Brookmont Capital Management

données du 31/03/2026

Capitalisation

$ 178.579 M

3.32%

Performance

$ 232.802 M

134.87%

Période de détention moyenne

31 years

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans Brookmont Capital Management

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2026/03/31 HD HOME DEPOT INC 29.92% 53.436 M $ 162473 2011/03/31 -2.463 M $ -4.42 %
2026/03/31 LHX L3HARRIS TECHNOLOGIES INC 3.34% 5.970 M $ 17296 2019/09/30 883.462 K $ 17.57 %
2026/03/31 SHEL SHELL PLC 3.16% 5.636 M $ 60601 2022/06/30 1.138 M $ 26.56 %
2026/03/31 GILD GILEAD SCIENCES INC 2.94% 5.254 M $ 37697 2017/03/31 608.541 K $ 13.55 %
2026/03/31 JPM JPMORGAN CHASE & CO 2.88% 5.142 M $ 17479 2011/03/31 -471.632 K $ -8.71 %
2026/03/31 AZN ASTRAZENECA PLC 2.87% 5.133 M $ 26027 2026/03/31 0.000 $ 0.00 %
2026/03/31 HON HONEYWELL INTL INC 2.56% 4.564 M $ 20191 2014/12/31 599.184 K $ 15.86 %
2026/03/31 MCD MCDONALDS CORP 2.41% 4.310 M $ 13866 2011/03/31 68.323 K $ 1.69 %
2026/03/31 ADI ANALOG DEVICES INC 2.30% 4.104 M $ 12901 2014/12/31 594.917 K $ 17.31 %
2026/03/31 MSFT MICROSOFT CORP 2.25% 4.025 M $ 10872 2017/03/31 -1.180 M $ -23.46 %
2026/03/31 WFC WELLS FARGO & CO 2.18% 3.896 M $ 48934 2011/03/31 -630.603 K $ -14.58 %
2026/03/31 ABT ABBOTT LABORATORIES 2.14% 3.829 M $ 37296 2011/03/31 -809.976 K $ -18.05 %
2026/03/31 COP CONOCOPHILLIPS 2.09% 3.728 M $ 28245 2014/09/30 1.031 M $ 41.01 %
2026/03/31 AJG GALLAGHER ARTHUR J & CO 2.00% 3.575 M $ 16508 2011/03/31 -665.736 K $ -16.31 %
2026/03/31 USB US BANCORP 1.97% 3.520 M $ 67671 2011/03/31 -88.412 K $ -2.53 %
2026/03/31 PG PROCTER & GAMBLE CO 1.95% 3.476 M $ 24068 2011/09/30 25.847 K $ 0.79 %
2026/03/31 Q QNITY ELECTRONICS INC 1.90% 3.388 M $ 29363 2025/12/31 939.684 K $ 41.31 %
2026/03/31 EQIX EQUINIX INC 1.76% 3.142 M $ 3205 2024/03/31 659.152 K $ 27.94 %
2026/03/31 BAC BANK AMERICA CORP 1.74% 3.111 M $ 63818 2020/06/30 -380.943 K $ -11.36 %
2026/03/31 WM WASTE MGMT INC DEL 1.66% 2.966 M $ 12908 2025/09/30 123.570 K $ 4.59 %
2026/03/31 TEL TE CONNECTIVITY PLC 1.60% 2.852 M $ 13644 2026/03/31 0.000 $ 0.00 %
2026/03/31 CMCSA COMCAST CORP NEW 1.56% 2.789 M $ 97152 2020/03/31 62.413 K $ 2.38 %
2026/03/31 UPS UNITED PARCEL SVCS INC 1.48% 2.643 M $ 26867 2011/03/31 -20.023 K $ -0.82 %
2026/03/31 PNC PNC FINL SVCS GROUP INC 1.47% 2.633 M $ 12651 2011/03/31 -7.661 K $ -0.31 %
2026/03/31 JNJ JOHNSON & JOHNSON 1.41% 2.513 M $ 10281 2011/03/31 376.737 K $ 18.12 %
2026/03/31 SOLS SOLSTICE ADVANCED MATLS INC 1.36% 2.423 M $ 31817 2025/12/31 860.854 K $ 56.77 %
2026/03/31 PEP PEPSICO INC 1.28% 2.294 M $ 14773 2011/03/31 162.814 K $ 8.20 %
2026/03/31 CVX CHEVRON CORPORATION 1.26% 2.248 M $ 10863 2011/03/31 572.580 K $ 35.75 %
2026/03/31 DD DUPONT DE NEMOURS INC 1.23% 2.203 M $ 48099 2019/06/30 251.753 K $ 13.93 %
