StockDriftsStockDriftsTop 50 Mark Sheptoff Financial Planning, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 9.99% | 45.9K | $18.9M | -5.04%(-2.44K) | $101.90(+283.22%) | 2026-03-31 | |
| NEE | NEXTERA ENERGY INC | 8.94% | 175.5K | $16.9M | -4.34%(-7.96K) | $35.09(+151.75%) | 2026-03-31 | |
| CLS | CELESTICA INC | 6.56% | 29.7K | $12.4M | -2.13%(-645) | $57.07(+489.07%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 5.27% | 73.3K | $10.0M | +0.63%(+460) | $20.83(+520.81%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.68% | 31.1K | $8.9M | -33.27%(-15.53K) | $46.76(+560.03%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 4.09% | 44.7K | $7.7M | +1.02%(+451) | $109.09(+82.64%) | 2026-03-31 | |
| JNJ | JOHNSON &JOHNSON | 3.92% | 32.8K | $7.4M | -7.76%(-2.76K) | $102.49(+156.65%) | 2026-03-31 | |
| PEP | PEPSICO INC | 3.02% | 36.7K | $5.7M | -9.93%(-4.05K) | $72.15(+99.88%) | 2026-03-31 | |
| VEEV | VEEVA SYSTEMS INC | 2.47% | 27.2K | $4.7M | -4.01%(-1.14K) | $79.19(+143.38%) | 2026-03-31 | |
| ABBV | ABBVIE INC COM USD0.01 | 2.31% | 21.2K | $4.4M | -16.60%(-4.22K) | $68.05(+283.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.25% | +34.02% |
| Top 20 Holdings Unweighted | +15.23% | +53.00% |
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