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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Brookmont Capital Management

Quarter ended Q2 2025 · Filed July 18, 2025 · Accession 0001172661-25-002652

Total Value
$174.4M
Positions
54
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (54)

#IssuerTicker / CUSIPSharesValue% of Filing
1HOME DEPOT INCHD162,536$59.6M34.16%
2MICROSOFT CORPMSFT10,760$5.4M3.07%
3GALLAGHER ARTHUR J & CO36357610916,535$5.3M3.03%
4ABBOTT LABSABLZF38,080$5.2M2.97%
5JPMORGAN CHASE & CO.VYLD17,665$5.1M2.94%
6HONEYWELL INTL INC43851610619,672$4.6M2.63%
7L3HARRIS TECHNOLOGIES INCLHX18,113$4.5M2.60%
8SHELL PLCRYDAF59,908$4.2M2.42%
9GILEAD SCIENCES INCGILD37,551$4.2M2.39%
10MCDONALDS CORPMCD14,078$4.1M2.36%
11NOVO-NORDISK A SNONOF57,133$3.9M2.26%
12WELLS FARGO CO NEW94974610149,122$3.9M2.26%
13PROCTER AND GAMBLE CO74271810923,966$3.8M2.19%
14ASTRAZENECA PLCAZN52,645$3.7M2.11%
15ACCENTURE PLC IRELANDACN11,184$3.3M1.92%
16COMCAST CORP NEWCCZ91,888$3.3M1.88%
17ANALOG DEVICES INCADI13,491$3.2M1.84%
18DUPONT DE NEMOURS INCDD46,082$3.2M1.81%
19BANK AMERICA CORP06050510465,537$3.1M1.78%
20US BANCORP DELUSB-PS67,806$3.1M1.76%
21UNITED PARCEL SERVICE INCUPS25,653$2.6M1.48%
22CONOCOPHILLIPSCOP27,923$2.5M1.44%
23MICROCHIP TECHNOLOGY INC.MCHPP35,273$2.5M1.42%
24EQUINIX INCEQIX3,107$2.5M1.42%
25PNC FINL SVCS GROUP INC69347510512,588$2.3M1.35%
26PEPSICO INCPEP14,524$1.9M1.10%
27ISHARES TR4642876143,852$1.6M0.94%
28JOHNSON & JOHNSONJNJ10,554$1.6M0.92%
29AMGEN INCAMGN5,720$1.6M0.92%
30CHEVRON CORP NEWCVX10,918$1.6M0.90%
31RTX CORPORATIONRTX10,160$1.5M0.85%
32NVIDIA CORPORATIONNVDA8,689$1.4M0.79%
33ISHARES TR4642872002,070$1.3M0.74%
34SEMPRASREA16,694$1.3M0.73%
35ISHARES TR46428722611,936$1.2M0.68%
36EVERGY INCEVRG17,155$1.2M0.68%
37EASTMAN CHEM COEMN15,125$1.1M0.65%
38DIAGEO PLCDGEAF9,784$986,6580.57%
39ISHARES TR46428750713,687$848,8680.49%
40ISHARES TR4642878047,634$834,3200.48%
41VANGUARD BD INDEX FDS9219378279,007$708,8510.41%
42ISHARES TR4642874657,470$667,7430.38%
43VANGUARD BD INDEX FDS9219378196,862$530,7270.30%
44VANGUARD SPECIALIZED FUNDS9219088442,399$491,0030.28%
45BWX TECHNOLOGIES INCBWXT3,093$445,5330.26%
46STRYKER CORPORATIONSYK959$379,3320.22%
47EXXON MOBIL CORPXOM3,379$364,2290.21%
48BROADCOM INCAVGO1,315$362,5840.21%
49DISNEY WALT CO2546871062,315$287,1260.16%
50AMAZON COM INCAMZN1,305$286,3040.16%
51CINTAS CORPCTAS1,257$280,2300.16%
52APPLE INCAAPL1,092$224,0210.13%
53ISHARES TR4642875981,144$222,1990.13%
54SPDR S&P 500 ETF TRSPY325$200,8010.12%