MARK SHEPTOFF FINANCIAL PLANNING, LLC
CIK
0001607355
City
GLASTONBURY
State / Country
CT
Top Portfolio Positions
346 positions ·
$184,377,166 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
48,325 | $23,370,936 | 12.68% |
| NEE |
Nextera Energy Inc
Utilities
|
183,450 | $14,727,366 | 7.99% |
| PLTR |
Palantir Technologies Inc.
Technology
|
72,849 | $12,948,909 | 7.02% |
| AAPL |
Apple Inc.
Technology
|
46,669 | $12,687,434 | 6.88% |
| CLS |
Celestica Inc
Technology
|
30,325 | $8,964,373 | 4.86% |
| RTX |
RTX Corp
Industrials
|
44,263 | $8,117,834 | 4.40% |
| JNJ |
Johnson & Johnson
Healthcare
|
35,594 | $7,366,178 | 4.00% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
16,043 | $7,214,857 | 3.91% |
| VEEV |
Veeva Systems Inc
Healthcare
|
28,386 | $6,336,606 | 3.44% |
| PEP |
Pepsico Inc
Consumer Defensive
|
40,786 | $5,853,606 | 3.17% |
Portfolio Trend
Holdings in BMEZ
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $4,515 | 300 | Shares | Sole | 2026-02-12 | |
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