Brookmont Capital Management Q1 2023 vs. Q2 2023 13F Holdings Comparison

Investment firms play a crucial role in the financial world, managing portfolios and making strategic decisions to maximize returns for their clients. One such company is Brookmont Capital Management, which recently released its 13F holdings comparison for the first and second quarter of 2023. In this article, we will explore the key changes in Brookmont Capital Management's holdings and the potential implications for investors.

Home Depot Inc. (HD) is one of the top holdings of Brookmont Capital Management, and it has remained relatively stable between the two quarters. With a slight decrease of 22 shares, the value of HD holdings increased by 5.2%. This indicates the fund's confidence in the long-term growth potential of Home Depot.

Microsoft Corp. (MSFT) is another significant holding of Brookmont Capital Management. While the number of shares decreased by 146, the value of MSFT holdings increased by an impressive 17.1%. This suggests that the fund anticipates continued success and profitability for Microsoft.

McDonald's Corp. (MCD) also saw a minor decrease in the number of shares held by Brookmont Capital Management. However, similar to Home Depot, the value of MCD holdings increased by 5.8%. This indicates the fund's optimism about the future prospects of McDonald's.

Gallagher Arthur J & Co. (AJG) experienced a more significant decrease in the number of shares held by the fund. However, the value of AJG holdings increased by 12.7%. This suggests that Brookmont Capital Management believes in the long-term growth potential of Gallagher Arthur J & Co.

Novo-Nordisk A S (NVO) saw a minimal change in the number of shares held between the two quarters. Despite a slight decrease of 25 shares, the value of NVO holdings only decreased by 1.6%. This indicates that Brookmont Capital Management maintains a positive outlook on the Danish pharmaceutical company.

Abbott Labs (ABT) witnessed a marginal decrease in the number of shares held by the fund. However, similar to McDonald's and Home Depot, the value of ABT holdings increased by 7.6%. This suggests that the fund believes in Abbott Labs' future growth and profitability.

Comcast Corp New (CMCSA) experienced a minimal decrease in the number of shares held by Brookmont Capital Management. However, the value of CMCSA holdings increased by 9.3%. This indicates the fund's confidence in the potential of Comcast Corp New.

JPMorgan Chase & Co (JPM) remained relatively stable in terms of the number of shares held by Brookmont Capital Management. The value of JPM holdings increased by 11.6%, indicating the fund's positive outlook on the financial giant.

Shell PLC (SHEL) witnessed a slight decrease in the number of shares held by the fund. However, the value of SHEL holdings increased by 4.8%, suggesting that Brookmont Capital Management sees potential in the energy sector.

Procter and Gamble Co (PG) experienced a minor decrease in the number of shares held by the fund. However, the value of PG holdings only decreased by 2%, indicating the fund's confidence in the consumer goods company.

Overall, Brookmont Capital Management's 13F holdings comparison for the first and second quarter of 2023 shows a mix of stability and strategic adjustments. While some holdings saw a decrease in the number of shares held, the majority experienced an increase in value. This indicates the fund's careful selection of investments with the potential for long-term growth and profitability.

Investors can take cues from these holdings and strategize their own investment decisions. However, it's important to conduct thorough research and consider one's individual financial goals and risk tolerance before making any investment decisions. As the market continues to evolve, staying informed and adapting to changes will be crucial for successful investment management.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as investment advice. Always do your own research and consult with a professional advisor before making any investment decisions.