§ 13F · FUND PROFILE
MARK SHEPTOFF FINANCIAL PLANNING, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $209M (13F)Positions · 481Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 46K | $19M | 10.0% | −5% |
| 2 | NEE | NEXTERA ENERGY INC | 175K | $17M | 8.9% | −4% |
| 3 | CLS | CELESTICA INC | 30K | $12M | 6.6% | −2% |
| 4 | PLTR | PALANTIR TECHNOLOGIES INC | 73K | $10M | 5.3% | +1% |
| 5 | AAPL | APPLE INC | 31K | $9M | 4.7% | −33% |
| 6 | RTX | RTX CORPORATION | 45K | $8M | 4.1% | +1% |
| 7 | JNJ | JOHNSON &JOHNSON | 33K | $7M | 3.9% | −8% |
| 8 | PEP | PEPSICO INC | 37K | $6M | 3.0% | −10% |
| 9 | VEEV | VEEVA SYSTEMS INC | 27K | $5M | 2.5% | −4% |
| 10 | ABBV | ABBVIE INC COM USD0.01 | 21K | $4M | 2.3% | −17% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MARK SIGNAL
AC read
MARK SHEPTOFF FINANCIAL PLANNING, LLC is a Other fund managing $209 million in assets. The fund runs a broad portfolio of 481 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed