§ 13F · FUND PROFILE
MARK SHEPTOFF FINANCIAL PLANNING, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $187.6T (13F)Positions · 512Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 48K | $23.4T | 11.1% | −1% |
| 2 | NEE | NEXTERA ENERGY INC | 183K | $14.7T | 7.0% | ±0% |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | 73K | $12.9T | 6.2% | ±0% |
| 4 | AAPL | APPLE INC | 47K | $12.7T | 6.0% | ±0% |
| 5 | CLS | CELESTICA INC | 30K | $9.0T | 4.3% | −3% |
| 6 | RTX | RTX CORPORATION | 44K | $8.1T | 3.9% | +9% |
| 7 | JNJ | JOHNSON & JOHNSON | 36K | $7.4T | 3.5% | ±0% |
| 8 | TSLA | TESLA INC | 16K | $7.2T | 3.4% | −1% |
| 9 | VEEV | VEEVA SYS INC | 28K | $6.3T | 3.0% | +6% |
| 10 | PEP | PEPSICO INC | 41K | $5.9T | 2.8% | −4% |
§ 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 $187640.8 trillion in assets. The fund runs a broad portfolio of 512 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed