Brookmont Capital Management
CIK 0001512978 · DALLAS, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$186.4M
2026 Q2
Positions
61
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
54.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
HD
HOME DEPOT INC
30.8%
JPM
JPMORGAN CHASE & CO
3.1%
ADI
ANALOG DEVICES INC
2.8%
AZN
ASTRAZENECA PLC
2.7%
LHX
L3HARRIS TECHNOLOGIES INC
2.7%
Q
QNITY ELECTRONICS INC
2.6%
GILD
GILEAD SCIENCES INC
2.6%
SHEL
SHELL PLC
2.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.