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:
1.38%
Gain
Monthly
0.07%
Yearly
0.89%
Drawdown
22.1%
$130.81M
Equity
Holdings
$130.81M
Investment
$110.17M
$21.76M
Profit -$922,909.95
Realized
$1.12M
Unrealized
$20.64M
Dividends
$2.74M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$922,909.95
Win %
62%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$609,521.05
Win %
62%
This Month
Compared to last month
Gain
0.63%
Profit
$824,247.85
Win %
62%
This Year
Compared to last year
Gain
9.71%
Profit
$11.57M
Win %
63%
MRK Merck & Co., Inc.
+2.01%
+$22,256.2 
CMG Chipotle Mexican Grill, Inc.
+1.89%
+$10,076.19 
ABT Abbott Laboratories
+1.79%
+$13,349.34 
UNH UnitedHealth Group Incorporated
+1.74%
+$17,848.37 
JNJ Johnson & Johnson
+1.64%
+$38,560.52 
CVX Chevron Corporation
+1.37%
+$13,789.02 
VZ Verizon Communications Inc.
+1.19%
+$12,787.84 
OXY Occidental Petroleum Corporation
+1.13%
+$2,728.99 
LLY Eli Lilly and Company
+1.06%
+$13,110.47 
T AT&T Inc.
+0.92%
+$6,910.83 
YUM Yum! Brands, Inc.
+0.85%
+$5,560.1 
HON Honeywell International Inc.
+0.81%
+$3,062.68 
BRK-B Berkshire Hathaway Inc.
+0.78%
+$17,736.26 
WMT Walmart Inc.
+0.77%
+$12,647.53 
IYE iShares U.S. Energy ETF
+0.74%
+$3,089.25 
DLR Digital Realty Trust, Inc.
+0.65%
+$4,527 
IYZ iShares U.S. Telecommunications ETF
+0.55%
+$6,732.66 
HDV iShares Core High Dividend ETF
+0.55%
+$6,488.3 
IGF iShares Global Infrastructure ETF
+0.49%
+$3,085.87 
XLU Utilities Select Sector SPDR Fund
+0.47%
+$15,583.63 
JPM JPMorgan Chase & Co.
+0.41%
+$6,362.95 
IYK iShares U.S. Consumer Staples ETF
+0.32%
+$2,667.36 
PG Procter & Gamble Co
+0.28%
+$4,906.02 
BAB Invesco Taxable Municipal Bond ETF
+0.27%
+$8,434.73 
BAC Bank of America Corporation
+0.25%
+$2,475.51 
IYR iShares U.S. Real Estate ETF
+0.22%
+$782 
FBND Fidelity Total Bond ETF
+0.14%
+$1,463.09 
MBB iShares MBS ETF
+0.14%
+$2,411.1 
AAPL Apple Inc.
+0.14%
+$5,825.75 
IYH iShares U.S. Healthcare ETF
+0.14%
+$1,728.14 
JD JD.com Inc.
+0.1%
+$503.94 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-7.49%
-$66,611.63 
META Meta Platforms Inc Class A
-5.12%
-$77,827.1 
SYK Stryker Corporation
-3.25%
-$27,108.09 
TSLA Tesla, Inc.
-2.86%
-$42,319.55 
ACN Accenture plc Class A
-2.76%
-$12,132.82 
MSFT Microsoft Corp.
-2.26%
-$54,365.58 
KO The Coca-Cola Company
-2.21%
-$54,510.6 
BABA Alibaba Group Holding Limited SP ADR
-2.02%
-$36,109.32 
GOOGL Alphabet Inc
-1.82%
-$69,135.03 
DIS The Walt Disney Company
-1.75%
-$10,339.12 
V Visa Inc. Class A
-1.7%
-$22,865.42 
GS The Goldman Sachs Group, Inc.
-1.69%
-$38,468.18 
MA Mastercard Incorporated
-1.6%
-$10,481.21 
AXP American Express Company
-1.53%
-$33,041.75 
IYW iShares U.S. Technology ETF
-1.53%
-$50,797.32 
BX Blackstone Inc.
-1.45%
-$9,213.1 
TMO Thermo Fisher Scientific Inc.
-1.42%
-$10,777.19 
NVDA NVIDIA Corporation
-1.41%
-$18,877.99 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$170,834.36 
GARP iShares MSCI USA Quality GARP ETF
-1.35%
-$117,498.6 
EEM iShares MSCI Emerging Markets ETF
-1.3%
-$22,725.36 
NKE Nike, Inc. - Class B
-1.27%
-$3,410.91 
SBUX Starbucks Corporation
-1.23%
-$15,694 
IYC iShares U.S. Consumer Discretionary ETF
-1.13%
-$12,935.2 
IJR iShares Core S&P Small-Cap ETF
-0.85%
-$2,362.5 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.78%
-$7,162.74 
IYM iShares U.S. Basic Materials ETF
-0.77%
-$3,053.51 
IYG iShares U.S. Financial Services ETF
-0.75%
-$4,937.07 
IVV iShares Core S&P 500 ETF
-0.72%
-$116,613.44 
ADBE Adobe Inc.
-0.68%
-$1,923.95 
FLQL Franklin U.S. Large Cap Multisector Fund
-0.65%
-$16,055.47 
IWM iShares Russell 2000 ETF
-0.64%
-$6,756.4 
AMZN Amazon.com Inc
-0.6%
-$21,070.5 
HD The Home Depot, Inc.
-0.59%
-$3,973.45 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.54%
-$1,407.47 
CMCSA Comcast Corp
-0.5%
-$1,754.88 
MCD McDonald's Corporation
-0.33%
-$1,482.3 
IYJ iShares U.S. Industrials ETF
-0.3%
-$1,860.94 
IEUR iShares Core MSCI Europe ETF
-0.22%
-$2,936.34 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.18%
-$723.9 
COST Costco Wholesale Corporation
-0.16%
-$4,761 
FCOR Fidelity Corporate Bond ETF
-0.11%
-$4,289.3 
MUB iShares National Muni Bond ETF
-0.07%
-$254.32 
KHC The Kraft Heinz Company
-0.02%
-$123.39 Events
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Dividends
Dividend Analysis
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| Trades 438 | Longs Won 286/438 65% | Profit Factor 6.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $264,197.13 |
| Average Win $90,219.67 | Best Trade (Jul 13) $4.12M | Sharpe Ratio -21.2 |
| Average Loss -$26,595.32 | Worst Trade (Jul 15) -$526,486.12 | Z-Score 3.27 (99.89%) |
| Commissions $0 | Avg. Trade Length 10m 1w 3d | Expectancy $49,681.13 |
| 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 | 4,926 | 4,433 | 3,941 | 3,448 | 2,956 | 2,463 | 1,970 | 1,478 | 985 | 493 |
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Returns
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