MC
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:
70.2%
Gain +2.09%
Monthly
1.66%
Yearly
21.81%
Drawdown
15.69%
$220.62M
Equity
Holdings
$220.62M
Investment
$120.03M
$115.91M
Profit +$5.81M
Realized
$15.32M
Unrealized
$100.59M
Dividends
$5.61M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.09%
Profit
$5.81M
Win %
81%
This Week
Compared To Last Week
Gain
-2.14%
Profit
-$4.83M
Win %
81%
This Month
Compared to last month
Gain
-1.14%
Profit
-$2.54M
Win %
81%
This Year
Compared to last year
Gain
15.13%
Profit
$29.56M
Win %
81%
KLAC KLA Corporation
+12.99%
+$189,450.54 
LRCX Lam Research Corporation
+12.77%
+$928,284.6 
MU Micron Technology, Inc.
+11.51%
+$152,670.29 
ASML ASML Holding N.V. New York Registry Shares
+9.69%
+$10,918.05 
SOXX iShares Semiconductor ETF
+8.4%
+$58,077.95 
AMD Advanced Micro Devices, Inc.
+8.14%
+$53,395.66 
WDC Western Digital Corporation
+7.92%
+$14,448.48 
XSD SPDR S&P Semiconductor ETF
+7.28%
+$10,218.6 
STX Seagate Technology Holdings plc
+6.55%
+$892,488.11 
HON Honeywell International Inc.
+6.38%
+$60,207.48 
PANW Palo Alto Networks, Inc.
+6.27%
+$129,789 
VRT Vertiv Holdings Co
+5.97%
+$62,365.76 
DELL Dell Technologies Inc.
+5.9%
+$513,843.29 
OC Owens Corning
+5.64%
+$15,329.38 
WSM Williams-Sonoma, Inc.
+5.57%
+$56,332.8 
QTEC First Trust NASDAQ-100 Technology Index Fund
+5.21%
+$5,153.67 
AMGN Amgen Inc.
+4.91%
+$51,829.05 
ITA iShares U.S. Aerospace & Defense ETF
+4.83%
+$5,106.55 
CAT Caterpillar Inc.
+4.67%
+$413,193.61 
LMT Lockheed Martin Corporation
+4.42%
+$3,620.76 
SOLS Sollensys Corp.
+4.33%
+$82,098.24 
GEV GE Vernova Inc.
+4.2%
+$76,903.73 
GE General Electric Company
+4.19%
+$79,708.92 
SNSR Global X Internet of Things ETF
+4.15%
+$2,416 
CMI Cummins Inc.
+4%
+$123,023.06 
VOLT Tema Electrification Fund
+3.98%
+$11,733.75 
XLK State Street Technology Select Sector SPDR ETF
+3.85%
+$46,430.4 
RTX RTX Corporation
+3.76%
+$115,377.37 
AVGO Broadcom Inc.
+3.64%
+$305,326.77 
IWO iShares Russell 2000 Growth ETF
+3.6%
+$63,486.03 
DTCR Global X Data Center & Digital Infrastructure ETF
+3.46%
+$12,940.72 
C Citigroup Inc.
+3.42%
+$64,820.4 
QQQ Invesco QQQ Trust, Series 1
+3.41%
+$10,627.83 
VGT Vanguard Information Technology ETF
+3.38%
+$14,105.6 
XLB Materials Select Sector SPDR Fund
+3.31%
+$7,137.28 
VBK Vanguard Small-Cap Growth ETF
+3.3%
+$18,085.32 
XLI Industrial Select Sector SPDR Fund
+3.25%
+$13,085.39 
QQQM Invesco NASDAQ 100 ETF
+3.21%
+$18,176.38 
SMMD iShares Russell 2500 ETF
+3.21%
+$2,427.67 
VTWO Vanguard Russell 2000 ETF
+3.07%
+$5,845 
IWM iShares Russell 2000 ETF
+3.05%
+$44,702.42 
IONQ IonQ, Inc.
