Brookmont Capital Management: 13F holdings
CIK 15129782026Q2
| Positions | 61 |
|---|
| Reported value | $186.4m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 61 (+2 vs prior quarter) |
|---|
| Reported value | $186.4m (+4.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| HD HOME DEPOT INC | 162,514 | $57.3m | 30.8% |
| JPM JPMORGAN CHASE & CO | 17,517 | $5.7m | 3.1% |
| ADI ANALOG DEVICES INC | 13,197 | $5.2m | 2.8% |
| ASTRAZENECA PLC | 26,436 | $5.0m | 2.7% |
| LHX L3HARRIS TECHNOLOGIES INC | 17,227 | $5.0m | 2.7% |
| Q QNITY ELECTRONICS INC | 30,137 | $4.9m | 2.6% |
| GILD GILEAD SCIENCES INC | 37,837 | $4.8m | 2.6% |
| SHEL SHELL PLC | 60,194 | $4.7m | 2.5% |
| MSFT MICROSOFT CORP | 12,387 | $4.6m | 2.5% |
| WFC WELLS FARGO & CO | 49,184 | $4.1m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1512978")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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