MARK SHEPTOFF FINANCIAL PLANNING, LLC
MARK SHEPTOFF FINANCIAL PLANNING, LLC reported 513 positions worth $188.4M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: MSFT (9.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MSFT | SH | $17.1M | 9.09% | 45,901 | — | — | |
| ▸ 2 | NEE | SH | $15.4M | 8.17% | 175,341 | — | — | |
| ▸ 3 | CLS | SH | $10.8M | 5.73% | 29,580 | — | — | |
| ▸ 4 | AAPL | SH | $8.9M | 4.73% | 30,816 | — | — | |
| ▸ 5 | PLTR | SH | $8.6M | 4.55% | 73,424 | — | — | |
| ▸ 6 | JNJ | SH | $8.3M | 4.39% | 32,538 | — | — | |
| ▸ 7 | RTX | SH | $7.6M | 4.01% | 39,816 | — | — | |
| ▸ 8 | ABBV | SH | $5.2M | 2.78% | 20,810 | — | — | |
| ▸ 9 | PEP | SH | $4.9M | 2.60% | 36,222 | — | — | |
| ▸ 10 | VEEV | SH | $4.8M | 2.56% | 27,147 | — | — |
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Frequently Asked Questions
What stocks does MARK SHEPTOFF FINANCIAL PLANNING, LLC hold as of Q2 2026?
MARK SHEPTOFF FINANCIAL PLANNING, LLC reported 513 positions worth $188.4M in its Q2 2026 13F filing. Largest positions: MSFT (9.1%), NEE (8.2%), CLS (5.7%), AAPL (4.7%) and PLTR (4.5%).
What did MARK SHEPTOFF FINANCIAL PLANNING, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MARK SHEPTOFF FINANCIAL PLANNING, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.