Brookmont Capital Management

Dallas, TX · CIK 1512978 · 13F filing filed 2026-07-24

SEC-registered investment adviser since 2007 · limited liability company

Assets managed$910.5m
Staff4 · 4 in investment roles
Main clients (by assets)Mutual funds and ETFs 20%, High net worth individuals 19%, Private funds 11%
Websitebrookmont.com
Form ADV · 2026-03-30SEC adviser record

Kindhedge funds
Others nearbyDallas, TX, Boston, MA
FamilyBrookmont Capital Management · 2 related pages

$186.4m reported value +4.4% vs Q1 2026

61positions

54.4%in top 10

6 new 31 added 22 reduced 4 sold out vs Q1 2026

Also in the report of:

PERSONAL CFO SOLUTIONS, LLC – $4.1m of shares are in both reports
FIRST FOUNDATION ADVISORS – $530.0k of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	HOME DEPOT INC COM HD	HD	162,514	$57.3m30.75%	30.75%	Added +41	+41 0.0%
2	JPMORGAN CHASE & CO COM JPM	JPM	17,517	$5.7m3.08%	3.08%	Added +38	+38 0.2%
3	ANALOG DEVICES INC COM ADI	ADI	13,197	$5.2m2.81%	2.81%	Added +296	+296 2.3%
4	ASTRAZENECA PLC ORD AZN	AZN	26,436	$5.0m2.69%	2.69%	Added +409	+409 1.6%
5	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	17,227	$5.0m2.69%	2.69%	Reduced -69	-69 -0.4%
6	QNITY ELECTRONICS INC COMMON STOCK Q	Q	30,137	$4.9m2.64%	2.64%	Added +774	+774 2.6%
7	GILEAD SCIENCES INC COM GILD	GILD	37,837	$4.8m2.56%	2.56%	Added +140	+140 0.4%
8	SHELL PLC SPON ADS SHEL	SHEL	60,194	$4.7m2.50%	2.50%	Reduced -407	-407 -0.7%
9	MICROSOFT CORP COM MSFT	MSFT	12,387	$4.6m2.48%	2.48%	Added +1.5k	+1,515 13.9%
10	WELLS FARGO CO NEW COM WFC	WFC	49,184	$4.1m2.18%	2.18%	Added +250	+250 0.5%
11	MCDONALDS CORP COM MCD	MCD	13,898	$3.8m2.02%	2.02%	Added +32	+32 0.2%
12	JOHNSON & JOHNSON COM JNJ	JNJ	14,249	$3.6m1.94%	1.94%	Added +4.0k	+3,968 38.6%
13	BANK AMERICA CORP COM BAC	BAC	63,407	$3.6m1.94%	1.94%	Reduced -411	-411 -0.6%
14	PROCTER AND GAMBLE CO COM PG	PG	24,174	$3.5m1.90%	1.90%	Added +106	+106 0.4%
15	GALLAGHER ARTHUR J & CO COM AJG	AJG	15,421	$3.5m1.90%	1.90%	Reduced -1.1k	-1,087 -6.6%
16	ABBOTT LABS COM ABT	ABT	37,463	$3.4m1.82%	1.82%	Added +167	+167 0.5%
17	EQUINIX INC COM EQIX	EQIX	3,214	$3.3m1.80%	1.80%	Added +9	+9 0.3%
18	NETEASE INC SPONSORED ADS NTES	NTES	25,514	$3.3m1.75%	1.75%	Added +14.8k	+14,754 137.1%
19	PNC FINL SVCS GROUP INC COM PNC	PNC	12,633	$3.1m1.67%	1.67%	Reduced -18	-18 -0.1%
20	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	32,688	$3.0m1.60%	1.60%	Reduced -566	-566 -1.7%
21	CONOCOPHILLIPS COM COP	COP	28,239	$2.9m1.58%	1.58%	Reduced -6	-6 -0.0%
22	WASTE MGMT INC DEL COM WM	WM	12,910	$2.9m1.54%	1.54%	Added +2	+2 0.0%
23	SOLSTICE ADVANCED MATLS INC COM SHS SOLS	SOLS	31,542	$2.8m1.50%	1.50%	Reduced -275	-275 -0.9%
24	TE CONNECTIVITY PLC ORD SHS TEL	TEL	13,675	$2.8m1.48%	1.48%	Added +31	+31 0.2%
25	COMCAST CORP NEW CL A CMCSA	CMCSA	96,401	$2.4m1.27%	1.27%	Reduced -751	-751 -0.8%
26	HONEYWELL INTL INC COM HON	HON	10,147	$2.3m1.25%	1.25%	New
27	HONEYWELL AEROSPACE INC COM HONA	HONA	10,147	$2.2m1.20%	1.20%	New