+2.98%
+$1,870.83 
MS Morgan Stanley
+2.91%
+$1,436.39 
IWP iShares Russell Mid-Cap Growth ETF
+2.81%
+$56,977.92 
CARR Carrier Global Corporation
+2.75%
+$4,755.41 
VOT Vanguard Mid-Cap Growth ETF
+2.75%
+$4,751.64 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.7%
+$7,213.5 
FFLG Fidelity Fund Large Cap Growth ETF
+2.7%
+$2,472.8 
BBH VanEck Biotech ETF
+2.67%
+$580.79 
FBCG Fidelity Blue Chip Growth Fund
+2.62%
+$6,925.4 
TDV ProShares S&P Technology Dividend Aristocrats ETF
+2.61%
+$22,214.57 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.59%
+$6,659.52 
IYZ iShares U.S. Telecommunications ETF
+2.54%
+$2,193.5 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.53%
+$75,042.43 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$40,455 
HD The Home Depot, Inc.
+2.5%
+$86,474.39 
TT Trane Technologies plc
+2.48%
+$20,649.8 
LOW Lowe's Companies Inc.
+2.44%
+$4,741.44 
NVDA NVIDIA Corporation
+2.33%
+$178,510.89 
VOOG Vanguard S&P 500 Growth ETF
+2.33%
+$15,279.34 
IWN iShares Russell 2000 Value ETF
+2.29%
+$22,733.48 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.27%
+$12,827.1 
LLY Eli Lilly and Company
+2.27%
+$7,241.37 
IWR iShares Russell Mid-Cap ETF
+2.24%
+$10,327.36 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.22%
+$2,441.45 
FMAG Fidelity Magellan ETF
+2.19%
+$1,531.53 
IWS iShares Russell Mid-Cap Value ETF
+2.14%
+$38,302.39 
SHOP Shopify Inc.
+2.08%
+$15,097.5 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+2.07%
+$6,910.08 
IWD iShares Russell 1000 Value ETF
+2%
+$17,840.96 
MGK Vanguard Mega Cap Growth ETF
+1.89%
+$8,386.12 
EFAD ProShares EAFE Dividend Growers Fund
+1.81%
+$5,704.27 
SPY SPDR S&P 500 ETF Trust
+1.8%
+$12,694.33 
MGC Vanguard Mega Cap ETF
+1.8%
+$6,859.3 
AXP American Express Company
+1.79%
+$15,112.18 
VOO Vanguard S&P 500 ETF
+1.77%
+$2,527.34 
VRTX Vertex Pharmaceuticals Incorporated
+1.77%
+$31,931.94 
NOC Northrop Grumman Corporation
+1.74%
+$5,263.64 
ITW Illinois Tool Works Inc.
+1.73%
+$4,235.3 
BX Blackstone Inc.
+1.73%
+$30,944.75 
DE Deere & Company
+1.6%
+$84,566.93 
IWF iShares Russell 1000 Growth ETF
+1.6%
+$28,485.12 
VONG Vanguard Russell 1000 Growth Fund
+1.56%
+$5,880.87 
DON WisdomTree U.S. MidCap Dividend Fund
+1.55%
+$3,300.3 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+1.54%
+$2,779.75 
AMZN Amazon.com Inc
+1.54%
+$91,229.16 
JPM JPMorgan Chase & Co.
+1.53%
+$43,113.86 
FBCV Fidelity Blue Chip Value ETF
+1.5%
+$3,561.06 
MRK Merck & Co., Inc.
+1.44%
+$8,320.88 
AAPL Apple Inc.
+1.41%
+$113,428.06 
VIG Vanguard Dividend Appreciation ETF
+1.28%
+$3,418.46 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+1.22%
+$2,138.68 
VYM Vanguard High Dividend Yield ETF
+1.22%
+$7,638.94 
TSCO Tractor Supply Company
+1.15%
+$7,437.96 
FDVV Fidelity High Dividend ETF
+1.15%
+$3,612.61 
URI United Rentals, Inc.
+1.12%
+$65,744.03 
BAC Bank of America Corporation
+1.07%
+$28,535.13 
KBE SPDR S&P Bank ETF
+1.07%
+$653.1 
XLC Communication Services Select Sector SPDR Fund
+1.07%
+$4,082.32 
IBM International Business Machines Corporation
+1.05%
+$20,237.43 
MMM 3M Company
+0.99%
+$29,389.31 
JXI iShares Global Utilities ETF
+0.99%
+$1,068.76 
MCD McDonald's Corporation
+0.98%
+$6,342.5 
KRE SPDR S&P Regional Banking ETF
+0.96%
+$483 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.95%
+$5,130.9 
DLR Digital Realty Trust, Inc.
