Sponsored

The Analysis of Abbot Financial Management, Inc.'s Holdings & P&L

Currently, Abbot Financial Management, Inc. holds 132 types of securities in its portfolio with a total value $235.3M. In the most recent quarter, they have increased their positions in EMXC (+13.0K shares, valued at $1.0M), SCHD (+20.8K shares, valued at $638.1K), NFLX (+5.1K shares, valued at $490.8K); decreased their positions in NKE (-3.0K shares, valued at $158.8K), TXN (-765 shares, valued at $148.5K), SLB (-2.5K shares, valued at $128.5K); initiated new positions in EMXC (+13.0K shares, valued at $1.0M), SCHD (+20.8K shares, valued at $638.1K), TFC (+5.9K shares, valued at $269.7K).

1M P&L

+10.5M+4.77%

3M P&L

-34.5M-12.97%

HY P&L

-24.5M-9.58%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A58.8M

27.8%

2Software - Infrastructure19.4M

9.2%

3Semiconductors16.6M

7.8%

Top Industries by Stock Count

1N/A37 stocks

31.6%

2Drug Manufacturers - General6 stocks

5.1%

3Software - Application6 stocks

5.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC55.1K shares-0.64%2026-03-312026-05-13

MSFT MICROSOFT CORP34.4K shares2.60%2026-03-312026-05-13

NVDA NVIDIA CORPORATION69.8K shares-0.67%2026-03-312026-05-13

ALPHABET INC ALPHABET INC35.4K shares-1.24%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO30.8K shares-0.43%2026-03-312026-05-13

VUG VANGUARD INDEX FDS17.3K shares-0.25%2026-03-312026-05-13

GLW CORNING INC40.9K shares-0.76%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR38.4K shares-1.98%2026-03-312026-05-13

Sponsored

CSCO CISCO SYS INC61.9K shares-0.59%2026-03-312026-05-13

BAC BANK AMERICA CORP97.1K shares-0.30%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS21.6K shares0.20%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC37.1K shares-1.84%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP6.5K shares-0.58%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR79.3K shares1.38%2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC31.9K shares5.52%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON14.9K shares0.19%2026-03-312026-05-13

Sponsored

AMZN AMAZON COM INC17.3K shares3.47%2026-03-312026-05-13

ABBV ABBVIE INC14.5K shares-0.63%2026-03-312026-05-13

MS MORGAN STANLEY17.3K shares-0.86%2026-03-312026-05-13

HD HOME DEPOT INC8.5K shares2.99%2026-03-312026-05-13

CIBR FIRST TR EXCHANGE-TRADED FD43.8K shares0.16%2026-03-312026-05-13

NVS NOVARTIS AG17.9K shares-1.38%2026-03-312026-05-13

LMBS FIRST TR EXCHANGE-TRADED FD54.0K shares3.82%2026-03-312026-05-13

VO VANGUARD INDEX FDS9.2K shares-0.54%2026-03-312026-05-13

Sponsored

PG PROCTER & GAMBLE CO18.2K shares0.00%2026-03-312026-05-13

PH PARKER-HANNIFIN CORP2.8K shares0.07%2026-03-312026-05-13

GDX VANECK ETF TRUST25.4K shares-0.97%2026-03-312026-05-13

EMR EMERSON ELEC CO17.7K shares-1.31%2026-03-312026-05-13

IWM ISHARES TR9.3K shares-1.69%2026-03-312026-05-13

BUNGE GLOBAL SA BUNGE GLOBAL SA17.1K shares-1.15%2026-03-312026-05-13

RTX RTX CORPORATION10.5K shares5.24%2026-03-312026-05-13

MCD MCDONALDS CORP6.5K shares0.00%2026-03-312026-05-13

Sponsored

XLI SELECT SECTOR SPDR TR12.1K shares-1.87%2026-03-312026-05-13

WMT WALMART INC15.6K shares-0.64%2026-03-312026-05-13

NFLX NETFLIX INC.18.9K shares37.07%2026-03-312026-05-13

RSPT INVESCO EXCHANGE TRADED FD T38.5K shares-0.93%2026-03-312026-05-13

BROADCOM INC BROADCOM INC5.6K shares9.99%2026-03-312026-05-13

FBND FIDELITY MERRIMACK STR TR36.3K shares24.05%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC10.3K shares1.61%2026-03-312026-05-13

