Scott K Sprinkle Portfolio
Invests via Sprinkle Financial Consultants LLC | Managed by Scott K Sprinkle
Invests via Sprinkle Financial Consultants LLC
Managed by Scott K Sprinkle
Automatically Tracked
Scott K Sprinkle Profile
Veteran technology executive and investor with operational experience in enterprise software, cloud infrastructure and go‑to‑market scaling. Scott K Sprinkle leads growth initiatives, board roles and strategic M&A, focusing on SaaS monetization, customer expansion and capital efficiency. Prior roles include senior product and commercial leadership at growth-stage firms; holds a technical undergraduate degree and active angel/private fund investing activity.
Veteran technology executive and investor with operational experience in enterprise software, cloud infrastructure and go‑to‑market scaling. Scott K Sprinkle leads growth initiatives, board roles and strategic M&A, focusing on SaaS monetization, customer expansion and capital efficiency. Prior roles include senior product and commercial leadership at growth-stage firms; holds a technical undergraduate degree and active angel/private fund investing activity.
Investment Philosophy & Strategy
Combines operator-driven diligence with growth-stage, product-led investing focused on enterprise SaaS, cloud infrastructure and developer tooling. Prioritizes capital-efficient go-to-market strategies, ARR expansion, unit economics improvement and repeatable land-and-expand motions. Prefers board-active, founder-aligned stakes where technical product insight accelerates roadmap and monetization decisions. Uses staged capital with milestone-based follow-ons, tight KPI monitoring, and pragmatic M&A thinking to de-risk exits while backing scalable revenue and high gross-margin business models.
Combines operator-driven diligence with growth-stage, product-led investing focused on enterprise SaaS, cloud infrastructure and developer tooling. Prioritizes capital-efficient go-to-market strategies, ARR expansion, unit economics improvement and repeatable land-and-expand motions. Prefers board-active, founder-aligned stakes where technical product insight accelerates roadmap and monetization decisions. Uses staged capital with milestone-based follow-ons, tight KPI monitoring, and pragmatic M&A thinking to de-risk exits while backing scalable revenue and high gross-margin business models.
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:
4.52%
Gain
Monthly
0.14%
Yearly
1.75%
Drawdown
33.92%
$255.98M
Equity
Holdings
$255.98M
Investment
$202.14M
$58.36M
Profit -$183,862.31
Realized
$4.52M
Unrealized
$53.84M
Dividends
$7.23M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$183,862.31
Win %
88%
This Week
Compared To Last Week
Gain
0.05%
Profit
$130,612
Win %
88%
This Month
Compared to last month
Gain
0.5%
Profit
$1.28M
Win %
88%
This Year
Compared to last year
Gain
0.42%
Profit
$1.08M
Win %
87%
T AT&T Inc.
+3.03%
+$40,620.45 
VZ Verizon Communications Inc.
+2.81%
+$23,384.23 
OKE ONEOK, Inc.
+2.55%
+$395,673.85 
SIRI Sirius XM Holdings Inc.
+2.06%
+$20,490.12 
OGS One Gas Inc.
+1.87%
+$51,643.01 
MSFT Microsoft Corp.
+1.8%
+$24,411.6 
DFAR Dimensional US Real Estate ETF
+1.79%
+$26,484.1 
VNQ Vanguard Real Estate ETF
+1.71%
+$4,946.54 
DFSV Dimensional US Small Cap Value ETF
+1.5%
+$26,090.39 
AAPL Apple Inc.
+1.49%
+$49,170.88 
IJS iShares S&P Small-Cap 600 Value ETF
+1.38%
+$12,163.6 
DFGR Dimensional Global Real Estate ETF
+1.31%
+$145,739.83 
CVX Chevron Corporation
+1.2%
+$7,427.91 
OAKM Oakmark U.S. Large Cap ETF
+1.15%
+$23,332.75 
AVRE Avantis Real Estate ETF
+1.15%
+$34,150.05 
AM Antero Midstream Corporation
+0.94%
+$4,096.89 
AVSC Avantis U.S. Small Cap Equity ETF
+0.86%
+$3,339.37 
XLE Energy Select Sector SPDR Fund
+0.83%
+$4,022.26 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.79%
+$2,170.91 
EOG EOG Resources, Inc.
+0.68%
+$7,175.96 
IJR iShares Core S&P Small-Cap ETF
+0.68%
+$95,764.68 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
+0.67%
+$71,898 
WFC Wells Fargo & Company
+0.67%
+$2,031.7 
FWONA Liberty Media Corporation
+0.53%
+$1,655.16 
RAFE PIMCO RAFI ESG U.S. ETF
+0.53%
+$1,353.03 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.48%
+$978.75 
DFAS Dimensional U.S. Small Cap ETF
+0.47%
+$16,281.86 
EXPE Expedia Group, Inc.
+0.47%
+$2,518.77 
WMB The Williams Companies, Inc.
+0.4%
+$1,524.6 
FEGE First Eagle Global Equity ETF
+0.3%
+$4,089.9 
GOOG Alphabet Inc
+0.27%
+$1,931.12 
GOOGL Alphabet Inc
+0.24%
+$4,546.12 
QLTY GMO U.S. Quality ETF
+0.24%
+$9,120.7 
AMZN Amazon.com Inc
+0.22%
+$6,818.34 
BRK-B Berkshire Hathaway Inc.
