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:
131.14%
Gain +1.04%
Monthly
2.19%
Yearly
29.71%
Drawdown
20.56%
$208.37M
Equity
Holdings
$208.37M
Investment
$118.88M
$114.75M
Profit +$1.8M
Realized
$25.26M
Unrealized
$89.49M
Dividends
$6.4M
Goals
Avg. 37.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.04%
Profit
$1.8M
Win %
83%
This Week
Compared To Last Week
Gain
0.87%
Profit
$1.8M
Win %
83%
This Month
Compared to last month
Gain
-2.37%
Profit
-$5.05M
Win %
83%
This Year
Compared to last year
Gain
-4.93%
Profit
-$10.61M
Win %
83%
GEV GE Vernova Inc.
+5.6%
+$99,403.92 
WDC Western Digital Corp.
+5.42%
+$6,969.49 
CDNS Cadence Design Systems, Inc.
+3.99%
+$53,437.57 
STX Seagate Technology Holdings plc
+3.83%
+$282,547.42 
LRCX Lam Research Corp.
+3.81%
+$169,987.61 
MU Micron Technology Inc.
+3.63%
+$41,538.16 
Q Qnity Electronics Inc.
+3.46%
+$18,642.8 
SOXX iShares Semiconductor ETF
+3.42%
+$18,648.85 
DELL Dell Technologies Inc. Class C Common Stock
+3.12%
+$277,062.75 
VRT Vertiv Holdings Co Class A Common Stock
+3.11%
+$21,671.48 
RTX RTX Corporation
+3.08%
+$100,201.17 
HONA Honeywell Aerospace Inc.
+2.9%
+$16,529.88 
PANW Palo Alto Networks, Inc.
+2.88%
+$75,909.03 
KLAC KLA Corporation
+2.79%
+$25,468.38 
AMD Advanced Micro Devices Inc.
+2.73%
+$15,585.41 
AVGO Broadcom Inc.
+2.73%
+$187,860.09 
TT Trane Technologies plc
+2.73%
+$22,464.78 
NVDA NVIDIA Corporation
+2.54%
+$202,202.87 
URI United Rentals Inc.
+2.27%
+$139,539.6 
CIBR First Trust Nasdaq Cybersecurity ETF
+2.27%
+$6,498.31 
GS The Goldman Sachs Group, Inc.
+2.24%
+$4,907.5 
VOLT Tema Electrification ETF
+2.01%
+$7,850.04 
SOLS Sollensys Corp
+1.9%
+$28,022.87 
SNDK Sandisk Corp.
+1.88%
+$3,820.99 
XLK State Street Technology Select Sector SPDR ETF
+1.88%
+$22,181.12 
DOV Dover Corporation
+1.68%
+$3,209.3 
VGT Vanguard Information Technology ETF
+1.63%
+$6,892.82 
XLI State Street Industrial Select Sector SPDR ETF
+1.53%
+$5,647.32 
STT State Street Corporation Common Stock
+1.33%
+$8,817.67 
MSFT Microsoft Corporation Common Stock
+1.3%
+$96,662.74 
IWP iShares Russell Mid-Cap Growth ETF
+1.26%
+$24,551.52 
QQQM Invesco NASDAQ 100 ETF
+1.21%
+$6,731.23 
QQQ Invesco QQQ Trust, Series 1
+1.19%
+$3,328.84 
IWF iShares Russell 1000 Growth ETF
+1.15%
+$19,243.02 
GE General Electric Company
+1.14%
+$20,426.19 
CAH Cardinal Health, Inc.
+1.13%
+$9,717.69 
IVW iShares S&P 500 Growth ETF
+1.12%
+$6,125.93 
VONG Vanguard Russell 1000 Growth ETF
+1.11%
+$4,475.79 
VOOG Vanguard S&P 500 Growth ETF
+1.11%
+$7,237.22 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
+1.09%
+$2,637.12 
JPM JPMorgan Chase & Co.
+1.07%
+$32,175.37 
FBCG Fidelity Blue Chip Growth ETF
+1.06%
+$2,554.65 
TDV ProShares S&P Technology Dividend Aristocrats ETF
+1.04%
+$8,830.37 
GWW W.W. Grainger Inc.
+1.02%
+$26,562 
MGK Vanguard Mega Cap Growth ETF
+0.98%
+$4,089 
DTCR Global X Data Center & Digital Infrastructure ETF
+0.94%
+$2,703.87 
IJH iShares Core S&P Mid-Cap ETF
+0.85%
+$13,042.92 
JNJ Johnson & Johnson
+0.82%
+$1,868.4 
CMI Cummins Inc.
+0.81%
+$20,032.58 
CAT Caterpillar Inc.
