Joseph C. Capezza, Jr Portfolio
Invests via Cove Private Wealth, LLC | Managed by Joseph Carmelo Capezza Jr., Jeffrey John Whalen
Invests via Cove Private Wealth, LLC
Managed by Joseph Carmelo Capezza Jr., Jeffrey John Whalen
Automatically Tracked
Joseph C. Capezza, Jr Profile
Veteran corporate executive and investor focused on middle-market transactions, strategic growth and operational improvement. Joseph C. Capezza, Jr brings experience in finance, M&A and board-level oversight across industrial and services sectors, deploying capital and advising management teams on carve-outs, restructuring and growth strategies. Active in direct investments and governance, with a market-oriented approach to value creation.
Veteran corporate executive and investor focused on middle-market transactions, strategic growth and operational improvement. Joseph C. Capezza, Jr brings experience in finance, M&A and board-level oversight across industrial and services sectors, deploying capital and advising management teams on carve-outs, restructuring and growth strategies. Active in direct investments and governance, with a market-oriented approach to value creation.
Investment Philosophy & Strategy
Focuses on middle‑market private investments that pair capital with operational levers to drive measurable value creation. Prefers industrials and business services, underwriting carve‑outs, restructurings and buy‑and‑build plays where governance and board engagement can accelerate margin expansion and cash‑flow normalization. Employs a pragmatic, hands‑on style: tight operational KPIs, conservative capital structure, multi‑year horizon and selective risk allocation favoring attainable EBITDA improvement over speculative multiple expansion.
Focuses on middle‑market private investments that pair capital with operational levers to drive measurable value creation. Prefers industrials and business services, underwriting carve‑outs, restructurings and buy‑and‑build plays where governance and board engagement can accelerate margin expansion and cash‑flow normalization. Employs a pragmatic, hands‑on style: tight operational KPIs, conservative capital structure, multi‑year horizon and selective risk allocation favoring attainable EBITDA improvement over speculative multiple expansion.
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:
2.97%
Gain
Monthly
0.1%
Yearly
1.16%
Drawdown
49.4%
$533.84M
Equity
Holdings
$533.84M
Investment
$411.23M
$125.95M
Profit +$962,143.8
Realized
$3.33M
Unrealized
$122.62M
Dividends
$8.16M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$962,143.8
Win %
72%
This Week
Compared To Last Week
Gain
0.85%
Profit
$4.52M
Win %
72%
This Month
Compared to last month
Gain
2.47%
Profit
$12.85M
Win %
72%
This Year
Compared to last year
Gain
14.44%
Profit
$67.36M
Win %
71%
ABT Abbott Laboratories
+10.99%
+$131,552.1 
INTU Intuit Inc.
+6.69%
+$32,538 
MCK McKesson Corporation
+5.57%
+$228,313.8 
ACN Accenture plc Class A
+5.25%
+$22,160.6 
ADBE Adobe Inc.
+4.78%
+$69,595.2 
BSX Boston Scientific Corporation
+4.65%
+$7,500 
CRM Salesforce Inc
+4.5%
+$94,987.82 
WM Waste Management, Inc.
+4.39%
+$11,404.57 
ROP Roper Technologies Inc.
+4.14%
+$41,813.07 
ADP Automatic Data Processing Inc.
+3.99%
+$21,251.88 
ZTS Zoetis Inc.
+3.8%
+$24,997.39 
MDT Medtronic plc
+3.8%
+$45,433.96 
IBM International Business Machines Corporation
+3.78%
+$15,460.67 
NKE Nike, Inc. - Class B
+3.77%
+$27,221.38 
MRK Merck & Co., Inc.
+3.74%
+$32,178.3 
PM Philip Morris International Inc.
+3.55%
+$14,014.86 
PLD Prologis Inc.
+3.48%
+$27,594.7 
ABBV AbbVie Inc.
+3.41%
+$101,462.4 
T AT&T Inc.
+3.38%
+$11,469.5 
UNP Union Pacific Corporation
+3.37%
+$12,341.02 
UPS United Parcel Service, Inc.
+3.3%
+$2.5M 
AWK American Water Works Company, Inc.
