MARK SHEPTOFF FINANCIAL PLANNING, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1607355
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13F Reported Value
ⓘ$188.4M
Holdings
513
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
MARK SHEPTOFF FINANCIAL PLANNING, LLC disclosed 513 positions worth $188.4M in its Form 13F-HR for Q2 2026, led by $MSFT (MICROSOFT CORP) at 9.1% of the equity portfolio, followed by $NEE and $CLS. During the quarter the fund opened 40 new positions and exited 38 — including a new stake in $SPY and a full exit from $GMED. The portfolio is most concentrated in Technology (31.1% of disclosed assets). All figures are sourced directly from MARK SHEPTOFF FINANCIAL PLANNING, LLC’s Form 13F-HR filing with the SEC under CIK 1607355.
AI Fund Analysis
Diversifying
$MSFT9.1% weight
Held 10 quarters
$NEE8.2% weight
Held 10 quarters
$CLS5.7% weight
Held 9 quarters
$AAPL4.7% weight
Held 10 quarters
$PLTR4.5% weight
Held 10 quarters
FIDELITY ENHANCED MID CAP
9 quarters accumulating
FIDELITY ENHANCED LARGE CA
7 quarters accumulating
FIDELITY TOTAL BOND ETF -
7 quarters accumulating
PIMCO ETF TR ACTIVE BD ETF
7 quarters accumulating
$IVZ4 quarters accumulating
Sector Allocation
TechnologyHealthcareOtherIndustrialsUtilitiesFinancials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 79.8#31
Quality
$17.1M45,901 sh - 64.6#531
Quality
$15.4M175,341 sh - 69.8#243
Quality
$10.8M29,580 sh - 76.4
Quality
$8.9M30,816 sh - 84.6
Quality
$8.6M73,424 sh - 69.0
Quality
$8.3M32,538 sh - 73.2
Quality
$7.6M39,816 sh - 72.6
Quality
$5.2M20,810 sh - 63.4
Quality
$4.9M36,222 sh - 77.6
Quality
$4.8M27,147 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MICROSOFT CORP$MSFT | 79.8#31 | $17.1M | 45,901 |
| NEXTERA ENERGY INC$NEE | 64.6#531 | $15.4M | 175,341 |
| CELESTICA INC$CLS | 69.8#243 | $10.8M | 29,580 |
| Apple Inc.$AAPL | 76.4 | $8.9M | 30,816 |
| Palantir Technologies Inc.$PLTR | 84.6 | $8.6M | 73,424 |
 JOHNSON & JOHNSON$JNJ | 69.0 | $8.3M | 32,538 |
 RTX Corp$RTX | 73.2 | $7.6M | 39,816 |
 AbbVie Inc.$ABBV | 72.6 | $5.2M | 20,810 |
 PEPSICO INC$PEP | 63.4 | $4.9M | 36,222 |
 VEEVA SYSTEMS INC$VEEV | 77.6 | $4.8M | 27,147 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MARK SHEPTOFF FINANCIAL PLANNING, LLC's 513 positions.
Showing top 10 of 513 holdings.
Sector Allocation
Technology
$58.6M
Healthcare
$26.3M
Other
$23.1M
Industrials
$23.0M
Utilities
$20.1M
Financials
$14.8M
Consumer Staples
$10.8M
Consumer Discretionary
$6.2M
Top Holdings — MARK SHEPTOFF FINANCIAL PLANNING, LLC (Q2 2026)
Top 150 of 513 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MSFT | MICROSOFT CORP | $17.1M | 9.1% | +0% | 79.8 |
| 2 | $NEE | NEXTERA ENERGY INC | $15.4M | 8.2% | -0% | 64.6 |
| 3 | $CLS | CELESTICA INC | $10.8M | 5.7% | -0% | 69.8 |
| 4 | $AAPL | Apple Inc. | $8.9M | 4.7% | -1% | 76.4 |
