Position in SWMR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$4,720
New position
Shares Held
100
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $26,116,390 across 10 Software - Infrastructure names.
| # | 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 SWMR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,720 | 100 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||