2026/03/31 MCHP MICROCHIP TECHNOLOGY INC. 1.20% 2.149 M $ 33254 2011/03/31 29.663 K $ 1.40 %
2026/03/31 RTX RTX CORPORATION 1.07% 1.913 M $ 9915 2020/06/30 91.789 K $ 5.18 %
2026/03/31 SRE SEMPRA 0.94% 1.674 M $ 17226 2023/03/31 146.768 K $ 10.06 %
2026/03/31 NVDA NVIDIA CORPORATION 0.87% 1.562 M $ 8956 2023/03/31 -110.932 K $ -6.49 %
2026/03/31 EVRG EVERGY INC 0.84% 1.499 M $ 18293 2021/03/31 158.961 K $ 13.01 %
2026/03/31 QCOM QUALCOMM INC 0.80% 1.426 M $ 11073 2026/03/31 0.000 $ 0.00 %
2026/03/31 NTES NETEASE COM INC 0.67% 1.205 M $ 10760 2025/12/31 -258.648 K $ -18.66 %
2026/03/31 EMN EASTMAN CHEM CO 0.67% 1.195 M $ 15662 2021/09/30 186.613 K $ 19.57 %
2026/03/31 IVV ISHARES TR 0.63% 1.133 M $ 1735 2011/03/31 -52.037 K $ -4.63 %
2026/03/31 AGG ISHARES TR 0.62% 1.105 M $ 11135 2011/03/31 -6.315 K $ -0.61 %
2026/03/31 IWF ISHARES TR 0.57% 1.023 M $ 2398 2015/03/31 -64.393 K $ -9.91 %
2026/03/31 IJH ISHARES TR 0.51% 916.990 K $ 13579 2011/03/31 20.708 K $ 2.32 %
2026/03/31 IJR ISHARES TR 0.40% 709.313 K $ 5706 2011/03/31 23.507 K $ 3.44 %
2026/03/31 BSV VANGUARD BD INDEX FDS 0.36% 642.256 K $ 8191 2021/06/30 -2.868 K $ -0.51 %
2026/03/31 EFA ISHARES TR 0.35% 624.255 K $ 6427 2011/03/31 6.088 K $ 1.15 %
2026/03/31 BWXT BWX TECHNOLOGIES INC 0.32% 568.230 K $ 2779 2023/09/30 94.823 K $ 18.31 %
2026/03/31 XOM EXXON MOBIL CORP 0.29% 519.165 K $ 3060 2011/03/31 150.919 K $ 40.99 %
2026/03/31 VIG VANGUARD SPECIALIZED FUNDS 0.29% 516.789 K $ 2403 2017/06/30 -9.085 K $ -2.15 %
2026/03/31 BIV VANGUARD BD INDEX FDS 0.27% 474.969 K $ 6154 2021/06/30 -3.740 K $ -0.90 %
2026/03/31 AVGO BROADCOM INC 0.23% 404.892 K $ 1308 2024/03/31 -51.372 K $ -10.57 %
2026/03/31 SYK STRYKER CORPORATION 0.19% 341.276 K $ 1039 2022/12/31 -24.367 K $ -6.51 %
2026/03/31 AMZN AMAZON COM INC 0.18% 312.613 K $ 1501 2024/06/30 -34.546 K $ -9.77 %
2026/03/31 AAPL APPLE INC 0.17% 303.444 K $ 1196 2024/09/30 -24.033 K $ -6.64 %
2026/03/31 CTAS CINTAS CORP 0.13% 240.818 K $ 1424 2024/06/30 -27.864 K $ -10.06 %
2026/03/31 IWD ISHARES TR 0.13% 232.473 K $ 1088 2026/03/31 0.000 $ 0.00 %
2026/03/31 DIS DISNEY WALT CO 0.13% 229.997 K $ 2386 2024/03/31 -42.466 K $ -15.28 %
2026/03/31 LOW LOWES COS INC 0.13% 223.258 K $ 945 2025/09/30 -4.914 K $ -2.02 %
2026/03/31 COST COSTCO WHOLESALE CORPORATION 0.12% 215.841 K $ 217 2025/09/30 0.000 $ 0.00 %
2026/03/31 SPY STATE STR SPDR S&P 500 ETF T 0.12% 211.361 K $ 325 2025/06/30 -10.263 K $ -4.63 %
2026/03/31 SCI SERVICE CORP INTL 0.12% 207.019 K $ 2509 2025/09/30 12.471 K $ 5.82 %
2026/03/31 NVO NOVO-NORDISK A S 0.00% 0.000 $ 0 2014/12/31 0.000 $ 0.00 %
2026/03/31 ACN ACCENTURE PLC IRELAND 0.00% 0.000 $ 0 2014/12/31 0.000 $ 0.00 %
2026/03/31 AZN ASTRAZENECA PLC 0.00% 0.000 $ 0 2024/06/30 0.000 $ 0.00 %