28	DUPONT DE NEMOURS INC COMMON STOCK DD	DD	16,064	$2.2m1.17%	1.17%	New
29	QUALCOMM INC COM QCOM	QCOM	10,984	$2.0m1.09%	1.09%	Reduced -89	-89 -0.8%
30	PEPSICO INC COM PEP	PEP	14,856	$2.0m1.08%	1.08%	Added +83	+83 0.6%
31	RTX CORPORATION COM RTX	RTX	9,864	$1.9m1.00%	1.00%	Reduced -51	-51 -0.5%
32	NVIDIA CORPORATION COM NVDA	NVDA	9,232	$1.8m0.99%	0.99%	Added +276	+276 3.1%
33	US BANCORP DEL COM NEW USB	USB	30,354	$1.8m0.98%	0.98%	Reduced -37.3k	-37,317 -55.1%
34	CHEVRON CORP NEW COM CVX	CVX	10,826	$1.8m0.96%	0.96%	Reduced -37	-37 -0.3%
35	XYLEM INC COM XYL	XYL	14,095	$1.7m0.89%	0.89%	New
36	SEMPRA COM SRE	SRE	17,295	$1.6m0.86%	0.86%	Added +69	+69 0.4%
37	EVERGY INC COM EVRG	EVRG	18,246	$1.6m0.85%	0.85%	Reduced -47	-47 -0.3%
38	ISHARES TR CORE S&P500 ETF IVV	IVV	1,774	$1.3m0.71%	0.71%	Added +39	+39 2.2%
39	CME GROUP INC COM CME	CME	5,627	$1.2m0.67%	0.67%	New
40	ISHARES TR CORE S&P MCP ETF IJH	IJH	14,162	$1.1m0.59%	0.59%	Added +583	+583 4.3%
41	EASTMAN CHEM CO COM EMN	EMN	15,962	$1.1m0.57%	0.57%	Added +300	+300 1.9%
42	ISHARES TR CORE US AGGBD ET AGG	AGG	10,278	$1.0m0.55%	0.55%	Reduced -857	-857 -7.7%
43	ISHARES TR CORE S&P SCP ETF IJR	IJR	5,884	$872.6k0.47%	0.47%	Added +178	+178 3.1%
44	ISHARES TR RUS 1000 GRW ETF IWF	IWF	5,968	$741.0k0.40%	0.40%	Reduced -3.6k	-3,624 -37.8%
45	ISHARES TR MSCI EAFE ETF EFA	EFA	5,839	$606.6k0.33%	0.33%	Reduced -588	-588 -9.2%
46	BWX TECHNOLOGIES INC COM BWXT	BWXT	2,972	$578.6k0.31%	0.31%	Added +193	+193 6.9%
47	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	7,108	$553.8k0.30%	0.30%	Reduced -1.1k	-1,083 -13.2%
48	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	10,944	$553.6k0.30%	0.30%	New
49	BROADCOM INC COM AVGO	AVGO	1,407	$531.6k0.29%	0.29%	Added +99	+99 7.6%
50	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	2,113	$500.0k0.27%	0.27%	Reduced -290	-290 -12.1%
51	EXXON MOBIL CORP COM XOM	XOM	3,060	$418.4k0.22%	0.22%	Unchanged
52	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	5,284	$405.3k0.22%	0.22%	Reduced -870	-870 -14.1%
53	APPLE INC COM AAPL	AAPL	1,340	$387.7k0.21%	0.21%	Added +144	+144 12.0%
54	AMAZON COM INC COM AMZN	AMZN	1,577	$375.9k0.20%	0.20%	Added +76	+76 5.1%
55	STRYKER CORPORATION COM SYK	SYK	1,038	$326.8k0.18%	0.18%	Reduced -1	-1 -0.1%
56	CINTAS CORP COM CTAS	CTAS	1,695	$288.3k0.15%	0.15%	Added +271	+271 19.0%
57	LOWES COS INC COM LOW	LOW	1,177	$259.6k0.14%	0.14%	Added +232	+232 24.6%
58	COSTCO WHSL CORP NEW COM COST	COST	277	$258.8k0.14%	0.14%	Added +60	+60 27.6%
59	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	325	$242.7k0.13%	0.13%	Unchanged
60	SERVICE CORP INTL COM SCI	SCI	3,096	$235.1k0.13%	0.13%	Added +587	+587 23.4%
61	DISNEY WALT CO COM DIS	DIS	2,376	$228.7k0.12%	0.12%	Reduced -10	-10 -0.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		10,096	$4.6m10.1k shares
UNITED PARCEL SERVICE INC UPS	UPS	26,867	$2.6m26.9k shares
DUPONT DE NEMOURS INC DWDP	DWDP	16,033	$2.2m16.0k shares
ISHARES TR IWD	IWD	1,088	$232.5k1.1k shares