Abbot Financial Management, Inc. Portfolio Holdings

Abbot Financial Management, Inc.

  • $229 Million
  • Q3 2025

Abbot Financial Management, Inc. has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $229 Million distributed in 133 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $17.6M, Apple Inc. with a value of $14.2M, Nvidia Corp with a value of $14M, Jpmorgan Chase & CO with a value of $9.63M, and Alphabet Inc. with a value of $8.88M.

Examining the 13F form we can see an increase of $16.8M in the current position value, from $213M to 229M.

Abbot Financial Management, Inc. is based out at North Andover, MA

Below you can find more details about Abbot Financial Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $229 Million
Technology: $66 Million
ETFs: $55.5 Million
Financial Services: $30.9 Million
Healthcare: $17.4 Million
Industrials: $16.3 Million
Communication Services: $14.4 Million
Consumer Cyclical: $13.6 Million
Consumer Defensive: $8.06 Million
Other: $7.34 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$491,000 0.21% of portfolio
73,317
Q3 2025 Reduced 1.6%
$0
$386,000 0.17% of portfolio
15,600
Q2 2024 Reduced 6.02%
$0
$153,000 0.07% of portfolio
10,297
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $229 Million
  • Prior Value $213 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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