Long-term investor
Mark Sheptoff Financial Planning, LLC @marksheptofffinancialpla
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001607355).
Record
- Tracked since 2025-06-30 (434 days), 83 trades recorded
- Returns: week n/a · month n/a · 90 days -0.2% · 6 months -0.4% · 1 year +9.5% · all +9.5%
- Max drawdown -0.4% · Sharpe 0.41 · win rate 24% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 9.1% · long · since 2025-06-30
- NEE · 8.2% · long · since 2025-06-30
- CLS · 5.7% · long · since 2025-06-30
- AAPL · 4.7% · long · since 2025-06-30
- PLTR · 4.5% · long · since 2025-06-30
- JNJ · 4.4% · long · since 2025-06-30
- RTX · 4.0% · long · since 2025-06-30
- ABBV · 2.8% · long · since 2025-06-30
- PEP · 2.6% · long · since 2025-06-30
- VEEV · 2.6% · long · since 2025-06-30
- VRTX · 2.5% · long · since 2025-06-30
- TSLA · 2.1% · long · since 2025-06-30