Brookmont Capital Management 13F annual report

Brookmont Capital Management is an investment fund managing more than $179 billion ran by Susan Begando. There are currently 43 companies in Mrs. Begando’s portfolio. The largest investments include Home Depot and Microsoft, together worth $62.9 billion.

Limited to 30 biggest holdings

$179 billion Assets Under Management (AUM)

As of 11th January 2024, Brookmont Capital Management’s top holding is 164,020 shares of Home Depot currently worth over $56.8 billion and making up 31.8% of the portfolio value.Relative to the number of outstanding shares of Home Depot, Brookmont Capital Management owns more than approximately 0.1% of the company.In addition, the fund holds 16,061 shares of Microsoft worth $6.04 billion, whose value grew 8.3% in the past six months. The third-largest holding is Novo-nordisk A S worth $5.55 billion and the next is Gallagher Arthur J & Co worth $4.96 billion, with 22,066 shares owned.

Currently, Brookmont Capital Management's portfolio is worth at least $179 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Brookmont Capital Management

The Brookmont Capital Management office and employees reside in Dallas, Texas. According to the last 13-F report filed with the SEC, Susan Begando serves as the Compliance Officer at Brookmont Capital Management.