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CIK: 0001512978
Total reported value
$186.4M
$186.4M
54 檔
43.2%
In Q2 2025, Brookmont Capital Management's U.S. equity holdings reached a combined market value of $186.4M, distributed across 54 disclosed stock positions.
In Q2 2025, Brookmont Capital Management adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HD | Home Depot Inc | Stock-Consumer Disc | 34.16% | +0.83% | -0.22% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.07% | +0.23% | -1.46% | |
| 3 | AJG | Arthur J Gallagher & Co | Stock-Financials | 3.03% | -0.10% | -2.63% | |
| 4 | ABT | Abbott Laboratories | Stock-Healthcare | 2.97% | -0.32% | -3.11% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.94% | +0.20% | -15.47% | |
| 6 | HON | Honeywell International Inc | Stock-Industrials | 2.63% | -2.56% | EXIT | |
| 7 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.60% | -0.65% | -2.44% | |
| 8 | SHEL | Shell Plc-adr | Stock-Energy | 2.42% | -0.66% | -2.04% | |
| 9 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.39% | -0.38% | -2.44% | |
| 10 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.36% | -0.39% | -3.28% | |
| 11 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.26% | — | -0.87% | |
| 12 | WFC | Wells Fargo & Co | Stock-Financials | 2.26% | — | -29.08% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.19% | -0.05% | -2.76% | |
| 14 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 2.11% | — | -2.35% | |
| 15 | ACN | Accenture plc | Stock-Tech | 1.92% | — | -2.15% | |
| 16 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.88% | -0.29% | -2.40% | |
| 17 | ADI | Analog Devices Inc | Stock-Tech | 1.84% | +0.51% | -3.19% | |
| 18 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.81% | -1.23% | EXIT | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 1.78% | +0.20% | -3.58% | |
| 20 | USB | US Bancorp | Stock-Financials | 1.76% | -0.99% | -2.06% | |
| 21 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.48% | -1.48% | EXIT | |
| 22 | COP | Conocophillips | Stock-Energy | 1.44% | -0.51% | -0.50% | |
| 23 | MCHP | Microchip Technology Inc | Stock-Tech | 1.42% | +0.40% | -9.22% | |
| 24 | EQIX | Equinix Inc | Stock-Real Estate | 1.42% | +0.04% | -2.36% | |
| 25 | PNC | Pnc Financial Services Group | Stock-Financials | 1.35% | +0.20% | -3.79% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.10% | -0.20% | -4.55% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.94% | -0.17% | +0.18% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | +0.53% | -3.40% | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 0.92% | — | -1.00% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.90% | -0.30% | -47.68% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.85% | -0.07% | -24.36% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | +0.12% | +3.07% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.08% | +0.44% | |
| 34 | SRE | Sempra | Stock-Utilities | 0.73% | -0.08% | -2.23% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.68% | -0.07% | +0.12% | |
| 36 | EVRG | Evergy Inc | Stock-Utilities | 0.68% | +0.01% | -2.58% | |
| 37 | EMN | Eastman Chemical Co | Stock-Materials | 0.65% | -0.10% | -1.84% | |
| 38 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.57% | — | -1.37% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.49% | +0.08% | +0.41% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.48% | +0.07% | +0.37% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.41% | -0.06% | +0.07% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.38% | -0.02% | +0.01% | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.30% | -0.05% | +0.10% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.28% | -0.02% | -6.87% | |
| 45 | BWXT | Bwx Technologies Inc | Stock-Industrials | 0.26% | -0.01% | +2.28% | |
