Brookmont Capital Management

Q4 2025 13F-HR Holdings

Location
Dallas, TX
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
57
Total value ($000)
$172,833
Net value change ($000)
-7,048 (-3.9%)
New positions
3
Sold out positions
2
Turnover %
3.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/10/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
Q 2,275 NEW
SOLS 1,516 NEW
NTES 1,386 NEW
AZN 723 18.5%
GILD 423 10.4%
WFC 416 10.6%
UPS 387 18.7%
ADI 298 9.5%
USB 292 9.1%
ACN 233 8.8%
Top Reduces (Value $000, Stocks/ETFs)
HD -9,898 -15.1%
DD -1,700 -48.5%
DEO -884 -100.0%
AJG -808 -16.5%
MSFT -391 -7.2%
NVO -364 -8.3%
ABT -337 -7.0%
HON -298 -7.3%
LHX -291 -5.5%
PG -237 -6.7%
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