Aaron Byrd Portfolio
Invests via Inkwell Capital LLC | Managed by Felipe Garcia, Aaron Byrd
Invests via Inkwell Capital LLC
Managed by Felipe Garcia, Aaron Byrd
Automatically Tracked
Seasoned investor and operator focused on growth-stage technology and consumer businesses, with experience leading corporate development, strategic partnerships and portfolio value creation. Aaron Byrd brings a background combining hands-on operating roles and investment work across venture and private equity, advising boards, sourcing cross-border deals and supporting go-to-market scaling. Known for sector-driven diligence, LP relationship management and exit planning, often active as a board director or executive partner.
Seasoned investor and operator focused on growth-stage technology and consumer businesses, with experience leading corporate development, strategic partnerships and portfolio value creation. Aaron Byrd brings a background combining hands-on operating roles and investment work across venture and private equity, advising boards, sourcing cross-border deals and supporting go-to-market scaling. Known for sector-driven diligence, LP relationship management and exit planning, often active as a board director or executive partner.
Investment Philosophy & Strategy
Seasoned investor and operator focused on growth-stage technology and consumer businesses, with experience leading corporate development, strategic partnerships and portfolio value creation. Aaron Byrd brings a background combining hands-on operating roles and investment work across venture and private equity, advising boards, sourcing cross-border deals and supporting go-to-market scaling. Known for sector-driven diligence, LP relationship management and exit planning, often active as a board director or executive partner.
Seasoned investor and operator focused on growth-stage technology and consumer businesses, with experience leading corporate development, strategic partnerships and portfolio value creation. Aaron Byrd brings a background combining hands-on operating roles and investment work across venture and private equity, advising boards, sourcing cross-border deals and supporting go-to-market scaling. Known for sector-driven diligence, LP relationship management and exit planning, often active as a board director or executive partner.
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:
1.55%
Gain
Monthly
0.08%
Yearly
1%
Drawdown
16.28%
$107.58M
Equity
Holdings
$107.58M
Investment
$95.59M
$13.44M
Profit +$46,382.2
Realized
$1.45M
Unrealized
$11.99M
Dividends
$1.91M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$46,382.2
Win %
63%
This Week
Compared To Last Week
Gain
2.61%
Profit
$2.74M
Win %
63%
This Month
Compared to last month
Gain
4.74%
Profit
$4.87M
Win %
63%
This Year
Compared to last year
Gain
9.54%
Profit
$9.37M
Win %
60%
OXY Occidental Petroleum Corporation
+1.94%
+$57,179.2 
XOM Exxon Mobil Corporation
+1.88%
+$77,742.5 
BRK-B Berkshire Hathaway Inc.
+1.85%
+$127,145.13 
DG Dollar General Corporation
+1.78%
+$88,911.36 
PGR Progressive Corporation
+1.44%
+$46,652.76 
UNH UnitedHealth Group Incorporated
+1.29%
+$37,081.8 
MKL Markel Group Inc.
+1.28%
+$64,725.05 
NSC Norfolk Southern Corporation
+0.94%
+$37,477.35 
HSY The Hershey Company
+0.85%
+$27,039.6 
DPZ Domino's Pizza Inc.
+0.4%
+$10,747.36 
QSR Restaurant Brands International Inc.
+0.38%
+$13,374.51 
UHAL-B U-Haul Holding Company
+0.19%
+$5,881.44 
BLDR Builders FirstSource, Inc.
+0.18%
+$3,166.8 
RSP Invesco S&P 500 Equal Weight ETF
+0.15%
+$7,528 
NKE Nike, Inc. - Class B
+0.11%
+$2,384.95 
META Meta Platforms Inc Class A
-3.37%
-$100,978.61 
GOOGL Alphabet Inc
-2.14%
-$163,544.62 
MSFT Microsoft Corp.
-1.97%
-$19,588.01 
ELV Elevance Health, Inc.
-1.49%
-$18,057.94 
KMX CarMax Inc.
-1.37%
-$51,124.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.18%
-$28,937.7 
AXP American Express Company
-1%
-$23,327.28 
AMZN Amazon.com Inc
-0.79%
-$37,090.69 
IEFA iShares Core MSCI EAFE ETF
-0.72%
-$17,367.7 
MA Mastercard Incorporated
-0.7%
-$29,332.8 
AAPL Apple Inc.
-0.7%
-$31,127.57 
WFC-PL Wells Fargo & Company
-0.53%
-$1,174.36 
SCHW Charles Schwab Corporation
-0.46%
-$17,206.7 
DIS The Walt Disney Company
-0.42%
-$14,415.44 
SBUX Starbucks Corporation
-0.12%
-$4,817.41 
MCO Moody's Corporation
-0.06%
-$1,983.3 Events
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Dividends
Dividend Analysis
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| Trades 175 | Longs Won 110/175 62% | Profit Factor 3.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $368,234.32 |
| Average Win $167,772.31 | Best Trade (Jul 15) $3.75M | Sharpe Ratio -11.15 |
| Average Loss -$77,076.29 | Worst Trade (Jul 10) -$1.41M | Z-Score 0.94 (65.26%) |
| Commissions $0 | Avg. Trade Length 11m | Expectancy $76,828.54 |
| 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 | 1,397 | 1,257 | 1,117 | 978 | 838 | 698 | 559 | 419 | 279 | 140 |
Hover over the desired column for a detailed explanation.
Returns
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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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