Abbot Financial Management, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AF Abbot Financial Management, Inc. | Institutional Filer | ▼ 2.25% | $235.7M | 132 |
Current Portfolio Holdings
Showing all 132 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 55K | $14.0M | 5.93% |
| 2 | MSFT | Microsoft Corporation | Technology | 34K | $12.7M | 5.40% |
| 3 | NVDA | NVIDIA Corporation | Technology | 70K | $12.2M | 5.16% |
| 4 | GOOGL | Alphabet Inc. | Technology | 35K | $10.2M | 4.32% |
| 5 | JPM | JPMorgan Chase & Co. | Financial Services | 31K | $9.0M | 3.84% |
| 6 | VUG | VANGUARD INDEX FDS | — | 17K | $7.6M | 3.21% |
| 7 | GLW | Corning Incorporated | Technology | 41K | $5.6M | 2.36% |
| 8 | XLK | Technology Select Sector SPDR Fund | — | 38K | $5.1M | 2.17% |
| 9 | CSCO | Cisco Systems, Inc. | Technology | 62K | $4.8M | 2.04% |
| 10 | BAC | Bank of America Corporation | Financial Services | 97K | $4.7M | 2.01% |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | — | 22K | $4.6M | 1.97% |
| 12 | MRK | Merck & Co., Inc. | Healthcare | 37K | $4.5M | 1.89% |
| 13 | LMT | Lockheed Martin Corporation | Industrials | 7K | $4.0M | 1.68% |
| 14 | XLF | Financial Select Sector SPDR Fund | — | 79K | $3.9M | 1.66% |
| 15 | BX | Blackstone Inc. | Financial Services | 32K | $3.7M | 1.56% |
Showing 1 to 15 of 132 holdings