Abbot Financial Management, Inc.
•CIK: 1714341•Filing: Q4 2025
**Abbot Financial Management, Inc.** manages $241M across a portfolio of 132 positions, exhibiting a clear focus on large-cap technology and financial sector leaders. Top holdings are heavily weighted toward mega-cap tech names, including MSFT ($16.2M), AAPL ($15.1M), and NVDA ($13.1M). The fund maintains significant exposure to established growth vectors, evidenced by substantial allocations to GOOGL ($11.2M) and sector ETFs like VUG ($8.5M) and XLK ($5.6M). This concentration suggests a conviction in secular growth trends within the technology and financial services ecosystems.
Total AUM
$241.1M
QoQ Performance
+3.0%
Positions
111
Top 10 Concentration
39.2%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
AAPL
NVDA
MSFT6.7%
AAPL6.3%
NVDA5.4%
GOOGL4.7%
JPM4.1%
VUG3.5%
XLK2.3%
BAC2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.5%
Technology28.6%
Financial7.7%
Consumer5.9%
Healthcare5.4%
Industrial3.6%
Communication1.4%
Energy0.7%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW6 new positions
↑42 increased
↓54 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023