Scott Kapusta

@First County Bank Ct

Latest period2024 - Q4

Reported11d ago

Managed Assets$178.968M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BIVVanguard Intermediate-term Bond Recent Activity Increased 1.43%	0.35%	$622,053 8,324 shares@ $74.74 avg price	Increased 1.43%
SCHXSchwab Us Large-cap Etf Large C Recent Activity Increased 188.52%	0.3%	$535,018 23,081 shares@ $23.19 avg price	Increased 188.52%
DEDeere & Co Recent Activity Increased 5.65%	0.18%	$316,928 748 shares@ $423.71 avg price	Increased 5.65%
VNQVanguard Reit Etf Recent Activity Increased 42.66%	0.18%	$312,225 3,505 shares@ $89.08 avg price	Increased 42.66%
URIUnited Rentals Inc Recent Activity Increased 2.37%	0.18%	$304,318 432 shares@ $704.44 avg price	Increased 2.37%
PLDPrologis, Inc Recent Activity Increased 21.04%	0.16%	$283,382 2,681 shares@ $105.71 avg price	Increased 21.04%
ZTSZoetis Inc Recent Activity Increased 0.62%	0.15%	$267,205 1,640 shares@ $162.93 avg price	Increased 0.62%
APDAir Products & Chemical Inc Recent Activity Increased 0.78%	0.15%	$263,357 908 shares@ $290.05 avg price	Increased 0.78%
WMWaste Management Inc Del Recent Activity Increased 8.75%	0.13%	$228,426 1,132 shares@ $201.79 avg price	Increased 8.75%