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ABBINGTON INVESTMENT GROUP

Location
WESTPORT, CT
Portfolio Value
Micro $62,093,418
Diversification
Diversified
Filing Date
Global Rank
#3,060 / 4,286 ▲ 3089
Top Industry
Other Industrial Metals & Mining 19.7%
3Y Alpha vs SPY
+14.1%
Period ended 38 days ago
Filed Jul 31, 2026 · 7d
4 quarters · since Sep 2025

Clone Performance

Nov 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+27.5%
SPY
+15.3%
Annualised alpha
+18.0%
Max drawdown
−28.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.

Portfolio Concentration

31 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
13.0%
−3.4 pts
Top 5
48.3%
−2.4 pts
Top 10
72.9%
−0.1 pts
HHI
680
Sep 2025 → Jun 2026 · range 642 – 771
Diversified−91

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Basic Materials 61.0% $37,891,065
Energy 24.6% $15,266,210
Unclassified 8.8% $5,457,002
Financial Services 5.2% $3,230,732
Industrials 0.4% $248,409

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
13 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
9 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
4 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
2 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
31 tracked positions · $62,093,418 total · filing declares 52 positions · $157,087,768 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.