§ 13F · FUND PROFILE
MARK SHEPTOFF FINANCIAL PLANNING, LLC.
AUM · $188M (13F)Positions · 513Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 46K | $17M | 9.1% | ±0% |
| 2 | NEE | NEXTERA ENERGY INC COM | 175K | $15M | 8.2% | ±0% |
| 3 | CLS | CELESTICA INC | 30K | $11M | 5.7% | ±0% |
| 4 | AAPL | APPLE INC | 31K | $9M | 4.7% | −1% |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC CL A | 73K | $9M | 4.5% | ±0% |
| 6 | JNJ | JOHNSON &JOHNSON COM | 33K | $8M | 4.4% | −1% |
| 7 | RTX | RTX CORPORATION COM USD1.00 | 40K | $8M | 4.0% | −11% |
| 8 | ABBV | ABBVIE INC | 21K | $5M | 2.8% | −2% |
| 9 | PEP | PEPSICO INC | 36K | $5M | 2.6% | −1% |
| 10 | VEEV | VEEVA SYSTEMS INC | 27K | $5M | 2.6% | ±0% |
§ 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 $188 million in assets. The fund runs a broad portfolio of 513 positions.
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