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:
38.74%
Gain +0.15%
Monthly
0.48%
Yearly
5.87%
Drawdown
15.96%
$276.22M
Equity
Holdings
$276.22M
Investment
$246.17M
$36.55M
Profit +$17,201.77
Realized
$6.5M
Unrealized
$30.05M
Dividends
$14.01M
Goals
Avg. 44% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.15%
Profit
$17,201.77
Win %
77%
This Week
Compared To Last Week
Gain
-0.72%
Profit
-$2M
Win %
77%
This Month
Compared to last month
Gain
-0.5%
Profit
-$1.4M
Win %
77%
This Year
Compared to last year
Gain
-2.37%
Profit
-$6.7M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$470,735.63 
GOOG Alphabet Inc
+6.88%
+$28,276.07 
GOOGL Alphabet Inc
+6.73%
+$210,498.96 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$25,699.6 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$42,240.26 
MSFT Microsoft Corp.
+3.02%
+$69,502.81 
NVDA NVIDIA Corporation
+2.93%
+$141,533.94 
CVX Chevron Corporation
+2.35%
+$23,476.88 
CSCO Cisco Systems, Inc.
+2.14%
+$9,523.17 
LMT Lockheed Martin Corporation
+1.5%
+$8,949.31 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$67,752.96 
KLAC KLA Corporation
+1.38%
+$71,428.43 
CIEN Ciena Corporation
+1.34%
+$14,755.68 
CMCSA Comcast Corp
+1.23%
+$2,742.82 
AMAT Applied Materials, Inc.
+1.18%
+$13,062.64 
WALD Waldencast plc
+1.17%
+$200 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$180,903.75 
VUG Vanguard Growth ETF
+1.1%
+$5,543.73 
XLE Energy Select Sector SPDR Fund
+1%
+$7,208.62 
GEV GE Vernova Inc.
+0.85%
+$1,578.9 
MCD McDonald's Corporation
+0.82%
+$2,611.41 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,627.29 
VIS Vanguard Industrials ETF
+0.72%
+$3,803.14 
VOO Vanguard S&P 500 ETF
+0.71%
+$8,830.69 
CAT Caterpillar Inc.
+0.7%
+$1,956.15 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$125,756.62 
IVV iShares Core S&P 500 ETF
+0.69%
+$7,598.08 
PLTR Palantir Technologies Inc.
+0.65%
+$4,034.39 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$64,695.24 
RTX RTX Corporation
+0.39%
+$1,669.08 
AVGO Broadcom Inc.
+0.37%
+$63,643.68 
PG Procter & Gamble Co
+0.37%
+$3,147.14 
MRK Merck & Co., Inc.
+0.32%
+$1,148.03 
SMH VanEck Semiconductor ETF
+0.3%
+$4,480.9 
JPM JPMorgan Chase & Co.
+0.27%
+$1,560.4 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$11,514.78 
JNJ Johnson & Johnson
+0.21%
+$1,245.5 
SOXQ Invesco PHLX Semiconductor ETF
+0.15%
+$5,661.24 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$387.6 
PWV Invesco Large Cap Value ETF
+0.12%
+$6,335.74 
ISRG Intuitive Surgical, Inc.
+0.1%
+$430.19 
WMT Walmart Inc.
+0.09%
+$329.21 
SHV iShares Short Treasury Bond ETF
+0.03%
+$4,366.38 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
ULST SPDR SSgA Ultra Short Term Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$381,261.32 
DRAM Roundhill Memory ETF
-3.76%
-$86,183.56 
ABBV AbbVie Inc.
-2.51%
-$16,466.15 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$12,902.97 
LNTH Lantheus Holdings, Inc.
-1.35%
-$2,958 
PPL PPL Corporation
-0.98%
-$2,219 
XOM Exxon Mobil Corporation
-0.97%
-$10,482.03 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$3,763.65 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,999.36 
AMGN Amgen Inc.
-0.64%
-$1,592.17 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,552.13 
PM Philip Morris International Inc.
-0.61%
-$1,928.1 
SCHF Schwab International Equity ETF
-0.58%
-$1,420.64 
LLY Eli Lilly and Company
-0.53%
-$2,758.5 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$7,959.6 
IWM iShares Russell 2000 ETF
-0.47%
-$28,580.97 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$60,453.2 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$3,208.5 
HD The Home Depot, Inc.
