Abbot Financial Management, Inc.

Est. AUM

$239.4M

13F long equity, this entity only

Positions

138

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$14.0M	55109	5.84%	SOLE
2	MICROSOFT CORP	COM	$12.7M	34370	5.31%	SOLE
3	NVIDIA CORPORATION	COM	$12.2M	69804	5.08%	SOLE
4	ALPHABET INC	CAP STK CL A	$10.2M	35394	4.25%	SOLE
5	JPMORGAN CHASE & CO	COM	$9.0M	30750	3.78%	SOLE
6	VANGUARD INDEX FDS	GROWTH ETF	$7.6M	17297	3.16%	SOLE
7	CORNING INC	COM	$5.6M	40940	2.33%	SOLE
8	SELECT SECTOR SPDR TR	STATE STREET TEC	$5.1M	38425	2.13%	SOLE
9	CISCO SYS INC	COM	$4.8M	61940	2.01%	SOLE
10	BANK AMERICA CORP	COM	$4.7M	97083	1.98%	SOLE
11	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.6M	21569	1.94%	SOLE
12	MERCK & CO INC	COM	$4.5M	37071	1.86%	SOLE
13	LOCKHEED MARTIN CORP	COM	$4.0M	6540	1.65%	SOLE
14	SELECT SECTOR SPDR TR	STATE STREET FIN	$3.9M	79302	1.64%	SOLE
15	BLACKSTONE INC	COM	$3.7M	31936	1.53%	SOLE
16	JOHNSON & JOHNSON	COM	$3.6M	14925	1.52%	SOLE
17	AMAZON COM INC	COM	$3.6M	17321	1.51%	SOLE
18	ABBVIE INC	COM	$3.2M	14504	1.32%	SOLE
19	MORGAN STANLEY	COM NEW	$2.8M	17275	1.19%	SOLE
20	HOME DEPOT INC	COM	$2.8M	8486	1.17%	SOLE
21	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$2.7M	43845	1.15%	SOLE
22	NOVARTIS AG	SPONSORED ADR	$2.7M	17906	1.14%	SOLE
23	FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$2.7M	54031	1.12%	SOLE
24	VANGUARD INDEX FDS	MID CAP ETF	$2.6M	9192	1.10%	SOLE
25	PROCTER & GAMBLE CO	COM	$2.6M	18242	1.10%	SOLE
26	PARKER-HANNIFIN CORP	COM	$2.5M	2764	1.03%	SOLE
27	VANECK ETF TRUST	GOLD MINERS ETF	$2.3M	25450	0.98%	SOLE
28	EMERSON ELEC CO	COM	$2.3M	17700	0.97%	SOLE
29	ISHARES TR	RUSSELL 2000 ETF	$2.3M	9319	0.97%	SOLE
30	BUNGE GLOBAL SA	COM SHS	$2.2M	17107	0.91%	SOLE
31	RTX CORPORATION	COM	$2.0M	10451	0.84%	SOLE
32	MCDONALDS CORP	COM	$2.0M	6456	0.84%	SOLE
33	SELECT SECTOR SPDR TR	STATE STREET IND	$2.0M	12132	0.82%	SOLE
34	WALMART INC	COM	$1.9M	15641	0.81%	SOLE
35	NETFLIX INC.	COM	$1.8M	18877	0.76%	SOLE
36	INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$1.7M	38528	0.73%	SOLE
37	BROADCOM INC	COM	$1.7M	5593	0.72%	SOLE
38	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$1.7M	36259	0.69%	SOLE
39	PALO ALTO NETWORKS INC	COM	$1.6M	10263	0.69%	SOLE
40	TEXAS INSTRS INC	COM	$1.6M	8464	0.69%	SOLE
41	FEDEX CORP	COM	$1.6M	4523	0.67%	SOLE
42	CHEVRON CORPORATION	COM	$1.6M	7494	0.65%	SOLE
43	ADVANCED MICRO DEVICES INC	COM	$1.5M	7606	0.65%	SOLE
44	SELECT SECTOR SPDR TR	STATE STREET CON	$1.5M	13790	0.63%	SOLE
45	KINDER MORGAN INC DEL	COM	$1.5M	44366	0.62%	SOLE
46	SHOPIFY INC	CL A SUB VTG SHS	$1.5M	12489	0.62%	SOLE
47	AFLAC INC	COM	$1.5M	13485	0.62%	SOLE
48	COSTCO WHOLESALE CORPORATION	COM	$1.5M	1466	0.61%	SOLE
49	NVIDIA CORPORATIONPUT	CALL	$1.5M	3000	0.61%	SOLE
50	PEPSICO INC	COM	$1.4M	9093	0.59%	SOLE

1–50 of 138

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.