What does MARK SHEPTOFF FINANCIAL PLANNING, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

MARK SHEPTOFF FINANCIAL PLANNING, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

MICROSOFT CORP

$19M46K10.0%

NEXTERA ENERGY INC

$17M175K8.9%

CELESTICA INC

$12M30K6.6%

PALANTIR TECHNOLOGIES INC

$10M73K5.3%

APPLE INC

$9M31K4.7%

RTX CORPORATION

$8M45K4.1%

JOHNSON &JOHNSON

$7M33K3.9%

PEPSICO INC

$6M37K3.0%

VEEVA SYSTEMS INC

$5M27K2.5%

ABBVIE INC COM USD0.01

$4M21K2.3%

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