MARK SHEPTOFF FINANCIAL PLANNING, LLC
Position in GNRC — Generac Holdings Inc.
CIK 1607355
GLASTONBURY, CT
Position in GNRC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$29,281
+$9,748 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#883
of 994 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GNRC Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $532,143 across 7 Specialty Industrial Machinery names. GNRC ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYM |
Symbotic Inc.
|
7,325 | $329,258 | |
| 2 | OTIS |
Otis Worldwide Corp
|
724 | $51,838 | |
| 3 | ITW |
Illinois Tool Works Inc
|
150 | $40,570 | |
| 4 | XYL |
Xylem Inc.
|
288 | $34,044 | |
| 5 | GNRC |
Generac Holdings Inc.
This page
|
100 | $29,281 | |
| 6 | GEV |
GE Vernova Inc.
|
22 | $25,846 | |
| 7 | ETN |
Eaton Corp plc
|
50 | $21,306 |
All Filings in GNRC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,281 | 100 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $19,533 | 100 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $13,637 | 100 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,740 | 100 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,321 | 100 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $12,665 | 100 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,505 | 100 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $15,888 | 100 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,222 | 100 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,614 | 100 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $12,924 | 100 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $10,896 | 100 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,913 | 100 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $10,801 | 100 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,066 | 100 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $17,814 | 100 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $21,058 | 100 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $29,726 | 100 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $35,192 | 100 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $20,433 | 50 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||