Holly Skipper Portfolio
Invests via Verum Partners LLC | Managed by Verum Partners LLC
Invests via Verum Partners LLC
Managed by Verum Partners LLC
Automatically Tracked
Holly Skipper Profile
Holly Skipper is a dynamic entrepreneur known for her innovative leadership in the tech sector. With a focus on developing user-centric digital solutions, she has built and scaled several startups that have disrupted traditional business models. Her diverse expertise spans product development, market expansion, and operational efficiency, making her a respected figure among peers in venture capital circles. Through strategic partnerships and forward-thinking initiatives, she continues to drive growth within the technology landscape while identifying emerging trends that shape consumer behavior.
Holly Skipper is a dynamic entrepreneur known for her innovative leadership in the tech sector. With a focus on developing user-centric digital solutions, she has built and scaled several startups that have disrupted traditional business models. Her diverse expertise spans product development, market expansion, and operational efficiency, making her a respected figure among peers in venture capital circles. Through strategic partnerships and forward-thinking initiatives, she continues to drive growth within the technology landscape while identifying emerging trends that shape consumer behavior.
Investment Philosophy & Strategy
Opportunity lies at the intersection of technology and consumer needs, a space where Holly Skipper thrives as an entrepreneur. Known for her strategic foresight and hands-on leadership, she capitalizes on market disruptions to foster innovative digital solutions. Emphasizing collaboration, she builds synergies that accelerate growth while enhancing product relevance in a rapidly evolving landscape. Her ability to identify emerging trends is pivotal in steering startup initiatives that not only attract venture capital but also resonate with users seeking transformative experiences. Skipper's operational insights further strengthen her approach, ensuring that scaling efforts are efficient and impactful.
Opportunity lies at the intersection of technology and consumer needs, a space where Holly Skipper thrives as an entrepreneur. Known for her strategic foresight and hands-on leadership, she capitalizes on market disruptions to foster innovative digital solutions. Emphasizing collaboration, she builds synergies that accelerate growth while enhancing product relevance in a rapidly evolving landscape. Her ability to identify emerging trends is pivotal in steering startup initiatives that not only attract venture capital but also resonate with users seeking transformative experiences. Skipper's operational insights further strengthen her approach, ensuring that scaling efforts are efficient and impactful.
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:
99.71%
Gain -0.07%
Monthly
1.82%
Yearly
24.23%
Drawdown
23.38%
$573.29M
Equity
Holdings
$573.29M
Investment
$447.49M
$151.86M
Profit -$215,318.9
Realized
$26.07M
Unrealized
$125.8M
Dividends
$25.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.07%
Profit
-$215,318.9
Win %
79%
This Week
Compared To Last Week
Gain
-0.49%
Profit
-$2.84M
Win %
79%
This Month
Compared to last month
Gain
-0.75%
Profit
-$4.34M
Win %
79%
This Year
Compared to last year
Gain
8.91%
Profit
$46.89M
Win %
80%
T AT&T Inc.
+3.5%
+$11,989.38 
ICE Intercontinental Exchange, Inc.
+2.78%
+$6,507.96 
AVGO Broadcom Inc.
+2.67%
+$68,396.54 
NVDA NVIDIA Corporation
+2.3%
+$93,320.48 
JNJ Johnson & Johnson
+2%
+$22,524.74 
XOM Exxon Mobil Corporation
+1.81%
+$14,765.81 
BLK BlackRock, Inc.
+1.77%
+$7,760.58 
RIG Transocean Ltd.
+1.15%
+$665.22 
FIX Comfort Systems USA, Inc.
+0.99%
+$2,895.75 
ETN Eaton Corporation plc
+0.98%
+$4,641.11 
ABT Abbott Laboratories
+0.9%
+$2,943 
JPM JPMorgan Chase & Co.
+0.86%
+$19,843.75 
TFC Truist Financial Corporation
+0.68%
+$4,608.8 
RTX RTX Corporation
+0.62%
+$5,653.12 
KO The Coca-Cola Company
+0.28%
+$16,165.32 
RY Royal Bank of Canada
+0.27%
+$9,306.96 
CSX CSX Corporation
+0.08%
+$302.28 
IWD iShares Russell 1000 Value ETF
+0.03%
+$515.6 
CSCO Cisco Systems, Inc.
