BJM
Brian J. Malizia Portfolio
Invests via Lakeshore Capital Group Inc. | Managed by Brian J. Malizia
Invests via Lakeshore Capital Group Inc.
Managed by Brian J. Malizia
Automatically Tracked
Seasoned private equity and operational executive focused on middle-market investments, with a track record of value creation through strategic M&A, portfolio company transformation and capital markets engagement. Brian J. Malizia combines operating leadership with deal execution experience across industrial and services sectors, and is known for hands-on governance, EBITDA improvement and exit planning. Active in board roles and capital raising.
Seasoned private equity and operational executive focused on middle-market investments, with a track record of value creation through strategic M&A, portfolio company transformation and capital markets engagement. Brian J. Malizia combines operating leadership with deal execution experience across industrial and services sectors, and is known for hands-on governance, EBITDA improvement and exit planning. Active in board roles and capital raising.
Investment Philosophy & Strategy
Prioritizes control-oriented, operationally-focused private equity investing in middle-market industrials and services. Seeks platform companies where hands-on governance, margin expansion and disciplined bolt-on M&A can accelerate EBITDA and cash generation. Allocates capital with a three- to seven-year value creation horizon, blending growth investments and operational turnarounds while using capital markets and exits to crystallize gains. Underwrites deals with conservative leverage, KPI-driven governance and an emphasis on repeatable cash flow and exit optionality.
Prioritizes control-oriented, operationally-focused private equity investing in middle-market industrials and services. Seeks platform companies where hands-on governance, margin expansion and disciplined bolt-on M&A can accelerate EBITDA and cash generation. Allocates capital with a three- to seven-year value creation horizon, blending growth investments and operational turnarounds while using capital markets and exits to crystallize gains. Underwrites deals with conservative leverage, KPI-driven governance and an emphasis on repeatable cash flow and exit optionality.
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:
33.1%
Gain -0.1%
Monthly
1.44%
Yearly
18.73%
Drawdown
19.85%
$134.25M
Equity
Holdings
$134.25M
Investment
$110.1M
$25.15M
Profit +$4,315.25
Realized
$999,620.42
Unrealized
$24.15M
Dividends
$2.84M
Goals
Avg. 78% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
$4,315.25
Win %
66%
This Week
Compared To Last Week
Gain
0.003%
Profit
$4,315.25
Win %
66%
This Month
Compared to last month
Gain
2.1%
Profit
$2.76M
Win %
66%
This Year
Compared to last year
Gain
2.78%
Profit
$3.63M
Win %
67%
AMZN Amazon.com Inc
+15.32%
+$503,135.46 
GOOGL Alphabet Inc
+6.73%
+$236,946.15 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$90,183.44 
META Meta Platforms Inc Class A
+3.28%
+$40,292.7 
MSFT Microsoft Corp.
+3.02%
+$81,924.24 
NVDA NVIDIA Corporation
+2.93%
+$60,040.72 
CVX Chevron Corporation
+2.35%
+$24,733.44 
JD JD.com Inc.
+2.17%
+$12,167.37 
CSCO Cisco Systems, Inc.
+2.14%
+$4,245.21 
OXY Occidental Petroleum Corporation
+2%
+$5,054.56 
IYZ iShares U.S. Telecommunications ETF
+1.86%
+$22,895.25 
ACN Accenture plc Class A
+1.61%
+$8,163.55 
IYC iShares U.S. Consumer Discretionary ETF
+1.5%
+$16,825.5 
ADBE Adobe Inc.
+1.01%
+$3,077.27 
IYE iShares U.S. Energy ETF
+0.93%
+$3,973 
FLQL Franklin U.S. Large Cap Multisector Fund
+0.84%
+$19,952.61 
MCD McDonald's Corporation
+0.82%
+$3,654.22 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$13,595.89 
TSLA Tesla, Inc.
