Abbot Financial Management, Inc.
All 13F Filings
- Location
- Andover, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 292,802
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 141 | 292,802 | 13F-HR | Abbot Financial Management, Inc. |
| Q1 2026 | 5/13/2026 | 138 | 239,424 | 13F-HR | Abbot Financial Management, Inc. |
| Q4 2025 | 2/13/2026 | 132 | 241,149 | 13F-HR | Abbot Financial Management, Inc. |
| Q3 2025 | 11/10/2025 | 133 | 234,070 | 13F-HR | Abbot Financial Management, Inc. |
| Q2 2025 | 8/14/2025 | 130 | 216,807 | 13F-HR | Abbot Financial Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
20.79 K
(7.1% of total reported value)
· QoQ Δ:
+16.7 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 203.3 K | 74.7% | 26.21 K | 0 | 26.21 K |
| ETFs | 68.74 K | 25.3% | 10.47 K | 0 | 10.47 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
292,802
Holdings
141
QoQ value change ($000)
53,378
(22.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.