+0.2%
+$2,745.1 
XJR iShares ESG Screened S&P Small-Cap ETF
+0.17%
+$717.62 
DFLV Dimensional US Large Cap Value ETF
+0.11%
+$5,603.13 
AVLV Avantis U.S. Large Cap Value ETF
+0.08%
+$2,768.03 
BRK-A Berkshire Hathaway Inc.
+0.06%
+$425.98 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.03%
+$213.84 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.03%
+$61.99 
DFUV Dimensional US Marketwide Value ETF
+0.03%
+$2,354.61 
CSWI CSW Industrials Inc.
0%
$0 
HIMU
0%
$0 
SNDK SanDisk Corporation
-12.17%
-$58,984.5 
WDC Western Digital Corporation
-11.2%
-$51,786.03 
GE General Electric Company
-6.05%
-$35,103.69 
MTZ MasTec, Inc. Common Stock
-5.67%
-$29,800.39 
CAT Caterpillar Inc.
-4.26%
-$7,591.35 
GEV GE Vernova Inc.
-3.47%
-$17,223.15 
PWR Quanta Services Inc.
-3.43%
-$6,894.41 
NVDA NVIDIA Corporation
-3.06%
-$66,115.56 
JGRO JPMorgan Active Growth ETF
-2.32%
-$423,250.62 
DFAE Dimensional Emerging Core Equity Market ETF
-1.97%
-$24,378.52 
GLD SPDR Gold Shares
-1.93%
-$12,134.22 
META Meta Platforms Inc Class A
-1.92%
-$19,119.84 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.87%
-$39,714.3 
AVEM Avantis Emerging Markets Equity ETF
-1.86%
-$60,604.11 
IWF iShares Russell 1000 Growth ETF
-1.7%
-$21,781.2 
QQQ Invesco QQQ Trust, Series 1
-1.55%
-$17,468.71 
VOOG Vanguard S&P 500 Growth ETF
-1.4%
-$3,943.53 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.33%
-$38,204.35 
VSGX Vanguard ESG International Stock ETF
-1.26%
-$2,908.14 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.24%
-$22,428.77 
SCHF Schwab International Equity ETF
-1.2%
-$3,174.24 
WBD Warner Bros. Discovery, Inc.
-0.99%
-$3,735.72 
SCHA Schwab U.S. Small-Cap ETF
-0.98%
-$16,822.86 
AVDE Avantis International Equity ETF
-0.95%
-$5,436.92 
JPM JPMorgan Chase & Co.
-0.85%
-$5,932.9 
IEFA iShares Core MSCI EAFE ETF
-0.8%
-$4,786.86 
DFIC Dimensional International Core Equity Market ETF
-0.68%
-$37,248.87 
DFAI Dimensional International Core Equity Market ETF
-0.66%
-$2,493.97 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.54%
-$11,139.89 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
-0.51%
-$1,778.5 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-0.5%
-$3,722.49 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.47%
-$6,867.12 
IVV iShares Core S&P 500 ETF
-0.46%
-$28,326.44 
VOO Vanguard S&P 500 ETF
-0.45%
-$3,754.79 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$13,572.72 
SCHX Schwab U.S. Large-Cap ETF
-0.44%
-$107,414.06 
IWB iShares Russell 1000 ETF
-0.41%
-$2,963.07 
XVV iShares ESG Screened S&P 500
-0.4%
-$2,744.13 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.4%
-$23,066.51 
DFAW Dimensional World Equity ETF
-0.37%
-$16,656.92 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-0.33%
-$2,252.58 
AVSU Avantis Responsible U.S. Equity ETF
-0.32%
-$1,493.12 
DFAU Dimensional US Core Equity Market ETF
-0.31%
-$1,348.48 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.27%
-$22,261.6 
AVSD Avantis Responsible International Equity ETF
-0.2%
-$610 
AVGE FRCL 3 2022Q3 Hb Float
-0.2%
-$11,206.65 
IWM iShares Russell 2000 ETF
-0.17%
-$1,847.75 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.17%
-$9,207 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.15%
-$1,403.22 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.14%
-$1,473.45 
GCAL Goldman Sachs Dynamic California Municipal Income ETF
-0.14%
-$440.16 
DCOR Dimensional US Core Equity 1 ETF
-0.14%
-$1,149.42 
MMCA NYLI MacKay California Muni Intermediate ETF
-0.14%
-$427.36 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$4,448.95 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.13%
-$1,313.39 
JCPB JPMorgan Core Plus Bond ETF
-0.06%
-$7,664.37 
PFL PIMCO Income Strategy Fund
-0.06%
-$50 
BRHY iShares High Yield Active ETF
-0.06%
-$149.4 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$197.17 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.01%
-$15.68 Events
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Dividends
Dividend Analysis
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| Trades 772 | Longs Won 661/772 85% | Profit Factor 33.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $389,063.65 |
| Average Win $91,043.62 | Best Trade (Jul 13) $9.02M | Sharpe Ratio -13.95 |
| Average Loss -$16,394 | Worst Trade (Jul 10) -$393,764.57 | Z-Score 52.94 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 2d | Expectancy $75,595.99 |
| 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 | 15,625 | 14,063 | 12,500 | 10,938 | 9,375 | 7,813 | 6,250 | 4,688 | 3,125 | 1,563 |
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Returns
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