Brookmont Capital Management

Q3 2025 13F-HR Holdings

Location
Dallas, TX
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
56
Total value ($000)
$179,881
Net value change ($000)
+5,440 (3.1%)
New positions
4
Sold out positions
2
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/18/2025 Next filing: 2/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HD 6,034 10.1%
WM 2,707 NEW
LHX 776 17.1%
NVO 433 11.0%
DD 346 10.9%
NVDA 337 24.5%
JNJ 263 16.3%
LOW 253 NEW
SCI 228 NEW
AZN 227 6.2%
Top Reduces (Value $000, Stocks/ETFs)
AMGN -1,597 -100.0%
IWF -982 -60.1%
ACN -692 -20.7%
UPS -524 -20.2%
HON -505 -11.0%
CMCSA -438 -13.4%
AJG -403 -7.6%
ABT -356 -6.9%
MCHP -334 -13.5%
PG -303 -7.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type