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:
124.32%
Gain -0.21%
Monthly
2.42%
Yearly
33.26%
Drawdown
20.56%
$220.23M
Equity
Holdings
$220.23M
Investment
$119.08M
$116.25M
Profit -$368,530.72
Realized
$15.09M
Unrealized
$101.15M
Dividends
$5.87M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.21%
Profit
-$368,530.72
Win %
80%
This Week
Compared To Last Week
Gain
1.07%
Profit
$2.33M
Win %
80%
This Month
Compared to last month
Gain
-3.28%
Profit
-$7.47M
Win %
80%
This Year
Compared to last year
Gain
22.35%
Profit
$40.23M
Win %
81%
MU Micron Technology, Inc.
+4.57%
+$57,710.47 
WDC Western Digital Corporation
+3.92%
+$6,956.4 
AMD Advanced Micro Devices, Inc.
+3.49%
+$25,089.44 
AVGO Broadcom Inc.
+3.05%
+$255,378.75 
STX Seagate Technology Holdings plc
+2.98%
+$392,196.83 
SNOW Snowflake Inc.
+2.75%
+$2,110.68 
SHOP Shopify Inc.
+2.57%
+$21,270.7 
GEV GE Vernova Inc.
+2.22%
+$49,587.39 
CRWV CoreWeave, Inc.
+2.22%
+$380.25 
CRM Salesforce Inc
+2.09%
+$1,958.55 
NOC Northrop Grumman Corporation
+2.06%
+$5,971.03 
MSFT Microsoft Corp.
+2.04%
+$111,065.85 
GOOG Alphabet Inc
+1.97%
+$135,186.19 
SOXX iShares Semiconductor ETF
+1.66%
+$11,084.36 
CLOU Global X Cloud Computing ETF
+1.64%
+$3,430.57 
VRT Vertiv Holdings Co
+1.63%
+$17,558.4 
XSW SPDR S&P Software & Services ETF
+1.58%
+$4,337.2 
RTX RTX Corporation
+1.57%
+$52,546.4 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.54%
+$1,529.22 
NOW ServiceNow, Inc.
+1.49%
+$16,313.22 
AMZN Amazon.com Inc
+1.37%
+$84,249.88 
DTCR Global X Data Center & Digital Infrastructure ETF
+1.31%
+$4,479.48 
IBM International Business Machines Corporation
+1.31%
+$19,671.28 
IGV iShares Expanded Tech-Software Sector ETF
+1.28%
+$4,504.15 
FFLG Fidelity Fund Large Cap Growth ETF
+1.15%
+$1,039.7 
XSD SPDR S&P Semiconductor ETF
+1.13%
+$1,421.28 
XOM Exxon Mobil Corporation
+1.07%
+$34,232.28 
V Visa Inc. Class A
+1.04%
+$34,941.96 
DLR Digital Realty Trust, Inc.
+1.03%
+$972 
HON Honeywell International Inc.
+0.93%
+$4,788.19 
XLK State Street Technology Select Sector SPDR ETF
+0.91%
+$10,924.8 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.9%
+$2,660.98 
NVDA NVIDIA Corporation
+0.87%
+$67,348.16 
FDN First Trust Dow Jones Internet Index Fund
+0.85%
+$5,479.97 
VGT Vanguard Information Technology ETF
+0.83%
+$3,489.28 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.78%
+$878.15 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.76%
+$4,397.25 
IONQ IonQ, Inc.
+0.75%
+$287.82 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$2,276.43 
CDNS Cadence Design Systems, Inc.
+0.73%
+$10,286.44 
QQQM Invesco NASDAQ 100 ETF
+0.72%
+$4,108.5 
VOOG Vanguard S&P 500 Growth ETF
+0.72%
+$4,816.32 
IWP iShares Russell Mid-Cap Growth ETF
+0.71%
+$14,541.24 
MMM 3M Company
+0.66%
+$19,939.5 
FBCG Fidelity Blue Chip Growth Fund
+0.66%
+$1,764.86 
LMT Lockheed Martin Corporation
+0.64%
+$508.56 
IWF iShares Russell 1000 Growth ETF
+0.63%
+$11,201.18 
T AT&T Inc.
+0.62%
+$1,752.08 
VONG Vanguard Russell 1000 Growth Fund
+0.59%
+$2,230.15 
MA Mastercard Incorporated
+0.57%
+$6,944.63 
FMAG Fidelity Magellan ETF
+0.57%
+$403.6 
PAYX Paychex Inc.
+0.56%
+$1,171.84 
VOT Vanguard Mid-Cap Growth ETF
+0.52%
+$913.54 
TJX The TJX Companies, Inc.
+0.49%
+$7,773.75 
DUK Duke Energy Corporation
+0.47%
+$1,687.4 
MGK Vanguard Mega Cap Growth ETF
+0.43%
+$1,933.25 
IYZ iShares U.S. Telecommunications ETF
+0.4%
+$328 
META Meta Platforms Inc Class A
+0.37%
+$19,732.8 
XLC Communication Services Select Sector SPDR Fund
+0.34%
+$1,309.1 
MO Altria Group, Inc.
+0.34%
+$1,434.5 
VBK Vanguard Small-Cap Growth ETF
+0.3%
+$1,703.1 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+0.25%
+$441.87 
PANW Palo Alto Networks, Inc.
+0.21%
+$6,006.48 
VOO Vanguard S&P 500 ETF
+0.21%
+$310.3 
SPY SPDR S&P 500 ETF Trust
+0.2%
+$1,439.55 
TDV ProShares S&P Technology Dividend Aristocrats ETF
+0.19%
+$1,611.78 
C Citigroup Inc.
+0.15%
+$2,843 
MGC Vanguard Mega Cap ETF
+0.14%
+$559.65 
IWO iShares Russell 2000 Growth ETF
+0.03%
+$530.86 
COWZ Pacer US Cash Cows 100 ETF
+0.02%
+$172.47 
BMNG
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-2.69%
-$247,277.8 
URI United Rentals, Inc.
-2.52%
-$145,820.9 
DELL Dell Technologies Inc.
-2.51%
-$234,388.68 
BX Blackstone Inc.
-2.29%
-$43,926.45 
OC Owens Corning
-2.27%
-$7,723.74 
LOW Lowe's Companies Inc.
-2.03%
-$3,798.54 
PEP PepsiCo, Inc.
-1.98%
-$3,674.76 
DE Deere & Company
-1.95%
-$109,602.74 
GWW W.W. Grainger, Inc.
-1.93%
-$51,882.48 
MS Morgan Stanley
-1.93%
-$995.43 
ITW Illinois Tool Works Inc.
-1.9%
-$5,132.47 
HD The Home Depot, Inc.
-1.89%
-$69,440 
CARR Carrier Global Corporation
-1.86%
-$3,255.04 
MRK Merck & Co., Inc.
-1.85%
-$11,508.09 
SOLS Sollensys Corp
-1.78%
-$25,411.36 
FNF Fidelity National Financial, Inc.
-1.77%
-$31,660.88 
GE General Electric Company
-1.76%
-$36,618.96 
WMT Walmart Inc.
-1.75%
-$33,106 
LLY Eli Lilly and Company
-1.73%
-$5,726.07 
NVD GraniteShares 2x Short Nvidia ETF USD
-1.61%
-$878.9 
WSM Williams-Sonoma, Inc.
-1.58%
-$17,701.8 
CAT Caterpillar Inc.
-1.56%
-$142,209.39 
BDX Becton, Dickinson and Company
-1.48%
-$17,290.26 
KLAC KLA Corporation
-1.48%
-$21,480.35 
LRCX Lam Research Corporation
-1.4%
-$98,701.05 
JNJ Johnson & Johnson
-1.29%
-$2,834.03 
WTRG Essential Utilities Inc.
-1.22%
-$157.14 
BAC Bank of America Corporation
-1%
-$29,998.47 
KRE SPDR S&P Regional Banking ETF
-1%
-$539 
XLB Materials Select Sector SPDR Fund
-0.97%
-$2,132.48 
KBE SPDR S&P Bank ETF
-0.95%
-$625.11 
VRTX Vertex Pharmaceuticals Incorporated
-0.75%
-$15,095.08 
TSCO Tractor Supply Company
-0.72%
-$4,609.44 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.72%
-$1,842.4 
TT Trane Technologies plc
-0.7%
-$6,093.08 
COST Costco Wholesale Corporation
-0.68%
-$29,014.8 
EFAD ProShares EAFE Dividend Growers Fund
-0.66%
-$2,128.87 
BBH VanEck Biotech ETF
-0.6%
-$146.38 
XLU Utilities Select Sector SPDR Fund
-0.6%
-$4,640.76 
ASML ASML Holding N.V. New York Registry Shares
-0.59%
-$674.05 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
-0.58%
-$1,103.2 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.56%
-$1,474.85 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.56%
-$1,415.04 
PDI Pimco Dynamic Income Fund
-0.52%
-$1,549.12 
CMI Cummins Inc.
