Brian Landzaat Portfolio
Invests via Vista Finance LLC | Managed by Christopher Brent Williams, Brian Thomas Landzaat, Lincoln Andrew Sorensen, Jr.
Invests via Vista Finance LLC
Managed by Christopher Brent Williams, Brian Thomas Landzaat, Lincoln Andrew Sorensen, Jr.
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Brian Landzaat Profile
Brian Landzaat stands out as a pioneering investor-operator with a remarkable ability to identify growth opportunities within emerging markets. With a rich background in technology commercialization and corporate development, he has successfully led various ventures that bridge innovation and market demand. His expertise spans several sectors including renewable energy and digital transformation, where he effectively aligns operational execution with strategic objectives. Brian’s leadership is marked by a consistent track record of driving scalable business models while fostering partnerships that enhance value creation. His reputation for being at the forefront of market expansion initiatives makes him an influential figure in today’s dynamic investment landscape.
Brian Landzaat stands out as a pioneering investor-operator with a remarkable ability to identify growth opportunities within emerging markets. With a rich background in technology commercialization and corporate development, he has successfully led various ventures that bridge innovation and market demand. His expertise spans several sectors including renewable energy and digital transformation, where he effectively aligns operational execution with strategic objectives. Brian’s leadership is marked by a consistent track record of driving scalable business models while fostering partnerships that enhance value creation. His reputation for being at the forefront of market expansion initiatives makes him an influential figure in today’s dynamic investment landscape.
Investment Philosophy & Strategy
In today's rapidly evolving economic landscape, Brian Landzaat leverages his extensive experience in technology and corporate strategy to seize unique growth avenues. His focus on emerging markets reflects a forward-thinking approach that prioritizes innovation while integrating operational efficiencies. With a keen eye for identifying scalable ventures, he champions business models that meet the demands of a changing consumer base, particularly within renewable energy and digital sectors. The ability to forge meaningful partnerships further distinguishes him as an architect of value-driven initiatives aimed at sustainable development.
In today's rapidly evolving economic landscape, Brian Landzaat leverages his extensive experience in technology and corporate strategy to seize unique growth avenues. His focus on emerging markets reflects a forward-thinking approach that prioritizes innovation while integrating operational efficiencies. With a keen eye for identifying scalable ventures, he champions business models that meet the demands of a changing consumer base, particularly within renewable energy and digital sectors. The ability to forge meaningful partnerships further distinguishes him as an architect of value-driven initiatives aimed at sustainable development.
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:
25.71%
Gain -1.55%
Monthly
0.02%
Yearly
0.24%
Drawdown
25.01%
$184.52M
Equity
Holdings
$184.52M
Investment
$161.45M
-$2.9M
Profit -$1.46M
Realized
-$25.97M
Unrealized
$23.07M
Dividends
$16.31M
Goals
Avg. 82% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.55%
Profit
-$1.46M
Win %
70%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$1.46M
Win %
70%
This Month
Compared to last month
Gain
-1.18%
Profit
-$2.21M
Win %
70%
This Year
Compared to last year
Gain
3.2%
Profit
$5.72M
Win %
61%
XRPZ Franklin XRP ETF
+7.44%
+$12,595 
FROG JFrog Ltd
+6.68%
+$16,988.58 
GOOGL Alphabet Inc
+3.23%
+$20,160.69 
GOOG Alphabet Inc
+3.06%
+$9,305.82 
BFH Bread Financial Holdings Inc.
+2.73%
+$6,510.5 
IBIT iShares Bitcoin Trust
+2.22%
+$19,275.84 
GBTC Grayscale Bitcoin Trust ETF
+2.17%
+$9,921.6 
CHEF The Chefs' Warehouse, Inc.
+2.16%
+$6,696.78 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.16%
+$39,567.6 
MSFT Microsoft Corp.
+2.04%
+$10,523.87 
CART Maplebear Inc.
+1.54%
+$5,167.5 
BCPC Balchem Corporation
+1.48%
+$2,930.44 
MEDP Medpace Holdings Inc.
+1.34%
+$5,207.4 
LQDT Liquidity Services Inc.
+1.29%
+$2,952.4 
FSK FS KKR Capital Corp.
+1.18%
+$4,200 
WSFS WSFS Financial Corporation
+1.14%
+$2,426.97 
PLUS Eplus Inc.
