Absher Wealth Management, LLC
Net seller this quarter
$878M
70
-$14.8M
47.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ADP | $48.5M | 5.52% | 0.05% | +4.5% | Q1 2026 |
 EMR | $47.2M | 5.37% | 0.06% | +1.0% | Q4 2019 |
 MTB | $44.6M | 5.07% | 0.13% | -14.9% | Q1 2021 |
 V | $44.1M | 5.02% | 0.01% | +1.6% | Q4 2019 |
 ABT | $40.6M | 4.62% | 0.03% | +34.4% | Q4 2019 |
 LECO | $39.5M | 4.50% | 0.27% | +5.1% | Q4 2020 |
 ADI | $39.2M | 4.46% | 0.02% | -15.5% | Q4 2019 |
 JNJ | $37.3M | 4.25% | 0.01% | +0.5% | Q4 2019 |
 MSFT | $37M | 4.22% | 0.00% | +0.7% | Q4 2019 |
 PEP | $36.5M | 4.16% | 0.02% | +5.4% | Q4 2019 |
 DE | $36.1M | 4.10% | 0.02% | +0.1% | Q4 2019 |
 JPM | $33.8M | 3.85% | 0.00% | 0.0% | Q4 2019 |
 FAST | $32.5M | 3.69% | 0.06% | +0.4% | Q1 2023 |
 GOOGL | $32.2M | 3.67% | 0.00% | -4.0% | Q4 2019 |
 RL | $30.6M | 3.49% | Not reported | -0.6% | Q4 2019 |
 SNA | $28.4M | 3.23% | 0.14% | -10.5% | Q3 2024 |
 AMGN | $27.2M | 3.10% | 0.01% | +0.2% | Q4 2019 |
 BA | $27.2M | 3.09% | 0.02% | +1.1% | Q4 2019 |
 BRO | $26.8M | 3.06% | 0.13% | New | Q2 2026 |
 WMT | $26.8M | 3.05% | 0.00% | +0.5% | Q4 2019 |
 MCD | $24.7M | 2.81% | 0.01% | +52.2% | Q4 2019 |
 COST | $24.5M | 2.79% | 0.01% | +0.9% | Q4 2019 |
 AAPL | $24.1M | 2.74% | 0.00% | -0.7% | Q4 2019 |
 BRK.B | $21.8M | 2.49% | Not reported | +1.1% | Q4 2019 |
 CVX | $18M | 2.05% | 0.01% | -8.7% | Q4 2019 |
 CMI | $2.82M | 0.32% | 0.00% | -16.8% | Q4 2019 |
 LOW | $2.52M | 0.29% | 0.00% | -1.9% | Q4 2019 |
 PAYC | $2.43M | 0.28% | 0.04% | +0.2% | Q4 2024 |
 ZBH | $2.29M | 0.26% | 0.01% | -4.6% | Q3 2025 |
| GOOG | $2.27M | 0.26% | Not reported | -2.3% | Q4 2019 |
 INTU | $2.12M | 0.24% | 0.00% | +19.5% | Q1 2026 |
 META | $2.03M | 0.23% | Not reported | +0.3% | Q1 2022 |
 HSY | $1.96M | 0.22% | 0.01% | +25.8% | Q3 2023 |
 LULU | $1.7M | 0.19% | 0.01% | +1.7% | Q2 2024 |
 SBUX | $1.55M | 0.18% | 0.00% | -94.5% | Q4 2019 |
 MA | $1.54M | 0.18% | 0.00% | +2.5% | Q4 2019 |
 KNSL | $1.51M | 0.17% | 0.02% | +24.8% | Q1 2026 |
 MRK | $1.49M | 0.17% | 0.00% | -1.9% | Q4 2019 |
 WAT | $1.4M | 0.16% | 0.00% | -1.7% | Q2 2023 |
 MCY | $1.37M | 0.16% | 0.02% | -2.4% | Q4 2019 |
 ADBE | $1.37M | 0.16% | 0.00% | -3.9% | Q2 2024 |
 SHEL | $1.19M | 0.14% | 0.00% | -1.2% | Q1 2022 |
 WMS | $1.18M | 0.13% | 0.01% | +11.8% | Q4 2024 |
 ACN | $1.13M | 0.13% | 0.00% | -3.1% | Q3 2025 |
 PSA | $1.09M | 0.12% | 0.00% | -30.9% | Q3 2025 |
 TPR | $1.02M | 0.12% | 0.00% | -5.7% | Q2 2020 |
 AME | $1.02M | 0.12% | 0.00% | +0.7% | Q3 2024 |
 DIS | $996K | 0.11% | 0.00% | +0.8% | Q4 2019 |
