13F Insight
DOSSIER · 13F-HR · Q1 2026

Abbot Financial Management, Inc.

Abbot Financial's family office based in San Francisco, CA — $239M in tracked AUM across 138 positions as of Q1 2026.

AF
Abbot Financial·San Francisco, CA·Family Office
CIK 0001714341 · last filed Mar 31, 2026
Total AUM
$239M
▼ 5.2%
vs prior
Holdings
138
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Financials
13% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Abbot Financial Management, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$14M55K5.8%
02
MSFT
MICROSOFT CORP
$13M34K5.3%
03
NVDA
NVIDIA CORPORATION
$12M70K5.1%
04
GOOGL
ALPHABET INC
$10M35K4.3%
05
JPM
JPMORGAN CHASE & CO
$9M31K3.8%
06
VUG
VANGUARD INDEX FDS
$8M17K3.2%
07
GLW
CORNING INC
$6M41K2.3%
08
XLK
SELECT SECTOR SPDR TR
$5M38K2.1%
09
CSCO
CISCO SYS INC
$5M62K2.0%
10
BAC
BANK AMERICA CORP
$5M97K2.0%

Filing history

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