StockDriftsStockDriftsTop 50 Abbot Financial Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.88% | 55.3K | $16.0M | +0.34%(+185) | $45.22(+575.25%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.08% | 69.0K | $13.8M | -1.14%(-798) | $4.80(+4608.76%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.72% | 34.5K | $12.9M | +0.23%(+80) | $86.71(+460.54%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.58% | 34.8K | $12.4M | -1.58%(-560) | $56.45(+510.67%) | 2026-06-30 | |
| GLW | CORNING INC | 3.75% | 40.0K | $10.2M | -2.34%(-960) | $23.13(+633.70%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.7% | 30.8K | $10.1M | +0.12%(+37) | $97.09(+275.66%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.28% | 103.6K | $8.9M | -0.15%(-155) | $30.65(+190.98%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.68% | 38.3K | $7.3M | -0.29%(-110) | $27.77(+586.93%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 2.68% | 62.1K | $7.3M | +0.24%(+146) | $33.58(+238.15%) | 2026-06-30 | |
| BAC | BANK OF AMER CORP | 2.02% | 96.7K | $5.5M | -0.44%(-428) | $24.69(+163.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.73% | +84.88% | +5.68% | +31.80% |
| Top 20 Holdings Unweighted | +22.09% | +82.01% | +9.24% | +55.56% |
Abbot Financial Management, Inc. reports $292.80M in US-listed equity holdings across 137 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.9%), NVDA (5.1%) and MSFT (4.7%). The top 20 holdings account for 53.56% of reported assets. Its disclosed equity book has returned +84.88% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Abbot Financial Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1714341). View Abbot Financial Management, Inc.’s 13F filings on SEC