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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
AMGNAmgen Inc
Recent Activity
Decreased -8.16%
0.87%
$1.552M
5,953 shares@ $260.65 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -30.63%
0.86%
$1.539M
1,993 shares@ $772.0 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -10.03%
0.83%
$1.485M
4,474 shares@ $331.88 avg price
WMBWilliams Cos Inc
Recent Activity
Decreased -18.84%
0.82%
$1.458M
26,941 shares@ $54.13 avg price
ENBEnbridge Inc
Recent Activity
Decreased -0.72%
0.77%
$1.364M
32,142 shares@ $42.43 avg price
TAt&t Inc
Recent Activity
Decreased -8.77%
0.76%
$1.35M
59,299 shares@ $22.77 avg price
SOThe Southern Co
Recent Activity
Decreased -13.32%
0.76%
$1.348M
16,381 shares@ $82.33 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -22.18%
0.75%
$1.327M
9,173 shares@ $144.63 avg price
PNCPnc Finl Srvs Grp Inc
Recent Activity
Decreased -4.51%
0.74%
$1.317M
6,830 shares@ $192.86 avg price
AEPAmerican Elec Power Inc
Recent Activity
Decreased -9.33%
0.72%
$1.281M
13,884 shares@ $92.24 avg price