-0.51%
-$16,243.74 
AXP American Express Company
-0.51%
-$4,867.06 
JPM JPMorgan Chase & Co.
-0.51%
-$15,768.95 
FDVV Fidelity High Dividend ETF
-0.48%
-$1,559.4 
JXI iShares Global Utilities ETF
-0.48%
-$524.48 
XLI Industrial Select Sector SPDR Fund
-0.46%
-$1,972.91 
VIG Vanguard Dividend Appreciation ETF
-0.42%
-$1,162.51 
SDY SPDR S&P Dividend ETF
-0.4%
-$3,488.75 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.4%
-$1,434.72 
DGRO iShares Core Dividend Growth ETF
-0.4%
-$3,959.32 
ABBV AbbVie Inc.
-0.4%
-$18,247.8 
DON WisdomTree U.S. MidCap Dividend Fund
-0.39%
-$868.5 
MCD McDonald's Corporation
-0.38%
-$2,343.96 
AMGN Amgen Inc.
-0.36%
-$4,126.32 
IWS iShares Russell Mid-Cap Value ETF
-0.33%
-$6,148.69 
WCN Waste Connections Inc.
-0.33%
-$1,774.64 
TRV The Travelers Companies, Inc.
-0.33%
-$5,252.4 
IJH iShares Core S&P Mid-Cap ETF
-0.3%
-$5,002.5 
BTI British American Tobacco p.l.c. ADR
-0.3%
-$561.45 
IWN iShares Russell 2000 Value ETF
-0.29%
-$3,006.08 
WM Waste Management, Inc.
-0.27%
-$3,511.95 
SMMD iShares Russell 2500 ETF
-0.26%
-$201.94 
IWD iShares Russell 1000 Value ETF
-0.25%
-$2,394 
FBCV Fidelity Blue Chip Value ETF
-0.24%
-$592.9 
XLF Financial Select Sector SPDR Fund
-0.18%
-$539.9 
ADP Automatic Data Processing Inc.
-0.15%
-$831.64 
VYM Vanguard High Dividend Yield ETF
-0.14%
-$897.52 
VOLT Tema Electrification Fund
-0.13%
-$393.75 
SNSR Global X Internet of Things ETF
-0.13%
-$72.48 
KO The Coca-Cola Company
-0.1%
-$104.4 
VTWO Vanguard Russell 2000 ETF
-0.09%
-$183.7 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.09%
-$484.58 
EW Edwards Lifesciences Corporation
-0.09%
-$12.15 
FDRR Fidelity Dividend ETF for Rising Rates
-0.08%
-$50.49 
IWR iShares Russell Mid-Cap ETF
-0.07%
-$350.08 
VZ Verizon Communications Inc.
-0.06%
-$457.31 
IWM iShares Russell 2000 ETF
-0.05%
-$780.6 
ITA iShares U.S. Aerospace & Defense ETF
-0.01%
-$9.4 Events
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Dividends
Dividend Analysis
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| Trades 1302 | Longs Won 1043/1302 80% | Profit Factor 29.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $479,246.06 |
| Average Win $115,358.81 | Best Trade (Jul 27) $6.98M | Sharpe Ratio -9.85 |
| Average Loss -$15,718.79 | Worst Trade (Dec 31) -$361,251.91 | Z-Score 17.1 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 2d | Expectancy $89,284.23 |
| 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 | 14,085 | 12,676 | 11,268 | 9,859 | 8,451 | 7,042 | 5,634 | 4,225 | 2,817 | 1,408 |
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Returns
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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 - $3.74M, Broadcom Inc - $2.3M, Lam Research Corporation - $1.39M, Caterpillar Inc - $761,600.03, and NVIDIA Corporation - $672,929.11. 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, United Parcel Service, Inc - $209,742.04, Adobe Inc - $178,677.02, LendingTree Inc - $159,193.3, and Nike, Inc. - Class B - $91,258.71. 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 $5.87M earned over time. The largest contributors to dividend income include AbbVie Inc - $296,874.98, Verizon Communications Inc - $264,314.03, Exxon Mobil Corporation - $234,432.05, The Home Depot, Inc - $211,956.13, and Blackstone Inc - $189,512.96. 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.
