LS
Larry Steckler Portfolio
Invests via Blue Sky Capital Consultants Group Inc. | Managed by Larry Steckler
Invests via Blue Sky Capital Consultants Group Inc.
Managed by Larry Steckler
Automatically Tracked
Seasoned investor and operator with experience in capital formation, board service and portfolio company operational scaling. Larry Steckler focuses on growth-stage technology and consumer companies, providing strategic guidance, fundraising support and governance. Background combines entrepreneurship and investing with emphasis on value creation, operational metrics and exit planning. Relevant to private equity, venture and family-office allocations.
Seasoned investor and operator with experience in capital formation, board service and portfolio company operational scaling. Larry Steckler focuses on growth-stage technology and consumer companies, providing strategic guidance, fundraising support and governance. Background combines entrepreneurship and investing with emphasis on value creation, operational metrics and exit planning. Relevant to private equity, venture and family-office allocations.
Investment Philosophy & Strategy
Combines an operationally driven, growth-stage investment philosophy that prioritizes scalable technology and consumer businesses with clear unit economics and strong founder alignment. Prefers active board-level involvement, directing capital toward revenue-accelerating initiatives, KPI-based performance plans and repeatable go-to-market motion. Allocation favors concentrated, high-conviction positions with staged capital inflections tied to milestones and exit optionality. Risk discipline emphasizes operational KPIs, cash-flow runway management and capital-efficient growth; edge comes from hands-on scaling experience, fundraising networks and governance discipline to accelerate value-creation toward strategic sale or growth stage financing.
Combines an operationally driven, growth-stage investment philosophy that prioritizes scalable technology and consumer businesses with clear unit economics and strong founder alignment. Prefers active board-level involvement, directing capital toward revenue-accelerating initiatives, KPI-based performance plans and repeatable go-to-market motion. Allocation favors concentrated, high-conviction positions with staged capital inflections tied to milestones and exit optionality. Risk discipline emphasizes operational KPIs, cash-flow runway management and capital-efficient growth; edge comes from hands-on scaling experience, fundraising networks and governance discipline to accelerate value-creation toward strategic sale or growth stage financing.
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:
27.11%
Gain +0.01%
Monthly
1.2%
Yearly
15.44%
Drawdown
27.36%
$243.39M
Equity
Holdings
$243.39M
Investment
$204.13M
$43.79M
Profit -$23,985.34
Realized
$4.53M
Unrealized
$39.26M
Dividends
$2.43M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
-$23,985.34
Win %
68%
This Week
Compared To Last Week
Gain
0.01%
Profit
$32,684.28
Win %
68%
This Month
Compared to last month
Gain
-0.24%
Profit
-$572,632.9
Win %
68%
This Year
Compared to last year
Gain
16.09%
Profit
$33.74M
Win %
65%
NVDA NVIDIA Corporation
+3.3%
+$477,903.09 
TNA Direxion Daily Small Cap Bull 3X Shares
+2.99%
+$36,430.02 
PNBK Patriot National Bancorp Inc.
+2.83%
+$615 
HOOD Robinhood Markets, Inc.
+2.36%
+$142,459.4 
META Meta Platforms Inc Class A
+2.33%
+$155,172.68 
KRE SPDR S&P Regional Banking ETF
+2.3%
+$5,706.39 
FINX GLOBAL X FINTECH ETF
+1.92%
+$65,976.74 
GLXY Galaxy Digital Inc. Class A Common Stock
+1.83%
+$40,002.9 
QCOM QUALCOMM Incorporated
+1.67%
+$11,033.82 
MELI MercadoLibre, Inc.
+1.48%
+$48,930 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+1.29%
+$62,240.36 
BRK-B Berkshire Hathaway Inc.
+1.12%
+$6,198.63 
IRT Independence Realty Trust Inc.
+1.08%
+$51,534 
IWM iShares Russell 2000 ETF
+1.04%
+$12,690.12 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
+1.01%
+$5,783.22 
GOOGL Alphabet Inc
+0.88%
+$9,696.16 
SCHA Schwab U.S. Small-Cap ETF
+0.81%
+$13,733.23 
INDA ISHARES MSCI INDIA ETF
+0.73%
+$23,717.88 
SCHD Schwab U.S. Dividend Equity ETF
+0.7%
+$2,093.77 
GNL Global Net Lease, Inc.
