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

Tracking: 0 Updated: Jul 17 at 03:30 PM

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.

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:

2.95%

Gain

Monthly

0.16%

Yearly

1.9%

Drawdown

27.25%

$232.46M

Equity

Holdings

$232.46M

Investment

$204.13M

$33.09M

Profit -$4.56M

Realized

$4.76M

Unrealized

$28.33M

Dividends

$2.46M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$4.56M

Win %

65%

This Week

Compared To Last Week

Gain

-2.9%

Profit

-$6.94M

Win %

65%

This Month

Compared to last month

Gain

-1.46%

Profit

-$3.45M

Win %

65%

This Year

Compared to last year

Gain

10.88%

Profit

$22.8M

Win %

65%

Gainers
Losers

DFEN Direxion Daily Aerospace & Defense Bull 3X Shares

+3.69%

+$8,162.28

XOM Exxon Mobil Corporation

+1.51%

+$3,405.61

AKAM Akamai Technologies Inc.

+0.93%

+$2,200

BRK-B Berkshire Hathaway Inc.

+0.75%

+$4,079.22

DUSL Direxion Daily Industrials Bull 3X Shares

+0.71%

+$19,237.2

INDA ISHARES MSCI INDIA ETF

+0.67%

+$21,411.97

AAPL Apple Inc.

+0.4%

+$14,339.05

SCHD Schwab U.S. Dividend Equity ETF

+0.3%

+$855.45

CAT Caterpillar Inc.

+0.23%

+$910.2

VYM Vanguard High Dividend Yield ETF

+0.21%

+$769.35

SCHO Schwab Short-Term U.S. Treasury ETF

+0.1%

+$14,887.42

COST Costco Wholesale Corporation

+0.03%

+$2,572.41

BAM

DDFS

DDTO

MMAX iShares Large-Cap Buffer March ETF

ISRG Intuitive Surgical, Inc.

-12.67%

-$383,141.57

CDNS Cadence Design Systems, Inc.

-10.34%

-$28,195.86

HOOD Robinhood Markets, Inc.

-5.53%

-$342,416.35

META Meta Platforms Inc Class A

-5.24%

-$400,426.61

TQQQ ProShares UltraPro QQQ

-4.69%

-$151,338.88

TECL Direxion Daily Technology Bull 3x Shares

-4.64%

-$110,712.03

GLXY Galaxy Digital Inc. Class A Common Stock

-4.57%

-$94,890.6

PNBK Patriot National Bancorp Inc.

-4.22%

-$1,055.75

TSLA Tesla, Inc.

-2.64%

-$507,316.63

BMNR Bitmine Immersion Technologies, Inc.

-2.62%

-$32,212.49

QCOM QUALCOMM Incorporated

-2.6%

-$17,602.51

FINX GLOBAL X FINTECH ETF

-2.56%

-$86,227.02

MELI MercadoLibre, Inc.

-2.5%

-$77,868

MSFT Microsoft Corp.

-2.49%

-$114,879.66

ARKK ARK Innovation ETF Fund

-2.3%

-$169,727.36

DRIP Direxion Daily S&P Oil & Gas Exploration & Production Bear 2X Shares

-2.23%

-$1.13

SPXL Direxion Daily S&P 500 Bull 3X Shares

-2.19%

-$102,594

PLTR Palantir Technologies Inc.

-2.04%

-$237,944.34

GOOGL Alphabet Inc

-2.03%

-$23,745.6

GOOG Alphabet Inc

-2.02%

-$16,919.49

NVDA NVIDIA Corporation

-1.65%

-$227,477.88

TNA Direxion Daily Small Cap Bull 3X Shares

-1.64%

-$21,526.83

IBIT iShares Bitcoin Trust

-1.61%

-$30,761.06

QQQ Invesco QQQ Trust, Series 1

-1.52%

-$142,682.86

XLK State Street Technology Select Sector SPDR ETF

-1.47%

-$308,964.86

GNL Global Net Lease, Inc.

-1.43%

-$47,508.39

BN Brookfield Corporation

-1.39%

-$107,852.55

SCHG Schwab U.S. Large-Cap Growth ETF

-1.28%

-$16,755.58

ILCG iShares Morningstar Growth ETF

-1.25%

-$3,391.5

KRE SPDR S&P Regional Banking ETF

-1.19%

-$3,160.72

INTU Intuit Inc.

-1.15%

-$1,604.49

SMA SmartStop Self Storage REIT Inc.

-0.86%

-$15,753.3

GRNY Fundstrat Granny Shots US Large Cap ETF

-0.85%

-$131,411.73

MRNA Moderna, Inc.

-0.82%

-$10,705.76

IVV iShares Core S&P 500 ETF

-0.71%

-$10,480.24

SCHK Schwab 1000 Index ETF

-0.7%

-$31,396.87

SPY SPDR S&P 500 ETF Trust

-0.69%

-$6,372.63

ILCB iShares Morningstar U.S. Equity ETF

-0.62%

-$1,609.09

ESGD iShares ESG Aware MSCI EAFE ETF

-0.52%

-$22,823.63

SCHA Schwab U.S. Small-Cap ETF

-0.51%

-$8,739.33

IWM iShares Russell 2000 ETF

-0.49%

-$6,113.16

MSTR Strategy Inc.

-0.48%

-$8,845.66

AMZN Amazon.com Inc

-0.48%

-$32,116.91

IRT Independence Realty Trust Inc.

-0.44%

-$22,086

BMAR Innovator U.S. Equity Buffer ETF

-0.38%

-$1,047.6

BFEB Innovator U.S. Equity Buffer ETF

-0.36%

-$1,090.21

PDEC Innovator U.S. Equity Power Buffer ETF - December

-0.35%

-$2,727.84

PNOV Innovator U.S. Equity Power Buffer ETF – November

-0.34%

-$1,385.25

RSPH Invesco S&P 500 Equal Weight Health Care ETF

-0.31%

-$1,597.99

PJAN Innovator U.S. Equity Power Buffer ETF - January

-0.3%

-$2,148.75

PJUN Innovator U.S. Equity Power Buffer ETF - June

-0.3%

-$797.03

PJUL Innovator U.S. Equity Power Buffer ETF July

-0.28%

-$656.5

DMAX iShares Large Cap Max Buffer December Fund

-0.24%

-$3,274.01

PFEB Innovator U.S. Equity Power Buffer ETF - February

-0.23%

-$907.6

PMAR Innovator U.S. Equity Power Buffer ETF

-0.21%

-$1,366.15

UMAR Innovator U.S. Equity Ultra Fund

-0.17%

-$776.02

POCT Innovator U.S. Equity Power Buffer ETF - October

-0.16%

-$832.12

JAJL Innovator EDP ETF - 6M January/July

-0.15%

-$874.35

MAXJ iShares Large Cap Max Buffer ETF - June

-0.07%

-$380.18

SMAX iShares Large Cap Municipal Bond ETF

-0.01%

-$41.95

Events

Dividends

Dividend Analysis

No Data

Trades 329	Longs Won 206/329 62%	Profit Factor 3.3
Profitability	Shorts Won 0/0 0%	Standard Deviation $599,918.89
Average Win $230,418.26	Best Trade (Jul 14) $6.01M	Sharpe Ratio -115.28
Average Loss -$116,876.34	Worst Trade (Jul 17) -$2.73M	Z-Score 2.41 (98.42%)
Commissions $0	Avg. Trade Length 10m 1w 2d	Expectancy $100,578.64

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	1,988	1,789	1,590	1,392	1,193	994	795	596	398	199

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Returns

Overall, Monthly

Holdings
History

Positions (76)
Options (0)

Option values are updated at end of day.

No Data

Trades (145)
Options (0)

No Data

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