| 5 | $PLTR | Palantir Technologies Inc. | $8.6M | 4.5% | +0% | 84.6 |
| 6 | $JNJ | JOHNSON & JOHNSON | $8.3M | 4.4% | -1% | 69 |
| 7 | $RTX | RTX Corp | $7.6M | 4.0% | -11% | 73.2 |
| 8 | $ABBV | AbbVie Inc. | $5.2M | 2.8% | -2% | 72.6 |
| 9 | $PEP | PEPSICO INC | $4.9M | 2.6% | -1% | 63.4 |
| 10 | $VEEV | VEEVA SYSTEMS INC | $4.8M | 2.6% | -0% | 77.6 |
| 11 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $4.6M | 2.5% | -3% | 75.4 |
| 12 |  $TSLA | Tesla, Inc. | $4.0M | 2.1% | +9% | 53.9 |
| 13 | $IVZ | Invesco Ltd. | $3.8M | 2.0% | +2% | — |
| 14 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.4M | 1.8% | +0% | 73.8 |
| 15 | — | FIRST TR EXCHANGE TRADED FD II - COM | $2.9M | 1.6% | -0% | — |
| 16 |  $GD | GENERAL DYNAMICS CORP | $2.9M | 1.5% | +0% | 68.7 |
| 17 |  $V | VISA INC. | $2.7M | 1.4% | -3% | 82.9 |
| 18 |  $NVDA | NVIDIA CORP | $2.6M | 1.4% | +16% | 85.9 |
| 19 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $2.5M | 1.3% | +5% | — |
| 20 |  $KO | COCA COLA CO | $2.2M | 1.1% | +0% | 69.5 |
| 21 | — | VANGUARD WHITEHALL FDS HIGH DIV YLD - COM | $2.2M | 1.1% | -1% | — |
| 22 | — | ISHARES TR CYBERSECURITY - COM | $1.9M | 1.0% | +1% | — |
| 23 |  $AMZN | AMAZON COM INC | $1.8M | 0.9% | +7% | 68.7 |
| 24 |  $ABT | ABBOTT LABORATORIES | $1.6M | 0.9% | +0% | 65.5 |
| 25 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.5M | 0.8% | +0% | 66.2 |
| 26 |  $UNH | UNITEDHEALTH GROUP INC | $1.4M | 0.7% | +1% | 62.7 |
| 27 |  $PWR | QUANTA SERVICES, INC. | $1.3M | 0.7% | +0% | 72.1 |
| 28 | — | VANGUARD SPECIALIZED FDS DIV APP ETF - COM | $1.3M | 0.7% | -2% | — |
| 29 |  $MDLZ | Mondelez International, Inc. | $1.3M | 0.7% | -1% | 56.4 |
| 30 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $1.2M | 0.6% | -5% | 66.8 |
| 31 |  $HD | HOME DEPOT, INC. | $1.2M | 0.6% | -1% | 60.3 |
| 32 |  $TXN | TEXAS INSTRUMENTS INC | $1.1M | 0.6% | +0% | 73.4 |
| 33 |  $AWK | American Water Works Company, Inc. | $1.1M | 0.6% | +0% | 58.1 |
| 34 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $1.0M | 0.5% | -0% | 71.6 |
| 35 |  $KNSA | Kiniksa Pharmaceuticals International, plc | $1.0M | 0.5% | -3% | — |
| 36 | — | VANGUARD SCOTTSDALE FDS - CORP BD ETF | $1.0M | 0.5% | -1% | — |
| 37 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $973,517 | 0.5% | +2% | 44.6 |
| 38 |  $TTC | TORO CO | $972,512 | 0.5% | +0% | 60.6 |
| 39 |  $SPY | SPDR S&P 500 ETF TRUST | $905,049 | 0.5% | NEW | — |
| 40 | — | DIREXION SHARES ETF TR - COM | $883,080 | 0.5% | +0% | — |
| 41 |  $LLY | ELI LILLY & Co | $845,628 | 0.5% | +0% | 87.5 |
| 42 |  $LMT | LOCKHEED MARTIN CORP | $824,816 | 0.4% | +0% | 65.6 |
| 43 |  $SJM | J M SMUCKER Co | $813,938 | 0.4% | -0% | 59.1 |
| 44 |  $NVS | NOVARTIS AG | $802,406 | 0.4% | +0% | — |
| 45 | — | SELECT SECTOR SPDR TRUST - STATE STREET IND | $800,194 | 0.4% | -5% | — |
