Portfolio (Quarterly) Guide ↗

Brookmont Capital Management

· CIK 0001512978

13F Portfolio $179M AUM 59 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 38 Added 10 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	ASTRAZENECA PLC	—	50,355	$4.6M	2.68%	SOLD
2	NVO	NOVO-NORDISK A S	Healthcare	78,859	$4.0M	2.32%	SOLD
3	ACN	ACCENTURE PLC IRELAND	Technology	10,751	$2.9M	1.67%	SOLD

Sector Allocation

Consumer Cyclical 34.2%

Financial Services 12.9%

Technology 12.5%

Industrials 11.0%

Healthcare 10.0%

Energy 7.1%

Consumer Defensive 3.5%

Basic Materials 3.4%

Utilities 1.9%

Communication Services 1.8%