Abbot Financial Management, Inc.
Top Portfolio Positions
92 positions ·
$175,184,742 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
55,109 | $13,986,113 | 7.98% | |
| MSFT |
Microsoft Corp
Technology
|
34,370 | $12,722,742 | 7.26% | |
| NVDA |
Nvidia Corp
Technology
|
69,804 | $12,173,817 | 6.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
35,394 | $10,177,898 | 5.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
30,750 | $9,045,420 | 5.16% | |
| GLW |
Corning Inc /Ny
Technology
|
40,940 | $5,566,611 | 3.18% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
61,940 | $4,805,924 | 2.74% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
97,083 | $4,732,796 | 2.70% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
37,071 | $4,459,270 | 2.55% | |
| LMT |
Lockheed Martin Corp
Industrials
|
6,540 | $3,952,710 | 2.26% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AEVA
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $695,506 | 52,850 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $698,528 | 52,600 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $371,272 | 25,605 | Shares | Sole | 2025-11-10 | |
| No 13F history on record for this holder in this stock. | ||||||