Stock Taper

MARK SHEPTOFF FINANCIAL PLANNING, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Enterprise Products Partners L.P.EPD620$22.79K
Chevron CorporationCVX621$102.93K
Mastercard IncorporatedMA635$326.14K
Norfolk Southern CorporationNSC645$202.91K
The Southern CompanySO650$62.21K
Check Point Software Technologies Ltd.CHKP666$87.53K
Citigroup Inc.C680$95.17K
Solstice Advanced Materials Inc.SOLS682$60.42K
Verizon Communications Inc.VZ700$29.64K
Credo Technology Group Holding LtdCRDO700$190.37K
Eli Lilly and CompanyLLY705$845.63K
Alcon Inc.ALC720$48.31K
Otis Worldwide CorporationOTIS724$51.84K
MasterBrand, Inc.MBC800$8.23K
El Pollo Loco Holdings, Inc.LOCO800$13.57K
McDonald's CorporationMCD814$220.03K
WEC Energy Group, Inc.WEC840$98.09K
Legence Corp. Class A Common stockLGN850$72.45K
Bank of America CorporationBAC862$49.12K
3M CompanyMMM888$143.78K