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:
28.82%
Gain +0.15%
Monthly
1.18%
Yearly
15.21%
Drawdown
27.43%
$237.99M
Equity
Holdings
$237.99M
Investment
$196.22M
$46.22M
Profit +$333,178.67
Realized
$4.46M
Unrealized
$41.77M
Dividends
$2.68M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.15%
Profit
$333,178.67
Win %
73%
This Week
Compared To Last Week
Gain
-2.65%
Profit
-$6.47M
Win %
73%
This Month
Compared to last month
Gain
-0.31%
Profit
-$734,048.66
Win %
73%
This Year
Compared to last year
Gain
-0.31%
Profit
-$734,586.96
Win %
67%
MRNA Moderna, Inc.
+5.26%
+$342,710.25 
LLY Eli Lilly and Company
+4.56%
+$101,328.94 
MSTR Strategy Inc.
+4.18%
+$17,694.43 
SMA SmartStop Self Storage REIT Inc.
+3.84%
+$21,138.75 
PNBK Patriot National Bancorp Inc.
+3.01%
+$838.5 
FINX GLOBAL X FINTECH ETF
+2.74%
+$19,441.62 
QCOM QUALCOMM Incorporated
+2.73%
+$13,362.32 
TNA Direxion Daily Small Cap Bull 3X Shares
+2.63%
+$25,059.58 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
+2.25%
+$8,139.04 
INDA ISHARES MSCI INDIA ETF
+1.81%
+$18,376.13 
SCHD Schwab U.S. Dividend Equity ETF
+1.42%
+$3,869.76 
HOOD Robinhood Markets, Inc.
+1.36%
+$64,303.77 
BN Brookfield Corporation
+1.27%
+$80,570.95 
GLXY Galaxy Digital Inc. Class A Common Stock
+1.25%
+$70,668.68 
MSFT Microsoft Corp.
+1.24%
+$74,599.8 
SCHA Schwab U.S. Small-Cap ETF
+1.09%
+$87,920.42 
MELI MercadoLibre, Inc.
+0.87%
+$29,677.61 
IWM iShares Russell 2000 ETF
+0.87%
+$9,315.4 
GOOGL Alphabet Inc
+0.78%
+$28,091.76 
GOOG Alphabet Inc
+0.75%
+$6,115.65 
ARKK ARK Innovation ETF Fund
+0.69%
+$59,860.64 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+0.68%
+$33,939.96 
GNL Global Net Lease, Inc.
+0.67%
+$16,528.8 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.64%
+$64,275.25 
META Meta Platforms Inc Class A
+0.63%
+$43,044.6 
COST Costco Wholesale Corporation
+0.54%
+$46,058.94 
VYM Vanguard High Dividend Yield ETF
+0.49%
+$1,037.4 
AAPL Apple Inc.
+0.4%
+$11,654.68 
BRK-B Berkshire Hathaway Inc.
+0.4%
+$1,572.47 
SCHK Schwab 1000 Index ETF
+0.28%
+$4,978.36 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.28%
+$1,896.97 
BJUL Innovator U.S. Equity Buffer ETF
+0.25%
+$734.69 
SPY SPDR S&P 500 ETF Trust
+0.25%
+$1,744.49 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.24%
+$700.47 
IVV iShares Core S&P 500 ETF
+0.24%
+$1,381.96 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.22%
+$836.26 
BOCT Innovator U.S. Equity Buffer ETF BOCT
+0.2%
+$478.78 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.2%
+$1,222.74 
BSEP Innovator U.S. Equity Buffer ETF
+0.2%
+$658.9 
AMZN Amazon.com Inc
+0.2%
+$13,284.94 
BMAR Innovator U.S. Equity Buffer ETF
+0.19%
+$539.71 
BAPR Innovator U.S. Equity Buffer ETF
+0.18%
+$554.8 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.18%
+$1,325.74 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.17%
+$610.73 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.17%
+$914.34 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.14%
+$845.11 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.14%
+$562.67 
MMAX iShares Large-Cap Buffer March ETF
+0.11%
+$1,163.33 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.1%
+$743.35 
SMAX iShares Large Cap Municipal Bond ETF
+0.09%
+$677 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$10,499.66 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.06%
+$237.6 
UMAR Innovator U.S. Equity Ultra Fund
+0.06%
+$188.4 
JAJL Innovator EDP ETF - 6M January/July
+0.04%
+$144.15 
DMAX iShares Large Cap Max Buffer December Fund
+0.04%
+$401.1 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.03%
+$271.83 BAM
BAM
0%
$0 DDTO
DDTO
0%
$0 DDFS
DDFS
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
-3.61%
-$158,375.52 
AMD Advanced Micro Devices, Inc.
-3.05%
-$6,218.94 
TECL Direxion Daily Technology Bull 3x Shares
-2.96%
-$77,121 
CAT Caterpillar Inc.
-2.67%
-$9,193.76 
CDNS Cadence Design Systems, Inc.
-1.82%
-$4,079.99 
TSLA Tesla, Inc.
-1.54%
-$224,359.2 
NVDA NVIDIA Corporation
-1.36%
-$121,362.93 
ILCB iShares Morningstar U.S. Equity ETF
-1.09%
-$2,934.66 
TQQQ ProShares UltraPro QQQ
-1.09%
-$36,198.09 
XLK State Street Technology Select Sector SPDR ETF
-1%
-$248,755.19 
AKAM Akamai Technologies Inc.