+0.66%
+$21,114.84 
CAT Caterpillar Inc.
+0.65%
+$2,237.77 
GOOG Alphabet Inc
+0.65%
+$5,078.24 
VYM Vanguard High Dividend Yield ETF
+0.59%
+$2,163.1 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.49%
+$22,034.41 
ISRG Intuitive Surgical, Inc.
+0.47%
+$12,929.24 
ILCB iShares Morningstar U.S. Equity ETF
+0.45%
+$1,181.33 
SCHK Schwab 1000 Index ETF
+0.45%
+$20,315.62 
BFEB Innovator U.S. Equity Buffer ETF
+0.44%
+$1,367.79 
SPY SPDR S&P 500 ETF Trust
+0.42%
+$3,954.41 
IVV iShares Core S&P 500 ETF
+0.41%
+$6,077.8 
BN Brookfield Corporation
+0.39%
+$27,182.35 
ILCG iShares Morningstar Growth ETF
+0.39%
+$1,047.2 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.37%
+$2,443.04 
BMAR Innovator U.S. Equity Buffer ETF
+0.35%
+$979.18 
TQQQ ProShares UltraPro QQQ
+0.33%
+$10,256.4 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.32%
+$1,339.08 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.32%
+$858.34 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.31%
+$2,472.11 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.26%
+$1,043.74 
AAPL Apple Inc.
+0.23%
+$8,147.25 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.2%
+$1,432.5 
UMAR Innovator U.S. Equity Ultra Fund
+0.17%
+$831.45 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.17%
+$2,259.18 
MAXJ iShares Large Cap Max Buffer ETF - June
+0.17%
+$950.45 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.17%
+$887.6 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.16%
+$389.04 
SMAX iShares Large Cap Municipal Bond ETF
+0.16%
+$1,048.82 
JAJL Innovator EDP ETF - 6M January/July
+0.14%
+$808.29 
QQQ Invesco QQQ Trust, Series 1
+0.12%
+$11,021.44 
SMA SmartStop Self Storage REIT Inc.
+0.09%
+$1,575.33 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.09%
+$13,974.02 
DMAX iShares Large Cap Max Buffer December Fund
+0.09%
+$1,235.95 
IBIT iShares Bitcoin Trust
+0.06%
+$1,314.58 
AMZN Amazon.com Inc
+0.03%
+$2,159.12 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.01%
+$1,846.04 
MMAX iShares Large-Cap Buffer March ETF
0%
$0 BAM
BAM
0%
$0 DDTO
DDTO
0%
$0 DDFS
DDFS
0%
$0 
PLTR Palantir Technologies Inc.
-5.48%
-$856,686.46 
MRNA Moderna, Inc.
-3.11%
-$98,812.11 
DFEN Direxion Daily Aerospace & Defense Bull 3X Shares
-2.6%
-$5,166.2 
CDNS Cadence Design Systems, Inc.
-2.54%
-$5,954.09 
AKAM Akamai Technologies Inc.
-1.9%
-$4,043.8 
MSTR Strategy Inc.
-1.45%
-$35,188.21 
TSLA Tesla, Inc.
-1.11%
-$193,988.25 
DRIP Direxion Daily S&P Oil & Gas Exploration & Production Bear 2X Shares
-1.09%
-$402.36 
COST Costco Wholesale Corporation
-0.76%
-$63,161.7 
MSFT Microsoft Corp.
-0.75%
-$43,338.79 
TECL Direxion Daily Technology Bull 3x Shares
-0.67%
-$16,902.6 
XOM Exxon Mobil Corporation
-0.58%
-$1,479.36 
INTU Intuit Inc.
-0.38%
-$616.2 
ARKK ARK Innovation ETF Fund
-0.26%
-$20,733.74 
BMNR Bitmine Immersion Technologies, Inc.
