BROOKMONT CAPITAL MANAGEMENT

PrivateCIK: 1512978
Location

DALLAS, TX

59
Positions
$178.58M
Total AUM (reported)
1.18M
Total Shares

Allocation by class

TOTAL AUM$178.58M59 positions
COM$141.40M79.2%
SPON ADS$5.64M3.2%
ORD$5.13M2.9%
COM NEW$3.52M2.0%
COMMON STOCK$3.39M1.9%
ORD SHS$2.85M1.6%
CL A$2.79M1.6%

Portfolio Concentration

Top 336.4%4–1018.2%11–2526.9%Rest18.4%TOP 1054.6%0%100%
Top 3$65.04M36.4%
4–10$32.53M18.2%
11–25$48.06M26.9%
Rest$32.95M18.4%

Top 3 weight

36.4%

Top 10 weight

54.6%

Voting Authority Distribution

Total shares with voting rights: 1.18M

Sole

Full voting authority

1.18M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole59
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings59
Rows:

HOME DEPOT INC

SOLE
COM
Shares162.47K
TypeSH
Market value$53.44M
29.92%
Sole
162.47K
Shared
0.00
None
0.00

L3HARRIS TECHNOLOGIES INC

SOLE
COM
Shares17.30K
TypeSH
Market value$5.97M
3.34%
Sole
17.30K
Shared
0.00
None
0.00

SHELL PLC

SOLE
SPON ADS
Shares60.60K
TypeSH
Market value$5.64M
3.16%
Sole
60.60K
Shared
0.00
None
0.00

GILEAD SCIENCES INC

SOLE
COM
Shares37.70K
TypeSH
Market value$5.25M
2.94%
Sole
37.70K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares17.48K
TypeSH
Market value$5.14M
2.88%
Sole
17.48K
Shared
0.00
None
0.00

ASTRAZENECA PLC

SOLE
ORD
Shares26.03K
TypeSH
Market value$5.13M
2.87%
Sole
26.03K
Shared
0.00
None
0.00

HONEYWELL INTL INC

SOLE
COM
Shares20.19K
TypeSH
Market value$4.56M
2.56%
Sole
20.19K
Shared
0.00
None
0.00

MCDONALDS CORP

SOLE
COM
Shares13.87K
TypeSH
Market value$4.31M
2.41%
Sole
13.87K
Shared
0.00
None
0.00

ANALOG DEVICES INC

SOLE
COM
Shares12.90K
TypeSH
Market value$4.10M
2.30%
Sole
12.90K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares10.87K
TypeSH
Market value$4.02M
2.25%
Sole
10.87K
Shared
0.00
None
0.00

WELLS FARGO & CO

SOLE
COM
Shares48.93K
TypeSH
Market value$3.90M
2.18%
Sole
48.93K
Shared
0.00
None
0.00

ABBOTT LABORATORIES

SOLE
COM
Shares37.30K
TypeSH
Market value$3.83M
2.14%
Sole
37.30K
Shared
0.00
None
0.00

CONOCOPHILLIPS

SOLE
COM
Shares28.25K
TypeSH
Market value$3.73M
2.09%
Sole
28.25K
Shared
0.00
None
0.00

GALLAGHER ARTHUR J & CO

SOLE
COM
Shares16.51K
TypeSH
Market value$3.58M
2.00%
Sole
16.51K
Shared
0.00
None
0.00

US BANCORP

SOLE
COM NEW
Shares67.67K
TypeSH
Market value$3.52M
1.97%
Sole
67.67K
Shared
0.00
None
0.00

PROCTER & GAMBLE CO

SOLE
COM
Shares24.07K
TypeSH
Market value$3.48M
1.95%
Sole
24.07K
Shared
0.00
None
0.00

QNITY ELECTRONICS INC

SOLE
COMMON STOCK
Shares29.36K
TypeSH
Market value$3.39M
1.90%
Sole
29.36K
Shared
0.00
None
0.00

EQUINIX INC

SOLE
COM
Shares3.21K
TypeSH
Market value$3.14M
1.76%
Sole
3.21K
Shared
0.00
None
0.00

BANK AMERICA CORP

SOLE
COM
Shares63.82K
TypeSH
Market value$3.11M
1.74%
Sole
63.82K
Shared
0.00
None
0.00

WASTE MGMT INC DEL

SOLE
COM
Shares12.91K
TypeSH
Market value$2.97M
1.66%
Sole
12.91K
Shared
0.00
None
0.00

TE CONNECTIVITY PLC

SOLE
ORD SHS
Shares13.64K
TypeSH
Market value$2.85M
1.60%
Sole
13.64K
Shared
0.00
None
0.00

COMCAST CORP NEW

SOLE
CL A
Shares97.15K
TypeSH
Market value$2.79M
1.56%
Sole
97.15K
Shared
0.00
None
0.00

UNITED PARCEL SVCS INC

SOLE
CL B
Shares26.87K
TypeSH
Market value$2.64M
1.48%
Sole
26.87K
Shared
0.00
None
0.00

PNC FINL SVCS GROUP INC

SOLE
COM
Shares12.65K
TypeSH
Market value$2.63M
1.47%
Sole
12.65K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares10.28K
TypeSH
Market value$2.51M
1.41%
Sole
10.28K
Shared
0.00
None
0.00
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