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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
GILDGilead Sciences Inc
Recent Activity
Increased 16.74%
2.53%
$4.719M
51,083 shares@ $92.38 avg price
NVONovo-nordisk A S
Recent Activity
Increased 12.43%
2.04%
$3.811M
44,309 shares@ $86.03 avg price
AZNAstrazeneca Plc
Recent Activity
Increased 54.84%
1.97%
$3.668M
55,985 shares@ $65.52 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 26.5%
1.84%
$3.426M
27,167 shares@ $126.11 avg price
AGGIshares Tr
Recent Activity
Increased 48.87%
0.65%
$1.211M
12,494 shares@ $96.9 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 50.12%
0.39%
$729,274
9,438 shares@ $77.27 avg price
BIVVanguard Bd Index Fds
Recent Activity
Increased 43.28%
0.29%
$535,331
7,164 shares@ $74.73 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 13.01%
0.16%
$299,248
1,364 shares@ $219.4 avg price
AAPLApple Inc
Recent Activity
Increased 14.52%
0.15%
$266,771
1,065 shares@ $250.49 avg price
LOWLowes Cos Inc
Recent Activity
Increased 17.74%
0.12%
$217,839
883 shares@ $246.71 avg price