Abbot Financial Management, Inc.

Q3 2025 13F Holdings

  • Location
    andover, MA
  • Num holdings

    133

  • Value ($000)

    $234,070

  • Date Filed
    11/10/2025
  • Form type
    13F-HR
  • CIK
    0001714341
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MSFT

MICROSOFT CORP

COM
594918104
$17.57M
8 %

33,920

A
AAPL

APPLE INC

COM
037833100
$14.23M
6 %

55,866

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$13.99M
6 %

74,992

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$9.63M
4 %

30,533

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$8.88M
4 %

36,547

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$8.28M
4 %

17,256

X
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
81369Y803
$5.54M
2 %

19,668

B
BAC

BANK AMERICA CORP

COM
060505104
$5.02M
2 %

97,303

B
BX

BLACKSTONE INC

COM
09260D107
$5.02M
2 %

29,374

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$4.71M
2 %

21,817

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