-0.6%
-$1,100 
PLTR Palantir Technologies Inc.
-0.48%
-$51,679.66 
QQQ Invesco QQQ Trust, Series 1
-0.37%
-$34,640.71 
ILCG iShares Morningstar Growth ETF
-0.33%
-$916.3 
SCHE Schwab Emerging Markets Equity ETF
-0.26%
-$13,929 
DUSL Direxion Daily Industrials Bull 3X Shares
-0.18%
-$3,432.65 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.16%
-$23,051.88 
VUG Vanguard Growth ETF
-0.11%
-$249 
MU Micron Technology, Inc.
-0.06%
-$97.92 
MAXJ iShares Large Cap Max Buffer ETF - June
-0.03%
-$353.37 Events
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Dividends
Dividend Analysis
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No Data
| Trades 454 | Longs Won 307/454 67% | Profit Factor 3.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $622,252.49 |
| Average Win $208,984.46 | Best Trade (Oct 14) $6.82M | Sharpe Ratio -103.19 |
| Average Loss -$120,834.63 | Worst Trade (Jun 30) -$2.64M | Z-Score 7.48 (100%) |
| Commissions $0 | Avg. Trade Length 10m 4w | Expectancy $101,815.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,969 | 1,772 | 1,575 | 1,378 | 1,181 | 984 | 787 | 591 | 394 | 197 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,507 | $2.07M | $2.93M | - | $854,433.42 | 41.18% | +0.399% |
| AKAM Akamai Technologies Inc. | 2,000 | $229,700 | $182,320 | - | -$47,380 | -20.63% | -0.6% |
| AMD Advanced Micro Devices, Inc. | 357 | $207,385 | $197,563.8 | - | -$9,821.2 | -4.74% | -3.052% |
| AMZN Amazon.com Inc | 26,049 | $5.74M | $6.63M | - | $891,246.42 | 15.53% | +0.201% |
| ARKK ARK Innovation ETF Fund | 103,208 | $6.29M | $8.78M | - | $2.49M | 39.49% | +0.687% |
| BAM BAM | 21,626 | $1.05M | $1.2M | - | $145,877.17 | 13.9% | 0.0 |
| BAPR Innovator U.S. Equity Buffer ETF | 5,548 | $295,486 | $304,973.56 | - | $9,487.56 | 3.21% | +0.182% |
| BJUL Innovator U.S. Equity Buffer ETF | 5,218 | $289,181 | $291,634.02 | - | $2,453.02 | 0.85% | +0.253% |
| BMAR Innovator U.S. Equity Buffer ETF | 4,751 | $249,372 | $283,135.84 | - | $33,763.84 | 13.54% | +0.191% |
| BN Brookfield Corporation | 177,079 | $6.96M | $6.45M | - | -$517,181.16 | -7.43% | +1.266% |
| BOCT Innovator U.S. Equity Buffer ETF BOCT | 4,237 | $233,166 | $235,280.61 | - | $2,114.61 | 0.91% | +0.204% |
| BRK-B Berkshire Hathaway Inc. | 756 | $347,927.49 | $399,493.07 | - | $51,565.58 | 14.82% | +0.395% |
| BSEP Innovator U.S. Equity Buffer ETF | 5,990 | $323,300 | $326,574.8 | - | $3,274.8 | 1.01% | +0.202% |
| CAT Caterpillar Inc. | 459 | $224,016.86 | $334,588.05 | - | $110,571.19 | 49.36% | -2.674% |
| CDNS Cadence Design Systems, Inc. | 680 | $204,543.14 | $219,952.8 | - | $15,409.66 | 7.53% | -1.821% |
| COST Costco Wholesale Corporation | 8,674 | $8M | $8.56M | - | $567,463.23 | 7.1% | +0.541% |
| DDFS DDFS | 26,510 | $553,794.27 | $553,794.27 | - | - | - | 0.0 |
| DDTO DDTO | 11,033 | $238,591.22 | $238,842.44 | - | $251.22 | 0.11% | 0.0 |
| DMAX iShares Large Cap Max Buffer December Fund | 40,110 | $1.01M | $1.12M | - | $105,278.01 | 10.4% | +0.036% |
| DUSL Direxion Daily Industrials Bull 3X Shares | 26,405 | $1.45M | $1.94M | - | $487,964.18 | 33.61% | -0.177% |
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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 - $6.38M, NVIDIA Corporation - $2.86M, Invesco QQQ Trust, Series 1 - $2.3M, Robinhood Markets, Inc - $1.18M, and Global Net Lease, Inc - $591,090.05. 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: Strategy Inc - $4.32M, Bitmine Immersion Technologies, Inc - $1.24M, Independence Realty Trust Inc - $1.14M, iShares Bitcoin Trust - $1.05M, and GLOBAL X FINTECH ETF - $888,713.34. 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 $2.68M earned over time. The largest contributors to dividend income include Global Net Lease, Inc - $502,672.43, Schwab Short-Term U.S. Treasury ETF - $481,625.25, Independence Realty Trust Inc - $299,220.59, iShares ESG Aware MSCI EAFE ETF - $202,319.3, and State Street Technology Select Sector SPDR ETF - $158,512.24. 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.
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