§ 13F · FUND PROFILE
Brookmont Capital Management.
AUM · $186M (13F)Positions · 61Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | HD | HOME DEPOT INC | 163K | $57M | 30.8% | ±0% |
| 2 | JPM | JPMORGAN CHASE & CO | 18K | $6M | 3.1% | ±0% |
| 3 | ADI | ANALOG DEVICES INC | 13K | $5M | 2.8% | +2% |
| 4 | AZN | ASTRAZENECA PLC | 26K | $5M | 2.7% | +2% |
| 5 | LHX | L3HARRIS TECHNOLOGIES INC | 17K | $5M | 2.7% | ±0% |
| 6 | Q | QNITY ELECTRONICS INC | 30K | $5M | 2.6% | +3% |
| 7 | GILD | GILEAD SCIENCES INC | 38K | $5M | 2.6% | ±0% |
| 8 | SHEL | SHELL PLC | 60K | $5M | 2.5% | −1% |
| 9 | MSFT | MICROSOFT CORP | 12K | $5M | 2.5% | +14% |
| 10 | WFC | WELLS FARGO & CO | 49K | $4M | 2.2% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BROOKMONT SIGNAL
AC read
Brookmont Capital Management is a Other fund managing $186 million in assets. The fund runs a portfolio of 61 positions.
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