MARK SHEPTOFF FINANCIAL PLANNING, LLC: 13F holdings
CIK 16073552026Q2
| Positions | 513 |
|---|---|
| Reported value | $188.4m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MSFT MICROSOFT CORP | 45,901 | $17.1m | 9.1% |
| NEE NEXTERA ENERGY INC COM | 175,341 | $15.4m | 8.2% |
| CLS CELESTICA INC | 29,580 | $10.8m | 5.7% |
| AAPL APPLE INC | 30,816 | $8.9m | 4.7% |
| PLTR PALANTIR TECHNOLOGIES INC CL A | 73,424 | $8.6m | 4.5% |
| JNJ JOHNSON &JOHNSON COM | 32,538 | $8.3m | 4.4% |
| RTX RTX CORPORATION COM USD1.00 | 39,816 | $7.6m | 4.0% |
| ABBV ABBVIE INC | 20,810 | $5.2m | 2.8% |
| PEP PEPSICO INC | 36,222 | $4.9m | 2.6% |
| VEEV VEEVA SYSTEMS INC | 27,147 | $4.8m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1607355")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.