Abbot Financial Management, Inc.

CIK 0001714341 • 6 13F filings • May 7, 2025 – Aug 6, 2026

Import this data to Google Sheets with:

=jivedata("abbot-financial-management-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Abbot Financial Management, Inc., President
Address: 63 PARK ST., SUITE #202, ANDOVER, MA, 01810
Phone: 9786889010
AUM: $241.1M

AUM over time

$292.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $241.1M132 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$748K	0.3%Prev: 0.3%	4,674 SH	Increased
ABBOTT LABS	COM	$822K	0.3%Prev: 0.4%	6,563 SH	Decreased
ABBVIE INC	COM	$3.3M	1.4%Prev: 1.4%	14,596 SH	Decreased-50 SH
ADOBE INC	COM	$652K	0.3%Prev: 0.3%	1,862 SH	Increased+75 SH
ADVANCED MICRO DEVICES INC	COM	$1.6M	0.7%Prev: 0.5%	7,431 SH	Increased-470 SH
AEROVIRONMENT INC	COM	$484K	0.2%	2,000 SH	New
AEVA TECHNOLOGIES INC	COM NEW	$699K	0.3%Prev: 0.2%	52,600 SH	Increased+26,995 SH
AFLAC INC	COM	$1.5M	0.6%Prev: 0.7%	13,685 SH	Decreased
AIR PRODS & CHEMS INC	COM	$435K	0.2%Prev: 0.2%	1,761 SH	Decreased-53 SH
ALPHABET INC	CAP STK CL A	$11.2M	4.7%Prev: 3.8%	35,837 SH	Increased-710 SH
ALPHABET INC	CAP STK CL C	$407K	0.2%Prev: 0.1%	1,297 SH	Increased
AMAZON COM INC	COM	$3.9M	1.6%Prev: 1.6%	16,740 SH	Increased-42 SH
AMERICAN INTL GROUP INC	COM NEW	$1.3M	0.5%Prev: 0.5%	15,500 SH	Increased-42 SH
APOLLO GLOBAL MGMT INC	COM	$738K	0.3%Prev: 0.3%	5,100 SH	Increased
APPLE INC	COM	$15.1M	6.3%Prev: 6.1%	55,462 SH	Increased-404 SH
AT&T INC	COM	$580K	0.2%Prev: 0.3%	23,358 SH	Decreased-192 SH
AUTODESK INC	COM	$262K	0.1%Prev: 0.1%	885 SH	Decreased
BANK AMERICA CORP	COM	$5.4M	2.2%Prev: 2.1%	97,374 SH	Increased+71 SH
BARRICK MNG CORP	COM SHS	$594K	0.2%Prev: 0.2%	13,650 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$651K	0.3%Prev: 0.3%	1,296 SH	Decreased-25 SH
BLACKSTONE INC	COM	$4.7M	1.9%Prev: 2.1%	30,266 SH	Decreased+892 SH
BOEING CO	COM	$725K	0.3%Prev: 0.3%	3,341 SH	Increased
BRISTOL-MYERS SQUIBB CO	COM	$459K	0.2%Prev: 0.2%	8,510 SH	Increased-935 SH
BROADCOM INC	COM	$1.8M	0.7%Prev: 0.7%	5,085 SH	Increased+449 SH
BUNGE GLOBAL SA	COM SHS	$1.5M	0.6%Prev: 0.6%	17,306 SH	Increased-24 SH
CATERPILLAR INC	COM	$544K	0.2%Prev: 0.2%	950 SH	Increased
CHEMED CORP NEW	COM	$513K	0.2%Prev: 0.2%	1,200 SH	Decreased
CHENIERE ENERGY INC	COM NEW	$816K	0.3%Prev: 0.4%	4,196 SH	Decreased+199 SH
CHEVRON CORP NEW	COM	$1.1M	0.5%Prev: 0.5%	7,454 SH	Increased+200 SH
CHUBB LIMITED	COM	$1.3M	0.5%Prev: 0.5%	4,124 SH	Increased-249 SH
CINTAS CORP	COM	$1.1M	0.4%Prev: 0.5%	5,600 SH	Decreased
CISCO SYS INC	COM	$4.8M	2.0%Prev: 1.8%	62,306 SH	Increased-520 SH
