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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
LHXL3harris Technologies Inc
Recent Activity
Decreased -1.87%
2.18%
$4.068M
19,347 shares@ $210.29 avg price
SHELShell Plc
Recent Activity
Decreased -0.69%
2.15%
$4.004M
63,915 shares@ $62.66 avg price
DDDupont De Nemours Inc
Recent Activity
Decreased -1.24%
2.01%
$3.746M
49,128 shares@ $76.25 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -1.01%
1.97%
$3.672M
97,829 shares@ $37.54 avg price
USBUs Bancorp Del
Recent Activity
Decreased -4.84%
1.89%
$3.525M
73,697 shares@ $47.84 avg price
BACBank America Corp
Recent Activity
Decreased -3.5%
1.71%
$3.188M
72,531 shares@ $43.96 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.13%
1.69%
$3.158M
21,806 shares@ $144.84 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -1.26%
1.68%
$3.13M
14,735 shares@ $212.46 avg price
EQIXEquinix Inc
Recent Activity
Decreased -1.28%
1.67%
$3.12M
3,309 shares@ $943.01 avg price
COPConocophillips
Recent Activity
Decreased -5.45%
1.56%
$2.908M
29,325 shares@ $99.18 avg price