BC

Brookmont Capital Management

13F
Brookmont Capital Management
Last update 2024-10-16 56 Stocks (3 new)
Value $194.00 Mil Turnover 1 %
Countries:
Top Holdings: HD(34.09%)AJG(3.01%)JPM(2.63%)MSFT(2.55%)WFC(2.52%)
Portfolio Report
Summary Stock Picks Current Portfolio
Brookmont Capital Management Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
HD 		The Home Depot Inc
163,623
66299.950
-0.57%
34.090
-0.18%
0.020
+17.46%
+18.73%
400376.695
Retail - Cyclical
AJG 		Arthur J. Gallagher & Co
20,828
5860.480
-6.70%
3.010
-0.21%
0.010
+4.98%
+32.10%
64795.822
Insurance
JPM 		JPMorgan Chase & Co
24,251
5113.490
-13.65%
2.630
-0.42%
0.000
+17.01%
+44.34%
674442.952
Banks
MSFT 		Microsoft Corp
11,523
4958.430
-2.36%
2.550
-0.07%
0.000
+4.33%
+13.28%
3146664.593
Software
WFC 		Wells Fargo & Co
86,684
4896.780
-3.53%
2.520
-0.10%
0.000
+40.20%
+51.34%
241721.020
Banks
ABT 		Abbott Laboratories
42,629
4860.190
-3.42%
2.500
-0.09%
0.000
+8.77%
+8.14%
201960.050
Medical Devices & Instruments
MCD 		McDonald's Corp
15,607
4752.430
-2.50%
2.440
-0.06%
0.000
+11.44%
+2.51%
214018.468
Restaurants
NVO 		Novo Nordisk AS
39,413
4692.920
+2.21%
2.410
+0.05%
0.000
-17.21%
+4.70%
476393.447
Drug Manufacturers
LHX 		L3Harris Technologies Inc
19,716
4689.930
+14.43%
2.410
+0.30%
0.010
+15.04%
+26.31%
49640.003
Aerospace & Defense
PG 		Procter & Gamble Co
26,035
4509.270
-2.63%
2.320
-0.06%
0.000
+0.21%
+16.22%
390560.122
Consumer Packaged Goods

Brookmont Capital Management's Historical Top Holdings Breakdowns

Brookmont Capital Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPM 		JPMorgan Chase & Co2024-09-30Reduce
-0.42%
●
194.9 ($210.63) 224.8
$239.56
13.73%
Reduce -13.65%
24,251
-3,834
LHX 		L3Harris Technologies Inc2024-09-30Add
+0.30%
●
221.96 ($230.87) 243.27
$261.72
13.36%
Add 14.43%
19,716
2,487
AJG 		Arthur J. Gallagher & Co2024-09-30Reduce
-0.21%
●
259.22 ($282.02) 299.55
$295.27
4.70%
Reduce -6.7%
20,828
-1,495
HD 		The Home Depot Inc2024-09-30Reduce
-0.18%
●
333.64 ($364.74) 405.2
$403.08
10.51%
Reduce -0.57%
163,623
-931
GE 		GE Aerospace2024-09-30Sold Out
-0.13%
●
156.66 ($169.43) 189.66
$182.64
7.80%
Sold Out
0
-1,550
AAPL 		Apple Inc2024-09-30New Buy
+0.11%
●
207.23 ($223.32) 234.82
$224.23
0.41%
New holding
930
930
VHT 		Vanguard Health Care ETF2024-09-30New Buy
+0.11%
●
261.88 ($277.77) 288.1
$272.15
-2.02%
New holding
750
750
LOW 		Lowe's Companies Inc2024-09-30New Buy
+0.10%
●
213.3 ($242.19) 270.85
$269.90
11.44%
New holding
750
750
WFC 		Wells Fargo & Co2024-09-30Reduce
-0.10%
●
51.57 ($56.56) 60.97
$72.60
28.36%
Reduce -3.53%
86,684
-3,168
ABT 		Abbott Laboratories2024-09-30Reduce
-0.09%
●
100.07 ($109.68) 118.13
$116.44
6.16%
Reduce -3.42%
42,629
-1,508

Brookmont Capital Management Total Holding History ($B)

To

Brookmont Capital Management's Asset Allocation

To

Brookmont Capital Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Brookmont Capital Management's Hypothetical Growth since 2024-09-30

Brookmont Capital Management's Yearly Returns

Year Portfolio % % Excess Gain %

Brookmont Capital Management's Holdings Heat Map

Size field:

Brookmont Capital Management's Holdings Bubble Chart

Brookmont Capital Management News

  • 1

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