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Susan Begando

@Brookmont Capital Management

Latest period2024 - Q4ReportedManaged Assets$187.092MTotal holdings54
Assets growth rate-3.79%Assets growth rate (2-Q avg)1.29%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Brookmont Capital Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 54 positions.

Assets under management

The assets under management (AUM) of Brookmont Capital Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 187.092M in assets, with a quarterly growth rate of -3.79% and a 2-quarter average growth rate of 1.29%. The portfolio is managed by Susan Begando, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HDHome Depot Inc
Recent Activity
Decreased -0.12%
33.98%
$63.566M
163,413 shares@ $389.0 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -5.52%
2.94%
$5.492M
22,910 shares@ $239.72 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -10.32%
2.92%
$5.46M
77,730 shares@ $70.25 avg price
AJGGallagher Arthur J & Co
Recent Activity
Decreased -12.46%
2.77%
$5.175M
18,232 shares@ $283.86 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.92%
2.58%
$4.812M
11,416 shares@ $421.49 avg price
ABTAbbott Labs
Recent Activity
Decreased -1.28%
2.55%
$4.76M
42,081 shares@ $113.12 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -2.03%
2.54%
$4.734M
20,958 shares@ $225.89 avg price
GILDGilead Sciences Inc
Recent Activity
Increased 16.74%
2.53%
$4.719M
51,083 shares@ $92.38 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -2.3%
2.37%
$4.42M
15,248 shares@ $289.89 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.82%
2.32%
$4.329M
25,821 shares@ $167.65 avg price