+3.3%
+$25,453.5 
VZ Verizon Communications Inc.
+3.13%
+$21,015.22 
SBUX Starbucks Corporation
+3.06%
+$16,005.99 
HSY The Hershey Company
+3.01%
+$13,542.4 
NSC Norfolk Southern Corporation
+2.98%
+$53,844.94 
PEP PepsiCo, Inc.
+2.93%
+$45,003.92 
ISRG Intuitive Surgical, Inc.
+2.8%
+$17,450.9 
KO The Coca-Cola Company
+2.78%
+$9,737.08 
GILD Gilead Sciences Inc.
+2.76%
+$51,328.34 
SPGI S&P Global Inc.
+2.72%
+$8,605.9 
COST Costco Wholesale Corporation
+2.69%
+$112,808.61 
TJX The TJX Companies, Inc.
+2.59%
+$34,771.63 
WMT Walmart Inc.
+2.59%
+$73,492.05 
MCD McDonald's Corporation
+2.57%
+$33,243.57 
BDX Becton, Dickinson and Company
+2.5%
+$12,981.25 
CSX CSX Corporation
+2.48%
+$12,205.2 
BMY Bristol-Myers Squibb Company
+2.47%
+$16,783.75 
MA Mastercard Incorporated
+2.46%
+$159,823.23 
HDV iShares Core High Dividend ETF
+2.39%
+$30,422.7 
XLV Health Care Select Sector SPDR Fund
+2.21%
+$22,873.46 
LOW Lowe's Companies Inc.
+2.2%
+$5,122.65 
J Jacobs Solutions Inc.
+2.16%
+$6,701.15 
MSFT Microsoft Corp.
+2.09%
+$475,645.17 
SNA Snap-on Inc.
+2.09%
+$6,254.04 
KVUE Kenvue Inc.
+2.03%
+$12,690.78 
V Visa Inc. Class A
+2.02%
+$99,211.29 
PG Procter & Gamble Co
+2.01%
+$34,436.88 
REGN Regeneron Pharmaceuticals, Inc.
+2.01%
+$8,616.67 
SDY SPDR S&P Dividend ETF
+1.93%
+$39,574.25 
TGT Target Corporation
+1.89%
+$7,401.96 
DIS The Walt Disney Company
+1.86%
+$32,340.19 
CHD Church & Dwight Co., Inc.
+1.83%
+$18,490.64 
DVY iShares Select Dividend ETF
+1.64%
+$27,509.8 
ICE Intercontinental Exchange, Inc.
+1.62%
+$23,917.58 
AIG American International Group Inc.
+1.61%
+$4,599.16 
CB Chubb Limited
+1.51%
+$15,002.96 
FAST Fastenal Co.
+1.5%
+$7,238.6 
GWW W.W. Grainger, Inc.
+1.42%
+$7,579.65 
NVS Novartis AG Sponsored ADR
+1.38%
+$3,382.08 
MKL Markel Group Inc.
+1.36%
+$3,379.8 
LLY Eli Lilly and Company
+1.34%
+$11,911.95 
CVX Chevron Corporation
+1.33%
+$29,940.24 
SHW The Sherwin-Williams Company
+1.28%
+$8,834.63 
HD The Home Depot, Inc.
+1.24%
+$59,520.35 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$44,798.54 
DHR Danaher Corporation
+1.19%
+$24,870.78 
CVS CVS Health Corporation
+1.14%
+$11,253 
XOM Exxon Mobil Corporation
+1.14%
+$39,860.7 
UBER Uber Technologies, Inc.
+1.12%
+$16,479.3 
ECL Ecolab Inc.
+1.12%
+$11,131.42 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.11%
+$4,671.9 
PFE Pfizer Inc.
+1.09%
+$22,673.79 
IWN iShares Russell 2000 Value ETF
+1.08%
+$2,644.18 
KKR KKR & Co. Inc.
+1.07%
+$12,976.2 
JNJ Johnson & Johnson
+1.06%
+$41,285.62 
EOG EOG Resources, Inc.
+1.03%
+$11,999.1 
VDE Vanguard Energy ETF
+1%
+$11,800 
DE Deere & Company
+0.97%
+$19,511.1 
AME Ametek Inc.
