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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
BXBlackstone Group Inc
Recent Activity
Decreased -5.81%
0.22%
$376,738
2,185 shares@ $172.43 avg price
DHRDanaher Corp
Recent Activity
Decreased -19.06%
0.21%
$364,526
1,588 shares@ $229.56 avg price
NOCNorthrop Grumman Corp
Recent Activity
Decreased -7.51%
0.21%
$358,068
763 shares@ $469.29 avg price
ACNAccenture Plc Cl A
Recent Activity
Decreased -5.17%
0.2%
$354,252
1,007 shares@ $351.79 avg price
AMCRAmcor Plc
Recent Activity
Decreased -12.88%
0.2%
$354,117
37,632 shares@ $9.41 avg price
MSIMotorola Solutions Inc
Recent Activity
Decreased -22.29%
0.2%
$341,588
739 shares@ $462.24 avg price
TELTe Connectivity Plc
Recent Activity
Decreased -8.94%
0.19%
$334,693
2,341 shares@ $142.98 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -18.01%
0.18%
$319,965
1,506 shares@ $212.47 avg price
IVEIshares S&p 500 Value Index Etf
Recent Activity
Decreased -31.33%
0.18%
$318,770
1,670 shares@ $190.89 avg price
GSGoldman Sachs Corp
Recent Activity
Decreased -24.34%
0.17%
$297,190
519 shares@ $572.63 avg price