+0.03%
+$139.95 
VO Vanguard Mid-Cap ETF
+0.03%
+$139.28 
PG Procter & Gamble Co
+0.01%
+$142.87 
VCRM Vanguard Core Tax-Exempt Bond Fund
+0.01%
+$6,023.59 
DFAW Dimensional World Equity ETF
+0.01%
+$71.12 
MRK Merck & Co., Inc.
+0.01%
+$42.89 
ACWI iShares MSCI ACWI ETF
0%
+$0.47 
ADP Automatic Data Processing Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
AMGN Amgen Inc.
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
BAC Bank of America Corporation
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
BX Blackstone Inc.
0%
$0 
CATO Cato Corporation
0%
$0 
CB Chubb Limited
0%
$0 
COMP Compass Inc.
0%
$0 
COR Cencora, Inc.
0%
$0 
CVX Chevron Corporation
0%
-$0.03 
DBMF iMGP DBi Managed Futures Strategy ETF
0%
$0 
DFEV Dimensional Emerging Markets Value ETF
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
+$0.04 
DUK Duke Energy Corporation
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
+$0.01 
FNDA Schwab Fundamental U.S. Small Company ETF
0%
$0 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FPAG FPA Global Equity ETF
0%
$0 
GE General Electric Company
0%
-$0.04 
GEV GE Vernova Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
HCA HCA Healthcare Inc.
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
HON Honeywell International Inc.
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
ILCV iShares Morningstar Value ETF
0%
$0 
IVOO Vanguard S&P Mid-Cap 400 ETF
0%
+$0.02 
IVV iShares Core S&P 500 ETF
0%
-$0.24 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
-$0.05 
IWN iShares Russell 2000 Value ETF
0%
$0 
IWS iShares Russell Mid-Cap Value ETF
0%
$0 
IWV ISHARES RUSSELL 3000 ETF
0%
-$0.06 
IWY iShares Russell Top 200 Growth ETF
0%
+$0.01 
IXUS iShares Core International Stock ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
JBL Jabil Inc.
0%
+$0.03 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
LIN Linde plc
0%
$0 
LOW Lowe's Companies Inc.
0%
$0 
MA Mastercard Incorporated
0%
+$0.01 
MMM 3M Company
0%
+$0.03 
MSFT Microsoft Corp.
0%
$0 
NMG Nouveau Monde Graphite Inc.
0%
$0 
NOV Nov Inc.
0%
$0 
NPO EnPro Industries Inc.
0%
-$0.02 
OEF iShares S&P 100 ETF
0%
+$0.03 
ORCL Oracle Corporation
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PRF Invesco FTSE RAFI US 1000 ETF
0%
$0 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
0%
$0 
PWB Invesco Large Cap Growth ETF
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QLTY GMO U.S. Quality ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RPG Invesco S&P 500 Pure Growth ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SPGP Invesco S&P 500 GARP ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
SYK Stryker Corporation
0%
$0 
SYLD Cambria Shareholder Yield ETF
0%
$0 
TCHP T. Rowe Price Blue Chip Growth ETF
0%
$0 
TJX The TJX Companies, Inc.
0%
$0 
UNP Union Pacific Corporation
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VIGI Vanguard International Dividend Appreciation Index Fund
0%
$0 
VIOO Vanguard S&P Small-Cap 600 ETF
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VOOG Vanguard S&P 500 Growth ETF
0%
$0 
VOOV Vanguard S&P 500 Value ETF
0%
$0 
VPLS Vanguard Core-Plus Bond ETF
0%
-$2.4 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
-$0.01 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VXF Vanguard Extended Market ETF
0%
+$0.02 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
DHC Diversified Healthcare Trust
-3.73%
-$4,334.4 
INTC Intel Corporation
-2.68%
-$21,485.36 
META Meta Platforms Inc Class A
-2.58%
-$19,319.04 
AIG American International Group Inc.
-2.48%
-$6,356.06 
PANW Palo Alto Networks, Inc.
