Scott Kapusta Portfolio
Invests via First County Bank /CT/ | Managed by Scott Kapusta, FCI Advisors
Invests via First County Bank /CT/
Managed by Scott Kapusta, FCI Advisors
Automatically Tracked
Scott Kapusta Profile
Seasoned investor and operator focused on consumer and technology growth-stage companies, combining investment banking, venture and operating experience across scaling businesses and capital formation. Scott Kapusta has led corporate development and investor-relations efforts, served on boards, and sourced growth equity and strategic M&A opportunities. Market-facing, transaction-oriented profile useful to PE, growth funds and corporate strategists.
Seasoned investor and operator focused on consumer and technology growth-stage companies, combining investment banking, venture and operating experience across scaling businesses and capital formation. Scott Kapusta has led corporate development and investor-relations efforts, served on boards, and sourced growth equity and strategic M&A opportunities. Market-facing, transaction-oriented profile useful to PE, growth funds and corporate strategists.
Investment Philosophy & Strategy
Seasoned growth‑stage investor-operator emphasizing consumer and technology companies. Prefers growth equity and strategic M&A, market-facing deal sourcing, active board involvement, value creation via go-to-market scaling, capital structure optimization and corporate development. Allocation favors companies with clear unit economics, repeatable distribution and founder-aligned incentives; time horizon is multi-year with liquidity through strategic sale or follow-on funding. Risk managed through staged commitments, performance milestones and transactional downside protections.
Seasoned growth‑stage investor-operator emphasizing consumer and technology companies. Prefers growth equity and strategic M&A, market-facing deal sourcing, active board involvement, value creation via go-to-market scaling, capital structure optimization and corporate development. Allocation favors companies with clear unit economics, repeatable distribution and founder-aligned incentives; time horizon is multi-year with liquidity through strategic sale or follow-on funding. Risk managed through staged commitments, performance milestones and transactional downside protections.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
54.64%
Gain -0.53%
Monthly
1.1%
Yearly
14.07%
Drawdown
13.11%
$217.61M
Equity
Holdings
$217.61M
Investment
$141.33M
$106.02M
Profit -$1.13M
Realized
$29.74M
Unrealized
$76.28M
Dividends
$15.9M
Goals
Avg. 75% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$1.13M
Win %
79%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$1.34M
Win %
79%
This Month
Compared to last month
Gain
-0.51%
Profit
-$1.13M
Win %
79%
This Year
Compared to last year
Gain
2.51%
Profit
$5.38M
Win %
80%
AMZN Amazon.com Inc
+15.32%
+$537,014.57 
ETN Eaton Corporation plc
+7.32%
+$130,848.82 
GOOG Alphabet Inc
+6.88%
+$90,432.89 
GOOGL Alphabet Inc
+6.73%
+$299,817.21 
META Meta Platforms Inc Class A
+3.28%
+$44,801.1 
MSFT Microsoft Corp.
+3.02%
+$273,516.64 
NVDA NVIDIA Corporation
+2.93%
+$255,357.22 
CVX Chevron Corporation
+2.35%
+$21,149.08 
GLW Corning Incorporated
+2.24%
+$11,677.62 
CSCO Cisco Systems, Inc.
+2.14%
+$35,713.71 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$7,240.01 
JCI Johnson Controls International plc
+1.93%
+$4,534.18 
PANW Palo Alto Networks, Inc.
+1.89%
+$61,112.55 
CRM Salesforce Inc
+1.83%
+$32,871.55 
ORCL Oracle Corporation
+1.81%
+$22,164.45 
VZ Verizon Communications Inc.
+1.52%
+$19,547.5 
LMT Lockheed Martin Corporation
+1.5%
+$5,609.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$9,196.8 
NOC Northrop Grumman Corporation
+1.43%
+$7,622.37 
PH Parker-Hannifin Corporation
+1.43%
+$4,053.31 
GE General Electric Company
+1.42%
+$6,362.95 
KLAC KLA Corporation
+1.38%
+$24,949.9 
FTV Fortive Corporation
+1.25%
+$2,487.84 
COP ConocoPhillips
+1.22%
+$8,141.76 
AMAT Applied Materials, Inc.
