Abbot Financial Management, Inc. Portfolio Holdings

Abbot Financial Management, Inc.

  • $213 Million
  • Q2 2025

Abbot Financial Management, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $213 Million distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $17M, Nvidia Corp with a value of $11.9M, Apple Inc. with a value of $11.7M, Jpmorgan Chase & CO with a value of $8.92M, and Vanguard Growth ETF with a value of $7.56M.

Examining the 13F form we can see an increase of $23M in the current position value, from $190M to 213M.

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 $213 Million
Technology: $59.3 Million
ETFs: $51.8 Million
Financial Services: $28.7 Million
Healthcare: $16.2 Million
Industrials: $15.7 Million
Consumer Cyclical: $13 Million
Communication Services: $11.6 Million
Consumer Defensive: $8.02 Million
Other: $8.18 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$219M
$5,000 0.0% of portfolio
11,500
Q1 2020 Reduced 30.3%

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $213 Million
  • Prior Value $190 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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