Holdings
Mark Sheptoff Financial Planning, LLC
As of Jun 30, 2026, Mark Sheptoff Financial Planning, LLC reported 328 positions worth US$159M. Largest: Microsoft Corp., Nextera Energy, Inc. and Celestica Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 45,901 | US$17.1M | +13 | Jun 30, 2026 |
| Nextera Energy, Inc. | 175K | US$15.4M | −147 | Jun 30, 2026 |
| Celestica Inc. | 29,580 | US$10.8M | −100 | Jun 30, 2026 |
| Apple Inc | 30,816 | US$8.92M | −328 | Jun 30, 2026 |
| Palantir Technologies Inc. | 73,424 | US$8.57M | +115 | Jun 30, 2026 |
| Johnson & Johnson | 32,538 | US$8.26M | −294 | Jun 30, 2026 |
| Rtx Corporation | 39,816 | US$7.55M | −4,898 | Jun 30, 2026 |
| Abbvie Inc. | 20,810 | US$5.24M | −399 | Jun 30, 2026 |
| Pepsico, Inc. | 36,222 | US$4.9M | −515 | Jun 30, 2026 |
| Veeva Systems Inc. | 27,147 | US$4.82M | −100 | Jun 30, 2026 |