Brookmont Capital Management holds a focused book of 52 stocks worth $178.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened ASTRAZENECA PLC and trimmed MICROCHIP TECHNOLOGY INC.. Their largest long position is HOME DEPOT INC at 30% of the equity book. Cloning the disclosed picks since 2016 would be +292% (+14.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
Following at the filing date actually beat the quarter-end book by 45.9 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 the ~45-day reporting lag, 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.
26% mapped to company sectors
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, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Home Depot Inc COM | $53.4M | 162.5K | 29.9% | ▲+0.3% Added · +519 sh | |
| 2 | L3harris Technologies Inc COM | $6.0M | 17.3K | 3.3% | ▲+1.0% Added · +168 sh | |
| 3 | Shell PLC SPON ADS | $5.6M | 60.6K | 3.2% | ▲+4.0% Added · +2K sh | |
| 4 | Gilead Sciences Inc COM | $5.3M | 37.7K | 2.9% | ▲+3.0% Added · +1K sh | |
| 5 | JPMorgan Chase & Co COM | $5.1M | 17.5K | 2.9% | ▲+4.0% Added · +671 sh | |
| 6 | AstraZeneca PLC ORD | $5.1M | 26.0K | 2.9% | ▲New New position | |
| 7 | Honeywell Intl Inc COM | $4.6M | 20.2K | 2.6% | ▲+4.3% Added · +825 sh | |
| 8 | McDonalds Corp COM | $4.3M | 13.9K | 2.4% | ▲+4.7% Added · +625 sh | |
| 9 | Analog Devices Inc COM | $4.1M | 12.9K | 2.3% | ▲+1.8% Added · +227 sh | |
| 10 | Microsoft Corp COM | $4.0M | 10.9K | 2.3% | ▲+4.6% Added · +475 sh | |
| 11 | Wells Fargo & Co COM | $3.9M | 48.9K | 2.2% | ▲+5.5% Added · +3K sh | |
| 12 | Abbott Laboratories COM | $3.8M | 37.3K | 2.1% | ▲+4.2% Added · +1K sh | |
| 13 | ConocoPhillips COM | $3.7M | 28.2K | 2.1% | ▲+5.2% Added · +1K sh | |
| 14 | Gallagher Arthur J & Co COM | $3.6M | 16.5K | 2.0% | ▲+4.7% Added · +736 sh | |
| 15 | US Bancorp COM NEW | $3.5M | 67.7K | 2.0% | ▲+3.3% Added · +2K sh | |
| 16 | Procter & Gamble Co COM | $3.5M | 24.1K | 1.9% | ▲+5.2% Added · +1K sh | |
| 17 | Qnity Electronics Inc COMMON STOCK | $3.4M | 29.4K | 1.9% | ▲+5.4% Added · +2K sh | |
| 18 | Equinix Inc COM | $3.1M | 3.2K | 1.8% | ▲+4.1% Added · +126 sh | |
| 19 | Bank America Corp COM | $3.1M | 63.8K | 1.7% | ▲+4.7% Added · +3K sh | |
| 20 | Waste Mgmt Inc Del COM | $3.0M | 12.9K | 1.7% | ▲+5.3% Added · +649 sh | |
| 21 | Te Connectivity PLC ORD SHS | $2.9M | 13.6K | 1.6% | ▲New New position | |
| 22 | Comcast Corp New CL A | $2.8M | 97.2K | 1.6% | ▲+11% Added · +9K sh | |
| 23 | United Parcel Svcs Inc CL B | $2.6M | 26.9K | 1.5% | ▲+8.7% Added · +2K sh | |
| 24 | PNC Finl Svcs Group Inc COM | $2.6M | 12.7K | 1.5% | ▲+5.7% Added · +680 sh | |
| 25 | Johnson & Johnson COM | $2.5M | 10.3K | 1.4% | ▲+2.3% Added · +232 sh | |
| 26 | Solstice Advanced Matls Inc COM SHS | $2.4M | 31.8K | 1.4% | ▲+1.9% Added · +604 sh | |
| 27 | Pepsico Inc COM | $2.3M | 14.8K | 1.3% | ▲+6.8% Added · +940 sh | |
| 28 | Chevron Corporation COM | $2.2M | 10.9K | 1.3% | ▲+3.4% Added · +355 sh | |
| 29 | Dupont De Nemours Inc COM | $2.2M | 48.1K | 1.2% | ▲+7.0% Added · +3K sh | |
| 30 | Microchip Technology Inc. COM | $2.1M | 33.3K | 1.2% | ▼−0.2% Reduced · −76 sh | |
| 31 | RTX Corporation COM | $1.9M | 9.9K | 1.1% | ▲+2.6% Added · +253 sh | |
| 32 | Sempra COM | $1.7M | 17.2K | 0.9% | ▲+4.2% Added · +698 sh | |
