Fund HoldingsBrookmont Capital Management

Total Portfolio Value
$187.09M
Total Bought
$4.18M
Total Sold
$13.51M
Net Transaction
-$9.32M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
GILEAD SCIENCES INC(GILD)43,76151,083+7,3223,6694,7192.52%+1,050
ASTRAZENECA PLC(AZN)36,15855,985+19,8272,8173,6681.96%+851
WELLS FARGO CO NEW(WFC)86,68477,730-8,9544,8975,4602.92%+563
UNITED PARCEL SERVICE INC(UPS)21,47627,167+5,6912,9283,4261.83%+498
JPMORGAN CHASE & CO.(JPM)24,25122,910-1,3415,1135,4922.94%+378
ISHARES TR8,39312,494+4,1018501,2110.65%+361
HONEYWELL INTL INC(HON)21,39320,958-4354,4224,7342.53%+312
VANGUARD BD INDEX FDS6,2879,438+3,1514957290.39%+235
BANK AMERICA CORP75,16472,531-2,6332,9823,1881.70%+205
EQUINIX INC(EQIX)3,3523,309-432,9763,1201.67%+145
VANGUARD BD INDEX FDS5,0007,164+2,1643925350.29%+143
NVIDIA CORPORATION(NVDA)8,3318,310-211,0121,1160.60%+104
PNC FINL SVCS GROUP INC(PNC)13,95513,836-1192,5802,6681.43%+89
AMAZON COM INC(AMZN)1,2071,364+1572252990.16%+74
APPLE INC(AAPL)9301,065+1352172670.14%+50
SEMPRA(SRE)18,08317,712-3711,5121,5540.83%+41
BROADCOM INC(AVGO)1,3711,196-1752372770.15%+41
LOWES COS INC(LOW)750883+1332032180.12%+15
DISNEY WALT CO(DIS)2,5002,184-3162402430.13%+3
EVERGY INC(EVRG)18,39818,395-31,1411,1320.61%-9
ISHARES TR1,1711,144-272222120.11%-10
STRYKER CORPORATION(SYK)962927-353473340.18%-14
US BANCORP DEL(USB)77,45373,697-3,7563,5423,5251.88%-17
ISHARES TR4,3394,005-3341,6291,6080.86%-20
CINTAS CORP(CTAS)1,1461,148+22362100.11%-26
ACCENTURE PLC IRELAND
SHS CLASS A
12,00811,970-384,2444,2112.25%-33
EXXON MOBIL CORP3,5783,486-924193750.20%-44
BWX TECHNOLOGIES INC(BWXT)3,4942,993-5013803330.18%-46
CHEVRON CORP NEW(CVX)21,83621,806-303,2163,1581.69%-57
ABBOTT LABS42,62942,081-5484,8604,7602.54%-100
ISHARES TR8,7187,919-7991,0209120.49%-107
ISHARES TR8,7027,993-7097286040.32%-123
ISHARES TR16,66214,504-2,1581,0389040.48%-135
MICROSOFT CORP(MSFT)11,52311,416-1074,9584,8122.57%-147
DIAGEO PLC(DEO)10,36810,283-851,4551,3070.70%-148
PROCTER AND GAMBLE CO(PG)26,03525,821-2144,5094,3292.31%-180
RTX CORPORATION(RTX)15,23514,273-9621,8461,6520.88%-194
VANGUARD WORLD FD
HEALTH CAR ETF
7500-7502120-212
ISHARES TR2,6932,261-4321,5531,3310.71%-222
SHELL PLC(SHEL)64,36063,915-4454,2454,0042.14%-240
VANGUARD INDEX FDS2,8010-2,8012730-273
ANALOG DEVICES INC(ADI)14,92414,735-1893,4353,1301.67%-304
PEPSICO INC(PEP)15,98015,774-2062,7172,3991.28%-319
MCDONALDS CORP(MCD)15,60715,248-3594,7524,4202.36%-332
VANGUARD SPECIALIZED FUNDS4,4302,777-1,6538775440.29%-334
CONOCOPHILLIPS(COP)31,01829,325-1,6933,2662,9081.55%-357
EASTMAN CHEM CO(EMN)16,28615,954-3321,8231,4570.78%-366
AMGEN INC(AMGN)6,1436,013-1301,9791,5670.84%-412
COMCAST CORP NEW(CCZ)98,83397,829-1,0044,1283,6721.96%-457
L3HARRIS TECHNOLOGIES INC(LHX)19,71619,347-3694,6904,0682.17%-622
GALLAGHER ARTHUR J & CO(AJG)20,82818,232-2,5965,8605,1752.77%-685
DUPONT DE NEMOURS INC(DD)49,74949,128-6214,4333,7462.00%-687
JOHNSON & JOHNSON(JNJ)14,59111,557-3,0342,3651,6710.89%-693
NOVO-NORDISK A S(NVO)39,41344,309+4,8964,6933,8112.04%-881
MICROCHIP TECHNOLOGY INC.(MCHP)41,18940,437-7523,3072,3191.24%-988
HOME DEPOT INC(HD)163,623163,413-21066,30063,56633.98%-2,734
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