Michael Capobianco Portfolio
Invests via MWA Asset Management | Managed by Michael J. Capobianco, Randall J. Tavilla
Invests via MWA Asset Management
Managed by Michael J. Capobianco, Randall J. Tavilla
Automatically Tracked
Michael Capobianco Profile
Michael Capobianco is a seasoned entrepreneur and operating executive with a strong track record in the technology sector. His journey has involved founding several innovative startups that harness cutting-edge advancements to solve contemporary challenges. With extensive experience leading growth initiatives, he possesses an exceptional ability to scale operations and drive market expansion. Capobianco's leadership is characterized by his commitment to fostering dynamic teams that thrive on creativity and collaboration. Through his work, he plays a crucial role in shaping emerging trends within the tech landscape, making him a notable figure in investment circles where technology-driven solutions are sought after.
Michael Capobianco is a seasoned entrepreneur and operating executive with a strong track record in the technology sector. His journey has involved founding several innovative startups that harness cutting-edge advancements to solve contemporary challenges. With extensive experience leading growth initiatives, he possesses an exceptional ability to scale operations and drive market expansion. Capobianco's leadership is characterized by his commitment to fostering dynamic teams that thrive on creativity and collaboration. Through his work, he plays a crucial role in shaping emerging trends within the tech landscape, making him a notable figure in investment circles where technology-driven solutions are sought after.
Investment Philosophy & Strategy
Growth potential within the technology sector often hinges on innovation and market adaptability. Michael Capobianco leverages his entrepreneurial spirit to identify transformative opportunities in high-growth environments. His deep understanding of operational dynamics informs decisions that align with emerging trends, fostering scalability and competitive differentiation. By cultivating an ecosystem where creativity flourishes, he positions himself to capitalize on next-generation technologies that not only solve pressing issues but also redefine industry standards. This strategic focus ensures a forward-thinking investment approach, aimed at maximizing impact and return through calculated risks.
Growth potential within the technology sector often hinges on innovation and market adaptability. Michael Capobianco leverages his entrepreneurial spirit to identify transformative opportunities in high-growth environments. His deep understanding of operational dynamics informs decisions that align with emerging trends, fostering scalability and competitive differentiation. By cultivating an ecosystem where creativity flourishes, he positions himself to capitalize on next-generation technologies that not only solve pressing issues but also redefine industry standards. This strategic focus ensures a forward-thinking investment approach, aimed at maximizing impact and return through calculated risks.
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:
126.85%
Gain -0.85%
Monthly
2.34%
Yearly
32.06%
Drawdown
20.56%
$211.67M
Equity
Holdings
$211.67M
Investment
$118.88M
$118.05M
Profit -$1.5M
Realized
$25.26M
Unrealized
$92.79M
Dividends
$6.1M
Goals
Avg. 41.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.85%
Profit
-$1.5M
Win %
81%
This Week
Compared To Last Week
Gain
-1.63%
Profit
-$3.5M
Win %
81%
This Month
Compared to last month
Gain
-0.71%
Profit
-$1.52M
Win %
81%
This Year
Compared to last year
Gain
-3.42%
Profit
-$7.3M
Win %
81%
AMZN Amazon.com Inc
+15.32%
+$900,628.71 
GOOG Alphabet Inc
+6.88%
+$440,265.99 
GOOGL Alphabet Inc
+6.73%
+$58,174.83 
VRT Vertiv Holdings Co
+6.18%
+$50,483.2 
SOLS Sollensys Corp
+4.84%
+$68,941.22 
TT Trane Technologies plc
+3.33%
+$27,168.86 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$7,932.79 
META Meta Platforms Inc Class A
+3.28%
+$160,958.64 
MSFT Microsoft Corp.
+3.02%
+$192,477.7 
NVDA NVIDIA Corporation
+2.93%
+$215,809.71 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$14,796.08 
WDC Western Digital Corporation
+2.21%
+$4,413.22 
CDNS Cadence Design Systems, Inc.
+2.16%
+$30,463.11 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$4,890.63 
GWW W.W. Grainger, Inc.
+1.97%
+$51,375.02 
PANW Palo Alto Networks, Inc.
+1.89%
+$42,594.9 
VOLT Tema Electrification Fund
+1.62%
+$7,017.46 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$5,557.68 
VZ Verizon Communications Inc.
+1.52%
+$11,629.1 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$7,712.64 
GE General Electric Company
+1.42%
+$31,613.54 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$8,986.89 
KLAC KLA Corporation
+1.38%
+$15,619.83 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$4,582.16 
CAH Cardinal Health Inc.
+1.3%
+$10,200.13 
HONA Honeywell Aerospace Inc.
+1.18%
+$8,448.22 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$2,757.41 
ITW Illinois Tool Works Inc.
+1.15%
+$3,614 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$4,465 
NOW ServiceNow, Inc.
+1.05%
+$2,980.04 
URI United Rentals, Inc.
