Bryan Kupchik Portfolio
Invests via Capstone Wealth Management Group LLC | Managed by James Michael Conrads, Kevin John Serrapede
Invests via Capstone Wealth Management Group LLC
Managed by James Michael Conrads, Kevin John Serrapede
Automatically Tracked
Bryan Kupchik Profile
With a strong background in private equity and operational leadership, Bryan Kupchik is a seasoned investor-operator. He has successfully managed multiple portfolio companies, leveraging his expertise to enhance value and drive growth across various sectors. His career includes pivotal roles that encompass fundraising initiatives and strategic development, reflecting his multifaceted understanding of market dynamics. Active in both investment circles and entrepreneurial ventures, he remains influential within the financial community as he seeks innovative opportunities. Kupchik's commitment to cultivating partnerships further underscores his integral role in navigating complex business landscapes.
With a strong background in private equity and operational leadership, Bryan Kupchik is a seasoned investor-operator. He has successfully managed multiple portfolio companies, leveraging his expertise to enhance value and drive growth across various sectors. His career includes pivotal roles that encompass fundraising initiatives and strategic development, reflecting his multifaceted understanding of market dynamics. Active in both investment circles and entrepreneurial ventures, he remains influential within the financial community as he seeks innovative opportunities. Kupchik's commitment to cultivating partnerships further underscores his integral role in navigating complex business landscapes.
Investment Philosophy & Strategy
Adopting a contrarian mindset, Bryan Kupchik navigates investment landscapes with a focus on identifying undervalued opportunities that others may overlook. His operational experience positions him uniquely to evaluate potential turnarounds and transformations in various industries. This proactive approach is complemented by his keen interest in fostering partnerships that catalyze growth and enhance portfolio company performance. By leveraging his extensive network within private equity circles, he strategically positions himself to capitalize on innovative market trends while maintaining adaptability amid shifting economic conditions.
Adopting a contrarian mindset, Bryan Kupchik navigates investment landscapes with a focus on identifying undervalued opportunities that others may overlook. His operational experience positions him uniquely to evaluate potential turnarounds and transformations in various industries. This proactive approach is complemented by his keen interest in fostering partnerships that catalyze growth and enhance portfolio company performance. By leveraging his extensive network within private equity circles, he strategically positions himself to capitalize on innovative market trends while maintaining adaptability amid shifting economic conditions.
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:
30.5%
Gain +0.43%
Monthly
0.42%
Yearly
5.18%
Drawdown
15.93%
$268.9M
Equity
Holdings
$268.9M
Investment
$246.19M
$29.38M
Profit +$672,489.44
Realized
$6.64M
Unrealized
$22.74M
Dividends
$13.61M
Goals
Avg. 37.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.43%
Profit
$672,489.44
Win %
76%
This Week
Compared To Last Week
Gain
-2.34%
Profit
-$6.43M
Win %
76%
This Month
Compared to last month
Gain
-4.95%
Profit
-$13.99M
Win %
76%
This Year
Compared to last year
Gain
-4.96%
Profit
-$14.02M
Win %
73%
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+20%
+$111,238.63 
AMZN Amazon.com Inc
+3.9%
+$115,466.08 
SCHF Schwab International Equity ETF
+3.18%
+$7,547.15 
MGK Vanguard Mega Cap Growth ETF
+2.73%
+$432,264.75 
NVDA NVIDIA Corporation
+2.65%
+$124,678.75 
VO Vanguard Mid-Cap ETF
+0.46%
+$6,698.11 
CVX Chevron Corporation
+0.02%
+$155.82 
SPVM Invesco S&P 500 Value with Momentum ETF
0%
+$100.68 
ABBV AbbVie Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
-$0.02 
AMGN Amgen Inc.
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
+$0.03 
AVGO Broadcom Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CIEN Ciena Corporation
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CMCSA Comcast Corp
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DRAM Roundhill Memory ETF
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
HD The Home Depot, Inc.
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWM iShares Russell 2000 ETF
0%
-$0.21 
JPM JPMorgan Chase & Co.
0%
$0 
KLAC KLA Corporation
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LNTH Lantheus Holdings, Inc.
0%
$0 
MCD McDonald's Corporation
0%
+$0.01 
MDYG SPDR S&P 400 Mid Cap Growth ETF
0%
$0 
MGV Vanguard Mega Cap Value ETF
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PPL PPL Corporation
0%
$0 
PWV Invesco Large Cap Value ETF
0%
$0 
QLTA iShares AAA - A Rated Corporate Bond ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
-$0.65 
REGN Regeneron Pharmaceuticals, Inc.
0%
+$0.03 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RTX RTX Corporation
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SLYG SPDR S&P 600 Small Cap Growth ETF
0%
$0 
SLYV SPDR S&P 600 Small Cap Value ETF
0%
$0 
SMH VanEck Semiconductor ETF
0%
$0 
SOXQ Invesco PHLX Semiconductor ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPY SPDR S&P 500 ETF Trust
0%
$0 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ULST SPDR SSgA Ultra Short Term Bond ETF
0%
$0 
V Visa Inc. Class A
0%
-$0.01 
VB Vanguard Small-Cap ETF
0%
$0 
VBK Vanguard Small-Cap Growth ETF
0%
-$0.01 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VIS Vanguard Industrials ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
WALD Waldencast plc
0%
$0 
WMT Walmart Inc.
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XMMO Invesco S&P MidCap Momentum ETF
0%
+$0.34 
XOM Exxon Mobil Corporation
0%
$0 
XSMO Invesco S&P SmallCap Momentum ETF
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 1242 | Longs Won 706/1242 56% | Profit Factor 2.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $209,300.49 |
| Average Win $74,796.48 | Best Trade (Jul 31) $3.63M | Sharpe Ratio -9.21 |
| Average Loss -$43,705.77 | Worst Trade (Jul 31) -$1.3M | Z-Score 4.35 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4w 1d | Expectancy $23,655.41 |
| 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 | 6,135 | 5,521 | 4,908 | 4,294 | 3,681 | 3,067 | 2,454 | 1,840 | 1,227 | 613 |
Hover over the desired column for a detailed explanation.
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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FAQ
Which stocks have generated the highest profits for Bryan Kupchik?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $3.84M, Invesco BulletShares 2026 Corporate Bond ETF - $2.01M, Vanguard High Dividend Yield ETF - $1.84M, iShares Short Treasury Bond ETF - $1.56M, and Invesco S&P 500 Top 50 ETF - $979,930.29. 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: Bed Bath & Beyond Inc - $1.21M, Invesco S&P 500 Momentum ETF - $917,571.17, Palantir Technologies Inc - $628,651.14, iShares 20+ Year Treasury Bond ETF - $550,403.31, and Vanguard Mid-Cap Growth ETF - $516,170.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bryan Kupchik's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.61M earned over time. The largest contributors to dividend income include Invesco BulletShares 2026 Corporate Bond ETF - $1.6M, iShares Short Treasury Bond ETF - $1.6M, Vanguard High Dividend Yield ETF - $1.41M, SPDR Portfolio Long Term Corporate Bond ETF - $1.04M, and SPDR S&P Dividend ETF - $699,688.46. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bryan Kupchik's monthly returns?
Bryan Kupchik's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Bryan Kupchik's strategy be considered aggressive or moderate?
Bryan Kupchik'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 Bryan Kupchik's strategy?
Bryan Kupchik'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.
