account_balance
Investment manager · 13F filer · SEC CIK 1512978
Brookmont Capital Management
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Reported value$176Mas of Sep 30, 2026
Positions64 5 new, 2 sold out
Top 10 weight51.4%HD alone is 26%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
HDHome Depot, Inc.
26.2%
MSFTMicrosoft Corp
3.7%
GILDGilead Sciences, Inc.
3.2%
ADIAnalog Devices Inc
3.0%
PGProcter & Gamble Co
2.7%Added +34%
JPMJPMorgan Chase & Co
2.7%Trimmed −19%
SHELShell PLC
2.6%−20%
AZNAstrazeneca PLC
2.5%+3%
ABTAbbott Laboratories
2.5%+18%
LHXL3Harris Technologies, Inc.
2.3%
QQnity Electronics, Inc.
2.2%
WFCWells Fargo & Company
2.1%−4%
HDHome Depot, Inc.
26.2%
MSFTMicrosoft Corp
3.7%
GILD3.2%ADI3.0%PG2.7%JPM2.7%SHEL2.6%AZN2.5%ABT2.5%LHX2.3%Q2.2%WFCBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
HD Home Depot, Inc. 26.2% HeldMSFT Microsoft Corp 3.7% HeldGILD Gilead Sciences, Inc. 3.2% HeldADI Analog Devices Inc 3.0% HeldPG Procter & Gamble Co 2.7% Added +34%JPM JPMorgan Chase & Co 2.7% Trimmed −19%SHEL Shell PLC 2.6% Trimmed −20%AZN Astrazeneca PLC 2.5% Added +3%ABT Abbott Laboratories 2.5% Added +18%LHX L3Harris Technologies, Inc. 2.3% HeldQ Qnity Electronics, Inc. 2.2% HeldWFC Wells Fargo & Company 2.1% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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