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:
84.5%
Gain -0.27%
Monthly
1.93%
Yearly
25.8%
Drawdown
27.92%
$750.85M
Equity
Holdings
$750.85M
Investment
$605.79M
$157.98M
Profit -$1.11M
Realized
$12.92M
Unrealized
$145.06M
Dividends
$23.24M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.27%
Profit
-$1.11M
Win %
74%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$2.47M
Win %
74%
This Month
Compared to last month
Gain
-0.15%
Profit
-$1.11M
Win %
74%
This Year
Compared to last year
Gain
5.38%
Profit
$38.32M
Win %
71%
B BARRICK MINING CORP Common Stock (ABR0)
+7.45%
+$144,241.5 
IFF International Flavors & Fragrances Inc.
+6.89%
+$328,925 
DIS The Walt Disney Company
+3.65%
+$221,960 
NVDA NVIDIA Corporation
+3.44%
+$7,753.2 
CNQ Canadian Natural Resources Limited
+3.25%
+$48,000 
FCX Freeport-McMoRan Inc.
+3.1%
+$94,050 
MCD McDonald's Corporation
+2.09%
+$67,380 
RTX RTX Corporation
+2.01%
+$318,714.73 
MELI MercadoLibre, Inc.
+1.8%
+$102,209.85 
TJX The TJX Companies, Inc.
+1.5%
+$85,639.95 
UNH UnitedHealth Group Incorporated
+1.28%
+$70,200.13 
CRM Salesforce Inc
+1.04%
+$43,779.78 
STT State Street Corp
+0.98%
+$83,720.14 
WFC Wells Fargo & Company
+0.88%
+$49,920 
SBUX Starbucks Corporation
+0.87%
+$54,600 
SPOT Spotify Technology S.A.
+0.85%
+$50,749.87 
MMM 3M Company
+0.69%
+$60,480 
MS Morgan Stanley
+0.57%
+$51,660.29 
C Citigroup Inc.
+0.56%
+$51,590 
AAPL Apple Inc.
+0.52%
+$110,244.92 
TFC Truist Financial Corporation
+0.47%
+$32,500 
WMB The Williams Companies, Inc.
+0.45%
+$35,262.5 
DAL Delta Air Lines, Inc.
+0.4%
+$32,560 
CB Chubb Limited
+0.15%
+$17,334.32 
AMZN Amazon.com Inc
0%
$0 
APH Amphenol Corporation
0%
$0 
AVGO Broadcom Inc.
0%
$0 
BA Boeing Company
0%
$0 
BKNG Booking Holdings Inc.
0%
$0 
BLK BlackRock, Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
CLX The Clorox Company
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CVX Chevron Corporation
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DXCM DexCom, Inc.
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
EQIX Equinix, Inc.
0%
$0 
FIS Fidelity National Information Services, Inc.
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
IRM Iron Mountain Inc.
0%
$0 
J Jacobs Solutions Inc.
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
MDT Medtronic plc
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PLD Prologis Inc.
0%
$0 
RH RH
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TM Toyota Motor Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UDR UDR Inc.
0%
$0 
UNP Union Pacific Corporation
0%
$0 
V Visa Inc. Class A
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
RDDT Reddit Inc Class A
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
FERG Ferguson Enterprises Inc
-8.29%
-$730,709.66 
RPM RPM International Inc.
-6.97%
-$280,699.86 
UBER Uber Technologies, Inc.
-6.88%
-$411,265 
CCI Crown Castle Inc.
-4.92%
-$101,230 
AMT American Tower Corporation
-4.1%
-$103,391.9 
VOT Vanguard Mid-Cap Growth ETF
-3.79%
-$506,340.43 
IJT iShares S&P Small-Cap 600 Growth ETF
-3.56%
-$700,700.77 
BMY Bristol-Myers Squibb Company
-3.43%
-$293,800 
IJR iShares Core S&P Small-Cap ETF
-3.29%
-$9,182.23 
IJS iShares S&P Small-Cap 600 Value ETF
-3.07%
-$215,499.5 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-2.84%
-$252,081.16 
SLV iShares Silver Trust
-2.75%
-$83,620 
APTV Aptiv PLC
-2.66%
-$76,200 
WY Weyerhaeuser Company
-2.32%
-$174,000 
SHEL Shell plc
-2.31%
-$166,400 
SRE Sempra
-2.3%
-$178,105 
ARES Ares Management Corporation
-2.2%
-$32,970 
TMUS T-Mobile US, Inc.
-2.12%
-$82,500.22 
VRSK Verisk Analytics Inc.
-2.1%
-$103,275 
SLB Schlumberger Limited
-1.77%
-$143,550 
OXY Occidental Petroleum Corporation
-1.73%
-$102,185 
SPYV SPDR Portfolio S&P 500 Value ETF
-1.66%
-$5,127.15 
IEFA iShares Core MSCI EAFE ETF
-1.63%
-$422,170 
T AT&T Inc.
-1.37%
-$79,680.25 
UBS UBS Group AG
-1.35%
-$111,600 
LIN Linde plc
-1.29%
-$81,380.13 
UPS United Parcel Service, Inc.
