David Skalicky Portfolio
Invests via INSPIRE TRUST CO, N.A. | Managed by Sean Lynch, Steve Breiter, Dan Helmick, Karen Clerget
Invests via INSPIRE TRUST CO, N.A.
Managed by Sean Lynch, Steve Breiter, Dan Helmick, Karen Clerget
Automatically Tracked
David Skalicky Profile
Senior operating executive and investor focused on growth-stage technology and consumer businesses. Combines operating experience in product and go-to-market leadership with direct investing and board roles across software and e-commerce portfolios. David Skalicky is known for hands-on scaling of commercial teams, transaction experience in M&A and capital raises, and supporting founder-led management on strategy, metrics, and operational execution.
Senior operating executive and investor focused on growth-stage technology and consumer businesses. Combines operating experience in product and go-to-market leadership with direct investing and board roles across software and e-commerce portfolios. David Skalicky is known for hands-on scaling of commercial teams, transaction experience in M&A and capital raises, and supporting founder-led management on strategy, metrics, and operational execution.
Investment Philosophy & Strategy
Focuses on growth-stage technology and consumer opportunities, deploying capital to companies where product-market fit exists and commercial scaling is the primary value driver. Prefers concentrated, board-level positions enabling hands-on go-to-market and product leadership, KPI-driven operational playbooks, and follow-on funding to de-risk execution. Investment horizon is multi-year, emphasizing revenue fundamentals, unit economics, and repeatable sales motions. Risk discipline centers on staged capital, clear milestone gating, and founder alignment.
Focuses on growth-stage technology and consumer opportunities, deploying capital to companies where product-market fit exists and commercial scaling is the primary value driver. Prefers concentrated, board-level positions enabling hands-on go-to-market and product leadership, KPI-driven operational playbooks, and follow-on funding to de-risk execution. Investment horizon is multi-year, emphasizing revenue fundamentals, unit economics, and repeatable sales motions. Risk discipline centers on staged capital, clear milestone gating, and founder alignment.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
75.69%
Gain +1.3%
Monthly
1.7%
Yearly
22.39%
Drawdown
27.92%
$732.5M
Equity
Holdings
$732.5M
Investment
$605.79M
$139.63M
Profit +$5.31M
Realized
$12.92M
Unrealized
$126.71M
Dividends
$25.64M
Goals
Avg. 78% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.3%
Profit
$5.31M
Win %
69%
This Week
Compared To Last Week
Gain
0.33%
Profit
$2.37M
Win %
69%
This Month
Compared to last month
Gain
2.38%
Profit
$17.05M
Win %
69%
This Year
Compared to last year
Gain
2.8%
Profit
$19.97M
Win %
67%
RDDT Reddit Inc Class A
+6.75%
+$200,499.8 
RH RH
+6.68%
+$174,370 
DXCM DexCom, Inc.
+4.82%
+$261,300 
CRM Salesforce Inc
+4.52%
+$234,740 
B BARRICK MINING CORP Common Stock (ABR0)
+4.28%
+$84,415.5 
BLK BlackRock, Inc.
+4.26%
+$187,718.5 
TMO Thermo Fisher Scientific Inc.
+3.94%
+$291,884.89 
BALL Ball Corp.
+3.94%
+$159,460 
UNH UnitedHealth Group Incorporated
+3.61%
+$192,915 
BKNG Booking Holdings Inc.
+3.61%
+$203,725.35 
VRSK Verisk Analytics Inc.
+3.4%
+$156,315 
SBUX Starbucks Corporation
+3.39%
+$189,600 
BX Blackstone Inc.
+3.34%
+$41,535 
SLV iShares Silver Trust
+3.31%
+$93,790 
APTV Aptiv PLC
+3.25%
+$85,500 
ORCL Oracle Corporation
+2.96%
+$270,900 
UBER Uber Technologies, Inc.
+2.91%
+$167,245 
BMY Bristol-Myers Squibb Company
+2.73%
+$210,600 
WY Weyerhaeuser Company
+2.57%
+$140,650 
IBM International Business Machines Corporation
+2.52%
+$172,200 
GIS General Mills, Inc.
+2.51%
+$60,375 
V Visa Inc. Class A
+2.5%
+$362,600.37 
RPM RPM International Inc.
+2.31%
+$79,275 
ICE Intercontinental Exchange, Inc.
+2.16%
+$134,000 
WFC Wells Fargo & Company
+2.11%
+$109,440 
UPS United Parcel Service, Inc.
+2.04%
+$105,300 
MTN Vail Resorts, Inc.
+2%
+$35,940 
TM Toyota Motor Corporation
+1.96%
+$129,149.65 
SPG Simon Property Group, Inc.
+1.91%
+$55,100 
BA Boeing Company
+1.9%
+$89,505 
FERG Ferguson Enterprises Inc
+1.86%
+$142,830 
BIIB Biogen Inc.