+0.92%
+$899.1 
FDN First Trust Dow Jones Internet Index Fund
+0.91%
+$5,743.2 
DGRO iShares Core Dividend Growth ETF
+0.91%
+$8,684.96 
SDY SPDR S&P Dividend ETF
+0.88%
+$7,340.33 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$5,978.96 
XSW SPDR S&P Software & Services ETF
+0.8%
+$2,036.93 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.77%
+$1,857.24 
GOOG Alphabet Inc
+0.76%
+$53,242.97 
XLF Financial Select Sector SPDR Fund
+0.73%
+$2,051.62 
SMDV ProShares Russell 2000 Dividend Growers ETF
+0.6%
+$1,459.44 
BTI British American Tobacco p.l.c. ADR
+0.51%
+$916.05 
VZ Verizon Communications Inc.
+0.41%
+$3,194.47 
CRWV CoreWeave, Inc.
+0.19%
+$42.12 
TRV The Travelers Companies, Inc.
+0.15%
+$2,035.35 
XLU Utilities Select Sector SPDR Fund
+0.09%
+$687.52 
TJX The TJX Companies, Inc.
+0.07%
+$1,140.15 
ABBV AbbVie Inc.
+0.06%
+$2,504.6 
JNJ Johnson & Johnson
+0.05%
+$95.47 
FDRR Fidelity Dividend ETF for Rising Rates
+0.01%
+$9.18 
BMNG
0%
$0 
SNOW
0%
$0 
NVD GraniteShares 2x Short Nvidia ETF USD
-4.83%
-$2,805 
NOW ServiceNow, Inc.
-2.78%
-$31,249.33 
XOM Exxon Mobil Corporation
-2.71%
-$88,505.61 
WM Waste Management, Inc.
-2.36%
-$28,581.87 
MO Altria Group, Inc.
-2.34%
-$9,811.98 
CRM Salesforce Inc
-2.24%
-$2,105.41 
ADP Automatic Data Processing Inc.
-2.22%
-$10,994.48 
WCN Waste Connections Inc.
-1.97%
-$9,950.66 
MSFT Microsoft Corp.
-1.81%
-$99,200.29 
PAYX Paychex Inc.
-1.71%
-$3,167.63 
WTRG Essential Utilities Inc.
-1.28%
-$155.52 
KO The Coca-Cola Company
-1.16%
-$1,265.85 
V Visa Inc. Class A
-1.13%
-$34,284.36 
COST Costco Wholesale Corporation
-0.75%
-$33,615.9 
DUK Duke Energy Corporation
-0.74%
-$2,631.2 
PDI Pimco Dynamic Income Fund
-0.7%
-$2,095.87 
IGV iShares Expanded Tech-Software Sector ETF
-0.54%
-$1,854.65 
MA Mastercard Incorporated
-0.5%
-$5,426.16 
T AT&T Inc.
-0.49%
-$1,488.1 
BDX Becton, Dickinson and Company
-0.49%
-$5,393.9 
META Meta Platforms Inc Class A
-0.4%
-$18,828.22 
CDNS Cadence Design Systems, Inc.
-0.4%
-$6,557.58 
PEP PepsiCo, Inc.
-0.37%
-$732.25 
CLOU Global X Cloud Computing ETF
-0.37%
-$738.23 
EW Edwards Lifesciences Corporation
-0.21%
-$29.16 
GWW W.W. Grainger, Inc.
-0.15%
-$3,922.92 
WMT Walmart Inc.
-0.12%
-$2,400.18 
FNF Fidelity National Financial, Inc.
-0.02%
-$344.14 Events
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Dividends
Dividend Analysis
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| Trades 1302 | Longs Won 1046/1302 80% | Profit Factor 32.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $471,982.07 |
| Average Win $114,322.57 | Best Trade (Jun 11) $6.82M | Sharpe Ratio -10.39 |
| Average Loss -$14,325.87 | Worst Trade (Dec 31) -$361,251.91 | Z-Score 21.61 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 4d | Expectancy $89,027.64 |
| 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 | 15,385 | 13,846 | 12,308 | 10,769 | 9,231 | 7,692 | 6,154 | 4,615 | 3,077 | 1,538 |
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Returns
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