TXN TEXAS INSTRS INC8.5K shares-8.29%2026-03-312026-05-13

Sponsored

FDX FEDEX CORP4.5K shares-1.31%2026-03-312026-05-13

CVX CHEVRON CORPORATION7.5K shares0.54%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC7.6K shares2.35%2026-03-312026-05-13

XLY SELECT SECTOR SPDR TR13.8K shares-3.36%2026-03-312026-05-13

KMI KINDER MORGAN INC DEL44.4K shares-0.76%2026-03-312026-05-13

SHOP SHOPIFY INC12.5K shares16.38%2026-03-312026-05-13

AFL AFLAC INC13.5K shares-1.46%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION1.5K shares1.73%2026-03-312026-05-13

Sponsored

PEP PEPSICO INC9.1K shares0.29%2026-03-312026-05-13

CB CHUBB LTD SWITZ4.2K shares2.21%2026-03-312026-05-13

AIG AMERICAN INTL GROUP INC17.6K shares13.44%2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR8.9K shares0.45%2026-03-312026-05-13

STT STATE STR CORP10.2K shares0.00%2026-03-312026-05-13

VHT VANGUARD WORLD FD4.6K shares-0.33%2026-03-312026-05-13

IRM IRON MTN INC DEL11.9K shares0.00%2026-03-312026-05-13

MELI MERCADOLIBRE INC691 shares-0.29%2026-03-312026-05-13

Sponsored

LNG CHENIERE ENERGY INC4.2K shares0.07%2026-03-312026-05-13

SPOT SPOTIFY TECHNOLOGY S A2.4K shares59.83%2026-03-312026-05-13

XLB SELECT SECTOR SPDR TR22.6K shares0.00%2026-03-312026-05-13

VTV VANGUARD INDEX FDS5.6K shares-2.91%2026-03-312026-05-13

XOM EXXON MOBIL CORP6.4K shares0.00%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.6K shares3.16%2026-03-312026-05-13

NKE NIKE INC20.3K shares-12.93%2026-03-312026-05-13

META META PLATFORMS INC1.9K shares3.29%2026-03-312026-05-13

Sponsored

NTRA NATERA INC5.1K shares-0.29%2026-03-312026-05-13

EMXC ISHARES INC13.0K sharesnew addition2026-03-312026-05-13

PWR QUANTA SVCS INC1.9K shares-0.11%2026-03-312026-05-13

JEPQ J P MORGAN EXCHANGE TRADED F18.0K shares32.35%2026-03-312026-05-13

XLC SELECT SECTOR SPDR TR8.9K shares0.00%2026-03-312026-05-13

XLU SELECT SECTOR SPDR TR21.6K shares0.00%2026-03-312026-05-13

PBE INVESCO EXCHANGE TRADED FD T12.4K shares0.00%2026-03-312026-05-13

IXC ISHARES TR16.5K shares0.00%2026-03-312026-05-13

Sponsored

CTAS CINTAS CORP5.6K shares0.00%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC1.1K shares20.41%2026-03-312026-05-13

CSX CSX CORP22.6K shares-0.88%2026-03-312026-05-13

PUTNAM ETF TRUST PUTNAM ETF TRUST102.4K shares0.00%2026-03-312026-05-13

GGG GRACO INC9.9K shares0.00%2026-03-312026-05-13

CRWD CROWDSTRIKE HLDGS INC2.2K shares3.01%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS13.0K shares9.24%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T1.3K shares-5.99%2026-03-312026-05-13

Sponsored

KMB KIMBERLY-CLARK CORP8.0K shares0.40%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR1.3K shares-1.87%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC14.5K shares0.00%2026-03-312026-05-13

TPL TEXAS PACIFIC LAND CORPORATI1.5K shares0.00%2026-03-312026-05-13

COP CONOCOPHILLIPS5.4K shares-1.76%2026-03-312026-05-13

VBR VANGUARD INDEX FDS3.3K shares0.03%2026-03-312026-05-13

AEVA TECHNOLOGIES INC AEVA TECHNOLOGIES INC52.9K shares0.48%2026-03-312026-05-13

MMM 3M CO4.7K shares0.00%2026-03-312026-05-13

Sponsored

T AT&T INC23.4K shares0.03%2026-03-312026-05-13

ABT ABBOTT LABORATORIES6.6K shares0.00%2026-03-312026-05-13

CAT CATERPILLAR INC950 shares0.00%2026-03-312026-05-13

TSLA TESLA INC1.8K shares0.00%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR20.8K sharesnew addition2026-03-312026-05-13

