Investments & Financial Planning, LLC
CIK
1909307
Location
LEXINGTON, KY
Portfolio Value
Micro
$5,804,893
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 SPYHypothetical 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, 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
4 positions ·
$5,804,893 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 24,807 | $4,326,340 | 74.53% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,810 | $670,007 | 11.54% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,374 | $602,497 | 10.38% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 156 | $206,049 | 3.55% |