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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
MCDMcdonalds Corp
Recent Activity
Decreased -5.95%
0.71%
$1.263M
4,357 shares@ $289.9 avg price
IEFAIshares Core Msci Eafe Etf
Recent Activity
Decreased -4.24%
0.69%
$1.233M
17,543 shares@ $70.28 avg price
UNHUnitedhealth Grp Inc
Recent Activity
Decreased -9.58%
0.68%
$1.217M
2,405 shares@ $505.86 avg price
BRK.BBerkshire Hathaway Inc - Cl B
Recent Activity
Decreased -3.53%
0.68%
$1.2M
2,648 shares@ $453.28 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -12.13%
0.67%
$1.192M
2,035 shares@ $585.52 avg price
KOCoca-cola Co
Recent Activity
Decreased -18.2%
0.67%
$1.186M
19,053 shares@ $62.27 avg price
VCSHVanguard Short Term Corp Bond E
Recent Activity
Decreased -6%
0.64%
$1.129M
14,468 shares@ $78.02 avg price
TRPTc Energy Corp
Recent Activity
Decreased -2.12%
0.63%
$1.126M
24,191 shares@ $46.53 avg price
CATCaterpillar Inc Del
Recent Activity
Decreased -28.23%
0.62%
$1.097M
3,025 shares@ $362.76 avg price
IVWIshares S&p 500 Growth Index Et
Recent Activity
Decreased -17.67%
0.61%
$1.087M
10,707 shares@ $101.54 avg price