+0.89%
+$25,357.5 
VOE Vanguard Mid-Cap Value ETF
+0.87%
+$2,617.5 
NMAX Newsmax Inc.
+0.82%
+$972.16 
NOW ServiceNow, Inc.
+0.76%
+$4,044 
AZN AstraZeneca PLC American Depositary Shares
+0.74%
+$2,500 
WFC-PL Wells Fargo & Company
+0.71%
+$7,328.36 
AAPL Apple Inc.
+0.7%
+$308,483.61 
IVE ISHARES S&P 500 VALUE ETF
+0.69%
+$1,556.47 
WAT Waters Corporation
+0.67%
+$2,210 
PH Parker-Hannifin Corporation
+0.66%
+$20,392.32 
COF Capital One Financial Corporation
+0.63%
+$1,668.94 
IJR iShares Core S&P Small-Cap ETF
+0.62%
+$4,056.3 
AMT American Tower Corporation
+0.6%
+$5,567.11 
APD Air Products and Chemicals, Inc.
+0.57%
+$1,531.14 
TMO Thermo Fisher Scientific Inc.
+0.57%
+$12,203.25 
SNOW Snowflake Inc.
+0.56%
+$5,540.09 
LIN Linde plc
+0.55%
+$2,104.44 
BX Blackstone Inc.
+0.54%
+$1,888.55 
TROW T. Rowe Price Group, Inc.
+0.53%
+$3,944.35 
GD General Dynamics Corporation
+0.51%
+$2,848.01 
BKNG Booking Holdings Inc.
+0.47%
+$137,062.5 
SHEL Shell plc
+0.45%
+$1,388.9 
EW Edwards Lifesciences Corporation
+0.43%
+$5,206.76 
HON Honeywell International Inc.
+0.42%
+$2,271.75 
OXY Occidental Petroleum Corporation
+0.4%
+$2,712.44 
BRK-A Berkshire Hathaway Inc.
+0.33%
+$4,859.68 
ROK Rockwell Automation, Inc.
+0.32%
+$901.45 
QUAL iShares MSCI USA Quality Factor ETF
+0.32%
+$879.17 
IGV iShares Expanded Tech-Software Sector ETF
+0.31%
+$870 
IWR iShares Russell Mid-Cap ETF
+0.25%
+$782.92 
IJH iShares Core S&P Mid-Cap ETF
+0.22%
+$2,554.2 
MMM 3M Company
+0.21%
+$1,180.08 
AMP Ameriprise Financial, Inc.
+0.15%
+$3,840.12 
VB Vanguard Small-Cap ETF
+0.13%
+$6,072.4 
NEE NextEra Energy, Inc.
+0.12%
+$1,529.33 
EA Electronic Arts Inc.
+0.06%
+$493.35 
PSKY Paramount Skydance Corporation Class B Common Stock
+0.05%
+$106.7 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$279.04 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$279.6 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
GLW Corning Incorporated
-11.01%
-$28,815 
MRVL Marvell Technology, Inc.
-9.29%
-$806,080.36 
INTC Intel Corporation
-6.93%
-$60,184.63 
MU Micron Technology, Inc.
-6.37%
-$67,976.85 
GE General Electric Company
-6.22%
-$34,474.27 
ALB Albemarle Corporation
-5.6%
-$93,666 
LRCX Lam Research Corporation
-5.41%
-$104,486.4 
MS Morgan Stanley
-5.33%
-$31,741.08 
GS The Goldman Sachs Group, Inc.
-5.17%
-$19,357 
ORCL Oracle Corporation
-4.89%
-$69,713.75 
CAT Caterpillar Inc.
-4.74%
-$200,802.21 
AVGO Broadcom Inc.
-4.73%
-$519,309.25 
ETN Eaton Corporation plc
-4.48%
-$17,671.96 
CI The Cigna Group
-4.05%
-$18,587.8 
QCOM QUALCOMM Incorporated
-3.97%
-$77,770.24 
NXPI NXP Semiconductors N.V.
-3.56%
-$51,662 
CMI Cummins Inc.
