CIK 1714341
Abbot Financial Management, Inc.
Institutional 13F holdings & portfolio
Holdings
132
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 132
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PEP | PEPSICO INC | 9K | $1M+ | SH |
| CB | CHUBB LIMITED | 4K | $1M+ | SH |
| NFLX | NETFLIX INC | 14K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 45K | $1M+ | SH |
| NTRA | NATERA INC | 5K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 7K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| CTAS | CINTAS CORP | 6K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 9K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 5K | $1M+ | SH |
| XLB | SELECT SECTOR SPDR TR | 23K | $1M+ | SH |
| PBE | INVESCO EXCHANGE TRADED FD T | 12K | $1M+ | SH |
| IRM | IRON MTN INC DEL | 12K | $500K+ | SH |
| PEN | PENUMBRA INC | 3K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 2K | $500K+ | SH |
| FTMA | PUTNAM ETF TRUST | 102K | $500K+ | SH |
| XLU | SELECT SECTOR SPDR TR | 22K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| CRM | SALESFORCE INC | 3K | $500K+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 2K | $500K+ | SH |
| CSX | CSX CORP | 23K | $500K+ | SH |
| ABT | ABBOTT LABS | 7K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| LNG | CHENIERE ENERGY INC | 4K | $500K+ | SH |
| GGG | GRACO INC | 10K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 926 | $500K+ | SH |
| KMB | KIMBERLY-CLARK CORP | 8K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 14K | $500K+ | SH |
| PWR | QUANTA SVCS INC | 2K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| MMM | 3M CO | 5K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 12K | $500K+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 5K | $500K+ | SH |
| BA | BOEING CO | 3K | $500K+ | SH |
| DIS | DISNEY WALT CO | 6K | $500K+ | SH |
| AEVA | AEVA TECHNOLOGIES INC | 53K | $500K+ | SH |
| IXC | ISHARES TR | 17K | $500K+ | SH |
| VBR | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| ADBE | ADOBE INC | 2K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| B | BARRICK MNG CORP | 14K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 14K | $500K+ | SH |
| T | AT&T INC | 23K | $500K+ | SH |
| IBB | ISHARES TR | 3K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| CAT | CATERPILLAR INC | 950 | $500K+ | SH |
| COP | CONOCOPHILLIPS | 6K | $500K+ | SH |