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Andrew Novelline

Abbot Financial Management, Inc.

Assets Managed
$239.424M
Holdings
137
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
-0.71%(2Q avg: 1.16%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Abbot Financial Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Abbot Financial Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 239.424M in assets, with a quarterly growth rate of -0.71% and a 2-quarter average growth rate of 1.16%. The portfolio is managed by Andrew Novelline, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.63%
5.85%
$13.986M
55,109 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.6%
5.32%
$12.723M
34,370 shares@ $370.17 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.66%
5.09%
$12.174M
69,804 shares@ $174.4 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.23%
4.26%
$10.178M
35,394 shares@ $287.57 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.43%
3.78%
$9.046M
30,750 shares@ $294.17 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -0.25%
3.16%
$7.555M
17,297 shares@ $436.79 avg price
GLW
Corning Inc
Recent Activity
Decreased -0.76%
2.33%
$5.567M
40,940 shares@ $135.98 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -1.97%
2.14%
$5.107M
38,425 shares@ $132.91 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -0.58%
2.01%
$4.806M
61,940 shares@ $77.6 avg price
BAC
Bank Of America Corp
Recent Activity
Decreased -0.29%
1.98%
$4.733M
97,083 shares@ $48.76 avg price

1-10 of 137