Brookmont Capital Management Closed Holding Positions

Brookmont Capital Management

  • $194 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FFWM
First Foundation Inc.

Financial Services
Q2 2022 Filed on Aug 15, 2022
8,361
$20.48 - $24.17 $171K - $202K
VTI
Vanguard Total Stock Market Et

ETFs
Q2 2022 Filed on Aug 15, 2022
9,424
$183.02 - $230.52 $1.72M - $2.17M
UNH
Unitedhealth Group Inc

Healthcare
Q2 2022 Filed on Aug 15, 2022
543
$452.06 - $546.01 $245K - $296K
SCI
Service Corp International

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
3,008
$58.12 - $69.46 $175K - $209K
Royal Dutch Shell PLC
Q1 2022 Filed on May 09, 2022
61,349
N/A
SON
Sonoco Products CO

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
19,756
$55.01 - $62.51 $1.09M - $1.23M
UL
Unilever PLC

Consumer Defensive
Q3 2021 Filed on Nov 15, 2021
22,057
$53.95 - $60.15 $1.19M - $1.33M
NVS
Novartis Ag

Healthcare
Q2 2021 Filed on Jul 19, 2021
25,206
$85.24 - $94.15 $2.15M - $2.37M
PAYX
Paychex Inc

Industrials
Q1 2021 Filed on Apr 15, 2021
15,717
$86.87 - $100.82 $1.37M - $1.58M
SO
Southern CO

Utilities
Q1 2021 Filed on Apr 15, 2021
20,406
$56.72 - $62.32 $1.16M - $1.27M
UNP
Union Pacific Corp

Industrials
Q4 2020 Filed on Feb 04, 2021
1,101
$173.37 - $209.85 $191K - $231K
Unilever N V
Q4 2020 Filed on Feb 04, 2021
40,595
N/A
DOW
Dow Inc.

Basic Materials
Q2 2020 Filed on Jul 23, 2020
17,774
$27.04 - $45.9 $481K - $816K
Raytheon CO
Q2 2020 Filed on Jul 23, 2020
14,596
N/A
ROP
Roper Technologies Inc

Industrials
Q2 2020 Filed on Jul 23, 2020
807
$293.66 - $405.83 $237K - $328K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q2 2020 Filed on Jul 23, 2020
1,454
$149.21 - $205.17 $217K - $298K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q1 2020 Filed on Apr 28, 2020
1,528
$105.64 - $208.34 $161K - $318K
BAX
Baxter International Inc

Healthcare
Q1 2020 Filed on Apr 28, 2020
3,334
$71.57 - $93.3 $239K - $311K
IYR
Ishares Tr

ETFs
Q1 2020 Filed on Apr 28, 2020
4,174
$57.84 - $100.28 $241K - $419K
NKE
Nike, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 28, 2020
2,120
$62.8 - $104.58 $133K - $222K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q1 2020 Filed on Apr 28, 2020
4,630
$60.97 - $94.78 $282K - $439K
FRC
First Republic Bank

Financial Services
Q1 2020 Filed on Apr 28, 2020
2,187
$75.6 - $120.75 $165K - $264K
CVS
Cvs Health Corp

Healthcare
Q1 2020 Filed on Apr 28, 2020
4,533
$52.3 - $76.05 $237K - $345K
KHC
Kraft Heinz CO

Consumer Defensive
Q1 2020 Filed on Apr 28, 2020
64,299
$20.06 - $31.73 $1.29M - $2.04M
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q1 2020 Filed on Apr 28, 2020
15,043
$34.9 - $93.86 $525K - $1.41M
Cbs Corp New
Q4 2019 Filed on Jan 22, 2020
46,072
N/A
CFG
Citizens Financial Group Inc

Financial Services
Q3 2019 Filed on Nov 07, 2019
6,796
$31.42 - $37.68 $214K - $256K
Harris Corp Del
Q2 2019 Filed on Jul 18, 2019
19,892
N/A
Dowdupont Inc
Q2 2019 Filed on Jul 18, 2019
46,506
N/A
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
Q1 2019 Filed on Apr 16, 2019
15,605
$18.03 - $21.97 $281K - $343K
SLB
Schlumberger Limited

Energy
Q4 2018 Filed on Feb 12, 2019
21,266
$35.19 - $63.11 $748K - $1.34M
AOS
Smith A O Corp

Industrials
Q2 2018 Filed on Jul 19, 2018
3,692
$58.54 - $65.86 $216K - $243K
Broadcom LTD
Q4 2017 Filed on Feb 12, 2018
855
N/A
General Electric CO
Q4 2017 Filed on Feb 12, 2018
84,957
N/A
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