+1.18%
+$4,082.81 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$24,775.24 
VUG Vanguard Growth ETF
+1.1%
+$14,381.52 
ADBE Adobe Inc.
+1.01%
+$4,387.5 
URI United Rentals, Inc.
+0.99%
+$4,698.46 
ADP Automatic Data Processing Inc.
+0.98%
+$12,835.99 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$1,974 
UNP Union Pacific Corporation
+0.92%
+$16,514.01 
WMB The Williams Companies, Inc.
+0.89%
+$9,307.62 
IBM International Business Machines Corporation
+0.86%
+$9,517.43 
MCD McDonald's Corporation
+0.82%
+$11,147.45 
EMR Emerson Electric Co.
+0.79%
+$16,714.84 
TSLA Tesla, Inc.
+0.76%
+$4,417.88 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,829.84 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,754.07 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$20,991.65 
VOO Vanguard S&P 500 ETF
+0.71%
+$17,151.08 
CAT Caterpillar Inc.
+0.7%
+$16,068.75 
BMY Bristol-Myers Squibb Company
+0.69%
+$3,157.2 
IVV iShares Core S&P 500 ETF
+0.69%
+$31,964.16 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$2,176.21 
PLTR Palantir Technologies Inc.
+0.65%
+$1,728 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,171.16 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$3,300.3 
MO Altria Group, Inc.
+0.57%
+$2,142.27 
APH Amphenol Corporation
+0.55%
+$1,215.27 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,094.3 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$4,757.12 
IYW iShares U.S. Technology ETF
+0.46%
+$908.27 
IWD iShares Russell 1000 Value ETF
+0.44%
+$3,908.31 
WFC-PL Wells Fargo & Company
+0.41%
+$1,077.75 
PFE Pfizer Inc.
+0.4%
+$2,379.1 
RTX RTX Corporation
+0.39%
+$5,302.08 
AVGO Broadcom Inc.
+0.37%
+$16,786.08 
PG Procter & Gamble Co
+0.37%
+$6,995.47 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,487 
BAC Bank of America Corporation
+0.36%
+$815.76 
MRK Merck & Co., Inc.
+0.32%
+$7,703.27 
JPM JPMorgan Chase & Co.
+0.27%
+$9,159.36 
AMP Ameriprise Financial, Inc.
+0.25%
+$2,272.88 
SO The Southern Company
+0.21%
+$1,931.2 
JNJ Johnson & Johnson
+0.21%
+$3,390.94 
ADI Analog Devices, Inc.
+0.2%
+$748.13 
USB U.S. Bancorp
+0.17%
+$789.46 
T AT&T Inc.
+0.17%
+$647.44 
MS Morgan Stanley
+0.17%
+$1,130.05 
CB Chubb Limited
+0.15%
+$965.66 
WM Waste Management, Inc.
+0.1%
+$384.12 
WMT Walmart Inc.
+0.09%
+$567.21 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$6,004.34 
ABT Abbott Laboratories
+0.09%
+$356.4 
AEP American Electric Power Company, Inc.
+0.06%
+$719.88 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 1729
17292GBL8
0%
$0 2077
20772KKZ1
0%
$0 2077
207758VX8
0%
$0 2077
20774YNC7
0%
$0 2563
256359DS6
0%
$0 3815
38151FAU7
0%
$0 7010
70105RCC9
0%
$0 9128
91282CJT9
0%
$0 9128
91282CKA8
0%
$0 
AAPL Apple Inc.
-7.35%
-$707,377.48 
LIN Linde plc
-5.95%
-$42,485.05 
MU Micron Technology, Inc.
-5.9%
-$10,377.62 
QCOM QUALCOMM Incorporated
-2.63%
-$9,252.83 
ABBV AbbVie Inc.
-2.51%
-$94,526.7 
DLR Digital Realty Trust, Inc.
-2.42%
-$11,334.09 
BIIB Biogen Inc.
-2.4%
-$19,586.3 
BA Boeing Company
-2.15%
-$5,949.99 
AMD Advanced Micro Devices, Inc.
-1.9%
-$52,705.07 
APD Air Products and Chemicals, Inc.
