Long-term investor
Abbot Financial Management, Inc. @abbotfinancialmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001714341).
Record
- Tracked since 2025-06-30 (441 days), 69 trades recorded
- Returns: week n/a · month n/a · 90 days +9.7% · 6 months n/a · 1 year +16.4% · all +16.4%
- Max drawdown n/a · win rate 28% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 67066G904 · 6.8% · long · since 2026-03-31
- AAPL · 5.5% · long · since 2025-06-30
- NVDA · 4.7% · long · since 2025-06-30
- MSFT · 4.4% · long · since 2025-06-30
- GOOGL · 4.3% · long · since 2025-06-30
- GLW · 3.5% · long · since 2025-06-30
- JPM · 3.4% · long · since 2025-06-30
- VUG · 3.0% · long · since 2025-06-30
- XLK · 2.5% · long · since 2025-06-30
- CSCO · 2.5% · long · since 2025-06-30
- BAC · 1.9% · long · since 2025-06-30
- VIG · 1.7% · long · since 2025-06-30