| 46 |  $CRH | CRH PUBLIC LTD CO | $799,825 | 0.4% | +5880% | — |
| 47 | — | SELECT SECTOR SPDR TRUST - STATE STREET HEA | $776,482 | 0.4% | -5% | — |
| 48 |  $ATRO | ASTRONICS CORP | $743,529 | 0.4% | +3% | 61.3 |
| 49 |  $HPE | Hewlett Packard Enterprise Co | $705,972 | 0.4% | +19% | 70.5 |
| 50 | — | FIDELITY HIGH DIVIDEND ETF - COM | $688,391 | 0.4% | -2% | — |
| 51 |  $PG | PROCTER & GAMBLE Co | $674,103 | 0.4% | -6% | 64.6 |
| 52 |  $DVN | DEVON ENERGY CORP/DE | $667,318 | 0.3% | -2% | 74.8 |
| 53 |  $TRV | TRAVELERS COMPANIES, INC. | $635,481 | 0.3% | +0% | 75.9 |
| 54 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $609,609 | 0.3% | +0% | 62.9 |
| 55 |  $CCJ | CAMECO CORP | $585,203 | 0.3% | +0% | — |
| 56 |  $MU | MICRON TECHNOLOGY INC | $577,145 | 0.3% | +0% | 86.2 |
| 57 |  $ORLY | O REILLY AUTOMOTIVE INC | $552,540 | 0.3% | +0% | 67.4 |
| 58 |  $CL | COLGATE PALMOLIVE CO | $533,944 | 0.3% | -2% | 61.3 |
| 59 |  $BX | Blackstone Inc. | $529,515 | 0.3% | +0% | 74.4 |
| 60 |  $HNGE | Hinge Health, Inc. | $506,300 | 0.3% | -5% | 74.9 |
| 61 | — | VANGUARD INDEX FDS VANGUARD - TOTAL STK MKT ETF | $503,342 | 0.3% | +21% | — |
| 62 | — | ISHARES CORE S&P 500 ETF - COM | $482,285 | 0.3% | +0% | — |
| 63 | — | VANECK ETF TRUST URANIUM AND NUCL - COM | $455,801 | 0.2% | -4% | — |
| 64 |  $COO | COOPER COMPANIES, INC. | $443,552 | 0.2% | +0% | 57 |
| 65 |  $WM | WASTE MANAGEMENT INC | $412,419 | 0.2% | +0% | 67.6 |
| 66 |  $HEI | HEICO CORP | $405,700 | 0.2% | +0% | 75.6 |
| 67 | — | NESTLE ADR - COM | $403,777 | 0.2% | +35% | — |
| 68 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $399,129 | 0.2% | +0% | — |
| 69 |  $ENS | EnerSys | $385,803 | 0.2% | +0% | 63.6 |
| 70 | — | ELECTRO OPTIC SYSTEMS HLDGS LTD - COM | $376,772 | 0.2% | NEW | — |
| 71 |  $KGC | KINROSS GOLD CORP | $357,556 | 0.2% | -2% | — |
| 72 |  $SYM | Symbotic Inc. | $329,259 | 0.2% | -6% | 67.8 |
| 73 |  $DUK | Duke Energy CORP | $327,083 | 0.2% | +0% | 56.4 |
| 74 |  $MA | Mastercard Inc | $326,136 | 0.2% | +0% | 85.1 |
| 75 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $324,640 | 0.2% | +0% | 60.9 |
| 76 |  $OGE | OGE ENERGY CORP. | $321,156 | 0.2% | +0% | 64.4 |
| 77 | — | CAPITAL GROUP CORE EQUITY ETF SHS - COM | $314,439 | 0.2% | +0% | — |
| 78 |  $ED | CONSOLIDATED EDISON INC | $309,764 | 0.2% | +0% | 67.3 |
| 79 |  $PFE | PFIZER INC | $306,624 | 0.2% | +0% | 62 |
| 80 |  $ET | Energy Transfer LP | $301,331 | 0.2% | -3% | 64.4 |
| 81 |  $HON | HONEYWELL INTERNATIONAL INC | $291,966 | 0.1% | -50% | 65 |
| 82 |  $HONA | Honeywell Aerospace Inc. | $288,288 | 0.1% | NEW | — |
| 83 |  $CSCO | CISCO SYSTEMS, INC. | $282,844 | 0.1% | +0% | 70.3 |
| 84 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $268,172 | 0.1% | +0% | 66.2 |