BA BOEING CO3.2K shares-4.49%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3K shares0.00%2026-03-312026-05-13

CRM SALESFORCE INC3.3K shares0.00%2026-03-312026-05-13

Sponsored

IBB ISHARES TR3.4K shares0.00%2026-03-312026-05-13

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC5.1K shares0.00%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO8.8K shares3.53%2026-03-312026-05-13

VTI VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-05-13

APD AIR PRODUCTS AND CHEMICALS I1.8K shares0.00%2026-03-312026-05-13

CHE CHEMED CORP NEW1.2K shares0.00%2026-03-312026-05-13

BARRICK MNG CORP BARRICK MNG CORP11.0K shares-19.41%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC1.3K shares44.44%2026-03-312026-05-13

Sponsored

FESM FIDELITY COVINGTON TRUST10.8K shares30.72%2026-03-312026-05-13

SAFT SAFETY INS GROUP INC5.5K shares0.00%2026-03-312026-05-13

SPYG SPDR SERIES TRUST4.0K shares0.00%2026-03-312026-05-13

HTD HANCOCK JOHN TAX-ADVANTAGED15.5K shares-0.83%2026-03-312026-05-13

ALPHABET INC ALPHABET INC1.3K shares2.70%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC4.3K shares0.98%2026-03-312026-05-13

VOX VANGUARD WORLD FD2.1K shares0.00%2026-03-312026-05-13

IWF ISHARES TR871 shares-2.02%2026-03-312026-05-13

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.5K shares6.99%2026-03-312026-05-13

AVAV AEROVIRONMENT INC2.0K shares0.15%2026-03-312026-05-13

SLB SLB LIMITED6.9K shares-26.71%2026-03-312026-05-13

PNNT PENNANTPARK INVT CORP70.3K shares-4.08%2026-03-312026-05-13

SBUX STARBUCKS CORP3.4K shares2.10%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE998 shares-2.92%2026-03-312026-05-13

GLD SPDR GOLD TR655 shares0.00%2026-03-312026-05-13

TFC TRUIST FINL CORP5.9K sharesnew addition2026-03-312026-05-13

Sponsored

PLTR PALANTIR TECHNOLOGIES INC1.8K shares0.00%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR4.1K sharesnew addition2026-03-312026-05-13

IGV ISHARES TR3.0K shares0.00%2026-03-312026-05-13

IVV ISHARES TR368 shares0.00%2026-03-312026-05-13

LYB LYONDELLBASELL INDUSTRIES NV3.0K sharesnew addition2026-03-312026-05-13

VGK VANGUARD INTL EQUITY INDEX F2.9K shares0.00%2026-03-312026-05-13

GEV GE VERNOVA INC251 sharesnew addition2026-03-312026-05-13

ADSK AUTODESK INC885 shares0.00%2026-03-312026-05-13

Sponsored

MTB M & T BK CORP975 sharesnew addition2026-03-312026-05-13

PGF INVESCO EXCHANGE TRADED FD T13.8K shares0.12%2026-03-312026-05-13

CXM SPRINKLR INC23.4K shares0.00%2026-03-312026-05-13

KOPN KOPIN CORP16.0K shares1.58%2026-03-312026-05-13

AAPL

APPLE INC

-0.64%

Shares55.1K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

2.60%

Shares34.4K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-0.67%

Shares69.8K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-1.24%

Shares35.4K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

-0.43%

Shares30.8K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD INDEX FDS

-0.25%

Shares17.3K

Event2026-03-31

Filed2026-05-13

GLW

CORNING INC

-0.76%

Shares40.9K

Event2026-03-31

Filed2026-05-13

XLK

SELECT SECTOR SPDR TR

-1.98%

Shares38.4K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC

-0.59%

Shares61.9K

Event2026-03-31

Filed2026-05-13

BAC

BANK AMERICA CORP

-0.30%

Shares97.1K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD SPECIALIZED FUNDS

