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Home > Institutional Investor > Mark Sheptoff Financial Planning, Llc > Profile

Instuitional Investor - Mark Sheptoff Financial Planning, Llc

Fund Profile
Filing Period:
Fund Name: Mark Sheptoff Financial Planning, Llc
Portfolio Value $188,385,043
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 45,901 $17,121,850 9.09%
2.
Nextera Energy Inc
 NEE 175,341 $15,389,690 8.17%
3.
Celestica Inc
 CLS 29,580 $10,790,784 5.73%
4.
Apple Inc.
 AAPL 30,816 $8,916,808 4.73%
5.
Palantir Technologies Inc.
 PLTR 73,424 $8,566,378 4.55%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.