+0.77%
+$50,407.83 
MCD McDonald's Corporation
+0.76%
+$2,220.27 
MGC Vanguard Morningstar Mega Cap ETF
+0.74%
+$2,926.98 
SPY State Street SPDR S&P 500 ETF Trust
+0.7%
+$4,397.72 
WM Waste Management Inc.
+0.69%
+$10,401.67 
AMGN Amgen Inc. Common Stock
+0.67%
+$9,159.72 
ITW Illinois Tool Works Inc.
+0.66%
+$2,012.72 
C Citigroup Inc.
+0.66%
+$11,191.14 
IGV iShares Expanded Tech-Software Sector ETF
+0.63%
+$2,525.6 
VBK Vanguard Small-Cap Growth ETF
+0.63%
+$3,191.85 
IWO iShares Russell 2000 Growth ETF
+0.6%
+$9,827.13 
SMDV ProShares Russell 2000 Dividend Growers ETF
+0.56%
+$1,336.71 
VYM Vanguard High Dividend Yield ETF
+0.56%
+$3,658.5 
XOM ExxonMobil Holdings Corporation
+0.53%
+$21,090.01 
VIG Vanguard Dividend Appreciation ETF
+0.52%
+$1,176.02 
FDVV Fidelity High Dividend ETF
+0.52%
+$1,533.76 
AXP American Express Company
+0.51%
+$5,649.27 
IWM iShares Russell 2000 ETF
+0.5%
+$7,042.14 
IWR iShares Russell Mid-Cap ETF
+0.49%
+$2,309.04 
XSW State Street SPDR S&P Software & Services ETF
+0.45%
+$1,654.08 
BX Blackstone Inc.
+0.42%
+$7,734 
TRV The Travelers Companies, Inc.
+0.42%
+$7,434 
DON WisdomTree U.S. MidCap Dividend Fund
+0.4%
+$810 
DGRO iShares Core Dividend Growth ETF
+0.38%
+$3,782.61 
VBR Vanguard Small-Cap Value ETF
+0.37%
+$1,501.81 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.36%
+$1,883 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+0.33%
+$1,147.98 
IWN iShares Russell 2000 Value ETF
+0.32%
+$3,087.88 
XLF State Street Financial Select Sector SPDR ETF
+0.31%
+$933.62 
AMZN Amazon.com Inc
+0.31%
+$19,220.74 
IWD iShares Russell 1000 Value ETF
+0.28%
+$2,554.86 
SPCX Space Exploration Technologies Corp. Class A
+0.25%
+$761.23 
IWS iShares Russell Mid-Cap Value ETF
+0.23%
+$4,173.65 
BAC Bank of America Corporation
+0.21%
+$5,155.6 
LLY Eli Lilly and Company
+0.2%
+$647.71 
XLU State Street Utilities Select Sector SPDR ETF
+0.16%
+$1,202.46 
ABBV AbbVie Inc.
+0.13%
+$6,813.57 
XLB State Street Materials Select Sector SPDR ETF
+0.08%
+$171.08 
SDY State Street SPDR S&P Dividend ETF
+0.08%
+$683.4 
EFAD ProShares MSCI EAFE Dividend Growers ETF
+0.07%
+$227.34 
COWZ Pacer US Cash Cows 100 ETF
+0.04%
+$336.82 
OC Owens Corning
+0.02%
+$54.94 
WMT Walmart Inc.
+0.01%
+$246.69 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
NVD GraniteShares 2x Short NVDA Daily ETF
-4.77%
-$3,200 
MRK Merck & Co., Inc.
-3.44%
-$24,281.34 
VZ Verizon Communications Inc.
-3.34%
-$24,753.37 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.91%
-$36,456.38 
META Meta Platforms Inc Class A
-1.77%
-$103,831.12 
XLC State Street Communication Services Select Sector SPDR ETF
-1.76%
-$6,210.54 
BDX Becton, Dickinson and Company
-1.56%
-$11,783.79 
MA Mastercard Inc. Class A Common Stock
-1.51%
-$20,441.36 
ADP Automatic Data Processing Inc.
-1.43%
-$8,996.82 
PDI Pimco Dynamic Income Fund
-1.26%
-$3,352.5 
NOW ServiceNow Inc.
-1.19%
-$4,855.38 
AAPL Apple Inc.
-1.12%
-$107,527.18 
GOOG Alphabet Inc
-1.12%
-$68,234.52 
FNF Fidelity National Financial, Inc.
-1.11%
-$14,719.5 
GOOGL Alphabet Inc
-1.02%
-$8,466 
MO Altria Group, Inc.
-1%
-$4,375.62 
V Visa Inc. Class A
-0.95%
-$36,625.77 
TJX The TJX Companies, Inc.
-0.94%
-$14,553.49 
PG The Procter & Gamble Company
-0.92%
-$2,322.13 
WSM Williams-Sonoma, Inc.
-0.9%
-$10,829.92 
AGX Argan Inc.