| 85 | — | CAPITAL GROUP DIVIDEND VALUE ETF - COM | $255,184 | 0.1% | +0% | — |
| 86 |  $PYPL | PayPal Holdings, Inc. | $253,163 | 0.1% | -3% | 64.1 |
| 87 |  $RCAT | Red Cat Holdings, Inc. | $247,613 | 0.1% | -8% | 26.1 |
| 88 |  $T | AT&T INC. | $244,426 | 0.1% | -3% | 65.7 |
| 89 |  $LOW | LOWES COMPANIES INC | $244,082 | 0.1% | +0% | 60.8 |
| 90 |  $WMT | Walmart Inc. | $243,509 | 0.1% | -2% | 60.2 |
| 91 |  $FLEX | FLEX LTD. | $243,105 | 0.1% | +0% | — |
| 92 |  $XOM.R34088 | EXXON MOBIL CORP | $239,541 | 0.1% | +0% | 57.9 |
| 93 |  $CVS | CVS HEALTH Corp | $236,166 | 0.1% | +0% | 59.4 |
| 94 | — | FIDELITY ENHANCED LARGE CAP VALUE ETF - COM | $228,676 | 0.1% | +0% | — |
| 95 |  $MCD | MCDONALDS CORP | $220,032 | 0.1% | +0% | 69 |
| 96 |  $GOOGL | Alphabet Inc. | $217,340 | 0.1% | +14% | 78.2 |
| 97 |  $GOOG | Alphabet Inc. | $205,505 | 0.1% | +0% | 78.2 |
| 98 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $205,479 | 0.1% | -29% | — |
| 99 |  $NSC | NORFOLK SOUTHERN CORP | $202,911 | 0.1% | +0% | 63.2 |
| 100 |  $CRDO | Credo Technology Group Holding Ltd | $190,365 | 0.1% | +8% | 55.1 |
| 101 | — | PROSHARES - S&P 500 DV ARIST | $187,409 | 0.1% | +100% | — |
| 102 |  $DIS | Walt Disney Co | $180,950 | 0.1% | +0% | 60.1 |
| 103 |  $SYY | SYSCO CORP | $178,527 | 0.1% | +0% | 54.7 |
| 104 |  $BMY | BRISTOL MYERS SQUIBB CO | $172,860 | 0.1% | -19% | 70.4 |
| 105 |  $UEC | URANIUM ENERGY CORP | $172,692 | 0.1% | -7% | 13.3 |
| 106 |  $AVEX | AEVEX Corp. | $170,254 | 0.1% | NEW | — |
| 107 | — | ISHARES TR ISHS 5-10YR INVT - COM | $170,144 | 0.1% | -4% | — |
| 108 |  $GPC | GENUINE PARTS CO | $170,127 | 0.1% | +0% | 52.7 |
| 109 |  $ORCL | ORACLE CORP | $164,869 | 0.1% | -8% | 67.9 |
| 110 |  $LNT | ALLIANT ENERGY CORP | $164,023 | 0.1% | +0% | 53.6 |
| 111 |  $CAT | CATERPILLAR INC | $161,865 | 0.1% | +0% | 66.5 |
| 112 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $148,296 | 0.1% | +0% | 70 |
| 113 |  $MMM | 3M CO | $143,776 | 0.1% | +0% | 64.9 |
| 114 |  $AVGO | Broadcom Inc. | $141,656 | 0.1% | -12% | 84.5 |
| 115 | — | VANGUARD INDEX FDS VANGUARD GROWTH ETF - COM | $141,264 | 0.1% | +0% | — |
| 116 |  $PAAS | PAN AMERICAN SILVER CORP | $139,745 | 0.1% | -6% | — |
| 117 | $ATRO | ASTRONICS CORP | $139,080 | 0.1% | NEW | 61.3 |
| 118 |  $STLD | STEEL DYNAMICS INC | $137,676 | 0.1% | +0% | 57.7 |
| 119 |  $CLX | CLOROX CO /DE/ | $133,616 | 0.1% | +0% | 54.1 |
| 120 |  $PAGP | PLAINS GP HOLDINGS LP | $128,631 | 0.1% | -10% | 55.1 |
| 121 |  $CTVA | Corteva, Inc. | $126,950 | 0.1% | +0% | 47.2 |
| 122 |  $AUGO | Aura Minerals Inc. | $125,900 | 0.1% | -9% | — |
| 123 |  $CB | Chubb Ltd | $123,007 | 0.1% | +0% | — |
| 124 | — | VANECK ETF TR VANECK GOLD MINERS ETF - COM | $117,540 | 0.1% | -6% | — |
| 125 |  $HCA | HCA Healthcare, Inc. | $116,967 | 0.1% | +0% | 68.9 |
