Abbot Financial Management, Inc.
All 13F Filings
- Location
- Andover, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 239,424
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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):
4.09 K
(1.7% of total reported value)
· QoQ Δ:
+4.09 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 177.1 K | 75.2% | 0 | 33.31 K | -33.31 K |
| ETFs | 58.27 K | 24.8% | 27.49 K | 0 | 27.49 K |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
239,424
Holdings
138
QoQ value change ($000)
-1,725
(-0.7%)
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.