Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MARK SHEPTOFF FINANCIAL PLANNING, LLC (CIK 1607355) reported $188.9M across 506 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($18.9M, 9.99%), NEE ($16.9M, 8.94%), CLS ($12.4M, 6.56%), PLTR ($10.0M, 5.27%), AAPL ($8.9M, 4.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $18.9M | 9.99% | 45,888 | Trimmed |
| 2 | NEE | NEXTERA ENERGY INC | $16.9M | 8.94% | 175,488 | Trimmed |
| 3 | CLS | CELESTICA INC | $12.4M | 6.56% | 29,680 | Trimmed |
| 4 | PLTR | PALANTIR TECHNOLOGIES INC | $10.0M | 5.27% | 73,309 | Added |
| 5 | AAPL | APPLE INC | $8.9M | 4.68% | 31,144 | Trimmed |
| 6 | RTX | RTX CORPORATION | $7.7M | 4.09% | 44,714 | Added |
| 7 | JNJ | JOHNSON &JOHNSON | $7.4M | 3.92% | 32,832 | Trimmed |
| 8 | PEP | PEPSICO INC | $5.7M | 3.02% | 36,737 | Trimmed |
| 9 | VEEV | VEEVA SYSTEMS INC | $4.7M | 2.47% | 27,247 | Trimmed |
| 10 | ABBV | ABBVIE INC COM USD0.01 | $4.4M | 2.31% | 21,209 | Trimmed |
| 11 | VRTX | VERTEX PHARMACEUTICALS INC | $4.1M | 2.14% | 9,546 | Trimmed |
| 12 | RSP | INVESCO EXCHANGE TRADED FD TR | $3.5M | 1.86% | 17,322 | Added |
| 13 | TSLA | TESLA INC | $3.4M | 1.80% | 8,714 | Trimmed |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC | $3.2M | 1.68% | 6,816 | Trimmed |
| 15 | GD | GENERAL DYNAMICS CORP | $2.9M | 1.52% | 8,216 | Added |
| 16 | V | VISA INC | $2.6M | 1.39% | 8,128 | Trimmed |
| 17 | CIBR | FIRST TR EXCHANGE TRADED FD II | $2.3M | 1.24% | 32,939 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $2.2M | 1.18% | 11,330 | Trimmed |
| 19 | VYM | VANGUARD WHITEHALL FDS | $2.1M | 1.14% | 13,741 | Added |
| 20 | KO | COCA-COLA CO | $2.1M | 1.11% | 26,638 | Trimmed |
| 21 | BAI | BLACKROCK ETF TRUST | $2.0M | 1.06% | 44,889 | Trimmed |
| 22 | AMZN | AMAZON.COM INC | $1.9M | 1.02% | 7,044 | Added |
| 23 | COST | COSTCO WHOLESALE CORP | $1.7M | 0.87% | 1,624 | Trimmed |
| 24 | IHAK | ISHARES TR | $1.6M | 0.82% | 31,392 | Trimmed |
| 25 | ABT | ABBOTT LABORATORIES | $1.6M | 0.82% | 17,872 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31