$265 Million is the total value of Brookmont Capital Management's 58 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VNQ | New | VANGUARD INDEX FDSreit etf | $300,000 | – | 3,606 | +100.0% | 0.11% | – |
| VIG | New | VANGUARD SPECIALIZED PORTFOLdiv app etf | $295,000 | – | 3,179 | +100.0% | 0.11% | – |
| BIV | New | VANGUARD BD INDEX FD INCintermed term | $240,000 | – | 2,840 | +100.0% | 0.09% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $228,000 | – | 1,231 | +100.0% | 0.09% | – |
| DIS | New | DISNEY WALT CO | $215,000 | – | 2,026 | +100.0% | 0.08% | – |
| TSN | New | TYSON FOODS INCcl a | $214,000 | – | 3,411 | +100.0% | 0.08% | – |
| LOW | New | LOWES COS INC | $202,000 | – | 2,608 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| HOME DEPOT INC | 45 | Q2 2024 | 36.0% |
| JPMORGAN CHASE & CO. | 45 | Q2 2024 | 4.8% |
| MCDONALDS CORP | 45 | Q2 2024 | 4.2% |
| CHEVRON CORP NEW | 45 | Q2 2024 | 4.2% |
| UNITED PARCEL SERVICE INC | 45 | Q2 2024 | 3.7% |
| ABBOTT LABS | 45 | Q2 2024 | 3.6% |
| MICROCHIP TECHNOLOGY INC. | 45 | Q2 2024 | 4.6% |
| WELLS FARGO CO NEW | 45 | Q2 2024 | 3.8% |
| GALLAGHER ARTHUR J & CO | 45 | Q2 2024 | 3.2% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 4.0% |
View Brookmont Capital Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-08-15 |
View Brookmont Capital Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.