+0.76%
+$8,904.2 
IVV iShares Core S&P 500 ETF
+0.69%
+$110,955.52 
GARP iShares MSCI USA Quality GARP ETF
+0.66%
+$58,115.2 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$78,383.76 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$2,068.16 
IYW iShares U.S. Technology ETF
+0.46%
+$14,710.45 
IYJ iShares U.S. Industrials ETF
+0.42%
+$2,596.88 
AVGO Broadcom Inc.
+0.37%
+$4,865.76 
PG Procter & Gamble Co
+0.37%
+$6,246.58 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$8,641.56 
BAC Bank of America Corporation
+0.36%
+$3,494.26 
MRK Merck & Co., Inc.
+0.32%
+$3,557.25 
JPM JPMorgan Chase & Co.
+0.27%
+$4,275.12 
JNJ Johnson & Johnson
+0.21%
+$4,978.82 
T AT&T Inc.
+0.17%
+$1,352.48 
WMT Walmart Inc.
+0.09%
+$1,423.03 
ABT Abbott Laboratories
+0.09%
+$691.38 
IYG iShares U.S. Financial Services ETF
+0.06%
+$413.46 
HDV iShares Core High Dividend ETF
+0.04%
+$412.47 
DIS The Walt Disney Company
+0.03%
+$176.76 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-7.35%
-$300,100.28 
SYK Stryker Corporation
-6.42%
-$56,631.9 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$20,580.3 
DLR Digital Realty Trust, Inc.
-2.42%
-$18,796.75 
YUM Yum! Brands, Inc.
-2.37%
-$15,936.48 
NFLX Netflix, Inc.
-2%
-$17,371.08 
IYM iShares U.S. Basic Materials ETF
-1.96%
-$7,846.08 
UNH UnitedHealth Group Incorporated
-1.68%
-$17,349.8 
LRCX Lam Research Corporation
-1.58%
-$4,300.51 
KO The Coca-Cola Company
-1.02%
-$26,181 
IYK iShares U.S. Consumer Staples ETF
-0.82%
-$6,889.44 
MA Mastercard Incorporated
-0.74%
-$5,057.5 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$1,887.6 
IYH iShares U.S. Healthcare ETF
-0.7%
-$8,706.72 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$23,163.51 
GS The Goldman Sachs Group, Inc.
-0.63%
-$13,141.42 
SBUX Starbucks Corporation
-0.57%
-$7,125.6 
IYR iShares U.S. Real Estate ETF
-0.55%
-$1,972.58 
LLY Eli Lilly and Company
-0.53%
-$6,411.98 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$6,846.08 
IWM iShares Russell 2000 ETF
-0.47%
-$4,870.52 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$3,467.92 
HD The Home Depot, Inc.
-0.42%
-$2,727.22 
MBB iShares MBS ETF
-0.4%
-$6,047.28 
AXP American Express Company
-0.38%
-$7,584.38 
BAB Invesco Taxable Municipal Bond ETF
-0.34%
-$10,925.01 
IGF iShares Global Infrastructure ETF
-0.28%
-$1,816.97 
FBND Fidelity Total Bond ETF
-0.27%
-$3,745.08 
BX Blackstone Inc.
