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Latest MARK SHEPTOFF FINANCIAL PLANNING, LLC Stock Portfolio

MARK SHEPTOFF FINANCIAL PLANNING, LLC Performance:
2025 Q3: 8.51%YTD: 11.96%2024: 11.19%
Performance for 2025 Q3 is 8.51%, and YTD is 11.96%, and 2024 is 11.19%.

About MARK SHEPTOFF FINANCIAL PLANNING, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, MARK SHEPTOFF FINANCIAL PLANNING, LLC reported an equity portfolio of $208.9 Millions as of 30 Sep, 2025.

The top stock holdings of MARK SHEPTOFF FINANCIAL PLANNING, LLC are MSFT, NEE, PLTR. The fund has invested 12.1% of it's portfolio in MICROSOFT CORP and 6.6% of portfolio in NEXTERA ENERGY INC.

The fund managers got completely rid off ZSCALER INC (ZS), BOSTON SCIENTIFIC CORP (BSX) and CHEWY INC (CHWY) stocks. They significantly reduced their stock positions in GE VERNOVA INC, NATIONAL FUEL GAS CO (NFG) and SUPER MICRO COMPUTER INC (SMCI). MARK SHEPTOFF FINANCIAL PLANNING, LLC opened new stock positions in KINIKSA PHARMACEUTICALS INTL, SYMBOTIC INC (SYM) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), CREDO TECHNOLOGY GROUP HOLDI (CRDO) and APPLOVIN CORP (APP).

MARK SHEPTOFF FINANCIAL PLANNING, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that MARK SHEPTOFF FINANCIAL PLANNING, LLC made a return of 8.51% in the last quarter. In trailing 12 months, it's portfolio return was 8.97%.

New Buys

Ticker$ Bought
kiniksa pharmaceuticals intl625,163
symbotic inc487,795
cameco corp460,811
ishares tr401,890
cornerstone strategic invest289,081
karman hldgs inc270,750
mp materials corp201,210
eqt corp136,075
New stocks bought by MARK SHEPTOFF FINANCIAL PLANNING, LLC

Additions

Ticker% Inc.
select sector spdr tr5,471
credo technology group holdi3,266
applovin corp764
halozyme therapeutics inc672
sarepta therapeutics inc333
schwab strategic tr222
capital group core equity et222
pan amern silver corp214
Additions to existing portfolio by MARK SHEPTOFF FINANCIAL PLANNING, LLC

Reductions

Ticker% Reduced
ge vernova inc-98.55
national fuel gas co-97.57
super micro computer inc-94.5
zim integrated shipping serv-93.48
novo-nordisk a s-90.37
hess midstream lp-89.28
uber technologies inc-87.27
emcor group inc-83.69
MARK SHEPTOFF FINANCIAL PLANNING, LLC reduced stake in above stock

Sold off

Ticker$ Sold
western un co-16,840
zscaler inc-497,595
sofi technologies inc-3,642
walgreens boots alliance inc-1,764
t rowe price etf inc-3,140
toronto dominion bk ont-4,334
virtu finl inc-2,598
suncor energy inc new-2,060
MARK SHEPTOFF FINANCIAL PLANNING, LLC got rid off the above stocks

Sector Distribution

MARK SHEPTOFF FINANCIAL PLANNING, LLC has about 27.3% of it's holdings in Technology sector.

Sector%
Technology27.3
Healthcare17.8
Others16.6
Industrials9.6
Utilities8.8
Consumer Defensive8.1
Consumer Cyclical5.5
Financial Services4.1

Market Cap. Distribution

MARK SHEPTOFF FINANCIAL PLANNING, LLC has about 79.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP40.1
LARGE-CAP39.4
UNALLOCATED16.6
MID-CAP3

Stocks belong to which Index?

About 70.5% of the stocks held by MARK SHEPTOFF FINANCIAL PLANNING, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50068.2
Others29.5
RUSSELL 20002.3
Top 5 Winners (%)%
CVM
cel-sci corp
350.0 %
ALEC
alector inc
111.4 %
KTOS
kratos defense & sec solutio
94.1 %
STX
seagate technology hldngs pl
87.5 %
TVTX
travere therapeutics inc
61.5 %
Top 5 Winners ($)$
PLTR
palantir technologies inc
3.4 M
AAPL
apple inc
2.3 M
TSLA
tesla inc
2.1 M
KTOS
kratos defense & sec solutio
1.3 M
ABBV
abbvie inc
1.2 M
Top 5 Losers (%)%
ZYXI
zynex inc
-43.8 %
EAT
brinker intl inc
-29.8 %
KD
kyndryl hldgs inc
-28.6 %
QSI
quantum si inc
-28.1 %
EVH
evolent health inc
-24.8 %
Top 5 Losers ($)$
VRTX
vertex pharmaceuticals inc
-0.6 M
RYAN
ryan specialty holdings inc
-0.3 M
COST
costco whsl corp new
-0.2 M
MDLZ
mondelez intl inc
-0.2 M
KO
coca cola co
-0.1 M

MARK SHEPTOFF FINANCIAL PLANNING, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MARK SHEPTOFF FINANCIAL PLANNING, LLC

MARK SHEPTOFF FINANCIAL PLANNING, LLC has 481 stocks in it's portfolio. About 50.9% of the portfolio is in top 10 stocks. VRTX proved to be the most loss making stock for the portfolio. PLTR was the most profitable stock for MARK SHEPTOFF FINANCIAL PLANNING, LLC last quarter.

Last Reported on: 13 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions