StockDriftsStockDriftsTop 50 Mark Sheptoff Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 9.09% | 45.9K | $17.1M | +0.03%(+13) | $101.97(+376.67%) | 2026-06-30 | |
| NEE | NEXTERA ENERGY INC COM | 8.17% | 175.3K | $15.4M | -0.08%(-147) | $35.09(+145.70%) | 2026-06-30 | |
| CLS | CELESTICA INC | 5.73% | 29.6K | $10.8M | -0.34%(-100) | $57.07(+487.04%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.73% | 30.8K | $8.9M | -1.05%(-328) | $46.76(+553.08%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 4.55% | 73.4K | $8.6M | +0.16%(+115) | $20.99(+728.13%) | 2026-06-30 | |
| JNJ | JOHNSON &JOHNSON COM | 4.39% | 32.5K | $8.3M | -0.90%(-294) | $102.49(+154.14%) | 2026-06-30 | |
| RTX | RTX CORPORATION COM USD1.00 | 4.01% | 39.8K | $7.6M | -10.95%(-4.90K) | $109.09(+104.93%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.78% | 20.8K | $5.2M | -1.88%(-399) | $68.05(+266.54%) | 2026-06-30 | |
| PEP | PEPSICO INC | 2.6% | 36.2K | $4.9M | -1.40%(-515) | $72.15(+91.76%) | 2026-06-30 | |
| VEEV | VEEVA SYSTEMS INC | 2.56% | 27.1K | $4.8M | -0.37%(-100) | $79.19(+207.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.50% | +34.91% | +6.69% | +38.23% |
| Top 20 Holdings Unweighted | +16.55% | +58.30% | +9.81% | +59.65% |
Mark Sheptoff Financial Planning LLC reports $188.39M in US-listed equity holdings across 513 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (9.1%), NEE (8.2%) and CLS (5.7%). The top 20 holdings account for 65.38% of reported assets. Its disclosed equity book has returned +34.91% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Mark Sheptoff Financial Planning LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Mark Sheptoff Financial Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1607355). View Mark Sheptoff Financial Planning LLC’s 13F filings on SEC