Arkolith/Funds/Abbot Financial Management, Inc.

Abbot Financial Management, Inc.

CIK 1714341
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Abbot Financial Management, Inc. holds a diversified book of 137 stocks worth $272.0M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Rocket Lab Corp and trimmed Nvidia Corp. Their largest long position is Apple Inc at 6% of the equity book. They also disclosed $13.1M in put options (a bearish bet) and $7.7M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +32% (+16.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
30
bought for the first time
Added to
49
already held, bought more
Trimmed
42
sold some, still holds it
Sold out
3
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+32.4%
+16.8%/yr · since Nov '24
Their reported book
+35.8%
held from quarter-end
S&P 500
+30.3%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Aug '25Dec '25Apr '26Aug '26
Abbot Financial Management, Inc. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +35.8%, a 3.4-point gap that is the cost of the ~37-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Abbot Financial Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
38%
Top 20 holdings
54%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

73% mapped to company sectors

Information Technology
31%
ETF / fund or unclassified
27%
Financials
12%
Health Care
7%
Industrials
6%
Consumer Discretionary
6%
Materials
6%
Communication Services
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Abbot Financial Management, Inc.

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$736.3B
MORGAN STANLEY80 / 80$577.1B
BANK OF AMERICA CORP /DE/80 / 80$449.8B
WELLS FARGO & COMPANY/MN80 / 80$167.7B
UBS Group AG80 / 80$160.9B
ROYAL BANK OF CANADA80 / 80$160.0B
RAYMOND JAMES FINANCIAL INC80 / 80$88.7B
LPL Financial LLC80 / 80$77.4B

Ranked by how many of Abbot Financial Management, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

