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Scott Kapusta

@First County Bank Ct

Latest period2024 - Q4ReportedManaged Assets$178.968MTotal holdings146
Assets growth rate-11.63%Assets growth rate (2-Q avg)-3.73%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in First County Bank Ct's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 146 positions.

Assets under management

The assets under management (AUM) of First County Bank Ct over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 178.968M in assets, with a quarterly growth rate of -11.63% and a 2-quarter average growth rate of -3.73%. The portfolio is managed by Scott Kapusta, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWDIshares Russell 1000 Value
Recent Activity
New Position
0.18%
$321,571
1,737 shares@ $185.14 avg price
ELVElevance Health Inc.
Recent Activity
New Position
0.17%
$290,324
787 shares@ $368.9 avg price
VXUSVanguard Total International St
Recent Activity
New Position
0.17%
$288,757
4,900 shares@ $58.93 avg price
NFLXNetflix Inc
Recent Activity
New Position
0.13%
$232,634
261 shares@ $891.32 avg price
DLRDigital Realty Trust, Inc
Recent Activity
New Position
0.13%
$226,628
1,278 shares@ $177.34 avg price
PAYXPaychex Inc
Recent Activity
New Position
0.13%
$221,688
1,581 shares@ $140.23 avg price