BK
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:
24.96%
Gain +0.33%
Monthly
0.25%
Yearly
3.03%
Drawdown
14.1%
$257.92M
Equity
Holdings
$257.92M
Investment
$223.04M
$39.6M
Profit +$855,378.85
Realized
$4.72M
Unrealized
$34.88M
Dividends
$12.83M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.33%
Profit
$855,378.85
Win %
79%
This Week
Compared To Last Week
Gain
-2.7%
Profit
-$7.16M
Win %
79%
This Month
Compared to last month
Gain
-2.04%
Profit
-$5.38M
Win %
79%
This Year
Compared to last year
Gain
8.1%
Profit
$19.33M
Win %
79%
PPTA Perpetua Resources Corp.
+2.77%
+$30,152.2 
JPM JPMorgan Chase & Co.
+2.3%
+$12,136.84 
CMCSA Comcast Corp
+2.23%
+$5,188.98 
PM Philip Morris International Inc.
+2.04%
+$6,002.08 
WELL Welltower Inc.
+1.68%
+$5,100.85 
CAT Caterpillar Inc.
+1.48%
+$20,685.96 
ABBV AbbVie Inc.
+1.3%
+$2,912.09 
SPMO Invesco S&P 500 Momentum ETF
+1.28%
+$275,883.85 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.09%
+$16,157.58 
PPL PPL Corporation
+1.07%
+$2,404.64 
JNJ Johnson & Johnson
+1.07%
+$5,967 
SPVM Invesco S&P 500 Value with Momentum ETF
+1.05%
+$123,073.08 
V Visa Inc. Class A
+1.05%
+$2,110.89 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.03%
+$2,921.63 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$61,783.04 
PWV Invesco Large Cap Value ETF
+0.99%
+$50,897.57 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.97%
+$7,884 
VO Vanguard Mid-Cap ETF
+0.97%
+$14,044.75 
VTV Vanguard Value ETF
+0.94%
+$38,231.96 
MGV Vanguard Mega Cap Value ETF
+0.88%
+$66,034.26 
VTWO Vanguard Russell 2000 ETF
+0.86%
+$3,369.36 
PG Procter & Gamble Co
+0.85%
+$7,255.15 
SDY SPDR S&P Dividend ETF
+0.82%
+$22,189.24 
XMMO Invesco S&P MidCap Momentum ETF
+0.8%
+$15,992.12 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$102,873.13 
CVX Chevron Corporation
+0.75%
+$6,694.75 
HD The Home Depot, Inc.
+0.73%
+$1,527.2 
VB Vanguard Small-Cap ETF
+0.73%
+$10,547.85 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$1,825.92 
COST Costco Wholesale Corporation
+0.72%
+$5,151.63 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$5,329.83 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$114,118.54 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$11,354.27 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$63,459.2 
VGT Vanguard Information Technology ETF
+0.6%
+$9,553.6 
IVV iShares Core S&P 500 ETF
+0.58%
+$6,364.02 
VOO Vanguard S&P 500 ETF
+0.58%
+$7,132.99 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$10,177.36 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$9,982.98 
GOOGL Alphabet Inc
+0.56%
+$18,082.09 
GOOG Alphabet Inc
+0.46%
+$1,984.4 
WMT Walmart Inc.
+0.45%
+$1,787.6 
VIS Vanguard Industrials ETF
+0.42%
+$1,055.53 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$2,473.64 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$903.38 
VBK Vanguard Small-Cap Growth ETF
+0.36%
+$844.62 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$1,056 
AMGN Amgen Inc.
+0.34%
+$773.48 
XOM Exxon Mobil Corporation
+0.29%
+$2,479.82 
SCHF Schwab International Equity ETF
+0.29%
+$706 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$33,424.65 
VUG Vanguard Growth ETF
+0.22%
+$1,129.74 
LNTH Lantheus Holdings, Inc.
+0.19%
+$875 
NVDA NVIDIA Corporation
+0.18%
+$8,552.55 
MSFT Microsoft Corp.
+0.13%
+$5,908.24 
XLG Invesco S&P 500 Top 50 ETF
+0.13%
+$12,933.92 
AAAU Goldman Sachs Physical Gold ETF
+0.08%
+$1,643.14 
CL Colgate-Palmolive Company
+0.07%
+$313.11 
ULST SPDR SSgA Ultra Short Term Bond ETF
+0.04%
+$151.25 
SHV iShares Short Treasury Bond ETF
+0.03%
+$4,889.04 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$88.45 
MCD McDonald's Corporation
+0.01%
+$23.59 
GSY Invesco Ultra Short Duration ETF
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
+$0.03 
WALD Waldencast plc
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$12,384.04 
PLTR Palantir Technologies Inc.
-2.35%
-$58,270.56 
LMT Lockheed Martin Corporation
-1.54%
-$8,652.79 
AAPL Apple Inc.
-1.52%
-$72,738 
AMZN Amazon.com Inc
-1.21%
-$68,582.28 
AVGO Broadcom Inc.
-0.94%
-$148,369.73 
CSCO Cisco Systems, Inc.
-0.6%
-$2,787.14 
ISRG Intuitive Surgical, Inc.
-0.44%
-$5,440.83 
RTX RTX Corporation
-0.34%
-$1,243.01 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.31%
-$647.36 
TLT iShares 20+ Year Treasury Bond ETF
-0.28%
-$13,201.68 
IONQ IonQ, Inc.
-0.26%
-$1,621.5 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$7,638.88 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.14%
-$404.4 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.07%
-$8,211.09 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.07%
-$1,055.41 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$199 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.03%
-$766.44 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$267.24 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1062 | Longs Won 598/1062 56% | Profit Factor 3.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $265,316.4 |
| Average Win $91,782.75 | Best Trade (Jun 12) $4.55M | Sharpe Ratio -13.07 |
| Average Loss -$32,938.44 | Worst Trade (Jun 12) -$1.03M | Z-Score 0.12 (9.7%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2d | Expectancy $37,290.63 |
| 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 | 7,813 | 7,031 | 6,250 | 5,469 | 4,688 | 3,906 | 3,125 | 2,344 | 1,563 | 781 |
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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