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 $188.4M across 513 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MSFT ($17.1M, 9.09%), NEE ($15.4M, 8.17%), CLS ($10.8M, 5.73%), AAPL ($8.9M, 4.73%), PLTR ($8.6M, 4.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $17.1M | 9.09% | 45,901 | Added |
| 2 | NEE | NEXTERA ENERGY INC COM | $15.4M | 8.17% | 175,341 | Trimmed |
| 3 | CLS | CELESTICA INC | $10.8M | 5.73% | 29,580 | Trimmed |
| 4 | AAPL | APPLE INC | $8.9M | 4.73% | 30,816 | Trimmed |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC CL A | $8.6M | 4.55% | 73,424 | Added |
| 6 | JNJ | JOHNSON &JOHNSON COM | $8.3M | 4.39% | 32,538 | Trimmed |
| 7 | RTX | RTX CORPORATION COM USD1.00 | $7.6M | 4.01% | 39,816 | Trimmed |
| 8 | ABBV | ABBVIE INC | $5.2M | 2.78% | 20,810 | Trimmed |
| 9 | PEP | PEPSICO INC | $4.9M | 2.60% | 36,222 | Trimmed |
| 10 | VEEV | VEEVA SYSTEMS INC | $4.8M | 2.56% | 27,147 | Trimmed |
| 11 | VRTX | VERTEX PHARMACEUTICALS INC | $4.6M | 2.45% | 9,295 | Trimmed |
| 12 | TSLA | TESLA INC COM | $4.0M | 2.11% | 9,469 | Added |
| 13 | RSP | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT | $3.8M | 2.00% | 17,689 | Added |
| 14 | BRKB | BERKSHIRE HATHAWAY INC | $3.4M | 1.81% | 6,816 | Hold |
| 15 | CIBR | FIRST TR EXCHANGE TRADED FD II | $2.9M | 1.56% | 32,789 | Trimmed |
| 16 | GD | GENERAL DYNAMICS CORP COM | $2.9M | 1.54% | 8,216 | Hold |
| 17 | V | VISA INC | $2.7M | 1.44% | 7,903 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION COM | $2.6M | 1.39% | 13,130 | Added |
| 19 | BAI | BLACKROCK ETF TRUST | $2.5M | 1.32% | 47,339 | Added |
| 20 | KO | COCA-COLA CO | $2.2M | 1.15% | 26,638 | Hold |
| 21 | VYM | VANGUARD WHITEHALL FDS HIGH DIV YLD | $2.2M | 1.14% | 13,641 | Trimmed |
| 22 | IHAK | ISHARES TR CYBERSECURITY | $1.9M | 1.02% | 31,692 | Added |
| 23 | AMZN | AMAZON.COM INC | $1.8M | 0.95% | 7,529 | Added |
| 24 | ABT | ABBOTT LABORATORIES | $1.6M | 0.86% | 17,872 | Hold |
| 25 | COST | COSTCO WHOLESALE CORP COM | $1.5M | 0.81% | 1,624 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30