Investments & Financial Planning, LLC

CIK

1909307

Location

LEXINGTON, KY

Portfolio Value

Micro $9,419,608

Diversification

Highly concentrated

Filing Date

Global Rank

#7,784 / 8,232 ▲ 193

Top Industry

Semiconductors 45.9%

3Y Alpha vs SPY

-2.7%

Period ended 2 months ago

Filed May 11, 2026 · 34d

17 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

+64.8%

SPY

+76.3%

Annualised alpha

-2.7%

Max drawdown

−38.4%

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

9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

45.9%

−0.6 pts

Top 5

88.5%

+0.4 pts

Top 10

100.0%

0.0 pts

HHI

2,773

Highly concentrated−178

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	61.6%	$5,804,893	4
Consumer Cyclical	26.6%	$2,506,851	2
Financial Services	9.5%	$897,689	2
Industrials	2.2%	$210,175	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+1,177	1,810	$670,007
NVDA	Nvidia Corp	+527	24,807	$4,326,340
AMZN	Amazon Com Inc	+214	2,073	$431,743
TSLA	Tesla, Inc.	+25	5,582	$2,075,108
SCHW	Schwab Charles Corp	+11	2,511	$235,983
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−602	2,374	$602,497
BA	Boeing Co	−135	1,056	$210,175
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
SYBT	Stock Yards Bancorp, Inc.	9,982	$661,706
ASML	Asml Holding NV	156	$206,049
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
GOOGL	Alphabet Inc.	707	$221,291
DIS	Walt Disney Co	1,931	$219,689
UNH	Unitedhealth Group Inc	642	$211,930
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

9 positions · $9,419,608 total · as of Mar 31, 2026

All sectors Consumer Cyclical Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ASML	Asml Holding NV Technology	NEW	156	NEW	$206,049	NEW	2.19%
BA	Boeing Co Industrials	Reduced	1,056	-135	$210,175	−18.7%	2.23%
SCHW	Schwab Charles Corp Financial Services	Added	2,511	+11	$235,983	−5.5%	2.51%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,073	+214	$431,743	+0.6%	4.58%
AAPL	Apple Inc. Technology	Reduced	2,374	-602	$602,497	−25.5%	6.40%
SYBT	Stock Yards Bancorp, Inc. Financial Services	NEW	9,982	NEW	$661,706	NEW	7.02%
MSFT	Microsoft Corp Technology	Added	1,810	+1,177	$670,007	+118.9%	7.11%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,582	+25	$2,075,108	−17.0%	22.03%
NVDA	Nvidia Corp Technology	Added	24,807	+527	$4,326,340	−4.5%	45.93%