CONOCOPHILLIPS	COM	$516K	0.2%Prev: 0.2%	5,513 SH	Decreased-312 SH
CORNING INC	COM	$3.6M	1.5%Prev: 1.5%	41,255 SH	Increased-700 SH
COSTCO WHSL CORP NEW	COM	$1.2M	0.5%Prev: 0.5%	1,441 SH	Decreased+56 SH
CROWDSTRIKE HLDGS INC	CL A	$981K	0.4%Prev: 0.6%	2,093 SH	Decreased-666 SH
CSX CORP	COM	$826K	0.3%Prev: 0.3%	22,792 SH	Increased
DISNEY WALT CO	COM	$718K	0.3%Prev: 0.4%	6,312 SH	Decreased-1,245 SH
ELI LILLY & CO	COM	$224K	0.1%	208 SH	New
EMERSON ELEC CO	COM	$2.4M	1.0%Prev: 1.0%	17,935 SH	Increased+341 SH
EXXON MOBIL CORP	COM	$772K	0.3%Prev: 0.3%	6,416 SH	Increased-100 SH
FEDEX CORP	COM	$1.3M	0.5%Prev: 0.5%	4,583 SH	Increased-7 SH
FIDELITY COVINGTON TRUST	ENHANCED SMALL	$314K	0.1%	8,300 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$1.3M	0.6%Prev: 0.5%	29,230 SH	Increased+5,515 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$3.1M	1.3%Prev: 1.4%	43,775 SH	Decreased+1,187 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$2.6M	1.1%Prev: 0.8%	52,043 SH	Increased+12,624 SH
GE AEROSPACE	COM NEW	$317K	0.1%Prev: 0.1%	1,028 SH	Increased
GOLDMAN SACHS GROUP INC	COM	$814K	0.3%Prev: 0.2%	926 SH	Increased+302 SH
GRACO INC	COM	$816K	0.3%Prev: 0.4%	9,950 SH	Decreased
HANCOCK JOHN TAX-ADVANTAGED	COM	$369K	0.2%Prev: 0.2%	15,600 SH	Decreased
HOME DEPOT INC	COM	$2.8M	1.2%Prev: 1.4%	8,240 SH	Decreased-9 SH
INTERNATIONAL BUSINESS MACHS	COM	$424K	0.2%Prev: 0.2%	1,431 SH	Increased
INVESCO EXCHANGE TRADED FD T	BIOTECHNOLOGY	$1.0M	0.4%Prev: 0.4%	12,425 SH	Increased
INVESCO EXCHANGE TRADED FD T	FINL PFD ETF	$196K	0.1%Prev: 0.1%	13,827 SH	Decreased+18 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$1.8M	0.7%Prev: 0.7%	38,891 SH	Increased+957 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.0M	0.4%Prev: 0.5%	5,417 SH	Decreased-249 SH
INVESCO QQQ TR	UNIT SER 1	$821K	0.3%Prev: 0.4%	1,336 SH	Decreased-37 SH
IRON MTN INC DEL	COM	$985K	0.4%Prev: 0.5%	11,877 SH	Decreased+325 SH
ISHARES TR	CORE S&P500 ETF	$252K	0.1%Prev: 0.1%	368 SH	Increased
ISHARES TR	EXPANDED TECH	$320K	0.1%Prev: 0.2%	3,025 SH	Decreased-75 SH
ISHARES TR	GLOBAL ENERG ETF	$693K	0.3%Prev: 0.4%	16,519 SH	Decreased-3,975 SH
ISHARES TR	ISHARES BIOTECH	$577K	0.2%Prev: 0.2%	3,419 SH	Increased-25 SH
ISHARES TR	RUS 1000 GRW ETF	$421K	0.2%Prev: 0.2%	889 SH	Increased-8 SH
ISHARES TR	RUSSELL 2000 ETF	$2.3M	1.0%Prev: 1.0%	9,479 SH	Decreased-530 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$791K	0.3%Prev: 0.3%	13,611 SH	Decreased-409 SH
JOHNSON & JOHNSON	COM	$3.1M	1.3%Prev: 1.2%	14,896 SH	Increased-66 SH
JPMORGAN CHASE & CO.	COM	$10.0M	4.1%Prev: 4.1%	30,884 SH	Increased+351 SH
KIMBERLY-CLARK CORP	COM	$804K	0.3%Prev: 0.4%	7,968 SH	Decreased-58 SH