-1.77%
-$9,653.58 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$8,330.4 
LRCX Lam Research Corporation
-1.58%
-$11,670.13 
GLD SPDR Gold Shares
-1.49%
-$4,158.79 
NVS Novartis AG Sponsored ADR
-1.45%
-$4,630.4 
MDLZ Mondelez International, Inc.
-1.22%
-$2,678.84 
TJX The TJX Companies, Inc.
-1.21%
-$6,890.84 
NEE NextEra Energy, Inc.
-1.15%
-$4,611.66 
DE Deere & Company
-1.13%
-$3,066.8 
LOW Lowe's Companies Inc.
-1.08%
-$3,845.38 
PLD Prologis Inc.
-1.08%
-$5,029.14 
INTC Intel Corporation
-1.02%
-$3,944.13 
KO The Coca-Cola Company
-1.02%
-$7,506.9 
PPL PPL Corporation
-0.98%
-$2,076.55 
XOM Exxon Mobil Corporation
-0.97%
-$52,739.1 
TRP TC Energy Corporation
-0.97%
-$11,317.61 
MCHP Microchip Technology Incorporated
-0.96%
-$17,146.85 
GILD Gilead Sciences Inc.
-0.81%
-$16,144.01 
PYPL PayPal Holdings Inc
-0.76%
-$9,038.48 
CVS CVS Health Corporation
-0.75%
-$1,924.44 
MA Mastercard Incorporated
-0.74%
-$4,271.25 
DUK Duke Energy Corporation
-0.67%
-$8,383.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$8,594.82 
AMGN Amgen Inc.
-0.64%
-$10,063.88 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$13,945.05 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,896.56 
AMT American Tower Corporation
-0.63%
-$1,921.72 
PM Philip Morris International Inc.
-0.61%
-$16,895.1 
ECL Ecolab Inc.
-0.61%
-$2,503.44 
DHR Danaher Corporation
-0.61%
-$1,852.83 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$5,904.67 
SBUX Starbucks Corporation
-0.57%
-$1,697.4 
DGX Quest Diagnostics Inc.
-0.55%
-$1,456.42 
LLY Eli Lilly and Company
-0.53%
-$8,085.47 
NGG National Grid plc Sponsored ADR
-0.52%
-$3,041.64 
ALL Allstate Corporation
-0.49%
-$2,013.72 
IWM iShares Russell 2000 ETF
-0.47%
-$4,282.56 
PEP PepsiCo, Inc.
-0.46%
-$4,980.48 
TEL TE Connectivity plc
-0.43%
-$2,022.08 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$3,924.88 
HD The Home Depot, Inc.
-0.42%
-$6,078.56 
ETR Entergy Corporation
-0.38%
-$2,338.22 
MDT Medtronic plc
-0.37%
-$1,707.52 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$907.8 
TFC Truist Financial Corporation
-0.33%
-$1,782.26 
VXF Vanguard Extended Market ETF
-0.3%
-$1,493.84 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$964.41 
VTV Vanguard Value ETF
-0.27%
-$34,478.43 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$3,631.86 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$644.48 
BX Blackstone Inc.
-0.25%
-$1,772.52 
COST Costco Wholesale Corporation
-0.24%
-$6,746.43 
HBAN Huntington Bancshares Incorporated
-0.23%
-$1,615 
VB Vanguard Small-Cap ETF
-0.22%
-$1,490.23 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$2,517.45 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$739.33 
BKNG Booking Holdings Inc.
-0.18%
-$1,148.59 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$1,401.69 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$620.5 
GVI iShares Intermediate Government Bond ETF
-0.16%
-$2,099.33 
FITB Fifth Third Bancorp
-0.16%
-$421.65 
ELV Elevance Health, Inc.