0.20%

Shares21.6K

Event2026-03-31

Filed2026-05-13

MERCK & CO INC

-1.84%

Shares37.1K

Event2026-03-31

Filed2026-05-13

LMT

LOCKHEED MARTIN CORP

-0.58%

Shares6.5K

Event2026-03-31

Filed2026-05-13

XLF

SELECT SECTOR SPDR TR

1.38%

Shares79.3K

Event2026-03-31

Filed2026-05-13

BLACKSTONE INC

5.52%

Shares31.9K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

0.19%

Shares14.9K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

3.47%

Shares17.3K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

-0.63%

Shares14.5K

Event2026-03-31

Filed2026-05-13

MORGAN STANLEY

-0.86%

Shares17.3K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

2.99%

Shares8.5K

Event2026-03-31

Filed2026-05-13

CIBR

FIRST TR EXCHANGE-TRADED FD

0.16%

Shares43.8K

Event2026-03-31

Filed2026-05-13

NVS

NOVARTIS AG

-1.38%

Shares17.9K

Event2026-03-31

Filed2026-05-13

LMBS

FIRST TR EXCHANGE-TRADED FD

3.82%

Shares54.0K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-0.54%

Shares9.2K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

0.00%

Shares18.2K

Event2026-03-31

Filed2026-05-13

PARKER-HANNIFIN CORP

0.07%

Shares2.8K

Event2026-03-31

Filed2026-05-13

GDX

VANECK ETF TRUST

-0.97%

Shares25.4K

Event2026-03-31

Filed2026-05-13

EMR

EMERSON ELEC CO

-1.31%

Shares17.7K

Event2026-03-31

Filed2026-05-13

IWM

ISHARES TR

-1.69%

Shares9.3K

Event2026-03-31

Filed2026-05-13

BUNGE GLOBAL SA

-1.15%

Shares17.1K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION

5.24%

Shares10.5K

Event2026-03-31

Filed2026-05-13

MCD

MCDONALDS CORP

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-13

XLI

SELECT SECTOR SPDR TR

-1.87%

Shares12.1K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

-0.64%

Shares15.6K

Event2026-03-31

Filed2026-05-13

NFLX

NETFLIX INC.

