Abbot Financial Management, Inc.
CIK
1714341
City
ANDOVER
State / Country
MA
Top Portfolio Positions
91 positions ·
$175,194,992 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
Holdings in HTD
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $383,191 | 15,470 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $369,096 | 15,600 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $386,880 | 15,600 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $364,884 | 15,600 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $373,308 | 15,600 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $343,512 | 15,600 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $362,232 | 15,600 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $315,276 | 15,600 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $326,356 | 16,600 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $314,902 | 16,600 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $294,816 | 16,600 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $344,760 | 16,900 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $371,501 | 17,425 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $416,623 | 18,225 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $381,996 | 18,225 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $418,263 | 18,225 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $465,831 | 18,225 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $476,583 | 18,225 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $457,394 | 19,991 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $521,032 | 20,925 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $519,716 | 22,125 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $465,510 | 22,125 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $422,366 | 22,125 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $426,127 | 22,125 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $389,178 | 22,125 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||