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
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Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
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MICROSOFT CORP

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594918104
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6 %

55,866

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$13.99 M
6 %

74,992

JPM
JPM

JPMORGAN CHASE & CO.

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46625H100
$9.63 M
4 %

30,533

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$8.88 M
4 %

36,547

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$8.28 M
4 %

17,256

XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
81369Y803
$5.54 M
2 %

19,668

BAC
BAC

BANK AMERICA CORP

COM
060505104
$5.02 M
2 %

97,303

BX
BX

BLACKSTONE INC

COM
09260D107
$5.02 M
2 %

29,374

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$4.71 M
2 %

21,817

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