Brookmont Capital Management holds a focused book of 61 reported positions worth $186.4M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Honeywell International Inc and trimmed L3harris Technologies Inc. Their largest long position is Home Depot Inc at 31% of the reported non-option book. Cloning the disclosed picks since 2013 would be +266% (+10.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.2 points over this window.
Growth of $10,000 cloning Brookmont Capital Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~24 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
+4 sectors below the cut, 8% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Brookmont Capital Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 7 / 61 | $4.4B |
| Swiss Re Ltd | 36 / 61 | $1.0B |
| Evelyn Partners Group Ltd | 46 / 61 | $43.3B |
| Hoffman, Alan N Investment Management | 6 / 61 | $142.0M |
| Emerald Advisors, LLC | 22 / 61 | $639.8M |
| Independent Investors Inc | 24 / 61 | $408.5M |
| Marest Capital, LLC | 8 / 61 | $148.0M |
| AdviceOne Advisory Services, LLC | 12 / 61 | $126.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Brookmont Capital Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Home Depot Inc COM | $57.3M | 162.5K | 30.8% | ▲~0% Added · +41 sh | |
| 2 | JPMorgan Chase & Co COM | $5.7M | 17.5K | 3.1% | ▲+0.2% Added · +38 sh | |
| 3 | Analog Devices Inc COM | $5.2M | 13.2K | 2.8% | ▲+2.3% Added · +296 sh | |
| 4 | AstraZeneca PLC ORD | $5.0M | 26.4K | 2.7% | ▲+1.6% Added · +409 sh | |
| 5 | L3harris Technologies Inc COM | $5.0M | 17.2K | 2.7% | ▼−0.4% Reduced · −69 sh | |
| 6 | Qnity Electronics Inc COMMON STOCK | $4.9M | 30.1K | 2.6% | ▲+2.6% Added · +774 sh | |
| 7 | Gilead Sciences Inc COM | $4.8M | 37.8K | 2.6% | ▲+0.4% Added · +140 sh | |
| 8 | Shell PLC SPON ADS | $4.7M | 60.2K | 2.5% | ▼−0.7% Reduced · −407 sh | |
| 9 | Microsoft Corp COM | $4.6M | 12.4K | 2.5% | ▲+14% Added · +2K sh | |
| 10 | Wells Fargo & Co COM | $4.1M | 49.2K | 2.2% | ▲+0.5% Added · +250 sh | |
| 11 | McDonalds Corp COM | $3.8M | 13.9K | 2.0% | ▲+0.2% Added · +32 sh | |
| 12 | Johnson & Johnson COM | $3.6M | 14.2K | 1.9% | ▲+39% Added · +4K sh | |
| 13 | Bank Of Amer Corp COM | $3.6M | 63.4K | 1.9% | ▼−0.6% Reduced · −411 sh | |
| 14 | Procter & Gamble Co COM | $3.5M | 24.2K | 1.9% | ▲+0.4% Added · +106 sh | |
| 15 | Gallagher Arthur J & Co COM | $3.5M | 15.4K | 1.9% | ▼−6.6% Reduced · −1K sh | |
| 16 | Abbott Laboratories COM | $3.4M | 37.5K | 1.8% | ▲+0.4% Added · +167 sh | |
| 17 | Equinix Inc COM | $3.3M | 3.2K | 1.8% | ▲+0.3% Added · +9 sh | |
| 18 | Netease Com Inc SPONSORED ADS | $3.3M | 25.5K | 1.8% | ▲+137% Added · +15K sh | |
| 19 | PNC Finl Svcs Group Inc COM | $3.1M | 12.6K | 1.7% | ▼−0.1% Reduced · −18 sh | |
| 20 | Microchip Technology Inc. COM | $3.0M | 32.7K | 1.6% | ▼−1.7% Reduced · −566 sh | |
| 21 | ConocoPhillips COM | $2.9M | 28.2K | 1.6% | ▼~0% Reduced · −6 sh | |
| 22 | Waste Mgmt Inc Del COM | $2.9M | 12.9K | 1.5% | ▲~0% Added · +2 sh | |
| 23 | Solstice Advanced Matls Inc COM SHS | $2.8M | 31.5K | 1.5% | ▼−0.9% Reduced · −275 sh | |
| 24 | Te Connectivity PLC ORD SHS | $2.8M | 13.7K | 1.5% | ▲+0.2% Added · +31 sh | |
| 25 | Comcast Corp New CL A | $2.4M | 96.4K | 1.3% | ▼−0.8% Reduced · −751 sh | |
| 26 | Honeywell Intl Inc COM | $2.3M | 10.1K | 1.3% | ▲New New position | |
| 27 | Honeywell Aerospace Inc COM | $2.2M | 10.1K | 1.2% | →Listed Newly reportable | |
| 28 | Dupont De Nemours Inc COMMON STOCK | $2.2M | 16.1K | 1.2% | ▲New New position | |
| 29 | Qualcomm Inc COM | $2.0M | 11.0K | 1.1% | ▼−0.8% Reduced · −89 sh | |
| 30 | Pepsico Inc COM | $2.0M | 14.9K | 1.1% | ▲+0.6% Added · +83 sh | |
