Brookmont Capital Management Portfolio Holdings

Brookmont Capital Management

  • $194 Million
  • Q3 2024

Brookmont Capital Management has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $194 Million distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Home Depot, Inc. with a value of $66.3M, Arthur J. Gallagher & Co. with a value of $5.86M, Jpmorgan Chase & CO with a value of $5.11M, Microsoft Corp with a value of $4.96M, and Wells Fargo & Company with a value of $4.89M.

Examining the 13F form we can see an increase of $11.5M in the current position value, from $183M to 194M.

Brookmont Capital Management is based out at Dallas, TX

Below you can find more details about Brookmont Capital Management portfolio as well as his latest detailed transactions.

Portfolio value $194 Million
Consumer Cyclical: $71.5 Million
Financial Services: $25 Million
Healthcare: $20.7 Million
Technology: $17.4 Million
Industrials: $14.5 Million
Energy: $11.1 Million
ETFs: $9.21 Million
Consumer Defensive: $8.68 Million
Other: $16.3 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $194 Million
  • Prior Value $183 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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