Institutional Fund
Abbot Financial Management, Inc.
Andover, MACIK 17143415 filings on record
Portfolio Value
$235.33M
Q1 2026
Holdings
132
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-2.4%
from $241.15M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.9%
- Microsoft Corp5.4%
- Nvidia Corporation5.2%
- Alphabet Inc4.3%
- Jpmorgan Chase & Co.3.8%
- Vanguard Index Fds3.2%
- Other72.1%
Portfolio Holdings
132 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 55.1K | $13.99M | 5.9% | −353 | Reduced |
| 2 | Microsoft Corp | 34.4K | $12.72M | 5.4% | +870 | Added |
| 3 | Nvidia Corporation | 69.8K | $12.17M | 5.2% | −470 | Reduced |
| 4 | Alphabet Inc | 35.4K | $10.18M | 4.3% | −443 | Reduced |
| 5 | Jpmorgan Chase & Co. | 30.8K | $9.05M | 3.8% | −134 | Reduced |
| 6 | Vanguard Index Fds | 17.3K | $7.56M | 3.2% | −44 | Reduced |
| 7 | Corning Inc | 40.9K | $5.57M | 2.4% | −315 | Reduced |
| 8 | Select Sector Spdr Tr | 38.4K | $5.11M | 2.2% | −775 | Reduced |
| 9 | Cisco Sys Inc | 61.9K | $4.81M | 2.0% | −366 | Reduced |
| 10 | Bank America Corp | 97.1K | $4.73M | 2.0% | −291 | Reduced |
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