KINDER MORGAN INC DEL	COM	$1.2M	0.5%Prev: 0.5%	44,707 SH	Decreased+338 SH
KOPIN CORP	COM	$37K	0.0%	15,775 SH	New
LOCKHEED MARTIN CORP	COM	$3.2M	1.3%Prev: 1.4%	6,578 SH	Decreased-141 SH
MCDONALDS CORP	COM	$2.0M	0.8%Prev: 0.8%	6,456 SH	Increased+1 SH
MEDTRONIC PLC	SHS	$412K	0.2%Prev: 0.2%	4,294 SH	Increased
MERCADOLIBRE INC	COM	$1.4M	0.6%Prev: 0.5%	693 SH	Increased+193 SH
MERCK & CO INC	COM	$4.0M	1.6%Prev: 1.3%	37,767 SH	Increased+779 SH
META PLATFORMS INC	CL A	$1.2M	0.5%Prev: 0.4%	1,795 SH	Increased+638 SH
MICRON TECHNOLOGY INC	COM	$257K	0.1%	900 SH	New
MICROSOFT CORP	COM	$16.2M	6.7%Prev: 7.5%	33,500 SH	Decreased-420 SH
MORGAN STANLEY	COM NEW	$3.1M	1.3%Prev: 1.2%	17,425 SH	Increased
NATERA INC	COM	$1.2M	0.5%Prev: 0.4%	5,158 SH	Increased-140 SH
NETFLIX INC	COM	$1.3M	0.5%Prev: 0.7%	13,772 SH	Decreased+12,462 SH
NIKE INC	CL B	$1.5M	0.6%Prev: 0.7%	23,260 SH	Decreased-805 SH
NOVARTIS AG	SPONSORED ADR	$2.5M	1.0%Prev: 1.0%	18,157 SH	Increased-50 SH
NVIDIA CORPORATION	COM	$13.1M	5.4%Prev: 6.0%	70,274 SH	Decreased-4,718 SH
PALANTIR TECHNOLOGIES INC	CL A	$311K	0.1%Prev: 0.1%	1,750 SH	Decreased
PALO ALTO NETWORKS INC	COM	$1.9M	0.8%Prev: 0.9%	10,100 SH	Decreased+60 SH
PARKER-HANNIFIN CORP	COM	$2.4M	1.0%Prev: 0.9%	2,762 SH	Increased-7 SH
PENNANTPARK INVT CORP	COM	$437K	0.2%Prev: 0.2%	73,321 SH	Decreased+4 SH
PENUMBRA INC	COM	$983K	0.4%Prev: 0.4%	3,162 SH	Increased-92 SH
PEPSICO INC	COM	$1.3M	0.5%Prev: 0.6%	9,067 SH	Decreased-328 SH
PFIZER INC	COM	$484K	0.2%Prev: 0.2%	19,450 SH	Decreased-1,560 SH
PROCTER AND GAMBLE CO	COM	$2.6M	1.1%Prev: 1.2%	18,242 SH	Decreased-224 SH
PUTNAM ETF TRUST	FRANKLIN MASSACH	$923K	0.4%	102,442 SH	New
QUANTA SVCS INC	COM	$783K	0.3%Prev: 0.3%	1,855 SH	Increased-15 SH
RTX CORPORATION	COM	$1.8M	0.8%Prev: 0.7%	9,931 SH	Increased-36 SH
SAFETY INS GROUP INC	COM	$429K	0.2%Prev: 0.2%	5,512 SH	Increased
SALESFORCE INC	COM	$879K	0.4%Prev: 0.3%	3,319 SH	Increased+25 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$1.1M	0.4%	8,946 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$1.7M	0.7%	14,270 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$4.3M	1.8%	78,225 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$1.4M	0.6%	8,865 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$1.9M	0.8%	12,363 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$1.0M	0.4%	22,648 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$5.6M	2.3%	39,200 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$920K	0.4%	21,550 SH	New
SERVICENOW INC	COM	$341K	0.1%Prev: 0.2%	2,225 SH	Decreased+1,723 SH
