ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC

CIK

1908404

Location

New Cumberland, PA

Portfolio Value

Micro $1,374,526

Diversification

Highly concentrated

Filing Date

Global Rank

#7,964 / 8,036 ▼ 2840

Top Industry

Asset Management 41.1%

3Y Alpha vs SPY

-1.1%

Period ended 1 year ago

Filed Jan 23, 2025 · 1y

13 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+74.7%

SPY

+76.5%

Annualised alpha

-0.4%

Max drawdown

−26.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

4 positions · as of Dec 31, 2024 · Δ vs Sep 30, 2024

Top Position

37.0%

+11.1 pts

Top 5

100.0%

+39.0 pts

Top 10

100.0%

+26.6 pts

HHI

2,731

Highly concentrated+1,649

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2024

Sector	% Portfolio	Value	Positions
Technology	37.1%	$509,984	2
Unclassified	37.0%	$509,185	1
Financial Services	25.9%	$355,357	1

Last Quarter's Activity

Export CSV

Dec 31, 2024 vs Sep 30, 2024

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−97,831	2,000	$268,580
AAPL	Apple Inc.	−53,691	964	$241,404
QQQ	Invesco Qqq Trust, Series 1	−52,872	996	$509,185
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
BX	Blackstone Inc.	2,061	$355,357
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AMZN	Amazon Com Inc	30,737	$5,727,225
GOOGL	Alphabet Inc.	30,105	$4,992,914
MSFT	Microsoft Corp	8,829	$3,799,118
AVGO	Broadcom Inc.	15,964	$2,753,790
MCK	Mckesson Corp	4,361	$2,156,165
COST	Costco Wholesale Corp /New	2,240	$1,985,804
KKR	KKR & Co. Inc.	14,552	$1,900,200
WMT	Walmart Inc.	21,402	$1,728,211
JPM	Jpmorgan Chase & Co	7,714	$1,626,574
LLY	ELI LILLY & Co	1,684	$1,491,922
PANW	Palo Alto Networks Inc	7,612	$1,300,890
TSLA	Tesla, Inc.	4,920	$1,287,219
META	Meta Platforms, Inc.	2,006	$1,148,314
GLD	Spdr Gold Trust	4,056	$985,851
ETN	Eaton Corp plc	2,866	$949,907
FCX	Freeport-Mcmoran Inc	15,564	$776,954
V	Visa Inc.	2,727	$749,788
IRM	Iron Mountain Inc	6,075	$721,892
FISV	Fiserv Inc	3,814	$685,185
ET	Energy Transfer LP	38,973	$625,516
NVO	Novo Nordisk A S	5,249	$624,998
USCI	United States Commodity Index Funds Trust	9,622	$600,509
HSY	Hershey Co	2,890	$554,244
CRWD	CrowdStrike Holdings, Inc.	1,873	$525,320
CEG	Constellation Energy Corp	2,015	$523,940
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

4 positions · $1,374,526 total · as of Dec 31, 2024

All sectors Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	996	-52,872	$509,185	−98.1%	37.04%
BX	Blackstone Inc. Financial Services	NEW	2,061	NEW	$355,357	NEW	25.85%
NVDA	Nvidia Corp Technology	Reduced	2,000	-97,831	$268,580	−97.8%	19.54%
AAPL	Apple Inc. Technology	Reduced	964	-53,691	$241,404	−98.1%	17.56%