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:
10.27%
Gain
Monthly
0.33%
Yearly
4.1%
Drawdown
27.8%
$213.4M
Equity
Holdings
$213.4M
Investment
$141.33M
$102.45M
Profit +$261,073.58
Realized
$30.38M
Unrealized
$72.07M
Dividends
$15.8M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$261,073.58
Win %
78%
This Week
Compared To Last Week
Gain
0.3%
Profit
$637,649.66
Win %
78%
This Month
Compared to last month
Gain
0.7%
Profit
$1.48M
Win %
78%
This Year
Compared to last year
Gain
0.54%
Profit
$1.19M
Win %
79%
ABT Abbott Laboratories
+10.41%
+$36,788.4 
BTI British American Tobacco p.l.c. ADR
+4.38%
+$20,585.7 
BIIB Biogen Inc.
+3.97%
+$30,795.39 
WM Waste Management, Inc.
+3.96%
+$16,098.12 
PLD Prologis Inc.
+3.6%
+$16,424.28 
MDT Medtronic plc
+3.44%
+$14,780.72 
MRK Merck & Co., Inc.
+3.39%
+$78,815.66 
UNP Union Pacific Corporation
+3.3%
+$58,881.2 
ADP Automatic Data Processing Inc.
+3.17%
+$38,904.65 
ABBV AbbVie Inc.
+3.17%
+$113,081.4 
SBUX Starbucks Corporation
+3.07%
+$9,137.67 
PM Philip Morris International Inc.
+2.98%
+$77,174.02 
MDLZ Mondelez International, Inc.
+2.93%
+$5,983.88 
VZ Verizon Communications Inc.
+2.81%
+$33,649.62 
AMGN Amgen Inc.
+2.79%
+$40,620.58 
PYPL PayPal Holdings Inc
+2.67%
+$30,402.16 
TJX The TJX Companies, Inc.
+2.61%
+$14,140.66 
CRM Salesforce Inc
+2.59%
+$43,001.23 
MCD McDonald's Corporation
+2.58%
+$34,708.95 
PEP PepsiCo, Inc.
+2.54%
+$26,770.08 
T AT&T Inc.
+2.5%
+$8,659.51 
DGX Quest Diagnostics Inc.
+2.39%
+$5,436.15 
MA Mastercard Incorporated
+2.36%
+$12,673.06 
KO The Coca-Cola Company
+2.33%
+$16,056.42 
FITB Fifth Third Bancorp
+2.32%
+$6,301.32 
MO Altria Group, Inc.
+2.27%
+$8,788.8 
COST Costco Wholesale Corporation
+2.21%
+$59,890.16 
URI United Rentals, Inc.
+2.18%
+$10,108.54 
FTV Fortive Corporation
+2.12%
+$4,362.24 
LOW Lowe's Companies Inc.
+2.09%
+$7,411.25 
HBAN Huntington Bancshares Incorporated
+2.04%
+$14,935.08 
TFC Truist Financial Corporation
+2.01%
+$11,113.04 
ADBE Adobe Inc.
+1.97%
+$7,743.66 
WMT Walmart Inc.
+1.88%
+$11,973.59 
V Visa Inc. Class A
+1.79%
+$21,913.82 
LLY Eli Lilly and Company
+1.72%
+$26,248.1 
BMY Bristol-Myers Squibb Company
+1.67%
+$6,875.68 
CVX Chevron Corporation
+1.61%
+$13,662.68 
PG Procter & Gamble Co
+1.59%
+$31,017.52 
HD The Home Depot, Inc.
+1.59%
+$23,679.84 
DE Deere & Company
+1.57%
+$4,162.74 
TGT Target Corporation
+1.51%
+$5,203.96 
XOM Exxon Mobil Corporation
+1.49%
+$74,110.5 
CB Chubb Limited
+1.42%
+$8,709.16 
CVS CVS Health Corporation
+1.41%
+$3,629.64 
IJS iShares S&P Small-Cap 600 Value ETF
+1.39%
+$94,810.64 
USB U.S. Bancorp
+1.36%
+$6,136.34 
PFE Pfizer Inc.
+1.33%
+$7,851.03 
ECL Ecolab Inc.
