MICHAEL DE LUZ Portfolio
Invests via Williams & Novak, LLC | Managed by Jacob Williams, Daniel Novak, Michael De Luz
Invests via Williams & Novak, LLC
Managed by Jacob Williams, Daniel Novak, Michael De Luz
Automatically Tracked
MICHAEL DE LUZ Profile
Private-equity and operating executive focused on middle-market value creation, capital allocation and growth strategy. MICHAEL DE LUZ brings experience leading corporate development, portfolio operations and transaction execution across technology and industrial sectors. Proven at sourcing deals, driving operational improvement and aligning management incentives to enhance EBITDA and cash flow. Active with buyouts, carve-outs and growth equity situations; investor-facing with board-level governance, financial restructuring and integration expertise that supports accelerated scale and exit preparation.
Private-equity and operating executive focused on middle-market value creation, capital allocation and growth strategy. MICHAEL DE LUZ brings experience leading corporate development, portfolio operations and transaction execution across technology and industrial sectors. Proven at sourcing deals, driving operational improvement and aligning management incentives to enhance EBITDA and cash flow. Active with buyouts, carve-outs and growth equity situations; investor-facing with board-level governance, financial restructuring and integration expertise that supports accelerated scale and exit preparation.
Investment Philosophy & Strategy
Focuses on value-oriented middle‑market private equity, targeting control and structured minority stakes where operational levers can expand EBITDA and free cash flow. Prefers technology-enabled industrials and SaaS-adjacent businesses with clear product-market fit. Capital allocation emphasizes buyouts, carve-outs and growth equity with 3–7 year hold horizons, active board involvement, aligned management incentives and margin-first playbooks. Underwrites investments on cash-flow improvement and integration potential, applies hands-on portfolio operations, disciplined exit planning and measurable KPI-driven performance milestones.
Focuses on value-oriented middle‑market private equity, targeting control and structured minority stakes where operational levers can expand EBITDA and free cash flow. Prefers technology-enabled industrials and SaaS-adjacent businesses with clear product-market fit. Capital allocation emphasizes buyouts, carve-outs and growth equity with 3–7 year hold horizons, active board involvement, aligned management incentives and margin-first playbooks. Underwrites investments on cash-flow improvement and integration potential, applies hands-on portfolio operations, disciplined exit planning and measurable KPI-driven performance milestones.
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:
7.42%
Gain
Monthly
0.23%
Yearly
2.86%
Drawdown
26.77%
$145.86M
Equity
Holdings
$145.86M
Investment
$118.63M
$33.93M
Profit -$1.09M
Realized
$6.7M
Unrealized
$27.23M
Dividends
$6.48M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.09M
Win %
69%
This Week
Compared To Last Week
Gain
-1.05%
Profit
-$1.54M
Win %
69%
This Month
Compared to last month
Gain
-1.43%
Profit
-$2.11M
Win %
69%
This Year
Compared to last year
Gain
-1.88%
Profit
-$2.79M
Win %
67%
BTMD Biote Corp.
+8.29%
+$4,121.51 
CNDT Conduent Inc.
+5.59%
+$872.52 
RGP Resources Connection Inc.
+5.22%
+$9,183.38 
MYPS Playstudios Inc.
+4.47%
+$4,065.85 
SBC SBC Medical Group Holdings Inc.
+3.73%
+$2,148.89 
CRM Salesforce Inc
+3.3%
+$62,218.81 
ADT ADT Inc.
+3.25%
+$3,197.26 
UNH UnitedHealth Group Incorporated
+3.23%
+$10,507.04 
MDXG MiMedx Group, Inc.
+3.16%
+$1,874.34 
JBI Janus International Group, Inc.
+2.7%
+$2,482.4 
III Information Services Group Inc.
+2.65%
+$4,199.58 
COST Costco Wholesale Corporation
+2.48%
+$10,137.1 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+2.07%
+$51,357.39 
HCKT The Hackett Group, Inc.
+2.06%
+$3,655.04 
MSFT Microsoft Corp.
+1.59%
+$21,004.45 
MYSZ My Size, Inc.
+1.58%
+$196.03 
EGHT 8x8 Inc.
+1.58%
+$702.24 
AVD American Vanguard Corporation
+1.49%
+$1,733.6 
LLY Eli Lilly and Company
+1.27%
+$6,196.95 
TBLA Taboola.com Ltd.
