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:
59.95%
Gain +0.14%
Monthly
1.07%
Yearly
13.65%
Drawdown
13.11%
$219.27M
Equity
Holdings
$219.27M
Investment
$144.5M
$106.73M
Profit +$337,307.22
Realized
$31.96M
Unrealized
$74.76M
Dividends
$16.61M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.14%
Profit
$337,307.22
Win %
77%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$461,185.05
Win %
77%
This Month
Compared to last month
Gain
1.61%
Profit
$3.47M
Win %
77%
This Year
Compared to last year
Gain
1.45%
Profit
$3.18M
Win %
78%
MCHP Microchip Technology Incorporated
+2.65%
+$45,402.59 
BTI British American Tobacco p.l.c. ADR
+2.6%
+$10,834.25 
GE General Electric Company
+2.54%
+$10,826.64 
RTX RTX Corporation
+2.46%
+$29,426.2 
LMT Lockheed Martin Corporation
+2.38%
+$9,040.83 
PNC The PNC Financial Services Group, Inc.
+2.28%
+$19,949.33 
PM Philip Morris International Inc.
+2.24%
+$63,159.18 
USB U.S. Bancorp
+2.12%
+$8,089.47 
JPM JPMorgan Chase & Co.
+2.08%
+$69,679.09 
NOC Northrop Grumman Corporation
+2.07%
+$10,329.66 
TRP TC Energy Corporation
+2.03%
+$20,403.02 
NGG National Grid plc Sponsored ADR
+1.99%
+$8,986.95 
TFC Truist Financial Corporation
+1.81%
+$9,157.26 
AEP American Electric Power Company, Inc.
+1.64%
+$19,757.81 
FITB Fifth Third Bancorp
+1.61%
+$4,112.37 
DLR Digital Realty Trust, Inc.
+1.53%
+$5,916.72 
COP ConocoPhillips
+1.5%
+$11,838.37 
ETR Entergy Corporation
+1.41%
+$8,417.22 
LIN Linde plc
+1.38%
+$6,273.96 
GEV GE Vernova Inc.
+1.37%
+$3,454.4 
ALL Allstate Corporation
+1.36%
+$5,323.5 
BAC Bank of America Corporation
+1.35%
+$2,730 
MDLZ Mondelez International, Inc.
+1.33%
+$2,922.36 
BA Boeing Company
+1.33%
+$3,162.6 
ACN Accenture plc Class A
+1.33%
+$3,429.53 
PEP PepsiCo, Inc.
+1.31%
+$13,264.32 
AMT American Tower Corporation
+1.29%
+$3,629.37 
PG Procter & Gamble Co
+1.24%
+$27,247.48 
LLY Eli Lilly and Company
+1.2%
+$20,899.13 
TJX The TJX Companies, Inc.
+1.19%
+$6,162.76 
MO Altria Group, Inc.
+1.18%
+$5,006.85 
HBAN Huntington Bancshares Incorporated
+1.17%
+$6,486.84 
DUK Duke Energy Corporation
+1.17%
+$13,502.46 
ADI Analog Devices, Inc.
+1.16%
+$4,902.09 
KO The Coca-Cola Company
+1.14%
+$8,753.85 
JNJ Johnson & Johnson
+1.13%
+$18,824.52 
HD The Home Depot, Inc.
+1.11%
+$15,106.18 
APD Air Products and Chemicals, Inc.
+1.06%
+$5,940.78 
SO The Southern Company
+1.06%
+$8,545.64 
GS The Goldman Sachs Group, Inc.
+1.05%
+$4,255.93 
NEE NextEra Energy, Inc.
+1.04%
+$4,162.32 
FNDF Schwab Fundamental International Large Company Index ETF
+1.02%
+$10,148.6 
WMB The Williams Companies, Inc.
+1%
+$10,853.82 
BRK-B Berkshire Hathaway Inc.
+1%
+$17,849.49 
LOW Lowe's Companies Inc.
+1%
+$2,965.74 
PH Parker-Hannifin Corporation
+0.96%
+$2,772.51 
XLF Financial Select Sector SPDR Fund
+0.92%
+$3,231.36 
CVX Chevron Corporation
+0.91%
+$9,643.95 
IEFA iShares Core MSCI EAFE ETF
+0.86%
+$19,388.8 
VZ Verizon Communications Inc.
+0.76%
+$8,941.49 
AAPL Apple Inc.
+0.73%
+$74,867.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.72%
+$11,719.03 
MRK Merck & Co., Inc.
+0.68%
+$18,210.06 
MS Morgan Stanley
+0.68%
+$4,145.9 
JCI Johnson Controls International plc
+0.66%
+$1,665.02 
V Visa Inc. Class A
+0.65%
+$9,354.56 
VYM Vanguard High Dividend Yield ETF
+0.62%
+$20,103.14 
COST Costco Wholesale Corporation
+0.58%
+$17,324 
NVDA NVIDIA Corporation
+0.56%
+$60,043.52 
AMP Ameriprise Financial, Inc.
+0.54%
+$4,602.24 
T AT&T Inc.
