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CIK: 0001512978
Total reported value
$186.4M
$186.4M
53 檔
43.4%
During the Q1 2025 filing period, Brookmont Capital Management (CIK: 0001512978) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $186.4M across 53 reported positions.
In Q1 2025, Brookmont Capital Management displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HD | Home Depot Inc | Stock-Consumer Disc | 33.68% | +0.83% | -0.32% | |
| 2 | AJG | Arthur J Gallagher & Co | Stock-Financials | 3.31% | -0.10% | -6.86% | |
| 3 | ABT | Abbott Laboratories | Stock-Healthcare | 2.94% | -0.32% | -6.60% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.89% | +0.20% | -8.79% | |
| 5 | WFC | Wells Fargo & Co | Stock-Financials | 2.81% | — | -10.89% | |
| 6 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.57% | -0.39% | -4.54% | |
| 7 | SHEL | Shell Plc-adr | Stock-Energy | 2.53% | -0.66% | -4.32% | |
| 8 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.43% | -0.38% | -24.65% | |
| 9 | HON | Honeywell International Inc | Stock-Industrials | 2.39% | -2.56% | EXIT | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.37% | -0.05% | -4.55% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.31% | +0.23% | -4.35% | |
| 12 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.26% | — | +30.07% | |
| 13 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 2.24% | — | -3.70% | |
| 14 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.19% | -0.65% | -4.04% | |
| 15 | ACN | Accenture plc | Stock-Tech | 2.01% | — | -4.51% | |
| 16 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.97% | -1.23% | EXIT | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.97% | -0.30% | -4.31% | |
| 18 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.96% | -0.29% | -3.76% | |
| 19 | COP | Conocophillips | Stock-Energy | 1.66% | -0.51% | -4.30% | |
| 20 | USB | US Bancorp | Stock-Financials | 1.65% | -0.99% | -6.05% | |
| 21 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.63% | -1.48% | EXIT | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 1.60% | +0.20% | -6.29% | |
| 23 | ADI | Analog Devices Inc | Stock-Tech | 1.59% | +0.51% | -5.42% | |
| 24 | EQIX | Equinix Inc | Stock-Real Estate | 1.46% | +0.04% | -3.84% | |
| 25 | PNC | Pnc Financial Services Group | Stock-Financials | 1.30% | +0.20% | -5.44% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.29% | -0.20% | -3.54% | |
| 27 | MCHP | Microchip Technology Inc | Stock-Tech | 1.06% | +0.40% | -3.91% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.02% | +0.53% | -5.47% | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 1.02% | — | -3.91% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 1.00% | -0.07% | -5.89% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.78% | -0.17% | -4.00% | |
| 32 | EMN | Eastman Chemical Co | Stock-Materials | 0.77% | -0.10% | -3.42% | |
| 33 | SRE | Sempra | Stock-Utilities | 0.69% | -0.08% | -3.60% | |
| 34 | EVRG | Evergy Inc | Stock-Utilities | 0.69% | +0.01% | -4.27% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.67% | -0.07% | -4.58% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.08% | -8.85% | |
| 37 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.59% | — | -3.53% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | +0.12% | +1.44% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.45% | +0.08% | -6.02% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.45% | +0.07% | -3.95% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.40% | -0.06% | -4.63% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.34% | -0.02% | -6.56% | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.30% | -0.05% | -4.31% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.28% | -0.02% | -7.24% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.07% | -3.07% | |
| 46 | SYK | Stryker CORP | Stock-Healthcare | 0.19% | -0.01% | -1.73% | |
| 47 | BWXT | Bwx Technologies Inc | Stock-Industrials | 0.17% | -0.01% | +1.04% | |
| 48 | CTAS | Cintas CORP | Stock-Industrials | 0.13% | +0.02% | +0.09% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | +0.02% | -15.03% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.12% | -0.01% | +1.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HD | Home Depot Inc | — | NEW | New buy |
| 2 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 3 | ABT | Abbott Laboratories | — | NEW | New buy |
| 4 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 5 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 6 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 7 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 8 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 9 | HON | Honeywell International Inc | — | NEW | New buy |
| 10 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 11 | MSFT | Microsoft CORP | — | NEW | New buy |
| 12 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 13 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | New buy |
| 14 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 15 | ACN | Accenture plc | — | NEW | New buy |
| 16 | 6D8 | Dupont De Nemours Inc | — | NEW | New buy |
| 17 | CVX | Chevron CORP | — | NEW | New buy |
| 18 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 19 | COP | Conocophillips | — | NEW | New buy |
| 20 | USB | US Bancorp | — | NEW | New buy |
| 21 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 22 | BAC | Bank Of America CORP | — | NEW | New buy |
| 23 | ADI | Analog Devices Inc | — | NEW | New buy |
| 24 | EQIX | Equinix Inc | — | NEW | New buy |
| 25 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 26 | PEP | Pepsico Inc | — | NEW | New buy |
| 27 | MCHP | Microchip Technology Inc | — | NEW | New buy |
| 28 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 29 | AMGN | Amgen Inc | — | NEW | New buy |
| 30 | RTX | Rtx CORP | — | NEW | New buy |
| 31 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 32 | EMN | Eastman Chemical Co | — | NEW | New buy |
| 33 | SRE | Sempra | — | NEW | New buy |
| 34 | EVRG | Evergy Inc | — | NEW | New buy |
| 35 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 36 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 37 | DEO | Diageo Plc-sponsored Adr | — | NEW | New buy |
| 38 | NVDA | Nvidia CORP | — | NEW | New buy |
| 39 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 40 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 41 | BSV | Vanguard Short-term Bond ETF | — | NEW | New buy |
| 42 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 43 | BIV | Vanguard Intermediate-term B | — | NEW | New buy |
| 44 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 45 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 46 | SYK | Stryker CORP | — | NEW | New buy |
| 47 | BWXT | Bwx Technologies Inc | — | NEW | New buy |
| 48 | CTAS | Cintas CORP | — | NEW | New buy |
| 49 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 50 | DIS | Walt Disney Co/the | — | NEW | New buy |
According to official SEC Form 13F filings, Brookmont Capital Management reported a total U.S. public equity portfolio value of $186.4M across 53 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including HD, AJG, ABT) accounted for 43.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
HD
市值: $59.7M
During Q1 2025, Brookmont Capital Management's top holdings by market value included HD (33.7%)、AJG (3.3%)、ABT (2.9%). The largest single position, HD, represented 33.7% of total portfolio value.
In Q1 2025, Brookmont Capital Management made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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