| 46 | SYK | Stryker CORP | Stock-Healthcare | 0.22% | -0.01% | +5.27% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.07% | — | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.21% | +0.06% | +9.86% | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.16% | -0.01% | +4.56% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | +0.02% | +12.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | -1.46% | Trim |
| 2 | HD | Home Depot Inc | +0.5% | -0.22% | Trim |
| 3 | LHX | L3harris Technologies Inc | +0.4% | -2.44% | Trim |
| 4 | MCHP | Microchip Technology Inc | +0.4% | -9.22% | Trim |
| 5 | NVDA | Nvidia CORP | +0.3% | +3.07% | Add |
| 6 | ADI | Analog Devices Inc | +0.3% | -3.19% | Trim |
| 7 | HON | Honeywell International Inc | +0.2% | -1.86% | Trim |
| 8 | BAC | Bank Of America CORP | +0.2% | -3.58% | Trim |
| 9 | IWF | Ishares Russell 1000 Growth | +0.2% | +0.18% | Add |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | New buy |
| 11 | USB | US Bancorp | +0.1% | -2.06% | Trim |
| 12 | AVGO | Broadcom Inc | +0.1% | +9.86% | Add |
| 13 | BWXT | Bwx Technologies Inc | +0.1% | +2.28% | Add |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.44% | Add |
| 15 | PNC | Pnc Financial Services Group | +0.1% | -3.79% | Trim |
| 16 | DIS | Walt Disney Co/the | 0% | +4.56% | Add |
| 17 | AMZN | Amazon.com Inc | 0% | +12.60% | Add |
| 18 | EFA | Ishares Msci Eafe ETF | 0% | +0.01% | Add |
| 19 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.41% | Add |
| 20 | SRE | Sempra | 0% | -2.23% | Trim |
| 21 | CTAS | Cintas CORP | 0% | +9.40% | Add |
| 22 | SYK | Stryker CORP | 0% | +5.27% | Add |
| 23 | IJR | Ishares Core S&p Small-cap E | 0% | +0.37% | Add |
| 24 | ABT | Abbott Laboratories | 0% | -3.11% | Trim |
| 25 | AAPL | Apple Inc | 0% | +13.04% | Add |
| 26 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 27 | NVO | Novo-nordisk A/s-spons Adr | — | -0.87% | Trim |
| 28 | EVRG | Evergy Inc | — | -2.58% | Trim |
| 29 | VIG | Vanguard Dividend Apprec ETF | — | -6.87% | Trim |
| 30 | DEO | Diageo Plc-sponsored Adr | 0% | -1.37% | Trim |
| 31 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 32 | GILD | Gilead Sciences Inc | 0% | -2.44% | Trim |
| 33 | EQIX | Equinix Inc | 0% | -2.36% | Trim |
| 34 | CMCSA | Comcast Corp-class A | -0.1% | -2.40% | Trim |
| 35 | ACN | Accenture plc | -0.1% | -2.15% | Trim |
| 36 | AMGN | Amgen Inc | -0.1% | -1.00% | Trim |
| 37 | JNJ | Johnson & Johnson | -0.1% | -3.40% | Trim |
| 38 | SHEL | Shell Plc-adr | -0.1% | -2.04% | Trim |
| 39 | EMN | Eastman Chemical Co | -0.1% | -1.84% | Trim |
| 40 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | -2.35% | Trim |
| 41 | UPS | United Parcel Service-cl B | -0.2% | -2.30% | Trim |
| 42 | RTX | Rtx CORP | -0.2% | -24.36% | Trim |
| 43 | 6D8 | Dupont De Nemours Inc | -0.2% | -1.60% | Trim |
| 44 | PG | Procter & Gamble Co/the | -0.2% | -2.76% | Trim |
| 45 | PEP | Pepsico Inc | -0.2% | -4.55% | Trim |
| 46 | MCD | Mcdonald's CORP | -0.2% | -3.28% | Trim |
| 47 | COP | Conocophillips | -0.2% | -0.50% | Trim |
| 48 | AJG | Arthur J Gallagher & Co | -0.3% | -2.63% | Trim |
| 49 | WFC | Wells Fargo & Co | -0.6% | -29.08% | Trim |
| 50 | CVX | Chevron CORP | -1.1% | -47.68% | Trim |
According to official SEC Form 13F filings, Brookmont Capital Management reported a total U.S. public equity portfolio value of $186.4M across 54 disclosed positions in Q2 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, MSFT, AJG) accounted for 43.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
SPY
市值: $200.8K
Top Position Liquidated / Trimmed
HD
前期市值: $59.7M
During Q2 2025, Brookmont Capital Management's top holdings by market value included HD (34.2%)、MSFT (3.1%)、AJG (3.0%). The largest single position, HD, represented 34.2% of total portfolio value.
In Q2 2025, Brookmont Capital Management made 48 total portfolio adjustments, initiating 1 new buys, adding to 13 positions, trimming 34 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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