+1.04%
+$1,002.31 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+1.02%
+$2,080 
DGRO iShares Core Dividend Growth ETF
+0.97%
+$19,498.14 
JNJ Johnson & Johnson
+0.96%
+$3,893.91 
LAW CS Disco Inc.
+0.95%
+$877 
PBYI Puma Biotechnology Inc.
+0.94%
+$832.83 
AAPL Apple Inc.
+0.9%
+$37,480.56 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.89%
+$2,345 
PLTK Playtika Holding Corp
+0.85%
+$3,437.18 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.74%
+$2,479.88 
HCAT Health Catalyst Inc.
+0.64%
+$804.11 
TACK Fairlead Strategic Funds, LLC - Fairlead Tactical Sector ETF
+0.64%
+$3,889.93 
DH Definitive Healthcare Corp
+0.62%
+$393.05 
VIG Vanguard Dividend Appreciation ETF
+0.54%
+$2,011.68 
TRGP Targa Resources Corp.
+0.52%
+$2,043.24 
RAFE PIMCO RAFI ESG U.S. ETF
+0.5%
+$1,194.5 
SSTI SoundThinking Inc.
+0.36%
+$342.03 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.34%
+$2,028.25 
AMZN Amazon.com Inc
+0.33%
+$4,668.72 
VTV Vanguard Value ETF
+0.32%
+$770 
EXFY Expensify, Inc.
+0.28%
+$268.15 
PRF Invesco FTSE RAFI US 1000 ETF
+0.28%
+$4,435.79 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.27%
+$2,942.37 
FLRG Fidelity U.S. Multifactor ETF
+0.24%
+$1,007.21 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.21%
+$821.72 
GOOG Alphabet Inc
+0.12%
+$1,432.93 
GOOGL Alphabet Inc
+0.11%
+$1,755.17 
DFUV Dimensional US Marketwide Value ETF
+0.1%
+$687.12 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$800.69 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$68 
PRFD PIMCO Preferred and Capital Securities Active ETF
+0.01%
+$29.74 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$38.2 
OMI Owens & Minor Inc.
0%
$0 
PMBS
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WIT Wipro Limited American Depositary Receipt
0%
$0 
AMKR Amkor Technology Inc.
-7.01%
-$48,769.86 
SYPR Sypris Solutions Inc.
-6.47%
-$291,182.63 
MU Micron Technology, Inc.
-6.22%
-$97,364.4 
AMD Advanced Micro Devices, Inc.
-5.56%
-$14,023.8 
ARAY Accuray Incorporated
-5.09%
-$3,335.22 
BHP BHP Group Ltd.
-5.02%
-$20,857.98 
LRCX Lam Research Corporation
-4.6%
-$61,889.73 
MOD Modine Manufacturing Company
-4.36%
-$30,168.24 
RING iShares MSCI Global Gold Miners ETF
-3.67%
-$50,221.08 
AVGO Broadcom Inc.
-3.59%
-$46,959.38 
GDX VanEck Gold Miners ETF
-3.51%
-$49,486.65 
CSCO Cisco Systems, Inc.
-3.44%
-$9,274.14 
SLV iShares Silver Trust
-3.06%
-$59,174.5 
TSHA Taysha Gene Therapies Inc.
-2.67%
-$7,425 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.66%
-$36,457.3 
IXN iShares Global Tech ETF
-2.5%
-$5,477.55 
NVDA NVIDIA Corporation
-2.5%
-$24,102.09 
XLK State Street Technology Select Sector SPDR ETF
-2.4%
-$18,387.45 
BIGC BigCommerce Holdings Inc.
-2.22%
-$889 
ESGE iShares ESG Aware MSCI EM ETF
-2.16%
-$8,905.21 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-2.16%
-$14,341.03 
FTEC Fidelity MSCI Information Technology Index ETF
-2.13%
-$26,474.24 
VGT Vanguard Information Technology ETF
-2.1%
-$7,208.86 
IEMG iShares Core MSCI Emerging Markets ETF
-2.02%
-$15,958.32 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-1.89%
-$2,340.65 
META Meta Platforms Inc Class A
-1.87%
-$13,066.24 
SIEB Siebert Financial Corp.
-1.79%
-$657 
IYZ iShares U.S. Telecommunications ETF
-1.69%
-$5,730.02 
GLD SPDR Gold Shares
-1.65%
-$10,568.14 
IAU iShares Gold Trust
-1.64%
-$7,405 
AER AerCap Holdings N.V.
