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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
HBANHuntington Bancshares Inc
Recent Activity
Increased 0.83%
0.56%
$989,607
60,824 shares@ $16.28 avg price
USBUs Bancorp Del
Recent Activity
Increased 3.65%
0.52%
$924,794
19,335 shares@ $47.84 avg price
ETREntergy Corp
Recent Activity
Increased 99.66%
0.47%
$829,546
10,941 shares@ $75.82 avg price
IEMGIshares Core Msci Em Imi Etf
Recent Activity
Increased 7.28%
0.47%
$827,583
15,848 shares@ $52.23 avg price
IWMIshares Russell 2000
Recent Activity
Increased 4.02%
0.45%
$790,153
3,576 shares@ $220.97 avg price
VGSHVanguard Short- Term Treasury E
Recent Activity
Increased 1.63%
0.41%
$729,810
12,544 shares@ $58.19 avg price
VTIVanguard Total Stock Market Etf
Recent Activity
Increased 27.45%
0.38%
$679,604
2,345 shares@ $289.81 avg price
MSMorgan Stanley Gd
Recent Activity
Increased 23.01%
0.37%
$658,773
5,240 shares@ $125.73 avg price
VBVanguard Small- Cap Etf
Recent Activity
Increased 13.55%
0.36%
$626,410
2,607 shares@ $240.29 avg price
VEAVanguard Ftse Develpd Mkts Etf
Recent Activity
Increased 17.97%
0.35%
$625,916
13,089 shares@ $47.83 avg price