+1.13%
+$4,289.04 
HLI Houlihan Lokey Inc.
+0.92%
+$2,413.75 
SKY Skyline Champion Corporation
+0.73%
+$1,654.93 
SCHD Schwab U.S. Dividend Equity ETF
+0.65%
+$2,805 
GRBK Green Brick Partners Inc.
+0.57%
+$1,761.24 
MAGS Roundhill Magnificent Seven Fund
+0.34%
+$108,518.4 
FFIN First Financial Bankshares Inc.
+0.3%
+$675.2 
AAPL Apple Inc.
+0.24%
+$5,190.48 
ATLC Atlanticus Holdings Corp.
+0.22%
+$444.15 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$356.99 
UCTT Ultra Clean Holdings, Inc.
-10.33%
-$18,275.85 
PUMP ProPetro Holding Corp.
-8.38%
-$10,608 
BELFB Bel Fuse Inc.
-7.98%
-$19,131.26 
FN Fabrinet
-7.77%
-$15,626.7 
IESC Ies Holdings Inc.
-7.57%
-$29,508.48 
ESI Element Solutions Inc.
-6.44%
-$13,282.1 
SOXX iShares Semiconductor ETF
-5.63%
-$16,170.16 
NPO EnPro Industries Inc.
-5.58%
-$22,602.66 
CAT Caterpillar Inc.
-4.27%
-$8,665.12 
MOD Modine Manufacturing Company
-3.83%
-$8,876.24 
VSEC VSE Corporation
-3.78%
-$7,915.38 
NVDA NVIDIA Corporation
-3.4%
-$13,330.57 
RBC RBC Bearings Incorporated
-3.22%
-$9,611.82 
EEM iShares MSCI Emerging Markets ETF
-2.77%
-$401,169.44 
EXTR Extreme Networks, Inc.
-2.57%
-$4,681.41 
SPCX Space Exploration Technologies Corp. Class A
-2.04%
-$3,816.16 
TSLA Tesla, Inc.
-1.76%
-$17,590.8 
QXO Qxo Inc.
-1.58%
-$26,594.1 
GLD SPDR Gold Shares
-1.51%
-$609,236.04 
GLDM SPDR Gold MiniShares Trust
-1.48%
-$27,438.35 
LGND Ligand Pharmaceuticals Inc.
-1.34%
-$3,369.24 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.27%
-$11,764.9 
ALIL Argent Focused Small Cap Fund
-1.26%
-$2,652 
AMZN Amazon.com Inc
-1.26%
-$19,449.72 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.26%
-$4,576 
VCTR Victory Capital Holdings, Inc. Class A
-1.11%
-$6,281.78 
PRM Perimeter Solutions Inc.
-1.08%
-$2,042.38 
PFFD Global X U.S. Preferred ETF
-0.88%
-$1,676 
IEFA iShares Core MSCI EAFE ETF
-0.83%
-$129,162.94 
AIQ Global X Artificial Intelligence & Technology ETF
-0.8%
-$72,588.3 
AMLP Alerian MLP ETF
-0.79%
-$113,575.88 
VT Vanguard Total World Stock ETF
-0.76%
-$2,519.3 
PFF iShares Preferred and Income Securities ETF
-0.7%
-$5,508.3 
HRI Herc Holdings Inc.
-0.47%
-$944.7 
IVV iShares Core S&P 500 ETF
-0.47%
-$60,333.74 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.47%
-$2,518.32 
FSS Federal Signal Corp.
-0.46%
-$817.44 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$3,253.8 
MGY Magnolia Oil & Gas Corp.
-0.45%
-$1,029.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$3,511.2 
IWB iShares Russell 1000 ETF
-0.44%
-$1,070.16 
IWM iShares Russell 2000 ETF
-0.35%
-$20,446.44 
FSCO FS Credit Opportunities Corp.
