MARK SHEPTOFF FINANCIAL PLANNING, LLC
•CIK: 1607355•Filing: Q4 2025
MARK SHEPTOFF FINANCIAL PLANNING, LLC manages $210M across a diversified portfolio of 507 positions. The fund exhibits notable concentration in technology and industrials, with MSFT representing the largest holding at $23.4M. Further significant allocations include NEE ($14.7M), PLTR ($12.9M), and AAPL ($12.7M). This structure suggests a tactical approach targeting growth leaders across varied sectors.
Total AUM
$209.8M
QoQ Performance
+0.4%
Positions
426
Top 10 Concentration
52.3%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
NEE
PLTR
AAPL
MSFT11.1%
NEE7.0%
PLTR6.2%
AAPL6.0%
CLS4.3%
RTX3.9%
JNJ3.5%
TSLA3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other39.7%
Technology20.0%
Healthcare11.9%
Utilities7.7%
Consumer6.5%
Industrial4.9%
Consumer Staples4.4%
Financial3.7%
🚪 Exited Positionssold since Q3 2025
+288 more exited positions
Changes from Q3 2025
NEW12 new positions
↑45 increased
↓34 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023