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Brookmont Capital Management

Brookmont Capital Management is an investment advisor with $25.89M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
260704921
SEC advisor number
801-68533
FINRA CRD number
145475
AUM ?
$575.95M (as of 19 May 21)
Accounts
138 (as of 19 May 21)
Employees
6 (5 investment advisory or research)
Address
Brookmont Capital Management
2000 MCKINNEY AVENUE
SUITE 1230
DALLAS
TX 75201
Phone
214-932-6712

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Top 50 of 55 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$54.04M 164.64K 164.47K +0.1
$4.9M 17.36K 17.39K -0.1
$4.89M 29.88K 29.69K +0.6
$4.56M 98.15K 99.1K -1.0
$4.35M 36.84K 36.97K -0.4
$4.28M 17.73K 17.5K +1.3
$4.11M 22.59K 22.62K -0.1
$4.07M 42.36K 43.35K -2.3
$4M 18.16K 17.94K +1.3
$3.99M 18.78K 18.48K +1.6
$3.77M 25.34K 25.52K -0.7
$3.76M 67.14K 66.03K +1.7
$3.51M 22.86K 22.72K +0.6
$3.45M 81.23K 81.7K -0.6
$3.29M 48.4K 47.48K +1.9
$3.25M 19.41K 19.34K +0.4
$3.13M 9.77K 9.71K +0.6
$3.12M 22.32K 21.92K +1.8
$3.11M 52.32K 51.96K +0.7
$2.9M 14.85K 14.77K +0.5
$2.82M 63.68K 62.58K +1.8
$2.78M 27.42K 27.09K +1.2
$2.66M 17.66K 17.41K +1.4
$2.56M 13.26K 13.09K +1.3
$2.54M 37.45K 36.94K +1.4
$2.53M 64.02K 62.67K +2.2
$2.48M 15.33K 15.23K +0.6
$2.42M 24.03K NEW
$2.41M 13.92K 13.71K +1.5
$2.28M 10.71K 10.55K +1.5
$1.9M 27.18K 26.66K +1.9
$1.47M 17.14K 17.03K +0.6
$1.4M 3.25K 3.17K +2.7
$1.21M 19.45K 19.25K +1.1
$1.18M 19.76K 19.54K +1.1
$1.17M 14.83K 14.58K +1.7
$1.09M 3.98K 3.96K +0.5
$976K 3.71K 3.68K +0.8
$936K 8.57K 8.57K +0.1
$877K 11.24K 11.07K +1.5
Vanguard Specialized Funds
$740K 4.82K 4.67K +3.2
$617K 2.78K 2.78K 0
$574K 5K 5K 0
$553K 3.27K 3.29K -0.4
$344K 1.3K 1.31K -0.8
$305K 3K NEW
$286K 2.6K 2.6K 0
$273K 4.64K 4.66K -0.6
$255K 1.23K 311 +296.5
$247K 575 575 0
Holdings list only includes long positions. Only includes long positions.

Calendar

7 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings