Investments & Financial Planning, LLC
CIK
1909307
Location
LEXINGTON, KY
Portfolio Value
Micro
$897,689
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 3 months ago
Filed May 11, 2026 · 35d
17 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+64.0%
SPY
+74.2%
Annualised alpha
-2.4%
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, 2025Top 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 |
|---|---|---|
| Technology | 61.6% | $5,804,893 |
| Consumer Cyclical | 26.6% | $2,506,851 |
| Financial Services | 9.5% | $897,689 |
| Industrials | 2.2% | $210,175 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
2 positions ·
$897,689 total
· Financial Services only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SYBT |
Stock Yards Bancorp, Inc.
Financial Services
|
NEW | 9,982 | $661,706 | 73.71% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 2,511 | $235,983 | 26.29% |