+1.28%
+$5,080.08 
PH Parker-Hannifin Corporation
+1.25%
+$3,513.45 
DHR Danaher Corporation
+1.23%
+$3,845.79 
DUK Duke Energy Corporation
+1.23%
+$15,219.5 
IBM International Business Machines Corporation
+1.21%
+$12,706.7 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.16%
+$2,900.16 
GILD Gilead Sciences Inc.
+1.12%
+$22,179.51 
MSFT Microsoft Corp.
+1.11%
+$88,160.18 
JNJ Johnson & Johnson
+1.05%
+$16,650.79 
NVS Novartis AG Sponsored ADR
+1.05%
+$3,214.98 
PPL PPL Corporation
+1.05%
+$2,224.87 
SO The Southern Company
+1.04%
+$9,511.16 
APD Air Products and Chemicals, Inc.
+1.03%
+$5,508.54 
COP ConocoPhillips
+1%
+$6,288.8 
AAPL Apple Inc.
+0.97%
+$91,451.33 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$18,263.94 
IWD iShares Russell 1000 Value ETF
+0.74%
+$6,478.64 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$2,694.52 
RSP Invesco S&P 500 Equal Weight ETF
+0.65%
+$2,314.26 
EMR Emerson Electric Co.
+0.59%
+$11,473.65 
AEP American Electric Power Company, Inc.
+0.59%
+$8,050.42 
DFAS Dimensional U.S. Small Cap ETF
+0.57%
+$4,605.52 
LMT Lockheed Martin Corporation
+0.56%
+$1,862.26 
PANW Palo Alto Networks, Inc.
+0.56%
+$19,575.89 
VIG Vanguard Dividend Appreciation ETF
+0.55%
+$1,320.9 
WMB The Williams Companies, Inc.
+0.54%
+$5,909.6 
TRP TC Energy Corporation
+0.54%
+$6,344.76 
AMZN Amazon.com Inc
+0.52%
+$19,646.88 
AMP Ameriprise Financial, Inc.
+0.51%
+$4,389.26 
LIN Linde plc
+0.49%
+$3,517.06 
TMO Thermo Fisher Scientific Inc.
+0.47%
+$4,036.09 
BX Blackstone Inc.
+0.47%
+$3,323.4 
PNC The PNC Financial Services Group, Inc.
+0.46%
+$4,757.16 
WFC-PL Wells Fargo & Company
+0.39%
+$1,031.62 
VYM Vanguard High Dividend Yield ETF
+0.39%
+$12,561.59 
VTV Vanguard Value ETF
+0.34%
+$43,829.25 
MDY SPDR S&P MidCap 400 ETF Trust
+0.31%
+$752.6 
IJH iShares Core S&P Mid-Cap ETF
+0.29%
+$4,646.18 
AMT American Tower Corporation
+0.23%
+$663.84 
ETR Entergy Corporation
+0.21%
+$1,397.23 
IWR iShares Russell Mid-Cap ETF
+0.2%
+$684.42 
VB Vanguard Small-Cap ETF
+0.19%
+$1,264.5 
ALL Allstate Corporation
+0.18%
+$681.56 
XLF Financial Select Sector SPDR Fund
+0.13%
+$475.2 
NEE NextEra Energy, Inc.
+0.1%
+$410.94 
GOOGL Alphabet Inc
+0.1%
+$4,936.91 
GOOG Alphabet Inc
+0.1%
+$1,437.01 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$383.53 
NOC Northrop Grumman Corporation
+0.01%
+$34.97 
IWM iShares Russell 2000 ETF
+0.01%
+$46.22 
17292GBL8
0%
$0 
20772KKZ1
0%
$0 
20774YNC7
0%
$0 
207758VX8
0%
$0 
256359DS6
0%
$0 
38151FAU7
0%
$0 
70105RCC9
0%
$0 
91282CJT9
0%
$0 
91282CKA8
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GLW Corning Incorporated
-10.1%
-$67,907.52 
MU Micron Technology, Inc.
-6.35%
-$11,535.39 
INTC Intel Corporation
-5.49%
-$23,961.65 
AMD Advanced Micro Devices, Inc.