SHOPIFY INC	CL A SUB VTG SHS	$1.7M	0.7%Prev: 0.7%	10,731 SH	Increased+167 SH
SLB LIMITED	COM STK	$359K	0.1%	9,360 SH	New
SPDR GOLD TR	GOLD SHS	$260K	0.1%Prev: 0.1%	655 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$910K	0.4%Prev: 0.4%	1,335 SH	Decreased-31 SH
SPDR SERIES TRUST	STATE STREET SPD	$432K	0.2%	4,050 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$875K	0.4%Prev: 0.2%	1,506 SH	Increased+674 SH
SPRINKLR INC	CL A	$182K	0.1%Prev: 0.0%	23,393 SH	Increased+9,803 SH
STARBUCKS CORP	COM	$277K	0.1%Prev: 0.1%	3,284 SH	Decreased-50 SH
STATE STR CORP	COM	$1.3M	0.5%Prev: 0.5%	10,210 SH	Increased
TESLA INC	COM	$798K	0.3%Prev: 0.3%	1,774 SH	Decreased-31 SH
TEXAS INSTRS INC	COM	$1.6M	0.7%Prev: 0.7%	9,229 SH	Decreased+5 SH
TEXAS PACIFIC LAND CORPORATI	COM	$435K	0.2%Prev: 0.2%	1,515 SH	Decreased+1,010 SH
UNITEDHEALTH GROUP INC	COM	$230K	0.1%Prev: 0.1%	695 SH	Decreased+8 SH
VANECK ETF TRUST	GOLD MINERS ETF	$2.2M	0.9%Prev: 0.8%	25,700 SH	Increased
VANGUARD INDEX FDS	GROWTH ETF	$8.5M	3.5%Prev: 3.5%	17,341 SH	Increased+85 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.7M	1.1%Prev: 1.2%	9,242 SH	Decreased-153 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$691K	0.3%Prev: 0.3%	3,263 SH	Increased+1 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$553K	0.2%Prev: 0.2%	1,648 SH	Increased+212 SH
VANGUARD INDEX FDS	VALUE ETF	$1.1M	0.5%Prev: 0.5%	5,740 SH	Decreased-230 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$239K	0.1%Prev: 0.1%	2,860 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.7M	2.0%Prev: 2.0%	21,527 SH	Increased-290 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$744K	0.3%Prev: 0.3%	11,911 SH	Increased+186 SH
VANGUARD WORLD FD	COMM SRVC ETF	$402K	0.2%Prev: 0.2%	2,075 SH	Increased
VANGUARD WORLD FD	HEALTH CAR ETF	$1.3M	0.6%Prev: 0.5%	4,612 SH	Increased-335 SH
VERIZON COMMUNICATIONS INC	COM	$589K	0.2%Prev: 0.3%	14,462 SH	Decreased
WALMART INC	COM	$1.8M	0.7%Prev: 0.7%	15,741 SH	Increased

Sold (vs prior filing)

DEXCOM INC — $869K
DRAFTKINGS INC NEW — $693K
FS KKR CAP CORP — $154K
LYONDELLBASELL INDUSTRIES N — $265K
SCHLUMBERGER LTD — $330K
SELECT SECTOR SPDR TR — $356K
SELECT SECTOR SPDR TR — $4.2M
SELECT SECTOR SPDR TR — $1.9M
SELECT SECTOR SPDR TR — $1.7M
SELECT SECTOR SPDR TR — $1.2M
SELECT SECTOR SPDR TR — $940K
SELECT SECTOR SPDR TR — $1.0M
SELECT SECTOR SPDR TR — $5.5M
SENSEONICS HLDGS INC — $5K
SPDR SERIES TRUST — $442K
STRYKER CORPORATION — $209K
VANGUARD INDEX FDS — $236K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001714341-26-000001	$241.1M	View
Nov 10, 2025	Q3 2025	13F-HR	0001714341-25-000006	$234.1M	View
Aug 6, 2026	Q2 2026