Brookmont Capital Management

CIK

1512978

Location

Dallas, TX

Portfolio Value

Micro $3,141,669

Diversification

Diversified

Filing Date

Global Rank

#4,548 / 8,578 ▲ 218

Top Industry

Home Improvement Retail 31.4%

3Y Alpha vs SPY

-12.4%

Period ended 3 months ago

Filed May 15, 2026 · 31d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+28.4%

SPY

+77.5%

Annualised alpha

-12.4%

Max drawdown

−18.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

49 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

31.2%

−3.2 pts

Top 5

44.1%

−2.7 pts

Top 10

57.0%

−2.9 pts

HHI

1,118

Diversified−205

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	34.2%	$58,488,072	5
Financial Services	12.8%	$21,875,800	6
Technology	11.8%	$20,213,399	9
Industrials	11.0%	$18,864,524	7
Healthcare	10.0%	$17,070,546	5
Energy	7.1%	$12,130,946	4
Consumer Defensive	3.5%	$5,986,705	3
Basic Materials	3.4%	$5,821,439	3
Communication Services	2.5%	$4,223,669	3
Utilities	1.9%	$3,172,412	2
Real Estate	1.8%	$3,141,669	1
Unclassified	0.1%	$211,360	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	+9,246	97,152	$2,789,233
DD	DuPont de Nemours, Inc.	+3,143	48,099	$2,202,934
BAC	Bank Of America Corp /De/	+2,867	63,818	$3,111,127
WFC	Wells Fargo & Company/Mn	+2,532	48,934	$3,895,635
SHEL	Shell plc	+2,305	60,601	$5,635,893
USB	US Bancorp De	+2,180	67,671	$3,519,568
UPS	United Parcel Service Inc	+2,147	26,867	$2,643,175
Q	Qnity Electronics, Inc.	+1,504	29,363	$3,387,902
ABT	Abbott Laboratories	+1,488	37,296	$3,829,180
EVRG	Evergy, Inc.	+1,436	18,293	$1,498,562
COP	Conocophillips	+1,391	28,245	$3,728,340
PG	PROCTER & GAMBLE Co	+1,194	24,068	$3,476,381
GILD	Gilead Sciences, Inc.	+1,104	37,697	$5,253,830
PEP	Pepsico Inc	+940	14,773	$2,294,099
HON	Honeywell International Inc	+825	20,191	$4,563,771
AJG	Arthur J. Gallagher & Co.	+736	16,508	$3,575,302
EMN	Eastman Chemical Co	+721	15,662	$1,195,323
SRE	Sempra	+698	17,226	$1,673,850
NTES	NetEase, Inc.	+688	10,760	$1,204,474
PNC	Pnc Financial Services Group, Inc.	+680	12,651	$2,632,546
JPM	Jpmorgan Chase & Co	+671	17,479	$5,141,622
WM	Waste Management Inc	+649	12,908	$2,966,129
MCD	Mcdonalds Corp	+625	13,866	$4,309,414
SOLS	Solstice Advanced Materials Inc.	+604	31,817	$2,423,182
HD	Home Depot, Inc.	+519	162,473	$53,435,744
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
SCI	Service Corp International	−238	2,509	$207,017
BWXT	BWX Technologies, Inc.	−217	2,779	$568,277
NVDA	Nvidia Corp	−212	8,956	$1,561,926
AAPL	Apple Inc.	−134	1,196	$303,532
AVGO	Broadcom Inc.	−96	1,308	$404,839
MCHP	Microchip Technology Inc	−76	33,254	$2,148,540
LOW	Lowes Companies Inc	−62	945	$223,284
DIS	Walt Disney Co	−56	2,386	$229,962
CTAS	Cintas Corp	−48	1,424	$240,855
AMZN	Amazon Com Inc	−31	1,501	$312,613
SYK	Stryker Corp	−26	1,039	$341,405
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	26,027	$5,133,044
TEL	TE Connectivity plc	13,644	$2,851,868
QCOM	Qualcomm Inc/De	11,073	$1,425,980
COST	Costco Wholesale Corp /New	217	$216,225
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
NVO	Novo Nordisk A S	78,859	$4,012,345
ACN	Accenture plc	10,751	$2,884,493
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $3,141,669 total · Real Estate only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
EQIX	Equinix Inc Real Estate	Added	3,205	+126	$3,141,669	+33.2%	100.00%