-3.44%
-$31,022.72 
PWR Quanta Services Inc.
-3.39%
-$11,396 
GEV GE Vernova Inc.
-3.34%
-$55,252.42 
AMAT Applied Materials, Inc.
-3.2%
-$137,876.31 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.8%
-$13,350 
NVDA NVIDIA Corporation
-2.77%
-$1.05M 
CSCO Cisco Systems, Inc.
-2.6%
-$86,428.7 
XLK State Street Technology Select Sector SPDR ETF
-2.54%
-$14,491.1 
BWA BorgWarner Inc.
-2.42%
-$6,200 
APH Amphenol Corporation
-2.23%
-$67,785.52 
IEMG iShares Core MSCI Emerging Markets ETF
-2.14%
-$42,698.32 
BNY BlackRock New York Municipal Income Trust
-2.12%
-$22,765.92 
GOOGL Alphabet Inc
-1.91%
-$364,915.21 
IWF iShares Russell 1000 Growth ETF
-1.89%
-$126,649.48 
GLD SPDR Gold Shares
-1.84%
-$46,819.5 
GOOG Alphabet Inc
-1.81%
-$344,453.66 
DLR Digital Realty Trust, Inc.
-1.73%
-$14,792.5 
META Meta Platforms Inc Class A
-1.69%
-$82,818.34 
QQQ Invesco QQQ Trust, Series 1
-1.62%
-$4,764.2 
VOOG Vanguard S&P 500 Growth ETF
-1.55%
-$39,432.75 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.5%
-$6,737.12 
TT Trane Technologies plc
-1.48%
-$8,093.94 
TSLA Tesla, Inc.
-1.44%
-$7,171.22 
VBK Vanguard Small-Cap Growth ETF
-1.34%
-$3,513.75 
RTX RTX Corporation
-1.33%
-$11,403.13 
JPM JPMorgan Chase & Co.
-1.21%
-$131,418.86 
GSG iShares S&P GSCI Commodity-Indexed Trust
-1.2%
-$2,616.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.17%
-$47,139.85 
BLK BlackRock, Inc.
-1.04%
-$5,611.84 
SLB Schlumberger Limited
-1.03%
-$7,928.2 
LHX L3Harris Technologies, Inc.
-0.98%
-$2,270.1 
EFA iShares MSCI EAFE ETF
-0.86%
-$4,752.9 
IEFA iShares Core MSCI EAFE ETF
-0.84%
-$2,749.81 
CMG Chipotle Mexican Grill, Inc.
-0.81%
-$1,779.4 
DFIC Dimensional International Core Equity Market ETF
-0.71%
-$1,706.67 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.58%
-$2,184.6 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$45,477.99 
IVV iShares Core S&P 500 ETF
-0.57%
-$19,591.2 
VOO Vanguard S&P 500 ETF
-0.57%
-$50,176.85 
AMZN Amazon.com Inc
-0.55%
-$114,794.58 
DSI iShares MSCI KLD 400 Social ETF
-0.55%
-$1,455.48 
NUE Nucor Corporation
-0.52%
-$5,922.45 
BAC Bank of America Corporation
-0.47%
-$1,790.46 
PANW Palo Alto Networks, Inc.
-0.37%
-$2,237.41 
PML PIMCO Municipal Income Fund II
-0.33%
-$3,709.7 
IWM iShares Russell 2000 ETF
-0.26%
-$1,660.12 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.26%
-$1,130.92 
VO Vanguard Mid-Cap ETF
-0.08%
-$500.5 
BAC-PL Bank of America Corporation
-0.05%
-$724.75 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$160 Events
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Dividends
Dividend Analysis
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| Trades 692 | Longs Won 490/692 70% | Profit Factor 10.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $980,821.83 |
| Average Win $283,439.55 | Best Trade (Jul 15) $18.22M | Sharpe Ratio -13.92 |
| Average Loss -$64,035.97 | Worst Trade (Jul 10) -$1.27M | Z-Score 14.95 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 6d | Expectancy $182,008.84 |
| 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 | 8,333 | 7,500 | 6,667 | 5,833 | 5,000 | 4,167 | 3,333 | 2,500 | 1,667 | 833 |
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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