StockDriftsStockDriftsTop 50 Brookmont Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | 29.92% | 162.5K | $53.4M | +0.32%(+519) | $150.01(+98.33%) | 2026-03-31 | |
| LHX | L3HARRIS TECHNOLOGIES INC | 3.34% | 17.3K | $6.0M | +0.98%(+168) | $206.67(+46.80%) | 2026-03-31 | |
| SHEL | SHELL PLC | 3.16% | 60.6K | $5.6M | +3.95%(+2.31K) | $59.16(+44.28%) | 2026-03-31 | |
| GILD | GILEAD SCIENCES INC | 2.94% | 37.7K | $5.3M | +3.02%(+1.10K) | $75.98(+70.54%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.88% | 17.5K | $5.1M | +3.99%(+671) | $78.40(+279.87%) | 2026-03-31 | |
| AZN | ASTRAZENECA PLC | 2.87% | 26.0K | $5.1M | new | $146.41(+24.02%) | 2026-03-31 | |
| HON | HONEYWELL INTL INC | 2.56% | 20.2K | $4.6M | +4.26%(+825) | $155.81(+36.86%) | 2026-03-31 | |
| MCD | MCDONALDS CORP | 2.41% | 13.9K | $4.3M | +4.72%(+625) | $134.32(+105.77%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 2.3% | 12.9K | $4.1M | +1.79%(+227) | $79.55(+424.78%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.25% | 10.9K | $4.0M | +4.57%(+475) | $103.83(+306.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.97% | +15.67% |
| Top 20 Holdings Unweighted | +5.50% | +17.41% |
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