+0.99%
+$59,570.58 
ADP Automatic Data Processing Inc.
+0.98%
+$5,369.05 
MGC Vanguard Mega Cap ETF
+0.87%
+$3,337.02 
IBM International Business Machines Corporation
+0.86%
+$11,203.94 
GEV GE Vernova Inc.
+0.85%
+$18,099.18 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$3,299.67 
MCD McDonald's Corporation
+0.82%
+$2,598.21 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$3,249.45 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$12,500.94 
TDV ProShares S&P Technology Dividend Aristocrats ETF
+0.75%
+$6,142 
STT State Street Corp
+0.73%
+$5,310.38 
FBCV Fidelity Blue Chip Value ETF
+0.72%
+$1,703.36 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,389.5 
CAT Caterpillar Inc.
+0.7%
+$53,825.22 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$3,715.1 
WCN Waste Connections Inc.
+0.67%
+$2,499.72 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,762.68 
XSW SPDR S&P Software & Services ETF
+0.6%
+$1,878.1 
MO Altria Group, Inc.
+0.57%
+$2,306.07 
STX Seagate Technology Holdings plc
+0.52%
+$52,020.62 
Q Qnity Electronics Inc.
+0.51%
+$3,237.91 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$2,528.6 
IWD iShares Russell 1000 Value ETF
+0.44%
+$3,911.64 
RTX RTX Corporation
+0.39%
+$14,314.44 
AVGO Broadcom Inc.
+0.37%
+$30,775.68 
PG Procter & Gamble Co
+0.37%
+$831.57 
BAC Bank of America Corporation
+0.36%
+$10,802.22 
MRK Merck & Co., Inc.
+0.32%
+$1,995.11 
DOV Dover Corporation
+0.27%
+$536.48 
JPM JPMorgan Chase & Co.
+0.27%
+$8,495.72 
JNJ Johnson & Johnson
+0.21%
+$458.45 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$1,459.64 
CMI Cummins Inc.
+0.19%
+$5,861.02 
T AT&T Inc.
+0.17%
+$482.88 
DELL Dell Technologies Inc.
+0.14%
+$10,888.08 
MMM 3M Company
+0.12%
+$3,666.48 
BDX Becton, Dickinson and Company
+0.1%
+$644.13 
C Citigroup Inc.
+0.1%
+$1,841.44 
WM Waste Management, Inc.
+0.1%
+$1,382.7 
WMT Walmart Inc.
+0.09%
+$1,644.63 
SOXX iShares Semiconductor ETF
+0.07%
+$411.13 
OC Owens Corning
+0.06%
+$219.71 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$676,040.92 
MU Micron Technology, Inc.
-5.9%
-$67,377.07 
NVD GraniteShares 2x Short Nvidia ETF USD
-5.85%
-$4,960 
SNDK SanDisk Corporation
-5.09%
-$10,681.32 
SHOP Shopify Inc.
-4.29%
-$24,748.5 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$7,774.9 
ABBV AbbVie Inc.
-2.51%
-$117,559.9 
XLB Materials Select Sector SPDR Fund
-2.34%
-$5,175.17 
WSM Williams-Sonoma, Inc.
-2%
-$22,330.77 
AMD Advanced Micro Devices, Inc.
-1.9%
-$10,191.74 
AGX Argan Inc.
-1.63%
-$7,816.33 
LRCX Lam Research Corporation
-1.58%
-$91,203.71 
TJX The TJX Companies, Inc.
-1.21%
-$20,396.05 
EFAD ProShares EAFE Dividend Growers Fund
-1.16%
-$3,895.09 
DE Deere & Company
-1.13%
-$63,987.91 
LOW Lowe's Companies Inc.
-1.08%
-$5,545.61 
XOM Exxon Mobil Corporation
-0.97%
-$33,095.43 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$16,753.2 
FNF Fidelity National Financial, Inc.
-0.9%
-$15,373.73 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.9%
-$2,829.5 
KMB Kimberly-Clark Corporation
-0.8%
-$12,314.72 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$13,212.62 
MA Mastercard Incorporated
-0.74%
-$9,222.51 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$5,325.18 
PDI Pimco Dynamic Income Fund
-0.68%
-$2,048.75 
DUK Duke Energy Corporation
-0.67%
-$2,394 
AMGN Amgen Inc.
-0.64%
-$7,700.43 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,620 
LLY Eli Lilly and Company
-0.53%
-$1,557.02 
IWM iShares Russell 2000 ETF
-0.47%
-$7,093.12 
TRV The Travelers Companies, Inc.
-0.43%
-$7,212.75 
HD The Home Depot, Inc.
-0.42%
-$14,140.67 
VGT Vanguard Information Technology ETF
-0.38%
-$1,527.79 
AXP American Express Company
-0.38%
-$4,512.27 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$824.14 
FDVV Fidelity High Dividend ETF
-0.35%
-$1,054.46 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$6,430.26 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$5,711.25 
SDY SPDR S&P Dividend ETF
-0.28%
-$2,505.8 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,325.56 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$2,728.42 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$1,432.46 
BX Blackstone Inc.