-0.15%
-$352.79 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$308.85 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,689.52 
XLF Financial Select Sector SPDR Fund
-0.1%
-$380.16 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$242.1 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$1,141.9 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$1,084.69 
VO Vanguard Mid-Cap ETF
-0.05%
-$949.8 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$320.46 
V Visa Inc. Class A
-0.04%
-$483.11 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$658 
TGT Target Corporation
-0.01%
-$49.63 Events
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Dividends
Dividend Analysis
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| Trades 2265 | Longs Won 1606/2265 70% | Profit Factor 9.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $237,481.57 |
| Average Win $74,233.87 | Best Trade (Aug 28) $6.38M | Sharpe Ratio -9.09 |
| Average Loss -$20,027.36 | Worst Trade (Dec 31) -$510,459.12 | Z-Score 2.49 (98.74%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w | Expectancy $46,808.64 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,870 | 9,783 | 8,696 | 7,609 | 6,522 | 5,435 | 4,348 | 3,261 | 2,174 | 1,087 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 1729 17292GBL8 | 610,000 | $614,657.47 | $614,657.47 | - | - | - | 0.0 |
| 2077 20772KKZ1 | 30,000 | $31,085 | $31,085 | - | - | - | 0.0 |
| 2077 20774YNC7 | 75,000 | $73,931 | $73,931 | - | - | - | 0.0 |
| 2077 207758VX8 | 25,000 | $25,065 | $25,065 | - | - | - | 0.0 |
| 2563 256359DS6 | 25,000 | $25,811 | $25,811 | - | - | - | 0.0 |
| 3815 38151FAU7 | 115,000 | $112,577 | $112,577 | - | - | - | 0.0 |
| 7010 70105RCC9 | 25,000 | $26,005 | $26,005 | - | - | - | 0.0 |
| 9128 91282CJT9 | 50,000 | $50,241 | $50,241 | - | - | - | 0.0 |
| 9128 91282CKA8 | 50,000 | $50,330 | $50,330 | - | - | - | 0.0 |
| AAPL Apple Inc. | 28,849 | $4.03M | $8.91M | - | $4.88M | 121.13% | -7.354% |
| ABBV AbbVie Inc. | 14,610 | $2.37M | $3.67M | - | $1.3M | 55% | -2.513% |
| ABT Abbott Laboratories | 3,960 | $432,897.59 | $418,572 | - | -$14,325.59 | -3.31% | +0.085% |
| ADBE Adobe Inc. | 1,748 | $625,577.44 | $437,716.68 | - | -$187,860.76 | -30.03% | +1.013% |
| ADI Analog Devices, Inc. | 1,011 | $168,366.25 | $371,451.51 | - | $203,085.26 | 120.62% | +0.202% |
| ADP Automatic Data Processing Inc. | 4,956 | $1.18M | $1.32M | - | $136,875.01 | 11.56% | +0.982% |
| AEP American Electric Power Company, Inc. | 10,284 | $929,465.63 | $1.31M | - | $385,343.77 | 41.46% | +0.055% |
| ALL Allstate Corporation | 1,549 | $319,363.68 | $409,059.9 | - | $89,696.22 | 28.09% | -0.49% |
| AMAT Applied Materials, Inc. | 692 | $177,837.31 | $351,307.65 | - | $173,470.34 | 97.54% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 5,704 | $586,029.05 | $2.72M | - | $2.13M | 363.45% | -1.904% |
| AMGN Amgen Inc. | 4,058 | $987,437.04 | $1.56M | - | $575,542.24 | 58.29% | -0.64% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Scott Kapusta?
The largest contributions to the portfolio's profits come from the following stocks: Amazon.com Inc - $3.89M, SPDR S&P 500 ETF Trust - $3.06M, Apple Inc - $2.68M, Vanguard Growth ETF - $2M, and Microsoft Corp - $1.83M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Pfizer Inc - $1.1M, United Parcel Service, Inc - $384,721.47, Chipotle Mexican Grill, Inc - $368,428.92, Crown Castle Inc - $321,424.03, and CSX Corporation - $282,706.7. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott Kapusta's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.9M earned over time. The largest contributors to dividend income include Exxon Mobil Corporation - $564,236.94, Verizon Communications Inc - $533,083.5, Philip Morris International Inc - $496,475.07, Vanguard Value ETF - $488,184.31, and AbbVie Inc - $449,043.78. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott Kapusta's monthly returns?
Scott Kapusta's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Scott Kapusta's strategy be considered aggressive or moderate?
Scott Kapusta's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Scott Kapusta's strategy?
Scott Kapusta's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
