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:
12.91%
Gain
Monthly
0.4%
Yearly
4.9%
Drawdown
35.44%
$691.6M
Equity
Holdings
$691.6M
Investment
$572.62M
$131.87M
Profit +$1.78M
Realized
$12.89M
Unrealized
$118.98M
Dividends
$22.86M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$1.78M
Win %
68%
This Week
Compared To Last Week
Gain
0.42%
Profit
$2.9M
Win %
68%
This Month
Compared to last month
Gain
2.06%
Profit
$13.94M
Win %
68%
This Year
Compared to last year
Gain
8.91%
Profit
$56.59M
Win %
67%
DXCM DexCom, Inc.
+6.17%
+$291,850 
GIS General Mills, Inc.
+4.57%
+$127,500 
VRSK Verisk Analytics Inc.
+4.34%
+$162,427.2 
BIIB Biogen Inc.
+3.99%
+$157,276 
PLD Prologis Inc.
+3.51%
+$256,530 
UNH UnitedHealth Group Incorporated
+3.46%
+$355,093.8 
UPS United Parcel Service, Inc.
+3.23%
+$197,100 
SBUX Starbucks Corporation
+3.21%
+$202,500 
UNP Union Pacific Corporation
+3.21%
+$145,655.03 
MDT Medtronic plc
+3.13%
+$173,880 
BALL Ball Corp.
+3.04%
+$123,950 
O Realty Income Corporation
+2.89%
+$62,220 
TMUS T-Mobile US, Inc.
+2.85%
+$112,146.3 
VZ Verizon Communications Inc.
+2.81%
+$147,010 
TJX The TJX Companies, Inc.
+2.55%
+$131,681.55 
T AT&T Inc.
+2.54%
+$116,630 
CRM Salesforce Inc
+2.53%
+$71,998.83 
WY Weyerhaeuser Company
+2.53%
+$166,375 
CAG Conagra Brands Inc.
+2.49%
+$63,180 
ADBE Adobe Inc.
+2.4%
+$65,636 
RPM RPM International Inc.
+2.31%
+$83,300 
PEP PepsiCo, Inc.
+2.27%
+$101,640 
SPG Simon Property Group, Inc.
+2.25%
+$72,443.45 
COST Costco Wholesale Corporation
+2.19%
+$114,785.77 
FIS Fidelity National Information Services, Inc.
+2.17%
+$77,430 
OKE ONEOK, Inc.
+2.11%
+$38,400 
TFC Truist Financial Corporation
+1.95%
+$134,930 
UDR UDR Inc.
+1.93%
+$39,520 
IFF International Flavors & Fragrances Inc.
+1.91%
+$84,665 
TGT Target Corporation
+1.82%
+$114,432.04 
V Visa Inc. Class A
+1.79%
+$226,180.68 
CLX The Clorox Company
+1.78%
+$53,630 
J Jacobs Solutions Inc.
+1.77%
+$118,450 
BMY Bristol-Myers Squibb Company
+1.7%
+$130,000 
DIS The Walt Disney Company
+1.63%
+$97,960 
CVX Chevron Corporation
+1.48%
+$180,109.8 
IBM International Business Machines Corporation
+1.44%
+$87,840.29 
MSFT Microsoft Corp.
+1.4%
+$254,558.33 
IJS iShares S&P Small-Cap 600 Value ETF
+1.4%
+$85,500 
JNJ Johnson & Johnson
+1.35%
+$95,447.18 
MTN Vail Resorts, Inc.
+1.28%
+$22,800 
CB Chubb Limited
+1.25%
+$133,668.32 
TM Toyota Motor Corporation
+1.22%
+$62,350 
ICE Intercontinental Exchange, Inc.
+1.14%
+$52,000 
AAPL Apple Inc.
+1.12%
+$250,431.36 
PFE Pfizer Inc.
+1.11%
+$44,550 
EOG EOG Resources, Inc.
+0.99%
+$19,647.5 
DUK Duke Energy Corporation
+0.89%
+$17,680 
WFC Wells Fargo & Company
+0.89%
+$34,875 
UBER Uber Technologies, Inc.
+0.81%
+$43,131.36 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$2,059.05 
FERG Ferguson Enterprises Inc
+0.76%
+$54,810 
OGE Oge Energy Corp.