-0.25%
-$4,949.87 
IWN iShares Russell 2000 Value ETF
-0.25%
-$2,497.46 
COST Costco Wholesale Corporation
-0.24%
-$10,430.86 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,450.18 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.2%
-$725.04 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$805.44 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$450.33 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.18%
-$450.94 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,696.64 
XLF Financial Select Sector SPDR Fund
-0.1%
-$320.1 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$180 
V Visa Inc. Class A
-0.04%
-$1,324.87 Events
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Dividends
Dividend Analysis
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| Trades 1429 | Longs Won 1151/1429 80% | Profit Factor 23.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $447,797.88 |
| Average Win $107,069.56 | Best Trade (Sep 10) $7.47M | Sharpe Ratio -9.54 |
| Average Loss -$18,652.88 | Worst Trade (Dec 31) -$361,251.91 | Z-Score 15.77 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w | Expectancy $82,611.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 27,571 | $4.85M | $8.52M | - | $3.67M | 75.67% | -7.354% |
| ABBV AbbVie Inc. | 18,170 | $2.89M | $4.56M | - | $1.67M | 58.02% | -2.513% |
| ADP Automatic Data Processing Inc. | 2,073 | $514,159.3 | $552,371.56 | - | $38,212.26 | 7.43% | +0.982% |
| AGX Argan Inc. | 828 | $661,199 | $472,316.03 | - | -$188,882.97 | -28.57% | -1.628% |
| AMD Advanced Micro Devices, Inc. | 1,103 | $179,553.52 | $525,193.44 | - | $345,639.92 | 192.5% | -1.904% |
| AMGN Amgen Inc. | 3,105 | $871,872.53 | $1.2M | - | $324,049.27 | 37.17% | -0.64% |
| AMZN Amazon.com Inc | 24,962 | $3.45M | $6.78M | - | $3.33M | 96.71% | +15.321% |
| AVGO Broadcom Inc. | 21,372 | $1.78M | $8.32M | - | $6.54M | 368.63% | +0.371% |
| AXP American Express Company | 3,553 | $765,735.53 | $1.19M | - | $428,960.72 | 56.02% | -0.376% |
| BAC Bank of America Corporation | 49,101 | $1.49M | $3.04M | - | $1.55M | 103.85% | +0.356% |
| BDX Becton, Dickinson and Company | 3,789 | $574,137.07 | $627,534.18 | - | $53,397.11 | 9.3% | +0.103% |
| BX Blackstone Inc. | 15,468 | $1.75M | $1.98M | - | $230,051.9 | 13.18% | -0.25% |
| C Citigroup Inc. | 14,166 | $823,722.72 | $1.88M | - | $1.05M | 127.78% | +0.098% |
| CAH Cardinal Health Inc. | 3,446 | $818,632 | $792,683.38 | - | -$25,948.62 | -3.17% | +1.304% |
| CAT Caterpillar Inc. | 9,493 | $2.67M | $7.73M | - | $5.07M | 189.75% | +0.701% |
| CDNS Cadence Design Systems, Inc. | 4,231 | $1.06M | $1.44M | - | $380,247.31 | 35.93% | +2.163% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 2,702 | $205,377.84 | $248,124.66 | - | $42,746.82 | 20.81% | +2.011% |
| CMI Cummins Inc. | 4,804 | $1.29M | $3.05M | - | $1.76M | 136.6% | +0.193% |
| COST Costco Wholesale Corporation | 4,575 | $2.77M | $4.35M | - | $1.58M | 57.18% | -0.239% |
| COWZ Pacer US Cash Cows 100 ETF | 11,228 | $592,612.22 | $751,265.48 | - | $158,653.26 | 26.77% | +0.195% |
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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 Michael Capobianco?
The largest contributions to the portfolio's profits come from the following stocks: Seagate Technology Holdings plc - $8.24M, Broadcom Inc - $2.64M, Lam Research Corporation - $2.54M, Caterpillar Inc - $1.44M, and Dell Technologies Inc - $1.33M. 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: Dow Inc - $396,193.26, ServiceNow, Inc - $278,930.5, United Parcel Service, Inc - $209,742.04, Adobe Inc - $178,677.02, and LendingTree Inc - $159,193.3. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Capobianco's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.1M earned over time. The largest contributors to dividend income include AbbVie Inc - $328,309.08, Verizon Communications Inc - $276,067.73, Exxon Mobil Corporation - $256,711.98, The Home Depot, Inc - $211,956.13, and Blackstone Inc - $209,466.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Capobianco's monthly returns?
Michael Capobianco's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Michael Capobianco's strategy be considered aggressive or moderate?
Michael Capobianco's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Michael Capobianco's strategy?
Michael Capobianco's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