37.07%

Shares18.9K

Event2026-03-31

Filed2026-05-13

RSPT

INVESCO EXCHANGE TRADED FD T

-0.93%

Shares38.5K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

9.99%

Shares5.6K

Event2026-03-31

Filed2026-05-13

FBND

FIDELITY MERRIMACK STR TR

24.05%

Shares36.3K

Event2026-03-31

Filed2026-05-13

PANW

PALO ALTO NETWORKS INC

1.61%

Shares10.3K

Event2026-03-31

Filed2026-05-13

TXN

TEXAS INSTRS INC

-8.29%

Shares8.5K

Event2026-03-31

Filed2026-05-13

FDX

FEDEX CORP

-1.31%

Shares4.5K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

0.54%

Shares7.5K

Event2026-03-31

Filed2026-05-13

AMD

ADVANCED MICRO DEVICES INC

2.35%

Shares7.6K

Event2026-03-31

Filed2026-05-13

XLY

SELECT SECTOR SPDR TR

-3.36%

Shares13.8K

Event2026-03-31

Filed2026-05-13

KMI

KINDER MORGAN INC DEL

-0.76%

Shares44.4K

Event2026-03-31

Filed2026-05-13

SHOP

SHOPIFY INC

16.38%

Shares12.5K

Event2026-03-31

Filed2026-05-13

AFL

AFLAC INC

-1.46%

Shares13.5K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

1.73%

Shares1.5K

Event2026-03-31

Filed2026-05-13

PEP

PEPSICO INC

0.29%

Shares9.1K

Event2026-03-31

Filed2026-05-13

CHUBB LTD SWITZ

2.21%

Shares4.2K

Event2026-03-31

Filed2026-05-13

AIG

AMERICAN INTL GROUP INC

13.44%

Shares17.6K

Event2026-03-31

Filed2026-05-13

XLV

SELECT SECTOR SPDR TR

0.45%

Shares8.9K

Event2026-03-31

Filed2026-05-13

STT

STATE STR CORP

0.00%

Shares10.2K

Event2026-03-31

Filed2026-05-13

VHT

VANGUARD WORLD FD

-0.33%

Shares4.6K

Event2026-03-31

Filed2026-05-13

IRM

IRON MTN INC DEL

0.00%

Shares11.9K

Event2026-03-31

Filed2026-05-13

MELI

MERCADOLIBRE INC

-0.29%

Shares691

Event2026-03-31

Filed2026-05-13

LNG

CHENIERE ENERGY INC

0.07%

Shares4.2K

Event2026-03-31

Filed2026-05-13

SPOT

SPOTIFY TECHNOLOGY S A

59.83%

Shares2.4K

Event2026-03-31

Filed2026-05-13

XLB

SELECT SECTOR SPDR TR

0.00%

Shares22.6K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

-2.91%

Shares5.6K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-13

INVESCO EXCHANGE TRADED FD T

3.16%

Shares5.6K

Event2026-03-31

Filed2026-05-13

NKE

NIKE INC

-12.93%

Shares20.3K

Event2026-03-31

Filed2026-05-13

META

META PLATFORMS INC

3.29%

Shares1.9K

Event2026-03-31

Filed2026-05-13

NTRA

NATERA INC

-0.29%

Shares5.1K

Event2026-03-31

Filed2026-05-13

EMXC

ISHARES INC

New

Shares13.0K

Event2026-03-31

Filed2026-05-13

PWR

QUANTA SVCS INC

-0.11%

Shares1.9K

Event2026-03-31

Filed2026-05-13

JEPQ

J P MORGAN EXCHANGE TRADED F

32.35%

Shares18.0K

Event2026-03-31

Filed2026-05-13

XLC

SELECT SECTOR SPDR TR

0.00%

Shares8.9K

Event2026-03-31

Filed2026-05-13

XLU

SELECT SECTOR SPDR TR

0.00%

Shares21.6K

Event2026-03-31

Filed2026-05-13

PBE

INVESCO EXCHANGE TRADED FD T

0.00%

Shares12.4K

Event2026-03-31

Filed2026-05-13

IXC

ISHARES TR

0.00%

Shares16.5K

Event2026-03-31

Filed2026-05-13

CTAS

CINTAS CORP

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-13

GOLDMAN SACHS GROUP INC

20.41%

Shares1.1K

Event2026-03-31

Filed2026-05-13

CSX

CSX CORP

-0.88%

Shares22.6K

Event2026-03-31

Filed2026-05-13

PUTNAM ETF TRUST

0.00%

Shares102.4K

Event2026-03-31

Filed2026-05-13

GGG

GRACO INC

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-13

CRWD

CROWDSTRIKE HLDGS INC

3.01%

Shares2.2K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

9.24%

Shares13.0K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

-5.99%

Shares1.3K

Event2026-03-31

Filed2026-05-13

KMB

KIMBERLY-CLARK CORP

0.40%

Shares8.0K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

-1.87%

Shares1.3K

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC

0.00%

Shares14.5K

Event2026-03-31

Filed2026-05-13

TPL

TEXAS PACIFIC LAND CORPORATI

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-13

COP

CONOCOPHILLIPS

-1.76%

Shares5.4K

Event2026-03-31

Filed2026-05-13

VBR

VANGUARD INDEX FDS

0.03%

Shares3.3K

Event2026-03-31

Filed2026-05-13

AEVA TECHNOLOGIES INC

0.48%

Shares52.9K

Event2026-03-31

Filed2026-05-13

MMM

3M CO

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-13

AT&T INC

0.03%

Shares23.4K