-0.42%
-$2,153.14 
VGT Vanguard Information Technology ETF
-0.38%
-$5,870.36 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.37%
-$6,311.92 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$6,734.61 
CL Colgate-Palmolive Company
-0.33%
-$1,491.3 
SDY SPDR S&P Dividend ETF
-0.28%
-$4,622.2 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$619.17 
VTV Vanguard Value ETF
-0.27%
-$28,966.74 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$627 
COST Costco Wholesale Corporation
-0.24%
-$1,894.66 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$21,705.6 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$8,320.6 
VB Vanguard Small-Cap ETF
-0.22%
-$3,227.96 
SPVM Invesco S&P 500 Value with Momentum ETF
-0.22%
-$28,525.15 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,337.57 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$480.96 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$11,901.79 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.17%
-$17,052.8 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$403.68 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$3,054.67 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$13,382.7 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$191.25 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$171.65 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$409.62 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$923.4 
VO Vanguard Mid-Cap ETF
-0.05%
-$724.12 
V Visa Inc. Class A
-0.04%
-$88.61 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$459.78 Events
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Dividends
Dividend Analysis
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| Trades 1242 | Longs Won 726/1242 58% | Profit Factor 2.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $219,657.25 |
| Average Win $81,201.92 | Best Trade (Aug 14) $4.02M | Sharpe Ratio -9.28 |
| Average Loss -$43,416.76 | Worst Trade (Sep 01) -$1.03M | Z-Score 6.5 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w | Expectancy $29,427.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,369 | 5,732 | 5,096 | 4,459 | 3,822 | 3,185 | 2,548 | 1,911 | 1,274 | 637 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,549 | $3.26M | $4.8M | - | $1.55M | 47.48% | -7.354% |
| ABBV AbbVie Inc. | 2,545 | $489,731.85 | $638,642.3 | - | $148,910.45 | 30.41% | -2.513% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 2,227 | $1.08M | $693,109.23 | - | -$382,576.29 | -35.57% | +3.851% |
| AMAT Applied Materials, Inc. | 2,214 | $825,340.86 | $1.12M | - | $298,640.54 | 36.18% | +1.176% |
| AMGN Amgen Inc. | 642 | $210,370.42 | $247,272.72 | - | $36,902.3 | 17.54% | -0.64% |
| AMZN Amazon.com Inc | 13,047 | $2.78M | $3.54M | - | $766,617.36 | 27.61% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 575 | $1.14M | $936,675 | - | -$207,252.97 | -18.12% | -1.359% |
| AVGO Broadcom Inc. | 44,197 | $14.6M | $17.21M | - | $2.61M | 17.88% | +0.371% |
| CAT Caterpillar Inc. | 345 | $229,232.62 | $281,109.45 | - | $51,876.83 | 22.63% | +0.701% |
| CIEN Ciena Corporation | 2,963 | $1.45M | $1.12M | - | -$336,330.17 | -23.14% | +1.338% |
| CL Colgate-Palmolive Company | 4,971 | $422,219.09 | $453,852.3 | - | $31,633.21 | 7.49% | -0.328% |
| CMCSA Comcast Corp | 9,458 | $263,889.05 | $226,613.68 | - | -$37,275.37 | -14.13% | +1.225% |
| COST Costco Wholesale Corporation | 831 | $788,069.72 | $791,020.6 | - | $2,950.88 | 0.37% | -0.239% |
| CSCO Cisco Systems, Inc. | 3,919 | $276,896.61 | $454,564.81 | - | $177,668.2 | 64.16% | +2.14% |
| CVX Chevron Corporation | 5,194 | $860,375.4 | $1.02M | - | $161,959.62 | 18.82% | +2.35% |
| DRAM Roundhill Memory ETF | 43,748 | $3.23M | $2.2M | - | -$1.03M | -31.79% | -3.764% |
| GEV GE Vernova Inc. | 190 | $223,223.4 | $188,155.1 | - | -$35,068.3 | -15.71% | +0.846% |
| GOOG Alphabet Inc | 1,231 | $302,119.21 | $439,036.14 | - | $136,916.93 | 45.32% | +6.884% |
| GOOGL Alphabet Inc | 9,368 | $2.06M | $3.34M | - | $1.27M | 61.72% | +6.734% |
| GSY Invesco Ultra Short Duration ETF | 182,991 | $9.19M | $9.18M | - | -$16,469.19 | -0.18% | 0.0 |
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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 - $1.66M, 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 - $548,145.12, 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 $14.01M earned over time. The largest contributors to dividend income include iShares Short Treasury Bond ETF - $1.69M, Invesco BulletShares 2026 Corporate Bond ETF - $1.6M, Vanguard High Dividend Yield ETF - $1.41M, SPDR Portfolio Long Term Corporate Bond ETF - $1.05M, 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.