-1.29%
-$76,140 
MSFT Microsoft Corp.
-1.09%
-$261,213.75 
PEG Public Service Enterprise Group Incorporated
-0.98%
-$18,750 
MSGS Madison Square Garden Sports Corp.
-0.92%
-$25,340 
BIIB Biogen Inc.
-0.87%
-$36,400 
DUK Duke Energy Corporation
-0.87%
-$17,280 
PG Procter & Gamble Co
-0.86%
-$42,239.82 
OGE Oge Energy Corp.
-0.82%
-$51,480 
OKE ONEOK, Inc.
-0.79%
-$13,900 
GIS General Mills, Inc.
-0.72%
-$19,500 
ORCL Oracle Corporation
-0.7%
-$71,050.7 
SPG Simon Property Group, Inc.
-0.48%
-$15,804.85 
TGT Target Corporation
-0.47%
-$31,395 
BABA Alibaba Group Holding Limited SP ADR
-0.36%
-$15,980.34 
IEMG iShares Core MSCI Emerging Markets ETF
-0.35%
-$98,000 
O Realty Income Corporation
-0.32%
-$6,800 
BALL Ball Corp.
-0.27%
-$11,390 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$2,898.32 
CSCO Cisco Systems, Inc.
-0.2%
-$17,760 
MTN Vail Resorts, Inc.
-0.14%
-$2,520 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$381.31 Events
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Dividends
Dividend Analysis
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| Trades 1017 | Longs Won 721/1017 70% | Profit Factor 5.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $421,813.47 |
| Average Win $271,880.88 | Best Trade (Aug 10) $5.63M | Sharpe Ratio -16.59 |
| Average Loss -$128,534.16 | Worst Trade (Dec 31) -$1.4M | Z-Score 17.47 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 5d | Expectancy $155,339.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,848 | 5,263 | 4,678 | 4,094 | 3,509 | 2,924 | 2,339 | 1,754 | 1,170 | 585 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 68,052 | $14.72M | $21.16M | - | $6.44M | 43.74% | +0.524% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,486 | $434,693 | $437,721.45 | - | $3,028.45 | 0.7% | -0.087% |
| AMT American Tower Corporation | 14,400 | $2.81M | $2.42M | - | -$387,995.13 | -13.82% | -4.097% |
| AMZN Amazon.com Inc | 44,816 | $9.09M | $12.43M | - | $3.34M | 36.72% | 0.0 |
| APH Amphenol Corporation | 64,056 | $5.65M | $5.49M | - | -$159,819.72 | -2.83% | 0.0 |
| APTV Aptiv PLC | 60,000 | $3.76M | $2.79M | - | -$977,320 | -25.96% | -2.661% |
| ARES Ares Management Corporation | 10,500 | $1.15M | $1.47M | - | $322,035 | 28.11% | -2.197% |
| AVGO Broadcom Inc. | 54,689 | $10.6M | $22.87M | - | $12.27M | 115.72% | 0.0 |
| B BARRICK MINING CORP Common Stock (ABR0) | 50,700 | $1.06M | $2.08M | - | $1.03M | 97.19% | +7.446% |
| BA Boeing Company | 25,500 | $4.82M | $6.05M | - | $1.22M | 25.35% | 0.0 |
| BABA Alibaba Group Holding Limited SP ADR | 34,000 | $3.26M | $4.37M | - | $1.11M | 33.9% | -0.364% |
| BALL Ball Corp. | 67,000 | $3.95M | $4.26M | - | $307,428 | 7.78% | -0.267% |
| BIIB Biogen Inc. | 20,000 | $3.63M | $4.13M | - | $505,184.98 | 13.93% | -0.873% |
| BKNG Booking Holdings Inc. | 35,125 | $6.32M | $6.82M | - | $505,041.4 | 7.99% | 0.0 |
| BLK BlackRock, Inc. | 4,100 | $3.94M | $4.64M | - | $694,695.16 | 17.62% | 0.0 |
| BMY Bristol-Myers Squibb Company | 130,000 | $6.44M | $8.27M | - | $1.83M | 28.42% | -3.43% |
| BRK-B Berkshire Hathaway Inc. | 13,200 | $5.93M | $6.83M | - | $901,527 | 15.21% | 0.0 |
| BX Blackstone Inc. | 11,700 | $1.35M | $1.61M | - | $259,857 | 19.31% | 0.0 |
| C Citigroup Inc. | 67,000 | $4.17M | $9.22M | - | $5.05M | 121.24% | +0.563% |
| CB Chubb Limited | 32,100 | $9.12M | $11.2M | - | $2.08M | 22.8% | +0.155% |
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Option values are updated at end of day.
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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 - $1.7M. 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 $23.24M earned over time. The largest contributors to dividend income include Chevron Corporation - $832,012.43, iShares Core MSCI EAFE ETF - $750,835.54, iShares MSCI EAFE ETF - $691,451.46, Verizon Communications Inc - $685,953.2, and NextEra Energy, Inc - $627,091.81. 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.