+0.53%
+$1,427.87 
VTV Vanguard Value ETF
+0.53%
+$75,981.38 
SCHV Schwab U.S. Large-Cap Value ETF
+0.5%
+$6,659.24 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.49%
+$1,187.2 
NVS Novartis AG Sponsored ADR
+0.48%
+$1,641.04 
ABBV AbbVie Inc.
+0.48%
+$19,952.71 
CAT Caterpillar Inc.
+0.47%
+$9,604.45 
EMR Emerson Electric Co.
+0.47%
+$10,095.99 
IVE ISHARES S&P 500 VALUE ETF
+0.46%
+$1,674.15 
WMT Walmart Inc.
+0.46%
+$3,194.64 
CVS CVS Health Corporation
+0.45%
+$1,017.66 
PYPL PayPal Holdings Inc
+0.44%
+$5,128 
UNP Union Pacific Corporation
+0.43%
+$7,583.81 
TSLA Tesla, Inc.
+0.42%
+$3,927.51 
IWD iShares Russell 1000 Value ETF
+0.41%
+$3,661.84 
IJS iShares S&P Small-Cap 600 Value ETF
+0.41%
+$26,100.9 
VIG Vanguard Dividend Appreciation ETF
+0.39%
+$1,122.66 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.36%
+$816.79 
AMGN Amgen Inc.
+0.33%
+$5,853.65 
ADP Automatic Data Processing Inc.
+0.32%
+$4,679.57 
GLD SPDR Gold Shares
+0.3%
+$812.01 
CB Chubb Limited
+0.27%
+$1,824.96 
TEL TE Connectivity plc
+0.27%
+$1,349.06 
URI United Rentals, Inc.
+0.27%
+$1,263.34 
PLD Prologis Inc.
+0.24%
+$1,107.63 
MA Mastercard Incorporated
+0.24%
+$1,284.78 
RSP Invesco S&P 500 Equal Weight ETF
+0.2%
+$727.56 
IJR iShares Core S&P Small-Cap ETF
+0.19%
+$4,906.72 
VO Vanguard Mid-Cap ETF
+0.18%
+$3,545.7 
TGT Target Corporation
+0.17%
+$636 
PFE Pfizer Inc.
+0.15%
+$993.51 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$850.33 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.1%
+$360.3 
IJH iShares Core S&P Mid-Cap ETF
+0.09%
+$1,449.24 
VGSH Vanguard Short-Term Treasury Fund
+0.09%
+$1,632.8 
BND Vanguard Total Bond Market Index Fund
+0.09%
+$247.38 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$1,370.28 
GVI iShares Intermediate Government Bond ETF
+0.07%
+$926.62 
VOO Vanguard S&P 500 ETF
+0.06%
+$1,689.66 
ABT Abbott Laboratories
+0.05%
+$189.95 
DFAS Dimensional U.S. Small Cap ETF
+0.03%
+$248.57 
MDY SPDR S&P MidCap 400 ETF Trust
+0.03%
+$63.9 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.02%
+$251.79 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.02%
+$94.76 
BMY Bristol-Myers Squibb Company
+0.02%
+$68.79 
IVV iShares Core S&P 500 ETF
+0.01%
+$686.92 
SPY SPDR S&P 500 ETF Trust
+0.01%
+$294.15 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 1729
17292GBL8
0%
$0 2077
20772KKZ1
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 
PANW Palo Alto Networks, Inc.
-3.6%
-$118,543.69 
MU Micron Technology, Inc.
-2.81%
-$12,371.12 
CIBR First Trust NASDAQ Cybersecurity ETF
-2.68%
-$12,049.5 
AMD Advanced Micro Devices, Inc.
-2.53%
-$81,935.52 
LRCX Lam Research Corporation
-2.46%
-$21,162.93 
CRM Salesforce Inc
-2.2%
-$54,704.06 
INTC Intel Corporation
-2.09%
-$11,369.5 
NFLX Netflix, Inc.
-2.06%
-$7,050.42 
PLTR Palantir Technologies Inc.
-2.02%
-$9,379.8 
ORCL Oracle Corporation
-2.02%
-$25,216.92 
KLAC KLA Corporation
-1.91%
-$33,476.2 
META Meta Platforms Inc Class A
-1.78%
-$39,548.81 
GLW Corning Incorporated
-1.77%
-$10,009.79 
ADBE Adobe Inc.
-1.7%
-$3,620.96 
AVGO Broadcom Inc.
-1.53%
-$64,509.95 
AMAT Applied Materials, Inc.
-1.51%
-$6,907.12 
DGX Quest Diagnostics Inc.
-1.41%
-$4,230.23 
TMO Thermo Fisher Scientific Inc.
-1.15%
-$12,361 
GILD Gilead Sciences Inc.
-0.98%
-$20,871.62 
IYW iShares U.S. Technology ETF
-0.92%
-$2,001.58 
DHR Danaher Corporation
-0.87%
-$3,137.61 
CSCO Cisco Systems, Inc.
