFC
wells fargo & co
-0.6 M

Brookmont Capital Management Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Brookmont Capital Management

Brookmont Capital Management has 59 stocks in it's portfolio. About 54.6% of the portfolio is in top 10 stocks. HD proved to be the most loss making stock for the portfolio. SHEL was the most profitable stock for Brookmont Capital Management last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions