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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
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
PNCPnc Finl Svcs Group Inc
Recent Activity
Decreased -0.85%
1.43%
$2.668M
13,836 shares@ $192.86 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.28%
1.29%
$2.399M
15,774 shares@ $152.06 avg price
MCHPMicrochip Technology Inc.
Recent Activity
Decreased -1.82%
1.24%
$2.319M
40,437 shares@ $57.35 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -20.79%
0.9%
$1.671M
11,557 shares@ $144.63 avg price
RTXRtx Corporation
Recent Activity
Decreased -6.31%
0.89%
$1.652M
14,273 shares@ $115.72 avg price
IWFIshares Tr
Recent Activity
Decreased -7.69%
0.86%
$1.608M
4,005 shares@ $401.56 avg price