| 31 | RTX Corporation COM | $1.9M | 9.9K | 1.0% | ▼−0.5% Reduced · −51 sh | |
| 32 | Nvidia Corporation COM | $1.8M | 9.2K | 1.0% | ▲+3.1% Added · +276 sh | |
| 33 | US Bancorp COM NEW | $1.8M | 30.4K | 1.0% | ▼−55% Reduced · −37K sh | |
| 34 | Chevron Corporation COM | $1.8M | 10.8K | 1.0% | ▼−0.3% Reduced · −37 sh | |
| 35 | Xylem Inc COM | $1.7M | 14.1K | 0.9% | ▲New New position | |
| 36 | Sempra COM | $1.6M | 17.3K | 0.9% | ▲+0.4% Added · +69 sh | |
| 37 | Evergy Inc COM | $1.6M | 18.2K | 0.8% | ▼−0.3% Reduced · −47 sh | |
| 38 | Ishares TR CORE S&P500 ETF | $1.3M | 1.8K | 0.7% | ▲+2.2% Added · +39 sh | |
| 39 | Cme Group Inc COM | $1.2M | 5.6K | 0.7% | ▲New New position | |
| 40 | Ishares TR CORE S&P MCP ETF | $1.1M | 14.2K | 0.6% | ▲+4.3% Added · +583 sh | |
| 41 | Eastman Chem Co COM | $1.1M | 16.0K | 0.6% | ▲+1.9% Added · +300 sh | |
| 42 | Ishares TR CORE US AGGBD ET | $1.0M | 10.3K | 0.5% | ▼−7.7% Reduced · −857 sh | |
| 43 | Ishares TR CORE S&P SCP ETF | $873K | 5.9K | 0.5% | ▲+3.1% Added · +178 sh | |
| 44 | Ishares TR RUS 1000 GRW ETF | $741K | 6.0K | 0.4% | ▲+149% Added · +4K sh | |
| 45 | Ishares TR MSCI EAFE ETF | $607K | 5.8K | 0.3% | ▼−9.1% Reduced · −588 sh | |
| 46 | BWX Technologies Inc COM | $579K | 3.0K | 0.3% | ▲+6.9% Added · +193 sh | |
| 47 | Vanguard BD Index FDS SHORT TRM BOND | $554K | 7.1K | 0.3% | ▼−13% Reduced · −1K sh | |
| 48 | Vanguard Mun BD FDS TAX EXEMPT BD | $554K | 10.9K | 0.3% | ▲New New position | |
| 49 | Broadcom Inc COM | $532K | 1.4K | 0.3% | ▲+7.6% Added · +99 sh | |
| 50 | Vanguard Specialized Funds DIV APP ETF | $500K | 2.1K | 0.3% | ▼−12% Reduced · −290 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1512978/holdings"
Use Arkolith to show Brookmont Capital Management's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 61 | $186.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 59 | $178.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 41d | 57 | $172.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 41d | 56 | $179.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 18d | 54 | $174.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 42d | 53 | $177.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 16d | 54 | $187.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 16d | 56 | $194.5M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 17, 2024 | 17d | 54 | $182.8M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 16, 2024 | 16d | 51 | $190.2M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 18, 2024 | 18d | 49 | $178.6M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 12, 2023 | 12d | 49 | $160.4M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 13, 2023 | 13d | 49 | $165.9M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 11, 2023 | 11d | 49 | $159.0M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 7, 2023 | 38d | 47 | $162.8M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 12, 2022 | 12d | 46 | $144.0M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 46d | 46 | $145.2M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 9, 2022 | 39d | 58 | $166.5M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 27, 2022 | 27d | 60 | $189.1M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 46d | 56 | $169.6M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 19, 2021 | 19d | 55 | $165.3M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 15, 2021 | 15d | 53 | $155.2M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 4, 2021 | 35d | 50 | $141.9M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 16, 2020 | 16d | 49 | $134.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.