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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
AVGOBroadcom, Inc
Recent Activity
Decreased -11.48%
1.55%
$2.759M
11,902 shares@ $231.85 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -11.54%
1.46%
$2.601M
21,616 shares@ $120.36 avg price
JPMJp Morgan Chase & Co
Recent Activity
Decreased -18.72%
1.26%
$2.241M
9,350 shares@ $239.72 avg price
HDHome Depot Inc
Recent Activity
Decreased -12.66%
1.12%
$2.003M
5,150 shares@ $389.0 avg price
VZVerizon Comm Inc
Recent Activity
Decreased -5.54%
1.11%
$1.978M
49,461 shares@ $39.99 avg price
UNPUnion Pacific Corp
Recent Activity
Decreased -7.57%
1.03%
$1.834M
8,043 shares@ $228.05 avg price
MRKMerck & Co Inc New
Recent Activity
Decreased -12.85%
0.97%
$1.726M
17,349 shares@ $99.49 avg price
IJHIshares Core S&p Midcap Etf
Recent Activity
Decreased -1.74%
0.95%
$1.683M
27,008 shares@ $62.32 avg price
DUKDuke Energy Corp New Com
Recent Activity
Decreased -11.13%
0.93%
$1.652M
15,330 shares@ $107.74 avg price
CRMSalesforce.com Inc
Recent Activity
Decreased -19.23%
0.91%
$1.627M
4,867 shares@ $334.33 avg price