Stock Taper

MARK SHEPTOFF FINANCIAL PLANNING, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Aura MineralsAUGO2K$125.9K
Sysco CorporationSYY2.14K$178.53K
CSX CorporationCSX2.15K$102.19K
Alliant Energy CorporationLNT2.15K$164.02K
Walmart Inc.WMT2.15K$243.51K
CVS Health Corp.CVS2.28K$236.17K
Comcast CorporationCMCSA2.35K$57.74K
Fiserv, Inc.FISV2.38K$116.54K
Cisco Systems, Inc.CSCO2.41K$282.84K
Duke Energy CorporationDUK2.58K$327.08K
Consolidated Edison, Inc.ED2.8K$309.76K
Hyliion Holdings Corp.HYLN3K$15.63K
Bristol-Myers Squibb CompanyBMY3K$172.86K
Pan American Silver Corp.PAAS3.12K$139.75K
UnitedHealth Group IncorporatedUNH3.27K$1.36M
Dynex Capital, Inc.DX3.3K$43.26K
The Home Depot, Inc.HD3.38K$1.19M
Rigetti Computing, Inc.RGTI3.65K$70.46K
Texas Instruments IncorporatedTXN3.73K$1.11M
Public Service Enterprise Group IncorporatedPEG4K$324.64K