Brookmont Capital Management Q3 2023 vs. Q4 2023 13F Holdings Comparison

Introduction:

Investment management is a complex field that requires meticulous analysis and monitoring of holdings. One way to keep track of these holdings is through 13F filings. In this article, we will compare the holdings of Brookmont Capital Management in Q3 2023 with Q4 2023, analyzing the changes that have taken place and their potential implications.

Brookmont Capital Management Q3 2023 vs. Q4 2023 13F Holdings Comparison

In the fast-paced world of investment management, staying on top of changes in holdings is crucial for success. One tool that aids in this process is the 13F filing, which provides a snapshot of an investment manager's holdings. Today, we will be examining the holdings of Brookmont Capital Management and comparing the data from Q3 2023 with Q4 2023.

Home Depot Inc (HD):

Starting off our analysis, we look at the holdings of Home Depot Inc. In Q3 2023, Brookmont Capital Management held 163,999 shares of the company, with a value of $49,554,000. However, in Q4 2023, the number of shares held increased slightly to 164,020, with a value of $56,841,000. This represents a 14.7% increase in shares held.

Microsoft Corp (MSFT):

Moving on, we shift our focus to Microsoft Corp. In Q3 2023, Brookmont Capital Management held 16,162 shares of the company, with a value of $5,103,000. Comparing this to Q4 2023, we see a slight decrease in the number of shares held, with 16,061 shares and a value of $6,039,000. This reflects an 18.3% decrease in shares held.

Novo-Nordisk A/S (NVO):

Next, we analyze the holdings of Novo-Nordisk A/S. In Q3 2023, Brookmont Capital Management held 55,978 shares of the company, with a value of $5,090,000. However, in Q4 2023, there was a slight decrease in the number of shares held to 53,610, with a value of $5,545,000. This signifies an 8.9% decrease in shares held.

Gallagher Arthur J & Co (AJG):

Turning our attention to Gallagher Arthur J & Co, we observe that in Q3 2023, Brookmont Capital Management held 22,163 shares, valued at $5,051,000. In Q4 2023, there was a slight decrease in the number of shares held to 22,066, with a value of $4,962,000. This translates to a minor 1.8% decrease in shares held.

JPMorgan Chase & Co (JPM):

Now, let us delve into the holdings of JPMorgan Chase & Co. In Q3 2023, Brookmont Capital Management held 29,217 shares of the company, with a value of $4,236,000. However, in Q4 2023, there was a slight decrease in the number of shares held to 29,058, with a value of $4,942,000. This indicates a 16.7% increase in shares held.

Abbott Labs (ABT):

Moving forward, we analyze the holdings of Abbott Labs. In Q3 2023, Brookmont Capital Management held 44,004 shares of the company, with a value of $4,261,000. Comparing this to Q4 2023, we see a slight increase in the number of shares held, with 44,149 shares and a value of $4,859,000. This reflects a 14% increase in shares held.

McDonald's Corp (MCD):

Shifting our focus to McDonald's Corp, we observe that in Q3 2023, Brookmont Capital Management held 16,556 shares, valued at $4,361,000. In Q4 2023, there was a slight decrease in the number of shares held to 16,344, with a value of $4,846,000. This signifies an 11.1% decrease in shares held.

Honeywell Intl Inc (HON):

Now, let us delve into the holdings of Honeywell Intl Inc. In Q3 2023, Brookmont Capital Management held 22,538 shares of the company, with a value of $4,163,000. However, in Q4 2023, there was a slight decrease in the number of shares held to 22,466, with a value of $4,711,000. This translates to a 13.2% increase in shares held.

Comcast Corp New (CMCSA):

Moving forward, we analyze the holdings of Comcast Corp New. In Q3 2023, Brookmont Capital Management held 106,144 shares of the company, with a value of $4,706,000. Comparing this to Q4 2023, we see a slight decrease in the number of shares held, with 104,116 shares and a value of $4,565,000. This reflects a 3% decrease in shares held.

Wells Fargo Co New (WFC):

Shifting our focus to Wells Fargo Co New, we observe that in Q3 2023, Brookmont Capital Management held 94,475 shares, valued at $3,860,000. In Q4 2023, there was a slight decrease in the number of shares held to 92,027, with a value of $4,529,000. This signifies a 17.3% increase in shares held.

Conclusion:

In this article, we have compared the holdings of Brookmont Capital Management in Q3 2023 with Q4 2023, highlighting the changes that have taken place. It is important for investment managers to closely monitor their holdings and adapt their strategies accordingly. By analyzing 13F filings, such as the one we have examined today, investors can gain valuable insights into the shifting dynamics of the market and make informed decisions.