Event2026-03-31

Filed2026-05-13

ABT

ABBOTT LABORATORIES

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-13

CAT

CATERPILLAR INC

0.00%

Shares950

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-13

SCHD

SCHWAB STRATEGIC TR

New

Shares20.8K

Event2026-03-31

Filed2026-05-13

BOEING CO

-4.49%

Shares3.2K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-13

CRM

SALESFORCE INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-13

IBB

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-13

APOLLO GLOBAL MGMT INC

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-13

BMY

BRISTOL-MYERS SQUIBB CO

3.53%

Shares8.8K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-13

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-13

CHE

CHEMED CORP NEW

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

BARRICK MNG CORP

-19.41%

Shares11.0K

Event2026-03-31

Filed2026-05-13

MICRON TECHNOLOGY INC

44.44%

Shares1.3K

Event2026-03-31

Filed2026-05-13

FESM

FIDELITY COVINGTON TRUST

30.72%

Shares10.8K

Event2026-03-31

Filed2026-05-13

SAFT

SAFETY INS GROUP INC

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-13

SPYG

SPDR SERIES TRUST

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-13

HTD

HANCOCK JOHN TAX-ADVANTAGED

-0.83%

Shares15.5K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

2.70%

Shares1.3K

Event2026-03-31

Filed2026-05-13

MEDTRONIC PLC

0.98%

Shares4.3K

Event2026-03-31

Filed2026-05-13

VOX

VANGUARD WORLD FD

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

-2.02%

Shares871

Event2026-03-31

Filed2026-05-13

IBM

INTERNATIONAL BUSINESS MACHS

6.99%

Shares1.5K

Event2026-03-31

Filed2026-05-13

AVAV

AEROVIRONMENT INC

0.15%

Shares2.0K

Event2026-03-31

Filed2026-05-13

SLB

SLB LIMITED

-26.71%

Shares6.9K

Event2026-03-31

Filed2026-05-13

PNNT

PENNANTPARK INVT CORP

-4.08%

Shares70.3K

Event2026-03-31

Filed2026-05-13

SBUX

STARBUCKS CORP

2.10%

Shares3.4K

Event2026-03-31

Filed2026-05-13

GE AEROSPACE

-2.92%

Shares998

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

0.00%

Shares655

Event2026-03-31

Filed2026-05-13

TFC

TRUIST FINL CORP

New

Shares5.9K

Event2026-03-31

Filed2026-05-13

PLTR

PALANTIR TECHNOLOGIES INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-13

XLE

SELECT SECTOR SPDR TR

New

Shares4.1K

Event2026-03-31

Filed2026-05-13

IGV

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

0.00%

Shares368

Event2026-03-31

Filed2026-05-13

LYB

LYONDELLBASELL INDUSTRIES NV

New

Shares3.0K

Event2026-03-31

Filed2026-05-13

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-13

GEV

GE VERNOVA INC

New

Shares251

Event2026-03-31

Filed2026-05-13

ADSK

AUTODESK INC

0.00%

Shares885

Event2026-03-31

Filed2026-05-13

MTB

M & T BK CORP

New

Shares975

Event2026-03-31

Filed2026-05-13

PGF

INVESCO EXCHANGE TRADED FD T

0.12%

Shares13.8K

Event2026-03-31

Filed2026-05-13

CXM

SPRINKLR INC

0.00%

Shares23.4K

Event2026-03-31

Filed2026-05-13

KOPN

KOPIN CORP

1.58%

Shares16.0K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

MICROSOFT CORP Call CallMICROSOFT CORP1.3K sharesnew addition2026-03-312026-05-13

NFLX Call CallNETFLIX INC.4.0K sharesnew addition2026-03-312026-05-13

MICROSOFT CORP Call

MICROSOFT CORP

New

Shares1.3K

Event2026-03-31

Filed2026-05-13

NFLX Call

NETFLIX INC.

New

Shares4.0K

Event2026-03-31

Filed2026-05-13

Put Option Holdings

NVIDIA CORPORATION Put PutNVIDIA CORPORATION3.0K sharesnew addition2026-03-312026-05-13

NVIDIA CORPORATION Put PutNVIDIA CORPORATION2.5K sharesnew addition2026-03-312026-05-13

ALPHABET INC Put PutALPHABET INC3.0K sharesnew addition2026-03-312026-05-13

ALPHABET INC Put PutALPHABET INC1.5K sharesnew addition2026-03-312026-05-13

NVIDIA CORPORATION Put

NVIDIA CORPORATION

New

Shares3.0K

Event2026-03-31

Filed2026-05-13

NVIDIA CORPORATION Put

NVIDIA CORPORATION

New

Shares2.5K

Event2026-03-31

Filed2026-05-13

ALPHABET INC Put

ALPHABET INC

New

Shares3.0K

Event2026-03-31

Filed2026-05-13

ALPHABET INC Put

ALPHABET INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-13