$168 Million is the total value of Brookmont Capital Management's 69 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIV | Exit | VANGUARD BD INDEX FD INCintermed term | $0 | – | -2,595 | -100.0% | -0.13% | – |
| CBS | Exit | CBS CORP NEWcl b | $0 | – | -46,072 | -100.0% | -1.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-22
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.