MARK SHEPTOFF FINANCIAL PLANNING, LLC 13F Holdings

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MICROSOFT CORP	MSFT	COM	$17,121,850	45,901	SH	None

First displayed source row from Disclosed positions. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-06-30 and its public availability date is 2026-08-14. Subtracting those calendar dates gives 45 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

Read the amount together with its Unit and Option columns. A reported put or call position is not an option premium paid, and a quarterly holding is not a purchase made on its public filing date. Check every accession in the effective amendment lineage below: a retained holding can originate in an earlier filing rather than the latest linked amendment.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

Latest effective SEC 13F-HR: 0001214659-26-010032 ↗

Disclosed positions

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MICROSOFT CORP	MSFT	COM	$17,121,850	45,901	SH	None
NEXTERA ENERGY INC COM	NEE	COM	$15,389,690	175,341	SH	None
CELESTICA INC	CLS	COM	$10,790,784	29,580	SH	None
APPLE INC	AAPL	COM	$8,916,808	30,816	SH	None
PALANTIR TECHNOLOGIES INC CL A	PLTR	COM	$8,566,378	73,424	SH	None
JOHNSON &JOHNSON COM	JNJ	COM	$8,263,635	32,538	SH	None
RTX CORPORATION COM USD1.00	RTX	COM	$7,554,306	39,816	SH	None
ABBVIE INC	ABBV	COM	$5,236,508	20,810	SH	None
PEPSICO INC	PEP	COM	$4,904,503	36,222	SH	None
VEEVA SYSTEMS INC	VEEV	COM	$4,817,778	27,147	SH	None
VERTEX PHARMACEUTICALS INC	VRTX	COM	$4,617,105	9,295	SH	None
TESLA INC COM	TSLA	COM	$3,982,661	9,469	SH	None
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT	RSP	COM	$3,763,667	17,689	SH	None
BERKSHIRE HATHAWAY INC	BRK.B	COM CL B	$3,410,654	6,816	SH	None
FIRST TR EXCHANGE TRADED FD II	CIBR	COM	$2,946,093	32,789	SH	None
GENERAL DYNAMICS CORP COM	GD	COM	$2,910,338	8,216	SH	None
VISA INC	V	COM	$2,711,565	7,903	SH	None
NVIDIA CORPORATION COM	NVDA	COM	$2,627,182	13,130	SH	None
BLACKROCK ETF TRUST	BAI	ISHA I IN TE ETF	$2,495,720	47,339	SH	None
COCA-COLA CO	KO	COM	$2,164,866	26,638	SH	None
VANGUARD WHITEHALL FDS HIGH DIV YLD	VYM	COM	$2,155,753	13,641	SH	None
ISHARES TR CYBERSECURITY	IHAK	COM	$1,924,019	31,692	SH	None
AMAZON.COM INC	AMZN	COM	$1,794,462	7,529	SH	None
ABBOTT LABORATORIES	ABT	COM	$1,621,737	17,872	SH	None
COSTCO WHOLESALE CORP COM	COST	COM	$1,519,203	1,624	SH	None
COMEDHEALTH GROUP INC	UNH	COM	$1,358,279	3,268	SH	None
QUANTA SERVICES	PWR	COM	$1,296,072	1,800	SH	None
VANGUARD SPECIALIZED FDS DIV APP ETF	VIG	COM	$1,286,586	5,437	SH	None
MONDELEZ INTL INC COM NPV	MDLZ	COM	$1,278,557	22,105	SH	None
AMERICAN ELEC PWR CO INC	AEP	COM	$1,203,928	8,800	SH	None
HOME DEPOT INC	HD	COM	$1,193,469	3,384	SH	None
TEXAS INSTRUMENTS INC COM USD1.00	TXN	COM	$1,113,291	3,735	SH	None
AMERICAN WATER WORKS COMPANY INC	AWK	COM	$1,072,377	8,150	SH	None
THE HARTFORD INSURANCE GROUP, INC. COM	HIG	COM	$1,023,717	7,725	SH	None
KINIKSA PHARMACEUTICALS INTERNATION	KNSA	COM	$1,023,200	16,000	SH	None
VANGUARD SCOTTSDALE FDS	VCIT	CORP BD ETF	$1,020,040	12,342	SH	None
KRATOS DEFENSE AND SECURITY SOLUTIONS INC	KTOS	COM	$973,517	19,525	SH	None
TORO CO	TTC	COM	$972,512	9,983	SH	None
STATE STREET SPDR S&P 500 ETF COMS	SPY	COM	$905,049	1,212	SH	None
DIREXION SHARES ETF TR	FAS	COM	$883,080	6,000	SH	None
ELI LILLY &CO COM	LLY	COM	$845,628	705	SH	None
LOCKHEED MARTIN CORP	LMT	COM	$824,816	1,619	SH	None
SMUCKER J M CO COM NEW	SJM	COM	$813,938	7,235	SH	None
NOVARTIS AG SPONSORED ADR	NVS	COM	$802,406	5,120	SH	None
SELECT SECTOR SPDR TRUST	XLI	STATE STREET IND	$800,194	4,320	SH	None
CRH ORD	CRH	COM	$799,825	7,475	SH	None
SELECT SECTOR SPDR TRUST	XLV	STATE STREET HEA	$776,482	4,894	SH	None
ASTRONICS CORP	ATRO	COM	$743,529	9,150	SH	None
HEWLETT PACKARD ENTERPRISE CO COM	HPE	COM	$705,972	15,650	SH	None
FIDELITY HIGH DIVIDEND ETF	FDVV	COM	$688,391	11,418	SH	None

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 9 positions lack a resolved ticker and 0 positions are put or call entries.

The displayed holdings combine the effective filing versions listed here. The latest receipt linked below identifies the current projection version; it is not proof that every retained holding originated in that latest amendment. Inspect all effective accessions when verifying a position's source.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Effective SEC accession	Role in this view
0001214659-26-010032	Latest effective version

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.