Stock Taper

MARK SHEPTOFF FINANCIAL PLANNING, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Chubb LimitedCB361$123.01K
The Allstate CorporationALL339$80.66K
The Chemours CompanyCC323$6.63K
Campbell Soup CompanyCPB310$6.9K
Guidewire Software, Inc.GWRE300$36.91K
Circle Internet GroupCRCL300$18.79K
Healthpeak Properties, Inc.DOC300$6.42K
Ares Capital CorporationARCC300$5.56K
Prudential Financial, Inc.PRU300$32.38K
Arcutis Biotherapeutics, Inc.ARQT300$7.87K
Palo Alto Networks, Inc.PANW300$102.31K
Fate Therapeutics, Inc.FATE300$810
Rubrik, Inc.RBRK300$24.08K
HCA Healthcare, Inc.HCA300$116.97K
Exelon CorporationEXC300$13.99K
Xylem Inc.XYL288$34.04K
Solventum CorporationSOLV284$21.91K
Corning IncGLW275$70.24K
Evergy, Inc.EVRG269$23.25K
Sarepta Therapeutics, Inc.SRPT260$4.67K