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

Abbot Financial Management, Inc.

$239M in tracked AUM across 138 positions as of Q1 2026.

AF
CIK 0001714341 · last filed Mar 31, 2026
Total AUM
$239M
as of Q1 2026
Holdings
138
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$239M▼ 0.7%
138 positionsView →2025Q4Dec 31
$241M▲ 3.0%
136 positionsView →2025Q3Sep 30
$234M▲ 8.0%
133 positionsView →2025Q2Jun 30
$217M▲ 12.5%
130 positionsLocked2025Q1Mar 31
$193M▼ 4.0%
127 positionsLocked2024Q4Dec 31
$201M▲ 1.1%
124 positionsLocked2024Q3Sep 30
$199M▲ 6.5%
127 positionsLocked2024Q2Jun 30
$187M▲ 3.0%
127 positionsLocked2024Q1Mar 31
$181M▲ 9.0%
125 positionsLocked2023Q4Dec 31
$166M▲ 11.8%
113 positionsLocked2023Q3Sep 30
$149M▼ 4.6%
114 positionsLocked2023Q2Jun 30
$156M▲ 4.6%
113 positionsLocked
Showing 12 of 34