Stock Taper

BROOKMONT CAPITAL MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Waste Management, Inc.WM12.91K$2.88M
Analog Devices, Inc.ADI13.2K$5.24M
TE Connectivity plcTEL13.68K$2.76M
McDonald's CorporationMCD13.9K$3.76M
Xylem Inc.XYL14.1K$1.67M
Johnson & JohnsonJNJ14.25K$3.62M
PepsiCo, Inc.PEP14.86K$2.01M
Arthur J. Gallagher & Co.AJG15.42K$3.54M
Eastman Chemical CompanyEMN15.96K$1.07M
DuPont de Nemours, Inc.DD16.06K$2.18M
L3Harris Technologies, Inc.LHX17.23K$5.01M
SempraSRE17.3K$1.6M
JPMorgan Chase & Co.JPM17.52K$5.73M
Evergy, Inc.EVRG18.25K$1.58M
The Procter & Gamble CompanyPG24.17K$3.54M
NetEase, Inc.NTES25.51K$3.27M
AstraZeneca PLCAZN26.44K$5.01M
ConocoPhillipsCOP28.24K$2.94M
Qnity Electronics, Inc.Q30.14K$4.92M
U.S. BancorpUSB30.35K$1.83M