Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Abbot Financial Management, Inc. (CIK 1714341) reported $239.4M across 131 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($14.0M, 5.84%), MSFT ($12.7M, 5.31%), NVDA ($12.2M, 5.08%), GOOGL ($10.2M, 4.25%), JPM ($9.0M, 3.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $14.0M | 5.84% | 55,109 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $12.7M | 5.31% | 34,370 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $12.2M | 5.08% | 69,804 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $10.2M | 4.25% | 35,394 | Trimmed |
| 5 | JPM | JPMORGAN CHASE & CO | $9.0M | 3.78% | 30,750 | Trimmed |
| 6 | VUG | VANGUARD INDEX FDS | $7.6M | 3.16% | 17,297 | Trimmed |
| 7 | GLW | CORNING INC | $5.6M | 2.33% | 40,940 | Trimmed |
| 8 | XLK | SELECT SECTOR SPDR TR | $5.1M | 2.13% | 38,425 | Trimmed |
| 9 | CSCO | CISCO SYS INC | $4.8M | 2.01% | 61,940 | Trimmed |
| 10 | BAC | BANK AMERICA CORP | $4.7M | 1.98% | 97,083 | Trimmed |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | $4.6M | 1.94% | 21,569 | Added |
| 12 | MRK | MERCK & CO INC | $4.5M | 1.86% | 37,071 | Trimmed |
| 13 | LMT | LOCKHEED MARTIN CORP | $4.0M | 1.65% | 6,540 | Trimmed |
| 14 | XLF | SELECT SECTOR SPDR TR | $3.9M | 1.64% | 79,302 | Added |
| 15 | BX | BLACKSTONE INC | $3.7M | 1.53% | 31,936 | Added |
| 16 | JNJ | JOHNSON & JOHNSON | $3.6M | 1.52% | 14,925 | Added |
| 17 | AMZN | AMAZON COM INC | $3.6M | 1.51% | 17,321 | Added |
| 18 | ABBV | ABBVIE INC | $3.2M | 1.32% | 14,504 | Trimmed |
| 19 | MS | MORGAN STANLEY | $2.8M | 1.19% | 17,275 | Trimmed |
| 20 | HD | HOME DEPOT INC | $2.8M | 1.17% | 8,486 | Added |
| 21 | CIBR | FIRST TR EXCHANGE-TRADED FD | $2.7M | 1.15% | 43,845 | Added |
| 22 | NVS | NOVARTIS AG | $2.7M | 1.14% | 17,906 | Trimmed |
| 23 | LMBS | FIRST TR EXCHANGE-TRADED FD | $2.7M | 1.12% | 54,031 | Added |
| 24 | PG | PROCTER & GAMBLE CO | $2.6M | 1.10% | 18,242 | Hold |
| 25 | VO | VANGUARD INDEX FDS | $2.6M | 1.10% | 9,192 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31