-0.26%
-$4,772.22 
XLK State Street Technology Select Sector SPDR ETF
-0.2%
-$43,715.87 
DUSL Direxion Daily Industrials Bull 3X Shares
-0.05%
-$1,131.6 Events
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Dividends
Dividend Analysis
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| Trades 329 | Longs Won 214/329 65% | Profit Factor 4.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $764,631.39 |
| Average Win $266,723 | Best Trade (Aug 14) $8.98M | Sharpe Ratio -10.32 |
| Average Loss -$115,515.27 | Worst Trade (Aug 02) -$4.55M | Z-Score 3.39 (99.93%) |
| Commissions $0 | Avg. Trade Length 11m 5d | Expectancy $133,113.88 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,105 | 1,895 | 1,684 | 1,474 | 1,263 | 1,053 | 842 | 632 | 421 | 211 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,863 | $2.66M | $3.54M | - | $875,268.5 | 32.85% | +0.231% |
| AKAM Akamai Technologies Inc. | 2,000 | $229,700 | $208,876.2 | - | -$20,823.8 | -9.07% | -1.899% |
| AMZN Amazon.com Inc | 26,989 | $5.93M | $6.88M | - | $950,536.63 | 16.02% | +0.031% |
| ARKK ARK Innovation ETF Fund | 96,436 | $5.73M | $7.99M | - | $2.26M | 39.49% | -0.259% |
| BAM BAM | 51,811 | $2.8M | $2.81M | - | $4,170.84 | 0.15% | 0.0 |
| BFEB Innovator U.S. Equity Buffer ETF | 5,747 | $274,145 | $309,590.89 | - | $35,445.89 | 12.93% | +0.444% |
| BMAR Innovator U.S. Equity Buffer ETF | 4,751 | $249,372 | $280,118.96 | - | $30,746.96 | 12.33% | +0.351% |
| BMNR Bitmine Immersion Technologies, Inc. | 79,537 | $2.3M | $1.85M | - | -$441,340.57 | -19.23% | -0.257% |
| BN Brookfield Corporation | 175,370 | $6.86M | $7M | - | $141,178.87 | 2.06% | +0.39% |
| BRK-B Berkshire Hathaway Inc. | 1,101 | $504,308.96 | $559,263.96 | - | $54,955 | 10.9% | +1.121% |
| CAT Caterpillar Inc. | 444 | $211,855 | $348,184.8 | - | $136,329.8 | 64.35% | +0.647% |
| CDNS Cadence Design Systems, Inc. | 748 | $224,974.39 | $228,199.84 | - | $3,225.45 | 1.43% | -2.543% |
| COST Costco Wholesale Corporation | 8,871 | $8.17M | $8.28M | - | $102,615.12 | 1.26% | -0.757% |
| DDFS DDFS | 26,567 | $554,985 | $554,985 | - | - | - | 0.0 |
| DDTO DDTO | 15,737 | $340,423.44 | $340,674.66 | - | $251.22 | 0.07% | 0.0 |
| DFEN Direxion Daily Aerospace & Defense Bull 3X Shares | 3,239 | $222,681.03 | $193,837.95 | - | -$28,843.08 | -12.95% | -2.596% |
| DMAX iShares Large Cap Max Buffer December Fund | 50,447 | $1.27M | $1.4M | - | $128,887.24 | 10.16% | +0.089% |
| DRIP Direxion Daily S&P Oil & Gas Exploration & Production Bear 2X Shares | 1,111.5 | $46,016.1 | $36,577.24 | - | -$9,438.86 | -20.51% | -1.088% |
| DUSL Direxion Daily Industrials Bull 3X Shares | 28,290 | $1.56M | $2.33M | - | $775,145.77 | 49.84% | -0.049% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 42,661 | $3.34M | $4.52M | - | $1.18M | 35.23% | +0.49% |
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Option values are updated at end of day.
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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 Larry Steckler?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $2.74M, Invesco QQQ Trust, Series 1 - $2.22M, Global Net Lease, Inc - $455,886.86, NVIDIA Corporation - $453,783.03, and Schwab Short-Term U.S. Treasury ETF - $422,560.08. 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: Bitmine Immersion Technologies, Inc - $522,606.02, iShares Bitcoin Trust - $261,760.1, Strategy Inc - $234,209.12, Adobe Inc - $222,585.66, and ARK Genomic Revolution ETF - $178,695.12. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Larry Steckler's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.43M earned over time. The largest contributors to dividend income include Global Net Lease, Inc - $449,349.12, Schwab Short-Term U.S. Treasury ETF - $422,560.08, Independence Realty Trust Inc - $299,220.59, iShares ESG Aware MSCI EAFE ETF - $202,319.3, and State Street Technology Select Sector SPDR ETF - $131,365.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Larry Steckler's monthly returns?
Larry Steckler'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 Larry Steckler's strategy be considered aggressive or moderate?
Larry Steckler'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 Larry Steckler's strategy?
Larry Steckler'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.