-0.25%
-$1,594.91 
COST Costco Wholesale Corporation
-0.24%
-$7,140.87 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$1,596.66 
FCOR Fidelity Corporate Bond ETF
-0.16%
-$5,726.32 
MUB iShares National Muni Bond ETF
-0.11%
-$407.4 
V Visa Inc. Class A
-0.04%
-$519.08 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$75.58 Events
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Dividends
Dividend Analysis
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| Trades 511 | Longs Won 346/511 67% | Profit Factor 7.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $269,959.44 |
| Average Win $83,207.66 | Best Trade (Aug 14) $4.6M | Sharpe Ratio -16.41 |
| Average Loss -$22,084.61 | Worst Trade (Aug 02) -$450,500.84 | Z-Score 5.68 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1d | Expectancy $49,209.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,061 | 5,455 | 4,848 | 4,242 | 3,636 | 3,030 | 2,424 | 1,818 | 1,212 | 606 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,239 | $2.99M | $3.78M | - | $790,760.18 | 26.45% | -7.354% |
| ABT Abbott Laboratories | 7,682 | $872,892.88 | $811,987.4 | - | -$60,905.48 | -6.98% | +0.085% |
| ACN Accenture plc Class A | 3,104 | $1.03M | $515,015.68 | - | -$519,240.15 | -50.2% | +1.611% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 12,282 | $646,419.7 | $924,220.5 | - | $277,800.8 | 42.98% | -0.172% |
| ADBE Adobe Inc. | 1,226 | $508,698.52 | $307,002.66 | - | -$201,695.86 | -39.65% | +1.013% |
| AMZN Amazon.com Inc | 13,945 | $3.05M | $3.79M | - | $736,427.81 | 24.14% | +15.321% |
| AVGO Broadcom Inc. | 3,379 | $1.28M | $1.32M | - | $38,952.12 | 3.05% | +0.371% |
| AXP American Express Company | 5,972 | $1.78M | $2.01M | - | $225,147.45 | 12.63% | -0.376% |
| BAB Invesco Taxable Municipal Bond ETF | 121,389 | $3.24M | $3.19M | - | -$49,708.99 | -1.53% | -0.341% |
| BABA Alibaba Group Holding Limited SP ADR | 15,208 | $1.42M | $1.86M | - | $439,780.35 | 30.98% | +5.098% |
| BAC Bank of America Corporation | 15,883 | $704,538.37 | $983,951.85 | - | $279,413.48 | 39.66% | +0.356% |
| BRK-B Berkshire Hathaway Inc. | 4,646 | $2.14M | $2.38M | - | $235,907.09 | 11.02% | +0.365% |
| BX Blackstone Inc. | 4,984 | $846,503.94 | $636,706 | - | -$209,797.94 | -24.78% | -0.25% |
| CMG Chipotle Mexican Grill, Inc. | 15,831 | $907,448.56 | $589,229.82 | - | -$318,218.74 | -35.07% | -3.375% |
| COST Costco Wholesale Corporation | 3,132 | $2.87M | $2.98M | - | $109,965.72 | 3.83% | -0.239% |
| CSCO Cisco Systems, Inc. | 1,747 | $205,172 | $202,634.53 | - | -$2,537.47 | -1.24% | +2.14% |
| CVX Chevron Corporation | 5,472 | $801,381.75 | $1.08M | - | $275,672.01 | 34.4% | +2.35% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 736 | $309,202.17 | $385,899.53 | - | $76,697.36 | 24.8% | +0.539% |
| DIS The Walt Disney Company | 5,892 | $654,516.5 | $566,751.48 | - | -$87,765.02 | -13.41% | +0.031% |
| DLR Digital Realty Trust, Inc. | 4,025 | $708,536.64 | $758,793 | - | $50,256.36 | 7.09% | -2.417% |
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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 J. Malizia?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Dow Jones Industrial Average ETF Trust - $432,874.39, Verizon Communications Inc - $337,445.42, Intel Corporation - $326,731.35, iShares Core S&P 500 ETF - $311,731.68, and Fidelity Corporate Bond ETF - $298,877.66. 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: iShares Russell 2000 ETF - $304,973.9, The Kraft Heinz Company - $179,789.15, Nike, Inc. - Class B - $102,616.87, Comcast Corp - $94,206.2, and Diageo plc Sponsored ADR - $70,682.02. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brian J. Malizia's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.84M earned over time. The largest contributors to dividend income include Fidelity Corporate Bond ETF - $284,648.87, iShares Core S&P 500 ETF - $218,034.3, Invesco Taxable Municipal Bond ETF - $154,477.35, Verizon Communications Inc - $96,495.05, and iShares MBS ETF - $95,366.58. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian J. Malizia's monthly returns?
Brian J. Malizia's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Brian J. Malizia's strategy be considered aggressive or moderate?
Brian J. Malizia's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Brian J. Malizia's strategy?
Brian J. Malizia's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