-0.85%
-$12,782.85 
GOOGL Alphabet Inc
-0.79%
-$37,870.02 
QCOM QUALCOMM Incorporated
-0.79%
-$3,463.58 
GOOG Alphabet Inc
-0.68%
-$11,769.32 
QQQ Invesco QQQ Trust, Series 1
-0.67%
-$2,473.74 
IEMG iShares Core MSCI Emerging Markets ETF
-0.64%
-$2,534.98 
VWO Vanguard FTSE Emerging Markets ETF
-0.64%
-$1,617.37 
MSFT Microsoft Corp.
-0.61%
-$63,906.68 
DE Deere & Company
-0.52%
-$1,571.88 
BX Blackstone Inc.
-0.47%
-$2,658.63 
IWF iShares Russell 1000 Growth ETF
-0.4%
-$978 
VUG Vanguard Growth ETF
-0.4%
-$6,000.48 
APH Amphenol Corporation
-0.39%
-$994.56 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.39%
-$10,314.92 
BIIB Biogen Inc.
-0.38%
-$3,487.02 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.34%
-$2,354.88 
IBM International Business Machines Corporation
-0.33%
-$3,861.55 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.32%
-$1,088.1 
ETN Eaton Corporation plc
-0.3%
-$5,693.79 
BKNG Booking Holdings Inc.
-0.26%
-$1,488.66 
WFC-PL Wells Fargo & Company
-0.23%
-$551.25 
VB Vanguard Small-Cap ETF
-0.22%
-$1,374.66 
MCD McDonald's Corporation
-0.21%
-$2,808.52 
IWM iShares Russell 2000 ETF
-0.21%
-$1,717.96 
MDT Medtronic plc
-0.21%
-$1,156.2 
AMZN Amazon.com Inc
-0.2%
-$7,497.74 
ECL Ecolab Inc.
-0.18%
-$765.29 
IWR iShares Russell Mid-Cap ETF
-0.14%
-$508.56 
SBUX Starbucks Corporation
-0.11%
-$347.05 
WM Waste Management, Inc.
-0.09%
-$370.23 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.03%
-$188.84 
ELV Elevance Health, Inc.
-0.03%
-$82.16 Events
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Dividends
Dividend Analysis
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| Trades 2415 | Longs Won 1706/2415 70% | Profit Factor 8.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $238,479.83 |
| Average Win $70,770.7 | Best Trade (Oct 15) $6.39M | Sharpe Ratio -9.15 |
| Average Loss -$19,759.46 | Worst Trade (Dec 31) -$510,459.12 | Z-Score 12.9 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 2d | Expectancy $44,192.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 1729 17292GBL8 | 610,000 | $614,657.47 | $594,247.97 | - | -$20,409.5 | -3.32% | 0.0 |
| 2077 20772KKZ1 | 30,000 | $31,085 | $31,085 | - | - | - | 0.0 |
| 2077 20774YNC7 | 75,000 | $73,931 | $73,931 | - | - | - | 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. | 29,947 | $4.4M | $10.32M | - | $5.92M | 134.7% | +0.731% |
| ABBV AbbVie Inc. | 14,671 | $2.38M | $4.18M | - | $1.8M | 75.44% | +0.48% |
| ABT Abbott Laboratories | 3,799 | $415,221.4 | $397,869.27 | - | -$17,352.13 | -4.18% | +0.048% |
| ACN Accenture plc Class A | 1,147 | $210,325 | $261,412.77 | - | $51,087.77 | 24.29% | +1.329% |
| ADBE Adobe Inc. | 848 | $306,925.18 | $209,795.2 | - | -$97,129.98 | -31.65% | -1.697% |
| ADI Analog Devices, Inc. | 1,043 | $181,060.98 | $426,221.95 | - | $245,160.97 | 135.4% | +1.164% |
| ADP Automatic Data Processing Inc. | 5,059 | $1.21M | $1.45M | - | $239,502.03 | 19.79% | +0.324% |
| AEP American Electric Power Company, Inc. | 9,709 | $874,869.4 | $1.23M | - | $351,620.02 | 40.19% | +1.637% |
| ALL Allstate Corporation | 1,638 | $339,109.24 | $397,788.3 | - | $58,679.06 | 17.3% | +1.356% |
| AMAT Applied Materials, Inc. | 1,061 | $366,536.81 | $449,333.5 | - | $82,796.69 | 22.59% | -1.514% |
| AMD Advanced Micro Devices, Inc. | 5,762 | $621,511.13 | $3.16M | - | $2.54M | 408.06% | -2.529% |
| AMGN Amgen Inc. | 4,037 | $981,921.6 | $1.76M | - | $776,111.16 | 79.04% | +0.334% |
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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 - $3.91M, SPDR S&P 500 ETF Trust - $3.07M, Apple Inc - $2.68M, Microsoft Corp - $2.07M, and Vanguard Growth ETF - $2M. 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 - $1.14M, 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 $16.61M earned over time. The largest contributors to dividend income include Exxon Mobil Corporation - $599,741.04, Verizon Communications Inc - $551,967.38, Vanguard Value ETF - $547,640.15, Philip Morris International Inc - $519,031.87, and AbbVie Inc - $474,424.61. 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.
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