account_balance
Investment manager · 13F filer · SEC CIK 1607355
Mark Sheptoff Financial Planning, LLC
Reported value$188Mas of Jun 30, 2026
Positions513 41 new, 38 sold out
Top 10 weight48.6%MSFT alone is 9%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
9.1%
NEENextEra Energy Inc
8.2%
CLSCelestica Inc
5.7%
AAPLApple Inc.
4.7%
PLTRPalantir Technologies Inc.
4.5%
JNJJohnson & Johnson
4.4%
RTXRTX Corp
4.0%Trimmed −11%
ABBVAbbVie Inc.
2.8%
PEPPepsiCo Inc
2.6%
VEEVVeeva Systems Inc
2.6%
VRTXVertex Pharmaceuticals Inc
2.5%Trimmed −3%
TSLATesla, Inc.
2.1%+9%
MSFTMicrosoft Corp
9.1%
NEENextEra Energy Inc
8.2%
CLSCelestica Inc
5.7%
AAPLApple Inc.
4.7%
PLTRPalantir Technologies Inc.
4.5%
JNJJohnson & Johnson
4.4%
RTXRTX Corp
4.0%
ABBVAbbVie Inc.
2.8%
PEPPepsiCo Inc
2.6%
VEEV2.6%VRTX2.5%TSLA2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 9.1% HeldNEE NextEra Energy Inc 8.2% HeldCLS Celestica Inc 5.7% HeldAAPL Apple Inc. 4.7% HeldPLTR Palantir Technologies Inc. 4.5% HeldJNJ Johnson & Johnson 4.4% HeldRTX RTX Corp 4.0% Trimmed −11%ABBV AbbVie Inc. 2.8% HeldPEP PepsiCo Inc 2.6% HeldVEEV Veeva Systems Inc 2.6% HeldVRTX Vertex Pharmaceuticals Inc 2.5% Trimmed −3%TSLA Tesla, Inc. 2.1% Added +9%
What changed
Biggest moves since Mar 31, 2026
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