+0.73%
+$46,860 
D Dominion Energy, Inc.
+0.63%
+$15,300 
SHEL Shell plc
+0.61%
+$33,800 
BX Blackstone Inc.
+0.59%
+$8,716.5 
WMB The Williams Companies, Inc.
+0.5%
+$37,925 
OXY Occidental Petroleum Corporation
+0.49%
+$29,150 
MMM 3M Company
+0.49%
+$36,340 
AMT American Tower Corporation
+0.28%
+$6,849.5 
AMZN Amazon.com Inc
+0.28%
+$29,271.2 
CNQ Canadian Natural Resources Limited
+0.27%
+$3,680 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.2%
+$17,737.11 
TMO Thermo Fisher Scientific Inc.
+0.18%
+$9,716.59 
GOOG Alphabet Inc
+0.17%
+$33,782.41 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.14%
+$24,480 
LIN Linde plc
+0.13%
+$8,269.08 
SRE Sempra
+0.03%
+$2,175 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$1,325.5 
MELI MercadoLibre, Inc.
+0.02%
+$910.25 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FCX Freeport-McMoRan Inc.
-4.95%
-$147,980 
ORCL Oracle Corporation
-4.58%
-$385,950.83 
MS Morgan Stanley
-4.24%
-$425,920 
B BARRICK MINING CORP Common Stock (ABR0)
-3.68%
-$66,924 
AVGO Broadcom Inc.
-3.49%
-$799,961.25 
CSCO Cisco Systems, Inc.
-3.14%
-$299,002.86 
SLV iShares Silver Trust
-3.09%
-$86,402.5 
UBS UBS Group AG
-2.85%
-$251,552 
JCI Johnson Controls International plc
-2.18%
-$196,245 
FTNT Fortinet Inc.
-2.12%
-$182,962.5 
SPOT Spotify Technology S.A.
-2.04%
-$98,800 
IEMG iShares Core MSCI Emerging Markets ETF
-1.96%
-$547,750 
C Citigroup Inc.
-1.92%
-$181,299.3 
EQIX Equinix, Inc.
-1.72%
-$44,001.09 
RH RH
-1.44%
-$64,155 
VOT Vanguard Mid-Cap Growth ETF
-1.4%
-$169,290 
RTX RTX Corporation
-1.38%
-$174,420.65 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.1%
-$45,900 
STT State Street Corp
-0.96%
-$90,000 
BA Boeing Company
-0.93%
-$51,765 
BKNG Booking Holdings Inc.
-0.92%
-$47,376 
SLB Schlumberger Limited
-0.85%
-$59,737.5 
PEG Public Service Enterprise Group Incorporated
-0.84%
-$15,525 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$205,905 
CCI Crown Castle Inc.
-0.64%
-$12,372.5 
IRM Iron Mountain Inc.
-0.58%
-$12,554.68 
APTV Aptiv PLC
-0.56%
-$16,500 
ARES Ares Management Corporation
-0.56%
-$7,297.5 
JPM JPMorgan Chase & Co.
-0.47%
-$67,820.62 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$5,438.98 
NEE NextEra Energy, Inc.
-0.18%
-$23,468.64 
MSGS Madison Square Garden Sports Corp.
-0.17%
-$5,780 
AGG iShares Core U.S. Aggregate Bond ETF
-0.07%
-$314.02 
BLK BlackRock, Inc.
-0.06%
-$2,311.04 
DAL Delta Air Lines, Inc.
-0.02%
-$1,380 Events
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Dividends
Dividend Analysis
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| Trades 943 | Longs Won 635/943 67% | Profit Factor 4.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $405,085.69 |
| Average Win $270,177.51 | Best Trade (Jul 10) $5.05M | Sharpe Ratio -15.79 |
| Average Loss -$128,881.08 | Worst Trade (Dec 31) -$1.4M | Z-Score 10.2 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 6d | Expectancy $139,838.12 |
| 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 | 5,376 | 4,839 | 4,301 | 3,763 | 3,226 | 2,688 | 2,151 | 1,613 | 1,075 | 538 |
Hover over the desired column for a detailed explanation.
Returns
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