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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
VVisa Inc Cl A
Recent Activity
Decreased -12.14%
0.6%
$1.068M
3,379 shares@ $316.04 avg price
CVXChevron Corp
Recent Activity
Decreased -7.3%
0.59%
$1.038M
7,169 shares@ $144.85 avg price
PFEPfizer Inc
Recent Activity
Decreased -35%
0.57%
$1.018M
38,359 shares@ $26.53 avg price
CMCanadian Imperial Bank
Recent Activity
Decreased -7.62%
0.56%
$990,814
15,670 shares@ $63.23 avg price
IBMIbm Corp
Recent Activity
Decreased -20.45%
0.55%
$983,299
4,473 shares@ $219.83 avg price
WMTWal-mart Stores Inc
Recent Activity
Decreased -17.24%
0.55%
$973,069
10,770 shares@ $90.35 avg price
CSCOCisco Systems Inc
Recent Activity
Decreased -25.39%
0.54%
$963,007
16,267 shares@ $59.21 avg price
NGGNational Grid Plc
Recent Activity
Decreased -8.75%
0.53%
$938,598
15,796 shares@ $59.42 avg price
GOOGAlphabet, Inc Class C
Recent Activity
Decreased -12.66%
0.51%
$911,445
4,786 shares@ $190.44 avg price
PEPPepsico Inc
Recent Activity
Decreased -7.25%
0.5%
$883,924
5,813 shares@ $152.06 avg price