-2.01%
-$17,257.41 
CI The Cigna Group
-1.94%
-$4,867.31 
AMAT Applied Materials, Inc.
-1.88%
-$11,097.71 
VRSK Verisk Analytics Inc.
-1.52%
-$6,712.2 
WFC Wells Fargo & Company
-1.5%
-$9,705.96 
GOOGL Alphabet Inc
-1.46%
-$30,152.48 
DAL Delta Air Lines, Inc.
-1.31%
-$5,755.35 
TSLA Tesla, Inc.
-1.3%
-$35,866.73 
VLO Valero Energy Corporation
-1.23%
-$5,757.91 
MU Micron Technology, Inc.
-1.17%
-$8,198.83 
UNH UnitedHealth Group Incorporated
-1.16%
-$7,423.93 
ELV Elevance Health, Inc.
-1.11%
-$6,420.6 
ABBV AbbVie Inc.
-1.09%
-$9,584.43 
AMZN Amazon.com Inc
-1.09%
-$24,837.3 
PAYX Paychex Inc.
-1.09%
-$3,416 
LLY Eli Lilly and Company
-1.05%
-$44,838.51 
V Visa Inc. Class A
-0.68%
-$6,182.43 
AXP American Express Company
-0.58%
-$1,590.81 
AAPL Apple Inc.
-0.56%
-$45,345.35 
ACN Accenture plc Class A
-0.55%
-$1,093.4 
VUG Vanguard Growth ETF
-0.52%
-$2,446.2 
QQQ Invesco QQQ Trust, Series 1
-0.51%
-$5,346.7 
VB Vanguard Small-Cap ETF
-0.27%
-$28,341.9 
COST Costco Wholesale Corporation
-0.21%
-$1,575.73 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.16%
-$9,785.35 
MCD McDonald's Corporation
-0.13%
-$599.42 
SPY SPDR S&P 500 ETF Trust
-0.12%
-$4,715.56 
FYLD Cambria Foreign Shareholder Yield ETF
-0.1%
-$10,791.08 
CAT Caterpillar Inc.
-0.07%
-$729.27 
SHY iShares 1-3 Year Treasury Bond ETF
-0.07%
-$183.06 
VCRB Vanguard Core Bond ETF
-0.05%
-$16,369.17 
HD The Home Depot, Inc.
-0.04%
-$604.69 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$7,770.29 
ICSH iShares Short Treasury Bond ETF
-0.02%
-$65.38 
BND Vanguard Total Bond Market Index Fund
-0.01%
-$60.59 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
0%
-$193.92 Events
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Dividends
Dividend Analysis
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| Trades 1840 | Longs Won 1469/1840 79% | Profit Factor 32.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $342,523.35 |
| Average Win $106,662.65 | Best Trade (Jul 23) $7.74M | Sharpe Ratio -11.52 |
| Average Loss -$13,002.36 | Worst Trade (Jul 27) -$697,790.02 | Z-Score 25.44 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 2d | Expectancy $82,534.54 |
| 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 | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Holly Skipper?
The largest contributions to the portfolio's profits come from the following stocks: FPA Global Equity ETF - $3.52M, iShares U.S. Treasury Bond ETF - $2.86M, JPMorgan Ultra-Short Income ETF - $2.86M, iShares Core S&P Small-Cap ETF - $2.33M, and iShares Core S&P 500 ETF - $2.27M. 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: Vanguard S&P Small-Cap 600 ETF - $344,137.32, Genuine Parts Company - $55,241.56, UnitedHealth Group Incorporated - $47,490.03, Comcast Corp - $27,055.66, and Energy Select Sector SPDR Fund - $14,739.42. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Holly Skipper's portfolio generate?
The portfolio generates substantial dividend income, with a total of $25.04M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $2.83M, iShares U.S. Treasury Bond ETF - $2.71M, Vanguard Core Bond ETF - $1.77M, Schwab Fundamental International Large Company Index ETF - $1.43M, and Vanguard Core Tax-Exempt Bond Fund - $1.03M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Holly Skipper's monthly returns?
Holly Skipper'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 Holly Skipper's strategy be considered aggressive or moderate?
Holly Skipper'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 Holly Skipper's strategy?
Holly Skipper'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.