| 33 | Nvidia Corporation COM | $1.6M | 9.0K | 0.9% | ▼−2.3% Reduced · −212 sh | |
| 34 | Evergy Inc COM | $1.5M | 18.3K | 0.8% | ▲+8.5% Added · +1K sh | |
| 35 | Qualcomm Inc COM | $1.4M | 11.1K | 0.8% | ▲New New position | |
| 36 | Netease Com Inc SPONSORED ADS | $1.2M | 10.8K | 0.7% | ▲+6.8% Added · +688 sh | |
| 37 | Eastman Chem Co COM | $1.2M | 15.7K | 0.7% | ▲+4.8% Added · +721 sh | |
| 38 | Ishares TR CORE S&P500 ETF | $1.1M | 1.7K | 0.6% | ▲+5.8% Added · +95 sh | |
| 39 | Ishares TR CORE US AGGBD ET | $1.1M | 11.1K | 0.6% | ▲+7.5% Added · +781 sh | |
| 40 | Ishares TR RUS 1000 GRW ETF | $1.0M | 2.4K | 0.6% | ▲+75% Added · +1K sh | |
| 41 | Ishares TR CORE S&P MCP ETF | $917K | 13.6K | 0.5% | ▲+0.3% Added · +44 sh | |
| 42 | Ishares TR CORE S&P SCP ETF | $709K | 5.7K | 0.4% | ▲+0.2% Added · +14 sh | |
| 43 | Vanguard BD Index FDS SHORT TRM BOND | $642K | 8.2K | 0.4% | ▲+14% Added · +1K sh | |
| 44 | Ishares TR MSCI EAFE ETF | $624K | 6.4K | 0.3% | ▲+16% Added · +892 sh | |
| 45 | BWX Technologies Inc COM | $568K | 2.8K | 0.3% | ▼−7.2% Reduced · −217 sh | |
| 46 | Exxon Mobil Corp COM | $519K | 3.1K | 0.3% | —Held | |
| 47 | Vanguard Specialized Funds DIV APP ETF | $517K | 2.4K | 0.3% | ▲+25% Added · +478 sh | |
| 48 | Vanguard BD Index FDS INTERMED TERM | $475K | 6.2K | 0.3% | ▲+15% Added · +810 sh | |
| 49 | Broadcom Inc COM | $405K | 1.3K | 0.2% | ▼−6.8% Reduced · −96 sh | |
| 50 | Stryker Corporation COM | $341K | 1.0K | 0.2% | ▼−2.4% Reduced · −26 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 59 | $178.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 57 | $172.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 56 | $179.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 54 | $174.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 53 | $177.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 54 | $187.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 56 | $194.5M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 17, 2024 | 54 | $182.8M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 16, 2024 | 51 | $190.2M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 18, 2024 | 49 | $178.6M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 12, 2023 | 49 | $160.4M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 13, 2023 | 49 | $165.9M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 11, 2023 | 49 | $159.0M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 7, 2023 | 47 | $162.8M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 12, 2022 | 46 | $144.0M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 46 | $145.2M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 9, 2022 | 58 | $166.5M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 27, 2022 | 60 | $189.1M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 56 | $169.6M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 19, 2021 | 55 | $165.3M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 15, 2021 | 53 | $155.2M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 4, 2021 | 50 | $141.9M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 16, 2020 | 49 | $134.6M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 23, 2020 | 49 | $124.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.