| 126 |  $FISV | FISERV INC | $116,543 | 0.1% | +0% | 60.7 |
| 127 |  $VMD | VIEMED HEALTHCARE, INC. | $115,140 | 0.1% | NEW | 61.5 |
| 128 |  $AJG | Arthur J. Gallagher & Co. | $114,785 | 0.1% | +0% | 71.2 |
| 129 |  $DHR | DANAHER CORP /DE/ | $114,288 | 0.1% | +0% | 64.8 |
| 130 |  $EBAY | EBAY INC | $111,750 | 0.1% | +0% | 66.4 |
| 131 |  $RIVN | Rivian Automotive, Inc. / DE | $111,474 | 0.1% | +0% | 35.9 |
| 132 | — | REX ETF TR DRONE ETF - COM | $110,348 | 0.1% | NEW | — |
| 133 | — | COLUMBIA ETF TR I RESH ENHNC COR - COM | $106,585 | 0.1% | +0% | — |
| 134 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $106,568 | 0.1% | +0% | 58.1 |
| 135 | — | CAPITAL GROUP CORE BALANCED ET SHS - COM | $105,999 | 0.1% | +0% | — |
| 136 |  $CVX | CHEVRON CORP | $102,928 | 0.1% | +0% | 62.8 |
| 137 |  $PANW | Palo Alto Networks Inc | $102,306 | 0.1% | +0% | 65.5 |
| 138 |  $CSX | CSX CORP | $102,190 | 0.1% | +65% | 65.2 |
| 139 |  $MTB | M&T BANK CORP | $101,441 | 0.1% | +0% | 58.6 |
| 140 | $IVZ | Invesco Ltd. | $98,133 | 0.1% | +0% | — |
| 141 |  $WEC | WEC ENERGY GROUP, INC. | $98,087 | 0.1% | +0% | 60.1 |
| 142 |  $CWST | CASELLA WASTE SYSTEMS INC | $96,970 | 0.1% | +0% | 57.1 |
| 143 |  $C | CITIGROUP INC | $95,173 | 0.1% | +0% | 65 |
| 144 |  $OKE | ONEOK INC /NEW/ | $94,591 | 0.1% | -56% | 71.7 |
| 145 |  $DYN | Dyne Therapeutics, Inc. | $94,393 | 0.1% | +2% | — |
| 146 |  $PSX | Phillips 66 | $92,978 | 0.1% | +0% | 57.8 |
| 147 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $91,693 | 0.1% | +0% | — |
| 148 | — | VANGUARD SMALL-CAP INDEX FUND - COM | $90,936 | 0.1% | +0% | — |
| 149 |  $TVTX | Travere Therapeutics, Inc. | $90,896 | 0.1% | NEW | 56.6 |
| 150 |  $DVA | DAVITA INC. | $88,992 | 0.1% | +0% | 60.4 |
New Positions (40)
$SPY SPDR S&P 500 ETF TRUST$905,049 ELECTRO OPTIC SYSTEMS HLDGS LTD - COM$376,772
$HONA Honeywell Aerospace Inc.$288,288$AVEX AEVEX Corp.$170,254$VMD VIEMED HEALTHCARE, INC.$115,140 REX ETF TR DRONE ETF - COM$110,348
$TVTX Travere Therapeutics, Inc.$90,896
$INDV Indivior Pharmaceuticals, Inc.$73,854 SANDOZ GROUP AG SPON ADS - COM$69,134
STATE STREET SPDR DOW JONES IND AVG - COM$47,015
$COHR COHERENT CORP.$39,447 ROUNDHILL ETF TRUST MEMORY ETF - COM$36,925
$CSTM CONSTELLIUM SE$31,870 T ROWE PRICE ETF INC ULTRA SHRT TRM - COM$25,386
COLUMBIA ETF TR I CORE BOND ETF - COM$25,033
Exited Positions (38)
$GMED GLOBUS MEDICAL INC
$IA INNOVATIVE SOLUTIONS & SUPPORT INC
$HRL HORMEL FOODS CORP /DE/ SPDR SERIES TRUST
DILLARD S CAPITAL TRUST I 7.50000 08/01/2038
$VG Venture Global, Inc.
$DEC Diversified Energy Co SELECT SECTOR SPDR TR
EXCHANGE TRADED CONCEPTS TRUST
VANGUARD CHARLOTTE FDS
$TTMI TTM TECHNOLOGIES INC
$PTY PIMCO CORPORATE & INCOME OPPORTUNITY FUND PGIM ETF TR
$ASML ASML HOLDING NV ETFIS SERIES TRUST I
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