-5.46%
-$164,674.48 
GE General Electric Company
-5.19%
-$23,650.57 
ORCL Oracle Corporation
-4.91%
-$62,367.5 
MCHP Microchip Technology Incorporated
-4.8%
-$98,594.1 
ETN Eaton Corporation plc
-4.77%
-$90,960.96 
LRCX Lam Research Corporation
-4.56%
-$37,965.05 
GS The Goldman Sachs Group, Inc.
-4.31%
-$22,218.14 
MS Morgan Stanley
-3.9%
-$27,984.19 
QCOM QUALCOMM Incorporated
-3.68%
-$15,201.05 
AVGO Broadcom Inc.
-3.58%
-$164,596.84 
CSCO Cisco Systems, Inc.
-3.35%
-$54,966.78 
CAT Caterpillar Inc.
-3.18%
-$82,412.72 
ELV Elevance Health, Inc.
-2.97%
-$7,295.4 
ADI Analog Devices, Inc.
-2.86%
-$11,292.86 
NVDA NVIDIA Corporation
-2.77%
-$263,406.69 
KLAC KLA Corporation
-2.4%
-$54,007.8 
AMAT Applied Materials, Inc.
-2.33%
-$9,321.24 
APH Amphenol Corporation
-1.96%
-$4,253.48 
IEMG iShares Core MSCI Emerging Markets ETF
-1.93%
-$7,549.13 
IYW iShares U.S. Technology ETF
-1.92%
-$4,019.98 
JCI Johnson Controls International plc
-1.73%
-$4,028.57 
GLD SPDR Gold Shares
-1.73%
-$4,758.2 
DLR Digital Realty Trust, Inc.
-1.72%
-$7,329.54 
META Meta Platforms Inc Class A
-1.52%
-$26,277.58 
IWF iShares Russell 1000 Growth ETF
-1.5%
-$3,824.16 
TSLA Tesla, Inc.
-1.47%
-$10,820.16 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$4,924.23 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.19%
-$7,879.6 
VWO Vanguard FTSE Emerging Markets ETF
-1.16%
-$2,432.25 
RTX RTX Corporation
-1.08%
-$13,318.38 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1%
-$12,983.77 
TEL TE Connectivity plc
-0.97%
-$4,430.4 
VUG Vanguard Growth ETF
-0.94%
-$12,757.8 
BA Boeing Company
-0.94%
-$2,550 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.9%
-$3,360 
NGG National Grid plc Sponsored ADR
-0.82%
-$4,924.56 
IEFA iShares Core MSCI EAFE ETF
-0.74%
-$16,047.87 
FNDF Schwab Fundamental International Large Company Index ETF
-0.73%
-$7,196.28 
PLTR Palantir Technologies Inc.
-0.72%
-$2,073.6 
BKNG Booking Holdings Inc.
-0.67%
-$4,104.27 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.64%
-$2,095.6 
JPM JPMorgan Chase & Co.
-0.54%
-$18,075.02 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.47%
-$10,757.67 
IVV iShares Core S&P 500 ETF
-0.38%
-$18,167.13 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$11,321.28 
VOO Vanguard S&P 500 ETF
-0.38%
-$9,211.04 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$1,993.93 
SCHX Schwab U.S. Large-Cap ETF
-0.32%
-$1,650.15 
VXF Vanguard Extended Market ETF
-0.29%
-$1,483.32 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.11%
-$1,426.56 
VO Vanguard Mid-Cap ETF
-0.07%
-$1,427.07 
SCHV Schwab U.S. Large-Cap Value ETF
-0.06%
-$807.08 
BAC Bank of America Corporation
-0.06%
-$129.78 
GVI iShares Intermediate Government Bond ETF
-0.05%
-$679.2 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.02%
-$84.73 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$160.23 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$342.57 
VGSH Vanguard Short-Term Treasury Fund
-0.02%
-$361.54 Events
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Dividends
Dividend Analysis
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| Trades 2265 | Longs Won 1583/2265 69% | Profit Factor 8.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $229,989.02 |
| Average Win $73,098.05 | Best Trade (Jul 15) $5.89M | Sharpe Ratio -9.1 |
| Average Loss -$19,473.8 | Worst Trade (Dec 31) -$510,459.12 | Z-Score 0.26 (20.51%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w | Expectancy $45,233.33 |
| 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 | 10,989 | 9,890 | 8,791 | 7,692 | 6,593 | 5,495 | 4,396 | 3,297 | 2,198 | 1,099 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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