Stock Taper

MARK SHEPTOFF FINANCIAL PLANNING, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Guidewire Software, Inc.GWRE300$36.91K
Prudential Financial, Inc.PRU300$32.38K
Arcutis Biotherapeutics, Inc.ARQT300$7.87K
HCA Healthcare, Inc.HCA300$116.97K
Healthpeak Properties, Inc.DOC300$6.42K
Ares Capital CorporationARCC300$5.56K
Circle Internet GroupCRCL300$18.79K
Palo Alto Networks, Inc.PANW300$102.31K
Rubrik, Inc.RBRK300$24.08K
Campbell Soup CompanyCPB310$6.9K
The Chemours CompanyCC323$6.63K
The Allstate CorporationALL339$80.66K
Chubb LimitedCB361$123.01K
Broadcom Inc.AVGO375$141.66K
TH TWO HARBORS INVENTMENT CORPOR COMTWO375$4.65K
Netflix, Inc.NFLX391$27.92K
The AES CorporationAES400$5.86K
Shell plcSHEL400$31.02K
Shore Bancshares, Inc.SHBI400$9.18K
NIKE, Inc.NKE400$16.42K