+1.84%
+$85,800 
FIS Fidelity National Information Services, Inc.
+1.83%
+$56,550 
DIS The Walt Disney Company
+1.77%
+$119,660 
TFC Truist Financial Corporation
+1.76%
+$104,026 
DAL Delta Air Lines, Inc.
+1.7%
+$114,840 
SPOT Spotify Technology S.A.
+1.58%
+$103,374.75 
MCD McDonald's Corporation
+1.57%
+$44,880 
MDT Medtronic plc
+1.54%
+$109,125 
T AT&T Inc.
+1.48%
+$84,660.25 
IRM Iron Mountain Inc.
+1.46%
+$25,110 
ARES Ares Management Corporation
+1.42%
+$16,800 
IJS iShares S&P Small-Cap 600 Value ETF
+1.36%
+$86,750 
UBS UBS Group AG
+1.29%
+$94,550 
IJR iShares Core S&P Small-Cap ETF
+1.27%
+$3,190.6 
MSFT Microsoft Corp.
+1.25%
+$325,662.75 
IJT iShares S&P Small-Cap 600 Growth ETF
+1.23%
+$214,500 
VOT Vanguard Mid-Cap Growth ETF
+1.21%
+$153,555.43 
PFE Pfizer Inc.
+1.18%
+$66,240 
CLX The Clorox Company
+1.12%
+$29,450 
IFF International Flavors & Fragrances Inc.
+1.02%
+$53,690 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+1.01%
+$83,591.68 
TJX The TJX Companies, Inc.
+0.97%
+$50,227.65 
CCI Crown Castle Inc.
+0.93%
+$19,610 
CB Chubb Limited
+0.9%
+$101,436 
AMT American Tower Corporation
+0.83%
+$21,384 
MELI MercadoLibre, Inc.
+0.83%
+$45,630 
IEFA iShares Core MSCI EAFE ETF
+0.78%
+$194,250 
O Realty Income Corporation
+0.78%
+$14,620 
C Citigroup Inc.
+0.77%
+$62,980 
TGT Target Corporation
+0.72%
+$50,960 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.72%
+$2,197.35 
NEE NextEra Energy, Inc.
+0.64%
+$88,500 
UDR UDR Inc.
+0.6%
+$10,660 
AGG iShares Core U.S. Aggregate Bond ETF
+0.59%
+$2,512.16 
UNP Union Pacific Corporation
+0.59%
+$26,376 
GOOG Alphabet Inc
+0.51%
+$100,991.13 
MSGS Madison Square Garden Sports Corp.
+0.45%
+$12,774.93 
AMZN Amazon.com Inc
+0.44%
+$50,417.91 
FCX Freeport-McMoRan Inc.
+0.4%
+$12,600 
MMM 3M Company
+0.38%
+$30,239.52 
MS Morgan Stanley
+0.38%
+$28,770.42 
SPY SPDR S&P 500 ETF Trust
+0.35%
+$5,119.04 
PG Procter & Gamble Co
+0.34%
+$17,820 
LIN Linde plc
+0.21%
+$13,259.87 
EQIX Equinix, Inc.
+0.12%
+$2,782.95 
CNQ Canadian Natural Resources Limited
+0.12%
+$1,920 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$5,478 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.06%
+$252.53 
STT State Street Corp
+0.01%
+$1,150 
RTX RTX Corporation
+0.01%
+$726 
D Dominion Energy, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WMB The Williams Companies, Inc.
-4.53%
-$358,050 
JCI Johnson Controls International plc
-3.59%
-$350,080 
CSCO Cisco Systems, Inc.
-3.52%
-$296,000 
PLD Prologis Inc.
-2.54%
-$168,810 
NVDA NVIDIA Corporation
-1.74%
-$4,099.19 
OXY Occidental Petroleum Corporation
-1.73%
-$113,420 
EOG EOG Resources, Inc.
-1.52%
-$34,075 
CVX Chevron Corporation
-1.48%
-$241,815 
APH Amphenol Corporation
-1.32%
-$139,642.08 
OKE ONEOK, Inc.
-1.27%
-$23,400 
FTNT Fortinet Inc.
-1.19%
-$106,457.65 
OGE Oge Energy Corp.
-1.01%
-$63,360 
IEMG iShares Core MSCI Emerging Markets ETF
-0.76%
-$208,250 
PEP PepsiCo, Inc.
-0.69%
-$29,290.8 
SLB Schlumberger Limited
-0.64%
-$49,445 
PEG Public Service Enterprise Group Incorporated
-0.56%
-$9,875 
AVGO Broadcom Inc.
-0.5%
-$94,611.97 
DUK Duke Energy Corporation
-0.49%
-$9,440 
TMUS T-Mobile US, Inc.
-0.42%
-$14,739.78 
J Jacobs Solutions Inc.