-0.8%
-$2,185.92 
DE Deere & Company
-0.79%
-$48,226.44 
MMM 3M Company
-0.48%
-$14,666.57 
KMB Kimberly-Clark Corporation
-0.46%
-$7,136.94 
LOW Lowe's Companies, Inc.
-0.36%
-$1,746.72 
T AT&T Inc.
-0.24%
-$603.6 
DUK Duke Energy Corporation
-0.2%
-$712.5 
HD The Home Depot, Inc.
-0.19%
-$6,154.56 
FBCV Fidelity Blue Chip Value ETF
-0.11%
-$262.01 
COST Costco Wholesale Corp
-0.09%
-$4,209.05 
FDN First Trust Dow Jones Internet Index Fund
-0.07%
-$405.08 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.05%
-$122.82 
SHOP Shopify Inc.
-0.02%
-$188.51 
IBM International Business Machines Corporation
-0.01%
-$175.98 
WCN Waste Connections, Inc.
-0.01%
-$22.54 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1429 | Longs Won 1164/1429 81% | Profit Factor 22.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $415,063.44 |
| Average Win $103,223.95 | Best Trade (Oct 14) $6.96M | Sharpe Ratio -9.54 |
| Average Loss -$20,402.8 | Worst Trade (Oct 26) -$389,292.08 | Z-Score 18.65 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 4d | Expectancy $80,298.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,204 | 9,184 | 8,163 | 7,143 | 6,122 | 5,102 | 4,082 | 3,061 | 2,041 | 1,020 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 27,571 | $4.85M | $9.48M | - | $4.63M | 95.52% | -1.122% |
| ABBV AbbVie Inc. | 18,170 | $2.89M | $5.2M | - | $2.31M | 80.1% | +0.131% |
| ADP Automatic Data Processing Inc. | 2,073 | $514,159.3 | $621,526.86 | - | $107,367.56 | 20.88% | -1.427% |
| AGX Argan Inc. | 828 | $661,199 | $271,906.92 | - | -$389,292.08 | -58.88% | -0.798% |
| AMD Advanced Micro Devices Inc. | 1,103 | $179,553.52 | $585,604.76 | - | $406,051.24 | 226.14% | +2.734% |
| AMGN Amgen Inc. Common Stock | 3,105 | $871,872.53 | $1.37M | - | $501,189.52 | 57.48% | +0.672% |
| AMZN Amazon.com Inc | 24,962 | $3.45M | $6.21M | - | $2.76M | 80.19% | +0.31% |
| AVGO Broadcom Inc. | 21,372 | $1.78M | $7.06M | - | $5.29M | 297.83% | +2.733% |
| AXP American Express Company | 3,553 | $765,735.53 | $1.12M | - | $352,784.4 | 46.07% | +0.508% |
| BAC Bank of America Corporation | 49,101 | $1.49M | $2.49M | - | $995,533.59 | 66.72% | +0.208% |
| BDX Becton, Dickinson and Company | 3,789 | $574,137.07 | $741,886.2 | - | $167,749.13 | 29.22% | -1.564% |
| BX Blackstone Inc. | 15,468 | $1.75M | $1.83M | - | $86,508.86 | 4.95% | +0.424% |
| C Citigroup Inc. | 14,166 | $823,722.72 | $1.72M | - | $896,171.34 | 108.8% | +0.655% |
| CAH Cardinal Health, Inc. | 3,446 | $818,632 | $869,735.94 | - | $51,103.94 | 6.24% | +1.13% |
| CAT Caterpillar Inc. | 9,493 | $2.67M | $6.57M | - | $3.9M | 146.19% | +0.773% |
| CDNS Cadence Design Systems, Inc. | 4,231 | $1.06M | $1.39M | - | $334,129.46 | 31.57% | +3.991% |
| CIBR First Trust Nasdaq Cybersecurity ETF | 2,702 | $205,377.84 | $293,234.55 | - | $87,856.71 | 42.78% | +2.266% |
| CMI Cummins Inc. | 4,804 | $1.29M | $2.51M | - | $1.22M | 94.58% | +0.806% |
| COST Costco Wholesale Corp | 4,575 | $2.77M | $4.59M | - | $1.82M | 65.52% | -0.092% |
| COWZ Pacer US Cash Cows 100 ETF | 11,228 | $592,612.22 | $798,423.08 | - | $205,810.86 | 34.73% | +0.042% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $8.25M, Broadcom Inc - $2.66M, Lam Research Corp - $2.54M, Caterpillar Inc - $1.44M, and Dell Technologies Inc. Class C Common Stock - $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. Class B Common Stock - $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 $6.4M earned over time. The largest contributors to dividend income include AbbVie Inc - $328,309.08, Verizon Communications Inc - $287,821.43, ExxonMobil Holdings Corporation - $256,711.98, The Home Depot, Inc - $235,659.22, 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.
2026 © Marketlog. All Rights Reserved.
