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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
VUGVanguard Growth Etf
Recent Activity
Increased 12.13%
4.99%
$8.924M
21,742 shares@ $410.44 avg price
IJSIshares S&p Small Cap 600 Value
Recent Activity
Increased 7.71%
3.37%
$6.015M
55,379 shares@ $108.61 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 30.54%
2.77%
$4.951M
8,448 shares@ $586.09 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Increased 0.55%
2.14%
$3.821M
6,490 shares@ $588.68 avg price
VOOVanguard Index Fds S&p 500 Etf
Recent Activity
Increased 85.1%
1.72%
$3.065M
5,688 shares@ $538.81 avg price
GILDGilead Sciences Inc
Recent Activity
Increased 2.95%
1.23%
$2.195M
23,760 shares@ $92.37 avg price
IJRIsharestr S&p Small Cap 600 Ind
Recent Activity
Increased 24.94%
1.13%
$2.006M
17,409 shares@ $115.23 avg price
VOVanguard Mid-cap Etf
Recent Activity
Increased 26.53%
0.84%
$1.503M
5,691 shares@ $264.14 avg price
BMYBristol-myers Squibb
Recent Activity
Increased 18.02%
0.62%
$1.099M
19,433 shares@ $56.57 avg price
PANWPalo Alto Networks, Inc
Recent Activity
Increased 83.21%
0.56%
$1.002M
5,507 shares@ $181.97 avg price