MARK SHEPTOFF FINANCIAL PLANNING, LLC

Position in MSFT — Microsoft Corp

CIK 1607355 GLASTONBURY, CT

Position in MSFT

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$16,986,360

-$6,384,576 QoQ

Shares Held

45,888

-5.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

10.84%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $28,103,170 across 11 Software - Infrastructure names. MSFT ranks #1 (60.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	45,888	$16,986,360
2	PLTR	Palantir Technologies Inc.	73,309	$10,723,640
3	ORCL	Oracle Corp	1,225	$180,209
4	CHKP	Check Point Software Technologies Ltd	766	$109,423
5	PANW	Palo Alto Networks Inc	300	$48,096
6	NET	Cloudflare, Inc.	150	$30,951
7	RBRK	Rubrik, Inc.	300	$14,691
8	SWMR	Swarmer, Inc	100	$4,720

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,986,360	45,888	-5.0%	Shares	Sole	2026-05-11
2025-12-31	$23,370,936	48,325	-0.6%	Shares	Sole	2026-02-12
2025-09-30	$25,172,887	48,601	-0.1%	Shares	Sole	2025-11-13
2025-06-30	$24,204,965	48,662	+0.5%	Shares	Sole	2025-08-06
2025-03-31	$18,169,251	48,401	-4.1%	Shares	Sole	2025-05-13
2024-12-31	$21,281,113	50,489	0.0%	Shares	Sole	2025-02-12
2024-09-30	$21,725,416	50,489	-1.8%	Shares	Sole	2024-11-14
2024-06-30	$22,977,252	51,409	-1.8%	Shares	Sole	2024-08-12
2024-03-31	$22,015,015	52,327	-0.9%	Shares	Sole	2024-05-10
2023-12-31	$19,854,912	52,800	+1.1%	Shares	Sole	2024-02-09
2023-09-30	$16,485,939	52,212	-1.2%	Shares	Sole	2023-11-13
2023-06-30	$17,989,025	52,825	-2.7%	Shares	Sole	2023-08-10
2023-03-31	$15,654,113	54,298	-0.5%	Shares	Sole	2023-05-11
2022-12-31	$13,090,334	54,584	+0.5%	Shares	Sole	2023-02-14
2022-09-30	$12,647,168	54,303	+0.5%	Shares	Sole	2022-11-09
2022-06-30	$13,878,065	54,036	-1.3%	Shares	Sole	2022-08-11
2022-03-31	$16,875,347	54,735	-5.2%	Shares	Sole	2022-05-12
2021-12-31	$19,413,063	57,722	+0.4%	Shares	Sole	2022-02-11
2021-09-30	$16,211,527	57,504	+0.0%	Shares	Sole	2021-11-10
2021-06-30	$15,577,291	57,502	+2.4%	Shares	Sole	2021-08-12
2021-03-31	$13,238,249	56,149	+0.3%	Shares	Sole	2021-05-11
2020-12-31	$12,449,069	55,971	+0.6%	Shares	Sole	2021-02-11
2020-09-30	$11,707,598	55,663	-1.5%	Shares	Sole	2020-11-12
2020-06-30	$11,496,279	56,490	+0.1%	Shares	Sole	2020-08-10
2020-03-31	$8,898,155	56,421	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.