Position in S
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,242
+$1,022 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#429
of 484 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in S Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $26,116,390 across 10 Software - Infrastructure names. S ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
45,901 | $17,121,991 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
73,424 | $8,566,378 | |
| 3 | ORCL |
Oracle Corp
|
1,125 | $164,868 | |
| 4 | PANW |
Palo Alto Networks Inc
|
300 | $102,306 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
666 | $87,532 | |
| 6 | NET |
Cloudflare, Inc.
|
150 | $36,792 | |
| 7 | RBRK |
Rubrik, Inc.
|
300 | $24,084 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
40 | $7,631 |
All Filings in S
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,242 | 250 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,220 | 250 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,750 | 250 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,402 | 250 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,570 | 250 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,545 | 250 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,550 | 250 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,980 | 250 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,262 | 250 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $224,941 | 9,650 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||