Mark Sheptoff Financial Planning, Llc

Source: SEC Form 13F · as of Mar 2026

Mark Sheptoff Financial Planning, Llc holds 43 biotech & pharma companies tracked by BioSniper, totaling $22.8M in value as of Mar 2026 (SEC Form 13F).

Companies held

43

Total value held

$22.8M

CompanySharesValue
JNJJOHNSON & JOHNSON32,832$7.4M
ABBVAbbVie Inc.21,209$4.4M
VRTXVERTEX PHARMACEUTICALS INC / MA9,546$4.1M
ABTABBOTT LABORATORIES17,872$1.6M
UNHUnitedHealth Group Incorporated Common Stock (DE)3,238$1.2M
KNSAKiniksa Pharmaceuticals International, plc16,500$936K
NVSNovartis AG5,120$745K
GILDGILEAD SCIENCES, INC.5,502$734K
LLYELI LILLY & Co705$697K
PFEPFIZER INC12,734$337K
BMYBRISTOL MYERS SQUIBB CO3,700$211K
GMEDGlobus Medical Inc.1,675$151K
DYNDyne Therapeutics, Inc.4,150$73K
REGNREGENERON PHARMACEUTICALS, INC.100$70K
DVADaVita Inc.400$63K
MRKMerck & Co., Inc.400$45K
ZTSZoetis Inc.380$43K
PMPhilip Morris International Inc148$25K
VTRSViatris Inc1,598$25K
AMGNAMGEN INC50$16K
ARQTArcutis Biotherapeutics, Inc.300$7K
RIGLRIGEL PHARMACEUTICALS INC250$7K
AUPHAurinia Pharmaceuticals Inc.400$6K
ELVElevance Health Inc.16$6K
SRPTSarepta Therapeutics, Inc.260$6K
HALOHALOZYME THERAPEUTICS, INC.85$6K
ARTVArtiva Biotherapeutics, Inc.400$4K
NVAXNOVAVAX INC500$4K
MCKMcKesson Corporation5$4K
AZNASTRAZENECA PLC22$4K
ALNYALNYLAM PHARMACEUTICALS, INC.10$3K
CURLFCuraleaf Holdings, Inc.800$3K
BAXBaxter International Inc.100$2K
CGCCanopy Growth Corp1,500$2K
IPSCCentury Therapeutics, Inc.500$1K
GEHCGE HealthCare Technologies Inc.15$916
ALECAlector, Inc.300$771
FATEFATE THERAPEUTICS INC300$708
NKTXNkarta, Inc.200$616
MRNAModerna, Inc.10$467
OGNOrganon & Co.12$160
ACBAURORA CANNABIS INC8$28
CVMCEL SCI CORP1$2

13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.

    Mark Sheptoff Financial Planning, Llc — Biotech 13F Holdings & Portfolio | BioSniper