Stock Taper

MARK SHEPTOFF FINANCIAL PLANNING, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Dyne Therapeutics, Inc.DYN4.25K$94.39K
Blackstone Inc.BX4.5K$529.51K
The Procter & Gamble CompanyPG4.6K$674.1K
Novartis AGNVS5.12K$802.41K
Plains GP Holdings LPPAGP5.3K$128.63K
Cameco CorporationCCJ5.75K$585.2K
Colgate-Palmolive CompanyCL5.82K$533.94K
PayPal Holdings, Inc.PYPL5.86K$253.16K
O'Reilly Automotive, Inc.ORLY6K$552.54K
Hinge Health, Inc.HNGE6.1K$506.3K
The Cooper Companies, Inc.COO6.18K$443.55K
Rivian Automotive, Inc.RIVN6.42K$111.47K
OGE Energy Corp.OGE6.6K$321.16K
Berkshire Hathaway Inc.BRK-B6.82K$3.41M
The J. M. Smucker CompanySJM7.24K$813.94K
Symbotic Inc.SYM7.33K$329.26K
CRH plcCRH7.47K$799.83K
Amazon.com, Inc.AMZN7.53K$1.79M
The Hartford Insurance Group, Inc.HIG7.72K$1.02M
Visa Inc.V7.9K$2.71M