-0.1%
-$9,739.42 Events
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Dividends
Dividend Analysis
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| Trades 690 | Longs Won 300/690 43% | Profit Factor 0.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $309,037.76 |
| Average Win $115,459.73 | Best Trade (Sep 08) $4.29M | Sharpe Ratio -8.94 |
| Average Loss -$96,249.31 | Worst Trade (Aug 01) -$1.97M | Z-Score -3.38 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 1d | Expectancy -$4,201.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 2.41E% | 28.21T% | 36.79B% | 330.38M% | 8.54M% | 430,827.8% | 34,481.66% | 3,868.74% | 561.82% |
| Consecutive Losing Trades | 1,916 | 1,724 | 1,533 | 1,341 | 1,149 | 958 | 766 | 575 | 383 | 192 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,408 | $1.22M | $2.13M | - | $911,770.52 | 74.58% | +0.244% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 12,005 | $849,685.95 | $915,621.35 | - | $65,935.4 | 7.76% | -1.269% |
| AIQ Global X Artificial Intelligence & Technology ETF | 142,330 | $9.34M | $9.03M | - | -$304,586.2 | -3.26% | -0.797% |
| ALIL Argent Focused Small Cap Fund | 6,800 | $222,088 | $206,924 | - | -$15,164 | -6.83% | -1.265% |
| AMLP Alerian MLP ETF | 258,127 | $12.35M | $14.32M | - | $1.97M | 15.92% | -0.787% |
| AMZN Amazon.com Inc | 6,003 | $1.19M | $1.52M | - | $327,651.15 | 27.43% | -1.262% |
| ATLC Atlanticus Holdings Corp. | 2,115 | $220,531.05 | $200,227.05 | - | -$20,304 | -9.21% | +0.222% |
| BCPC Balchem Corporation | 1,201 | $203,545.48 | $200,362.83 | - | -$3,182.65 | -1.56% | +1.484% |
| BELFB Bel Fuse Inc. | 958 | $319,052.33 | $220,713.62 | - | -$98,338.71 | -30.82% | -7.977% |
| BFH Bread Financial Holdings Inc. | 2,245 | $243,245.75 | $245,311.15 | - | $2,065.4 | 0.85% | +2.726% |
| CART Maplebear Inc. | 6,890 | $322,452 | $340,917.2 | - | $18,465.2 | 5.73% | +1.539% |
| CAT Caterpillar Inc. | 248 | $264,095.2 | $194,340.24 | - | -$69,754.96 | -26.41% | -4.268% |
| CHEF The Chefs' Warehouse, Inc. | 2,802 | $267,002.58 | $316,177.68 | - | $49,175.1 | 18.42% | +2.164% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 11,992 | $347,370.71 | $539,040.4 | - | $191,669.69 | 55.18% | -0.465% |
| EEM iShares MSCI Emerging Markets ETF | 213,388 | $9.73M | $14.08M | - | $4.34M | 44.6% | -2.771% |
| ESI Element Solutions Inc. | 6,010 | $286,977.5 | $193,101.3 | - | -$93,876.2 | -32.71% | -6.436% |
| EXTR Extreme Networks, Inc. | 8,213 | $262,651.74 | $177,647.19 | - | -$85,004.55 | -32.36% | -2.568% |
| FBTC Fidelity Wise Origin Bitcoin Index Fund | 27,288 | $2.65M | $1.87M | - | -$772,181.5 | -29.17% | +2.156% |
| FFIN First Financial Bankshares Inc. | 6,752 | $232,808.96 | $224,571.52 | - | -$8,237.44 | -3.54% | +0.302% |
| FN Fabrinet | 485 | $176,840.7 | $185,444.6 | - | $8,603.9 | 4.87% | -7.772% |
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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 Brian Landzaat?
The largest contributions to the portfolio's profits come from the following stocks: FS Credit Opportunities Corp - $3.09M, Alerian MLP ETF - $2.56M, Utilities Select Sector SPDR Fund - $1.04M, Invesco DB US Dollar Index Bullish Fund - $957,265.84, and ProShares Short S&P500 - $800,653.76. 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: SPDR S&P Homebuilders ETF - $1.91M, FS KKR Capital Corp - $1.38M, ProShares Short Russell2000 - $1.34M, KraneShares Bosera MSCI China A 50 Connect Index ETF - $836,049.29, and Ares Capital Corporation - $829,973.9. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brian Landzaat's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.31M earned over time. The largest contributors to dividend income include FS Credit Opportunities Corp - $3.18M, ProShares Short QQQ - $2.54M, Alerian MLP ETF - $1.94M, ProShares Short S&P500 - $1.29M, and Ares Capital Corporation - $1.26M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian Landzaat's monthly returns?
Brian Landzaat'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 Brian Landzaat's strategy be considered aggressive or moderate?
Brian Landzaat'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 Brian Landzaat's strategy?
Brian Landzaat'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.