-0.41%
-$32,890 
SRE Sempra
-0.4%
-$29,535 
BABA Alibaba Group Holding Limited SP ADR
-0.18%
-$6,800 
VZ Verizon Communications Inc.
-0.18%
-$9,760 
JPM JPMorgan Chase & Co.
-0.12%
-$17,445.96 
JNJ Johnson & Johnson
-0.1%
-$8,032.5 
SHEL Shell plc
-0.1%
-$8,000 
AAPL Apple Inc.
-0.1%
-$22,457.16 
COST Costco Wholesale Corporation
-0.08%
-$5,427 Events
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Dividends
Dividend Analysis
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| Trades 1017 | Longs Won 689/1017 67% | Profit Factor 4.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $412,627.46 |
| Average Win $266,694.03 | Best Trade (Oct 14) $4.95M | Sharpe Ratio -16.18 |
| Average Loss -$134,528.36 | Worst Trade (Dec 31) -$1.4M | Z-Score 11.06 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 5d | Expectancy $137,292.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,435 | 4,891 | 4,348 | 3,804 | 3,261 | 2,717 | 2,174 | 1,630 | 1,087 | 543 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 68,052 | $14.72M | $23.32M | - | $8.59M | 58.36% | -0.096% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,486 | $434,693 | $427,874.68 | - | -$6,818.32 | -1.57% | +0.591% |
| AMT American Tower Corporation | 14,400 | $2.81M | $2.6M | - | -$203,459.23 | -7.25% | +0.828% |
| AMZN Amazon.com Inc | 44,816 | $9.09M | $11.44M | - | $2.34M | 25.77% | +0.443% |
| APH Amphenol Corporation | 128,112 | $5.65M | $10.45M | - | $4.81M | 85.12% | -1.318% |
| APTV Aptiv PLC | 60,000 | $3.76M | $2.72M | - | -$1.05M | -27.87% | +3.251% |
| ARES Ares Management Corporation | 10,500 | $1.15M | $1.2M | - | $52,395 | 4.57% | +1.422% |
| AVGO Broadcom Inc. | 54,689 | $10.6M | $18.84M | - | $8.24M | 77.73% | -0.5% |
| B BARRICK MINING CORP Common Stock (ABR0) | 50,700 | $1.06M | $2.06M | - | $1M | 94.79% | +4.281% |
| BA Boeing Company | 25,500 | $4.82M | $4.8M | - | -$26,376 | -0.55% | +1.901% |
| BABA Alibaba Group Holding Limited SP ADR | 34,000 | $3.26M | $3.77M | - | $509,660 | 15.62% | -0.18% |
| BALL Ball Corp. | 67,000 | $3.95M | $4.21M | - | $255,838 | 6.47% | +3.938% |
| BIIB Biogen Inc. | 20,000 | $3.63M | $4.74M | - | $1.11M | 30.74% | +1.843% |
| BKNG Booking Holdings Inc. | 35,125 | $6.32M | $5.85M | - | -$471,082.35 | -7.46% | +3.61% |
| BLK BlackRock, Inc. | 4,100 | $3.94M | $4.59M | - | $647,319.66 | 16.42% | +4.264% |
| BMY Bristol-Myers Squibb Company | 130,000 | $6.44M | $7.92M | - | $1.48M | 22.91% | +2.733% |
| BRK-B Berkshire Hathaway Inc. | 13,200 | $5.93M | $6.95M | - | $1.03M | 17.34% | +0.079% |
| BX Blackstone Inc. | 11,700 | $1.35M | $1.28M | - | -$61,191 | -4.55% | +3.342% |
| C Citigroup Inc. | 67,000 | $4.17M | $8.26M | - | $4.09M | 98.05% | +0.769% |
| CB Chubb Limited | 32,100 | $9.12M | $11.34M | - | $2.22M | 24.38% | +0.902% |
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FAQ
Which stocks have generated the highest profits for David Skalicky?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI EAFE ETF - $3.01M, Vanguard FTSE All-World ex-US Small-Cap ETF - $2.85M, SPDR S&P 500 ETF Trust - $2.45M, iShares MSCI Emerging Markets ETF - $2.19M, and Broadcom Inc - $1.74M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: FMC Corporation - $4.52M, Adobe Inc - $2.71M, Advanced Micro Devices, Inc - $2.13M, Conagra Brands Inc - $1.34M, and Nike, Inc. - Class B - $1M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Skalicky's portfolio generate?
The portfolio generates substantial dividend income, with a total of $25.64M earned over time. The largest contributors to dividend income include Chevron Corporation - $962,842.43, Verizon Communications Inc - $772,268.2, iShares Core MSCI EAFE ETF - $750,835.54, NextEra Energy, Inc - $737,398.21, and Bristol-Myers Squibb Company - $703,939.8. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Skalicky's monthly returns?
David Skalicky's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can David Skalicky's strategy be considered aggressive or moderate?
David Skalicky's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow David Skalicky's strategy?
David Skalicky's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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