137 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$16.0M55.3K
5.9%
+0.3%
Added · +185 sh
2Nvidia Corporation
COM
$13.8M69.0K
5.1%
−1.1%
Reduced · −798 sh
3Microsoft Corp
COM
$12.9M34.5K
4.7%
+0.2%
Added · +80 sh
4Alphabet Inc
CAP STK CL A
$12.4M34.8K
4.6%
−1.6%
Reduced · −560 sh
5Corning Inc
COM
$10.2M40.0K
3.8%
−2.3%
Reduced · −960 sh
6JPMorgan Chase & Co
COM
$10.1M30.8K
3.7%
+0.1%
Added · +37 sh
7Vanguard Index FDS
GROWTH ETF
$8.9M103.6K
3.3%
+499%
Added · +86K sh
8Select Sector SPDR TR
ST STR TECHN ETF
$7.3M38.3K
2.7%
−0.3%
Reduced · −110 sh
9Cisco Sys Inc
COM
$7.3M62.1K
2.7%
+0.2%
Added · +146 sh
10Bank Of Amer Corp
COM
$5.5M96.7K
2.0%
−0.4%
Reduced · −428 sh
11Vanguard Specialized Funds
DIV APP ETF
$5.1M21.5K
1.9%
−0.2%
Reduced · −52 sh
12Merck & Co Inc
COM
$4.8M37.3K
1.8%
+0.7%
Added · +242 sh
13First TR Exchange-Traded FD
NASDAQ CYB ETF
$4.6M50.8K
1.7%
+16%
Added · +7K sh
14Select Sector SPDR TR
ST STR FINL ETF
$4.3M79.3K
1.6%
~0%
Added · +13 sh
15Amazon Com Inc
COM
$4.1M17.3K
1.5%
−0.3%
Reduced · −50 sh
16Johnson & Johnson
COM
$3.8M15.0K
1.4%
+0.8%
Added · +120 sh
17Blackstone Inc
COM
$3.8M32.0K
1.4%
+0.3%
Added · +94 sh
18Advanced Micro Devices Inc
COM
$3.7M6.3K
1.4%
−17%
Reduced · −1K sh
19Abbvie Inc
COM
$3.6M14.5K
1.3%
Held
20Morgan Stanley
COM NEW
$3.6M17.1K
1.3%
−0.8%
Reduced · −135 sh
21Palo Alto Networks Inc
COM
$3.5M10.3K
1.3%
Held
22Lockheed Martin Corp
COM
$3.4M6.7K
1.3%
+2.1%
Added · +138 sh
23Home Depot Inc
COM
$3.0M8.6K
1.1%
+0.8%
Added · +66 sh
24Vanguard Index FDS
MID CAP ETF
$3.0M36.8K
1.1%
+300%
Added · +28K sh
25Ishares TR
RUSSELL 2000 ETF
$2.8M9.3K
1.0%
Held
26Novartis AG
SPONSORED ADR
$2.8M17.7K
1.0%
−1.1%
Reduced · −205 sh
27Parker-Hannifin Corp
COM
$2.7M2.8K
1.0%
+1.1%
Added · +30 sh
28First TR Exchange-Traded FD
FST LOW OPPT EFT
$2.7M53.4K
1.0%
−1.1%
Reduced · −591 sh
29Procter & Gamble Co
COM
$2.6M18.0K
1.0%
−1.2%
Reduced · −226 sh
30Texas Instrs Inc
COM
$2.6M8.8K
1.0%
+4.1%
Added · +344 sh
31Emerson Elec Co
COM
$2.5M17.7K
0.9%
Held
32Invesco Exchange Traded FD T
S&P500 EQL TEC
$2.4M37.9K
0.9%
−1.5%
Reduced · −584 sh
33Broadcom Inc
COM
$2.3M6.1K
0.8%
+9.2%
Added · +514 sh
34Select Sector SPDR TR
ST STR INDL ETF
$2.3M12.3K
0.8%
+1.0%
Added · +121 sh
35RTX Corporation
COM
$2.2M11.6K
0.8%
+11%
Added · +1K sh
36Ishares Inc
MSCI EMRG CHN
$1.9M19.1K
0.7%
+46%
Added · +6K sh
37Vaneck ETF Trust
GOLD MINERS ETF
$1.9M25.4K
0.7%
Held
38Bunge Global Sa
COM SHS
$1.8M16.8K
0.7%
−1.8%
Reduced · −307 sh
39Walmart Inc
COM
$1.8M15.6K
0.7%
Held
40McDonalds Corp
COM
$1.7M6.4K
0.6%
−0.2%
Reduced · −13 sh
41State STR Corp
COM
$1.7M10.2K
0.6%
Held
42Fidelity Merrimack STR TR
TOTAL BD ETF
$1.7M36.3K
0.6%
+0.1%
Added · +28 sh
43Select Sector SPDR TR
ST STR DISCR ETF
$1.6M13.8K
0.6%
−0.1%
Reduced · −10 sh
44Meta Platforms Inc
CL A
$1.6M2.8K
0.6%
+53%
Added · +991 sh
45Aflac Inc
COM
$1.6M13.3K
0.6%
−1.5%
Reduced · −200 sh
46Natera Inc
COM
$1.5M5.7K
0.6%
+10%
Added · +520 sh
47Shopify Inc
CL A SUB VTG SHS
$1.5M13.3K
0.6%
+6.1%
Added · +765 sh
48Iron MTN Inc Del
COM
$1.5M11.9K
0.6%
Held
49Mercadolibre Inc
COM
$1.5M872
0.5%
+26%
Added · +181 sh
50Chubb Limited
COM
$1.4M4.2K
0.5%
+0.4%
Added · +17 sh
Showing 50 of 137 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$13.1M
Call notional (bullish)$7.7M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishNVIDIA CORPORATION$12.6M26K
CALL · bullishNVIDIA CORPORATION$7.3M15K
PUT · bearishALPHABET INC$475K4K
CALL · bullishMICROSOFT CORP$427K1K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 2026141$292.8M13F-HR
Q1 2026Mar 31, 2026May 13, 2026138$239.4M13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026136$241.1M13F-HR
Q3 2025Sep 30, 2025Nov 10, 2025133$234.1M13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025130$216.8M13F-HR
Q1 2025Mar 31, 2025May 7, 2025127$192.8M13F-HR
Q4 2024Dec 31, 2024Feb 6, 2025124$200.9M13F-HR
Q3 2024Sep 30, 2024Nov 8, 2024127$198.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.