-1.58%
-$3,582.54 
TSLA Tesla, Inc.
-1.57%
-$4,054.08 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$31,331.21 
IPAC iShares Core MSCI Pacific ETF
-1.19%
-$7,688.34 
SNYR Synergy CHC Corp.
-1.16%
-$23.05 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.15%
-$7,408.73 
IXUS iShares Core International Stock ETF
-1.14%
-$30,681.63 
TRIB Trinity Biotech plc Sponsored ADR
-1.08%
-$548.12 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
-1.03%
-$15,164.49 
RYT Invesco S&P 500 Equal Weight ETF
-1.02%
-$3,453.4 
FENI Fidelity Enhanced International ETF
-0.92%
-$10,351.86 
RPD Rapid7 Inc.
-0.91%
-$2,686.39 
IEFA iShares Core MSCI EAFE ETF
-0.77%
-$17,334 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.76%
-$12,576.8 
MFEM PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF
-0.75%
-$36,565.63 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.68%
-$3,966.75 
EVH Evolent Health Inc.
-0.68%
-$579.2 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
-0.65%
-$31,408.14 
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF
-0.61%
-$18,545.5 
DFAI Dimensional International Core Equity Market ETF
-0.61%
-$6,180.18 
FELC Fidelity Enhanced Large Cap Core ETF
-0.6%
-$44,958.29 
HFFG Hf Foods Group Inc.
-0.59%
-$363.45 
ZROZ PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
-0.56%
-$3,634.6 
SSUS Day Hagan/Ned Davis Research Smart Sector ETF
-0.53%
-$1,327.5 
CGBL Capital Group Core Balanced ETF
-0.53%
-$4,387.2 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
-0.53%
-$2,582.28 
FCPI Fidelity Stocks for Inflation ETF
-0.51%
-$1,116.38 
JPM JPMorgan Chase & Co.
-0.51%
-$2,485.07 
HBIO Harvard Bioscience, Inc.
-0.5%
-$628.47 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.47%
-$3,571.99 
DFUS Dimensional U.S. Equity Market ETF
-0.43%
-$4,624.23 
IVV iShares Core S&P 500 ETF
-0.38%
-$1,890.81 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$10,698.28 
VOO Vanguard S&P 500 ETF
-0.37%
-$5,433.8 
SCHX Schwab U.S. Large-Cap ETF
-0.37%
-$2,617.6 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$1,455.12 
PCQ PIMCO California Municipal Income Fund
-0.34%
-$10,955.94 
PML PIMCO Municipal Income Fund II
-0.33%
-$8,463.12 
CMF iShares California Muni Bond ETF
-0.31%
-$1,810.55 
VONE Vanguard Russell 1000 ETF
-0.27%
-$1,120.45 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.27%
-$1,943.5 
HYD VanEck High Yield Muni ETF
-0.25%
-$1,620.71 
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF
-0.23%
-$553.8 
MFUS PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
-0.21%
-$20,875.96 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.2%
-$2,083.48 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.18%
-$854.13 
DLS WisdomTree International SmallCap Dividend Fund
-0.17%
-$789.57 
FMDE Fidelity Enhanced Mid Cap ETF
-0.17%
-$548.38 
FCOM Fidelity MSCI Communication Services Index ETF
-0.17%
-$571.62 
CERS Cerus Corporation
-0.16%
-$62.75 
PYLD PIMCO Multisector Bond Active ETF
-0.15%
-$9,679.4 
DGCB Dimensional Global Credit Fund
-0.14%
-$458.55 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.13%
-$2,332.05 
FBND Fidelity Total Bond ETF
-0.12%
-$11,140.36 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.1%
-$294.93 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.09%
-$919.36 
DFCF Dimensional Core Fixed Income ETF
-0.08%
-$1,287.47 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.06%
-$127.77 
BINC iShares Flexible Income Active ETF
-0.05%
-$792.85 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$198.39 Events
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Dividends
Dividend Analysis
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| Trades 1122 | Longs Won 723/1122 64% | Profit Factor 8.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $143,052.81 |
| Average Win $53,179.22 | Best Trade (Jul 10) $3.19M | Sharpe Ratio -11.46 |
| Average Loss -$11,334.21 | Worst Trade (Sep 30) -$755,728.36 | Z-Score -1.74 (93.19%) |
| Commissions $0 | Avg. Trade Length 11m 3w 6d | Expectancy $30,237.28 |
| 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 | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
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Returns
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Option values are updated at end of day.
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