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CIK: 0001802534
Total reported value
$878.4M
$878.4M
70 檔
22.9%
At the close of Q2 2025, Absher Wealth Management, LLC disclosed equity holdings valued at approximately $878.4M, spread across 70 reported holdings.
During Q2 2025, Absher Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTB | M & T Bank CORP | Stock-Financials | 5.95% | -0.26% | +7.11% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.85% | -0.06% | -10.42% | |
| 3 | LECO | Lincoln Electric Holdings | Stock-Industrials | 4.78% | +0.36% | +1.43% | |
| 4 | EMR | Emerson Electric Co | Stock-Industrials | 4.71% | +0.36% | -0.71% | |
| 5 | ADI | Analog Devices Inc | Stock-Tech | 4.60% | +0.10% | +1.12% | |
| 6 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 4.24% | -3.10% | EXIT | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.14% | +0.06% | +1.37% | |
| 8 | PEP | Pepsico Inc | Stock-Consumer Staples | 4.07% | -0.50% | +7.97% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.99% | +0.29% | -5.65% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 3.91% | +0.53% | -0.50% | |
| 11 | DE | Deere & Co | Stock-Industrials | 3.78% | +0.35% | -9.05% | |
| 12 | SNA | Snap-on Inc | Stock-Industrials | 3.53% | -0.12% | +20.26% | |
| 13 | FAST | Fastenal Co | Stock-Industrials | 3.49% | +0.03% | +98.24% | |
| 14 | SBUX | Starbucks CORP | Stock-Consumer Disc | 3.41% | -2.69% | +13.26% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 3.41% | -0.83% | +22.41% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 3.34% | -0.38% | -1.26% | |
| 17 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 3.28% | +0.39% | -9.46% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.03% | -0.25% | -1.05% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.74% | +0.50% | -0.76% | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 2.67% | +0.01% | +1.78% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.66% | +0.06% | -1.31% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 2.63% | +0.61% | -1.16% | |
| 23 | BA | Boeing Co/the | Stock-Industrials | 2.54% | +0.19% | +1.15% | |
| 24 | BF-B | Brown-forman Corp-class B | Stock-Other | 2.41% | — | +2.12% | |
| 25 | PAYX | Paychex Inc | Stock-Tech | 2.33% | +0.05% | NEW | |
| 26 | AAPL | Apple Inc | Stock-Tech | 2.30% | +0.25% | -2.25% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.12% | +0.62% | -8.79% | |
| 28 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.44% | — | +2.91% | |
| 29 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.32% | -0.07% | +37.81% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | -0.01% | +0.35% | |
| 31 | CMI | Cummins Inc | Stock-Industrials | 0.29% | +0.02% | +20.17% | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.27% | -0.03% | -1.32% | |
| 33 | DG | Dollar General CORP | Stock-Consumer Staples | 0.27% | — | -31.43% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 0.27% | -0.04% | +3.39% | |
| 35 | WMS | Advanced Drainage Systems In | Stock-Industrials | 0.25% | +0.02% | +4.95% | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.22% | -0.01% | +0.11% | |
| 37 | SHEL | Shell Plc-adr | Stock-Energy | 0.22% | -0.03% | +3.12% | |
| 38 | AME | Ametek Inc | Stock-Industrials | 0.19% | +0.01% | +0.01% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | +0.04% | -6.19% | |
| 40 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.14% | — | -0.05% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.14% | +0.01% | -14.00% | |
| 42 | PAYC | Paycom Software Inc | Stock-Tech | 0.12% | — | +5.95% | |
| 43 | MCY | Mercury General CORP | Stock-Other | 0.11% | +0.02% | -21.39% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.10% | — | -3.49% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.10% | -0.01% | +3.61% | |
| 46 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.09% | — | +0.41% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.09% | — | +5.27% | |
| 48 | WAT | Waters CORP | Stock-Healthcare | 0.09% | +0.03% | -2.12% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.08% | — | +1.60% | |
| 50 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.08% | +0.01% | +5.27% |
According to official SEC Form 13F filings, Absher Wealth Management, LLC reported a total U.S. public equity portfolio value of $878.4M across 70 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MTB, MSFT, LECO) accounted for 22.9% of total reported equity market value during Q2 2025.
During Q2 2025, Absher Wealth Management, LLC's top holdings by market value included MTB (6.0%)、MSFT (4.8%)、LECO (4.8%). The largest single position, MTB, represented 6.0% of total portfolio value.
In Q2 2025, Absher Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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