 WSM | $836K | 0.10% | 0.00% | +1.4% | Q4 2019 |
 TXN | $812K | 0.09% | 0.00% | -35.5% | Q1 2020 |
| Q1 2026 | |||||
| MTB | $45.5M | 5.33% | 0.15% | -12.0% | Q1 2021 |
| EMR | $42.8M | 5.01% | 0.06% | +30.8% | Q4 2019 |
| ADP | $42.1M | 4.94% | 0.05% | New | Q1 2026 |
| PEP | $39.8M | 4.66% | 0.02% | +0.9% | Q4 2019 |
| V | $38.3M | 4.49% | 0.01% | +40.9% | Q4 2019 |
| ADI | $37.2M | 4.36% | 0.02% | -10.2% | Q4 2019 |
| MSFT | $36.5M | 4.28% | 0.00% | +29.7% | Q4 2019 |
| JNJ | $35.8M | 4.19% | 0.01% | -8.9% | Q4 2019 |
| LECO | $35.3M | 4.14% | 0.26% | -9.2% | Q4 2020 |
| ABT | $34.2M | 4.01% | 0.02% | +68.9% | Q4 2019 |
| DE | $32M | 3.75% | 0.02% | -7.2% | Q4 2019 |
| FAST | $31.2M | 3.66% | 0.06% | -0.4% | Q1 2023 |
| JPM | $30.4M | 3.56% | 0.00% | -3.6% | Q4 2019 |
| WMT | $29.2M | 3.43% | 0.00% | -12.0% | Q4 2019 |
| SNA | $28.6M | 3.35% | 0.15% | -16.2% | Q3 2024 |
| GOOGL | $27M | 3.17% | 0.00% | -15.6% | Q4 2019 |
 NKE | $26.4M | 3.10% | 0.03% | +1.3% | Q4 2019 |
| RL | $26.4M | 3.10% | Not reported | -4.7% | Q4 2019 |
| AMGN | $26.4M | 3.09% | 0.01% | -4.4% | Q4 2019 |
| COST | $25.9M | 3.04% | 0.01% | -2.8% | Q4 2019 |
| BA | $24.7M | 2.90% | 0.02% | +2.3% | Q4 2019 |
| CVX | $24.6M | 2.88% | 0.01% | -35.4% | Q4 2019 |
| SBUX | $24.5M | 2.87% | 0.02% | -24.1% | Q4 2019 |
| AAPL | $21.3M | 2.49% | 0.00% | -2.7% | Q4 2019 |
| BRK.B | $20.7M | 2.43% | Not reported | -1.5% | Q4 2019 |
| MCD | $18.6M | 2.19% | 0.01% | -0.5% | Q4 2019 |
| INTU | $2.94M | 0.34% | 0.00% | New | Q1 2026 |
| LOW | $2.76M | 0.32% | 0.00% | -14.2% | Q4 2019 |
| CMI | $2.56M | 0.30% | 0.00% | -12.6% | Q4 2019 |
| ZBH | $2.52M | 0.30% | 0.01% | +8.9% | Q3 2025 |
| PAYC | $2.35M | 0.28% | 0.04% | +43.5% | Q4 2024 |
| LULU | $2.25M | 0.26% | 0.01% | -3.2% | Q2 2024 |
| META | $2.05M | 0.24% | Not reported | +22.6% | Q1 2022 |
| GOOG | $1.89M | 0.22% | Not reported | -1.5% | Q4 2019 |
| ACN | $1.86M | 0.22% | 0.00% | +65.7% | Q3 2025 |
| HSY | $1.85M | 0.22% | 0.00% | -29.3% | Q3 2023 |
| ADBE | $1.69M | 0.20% | 0.00% | -1.6% | Q2 2024 |
| MA | $1.46M | 0.17% | 0.00% | +68.7% | Q4 2019 |
| SHEL | $1.44M | 0.17% | 0.00% | -40.9% | Q1 2022 |
| MRK | $1.42M | 0.17% | 0.00% | -0.6% | Q4 2019 |
| PSA | $1.34M | 0.16% | 0.00% | +35.3% | Q3 2025 |
| KNSL | $1.25M | 0.15% | 0.02% | New | Q1 2026 |
| MCY | $1.16M | 0.14% | 0.02% | 0.0% | Q4 2019 |
| WAT | $1.13M | 0.13% | 0.00% | +51.8% | Q2 2023 |
| TPR | $1.05M | 0.12% | 0.00% | +0.1% | Q2 2020 |
| DIS | $990K | 0.12% | 0.00% | -3.5% | Q4 2019 |
| WMS | $921K | 0.11% | 0.01% | -45.1% | Q4 2024 |
| AME | $901K | 0.11% | 0.00% | -46.5% | Q3 2024 |
| TXN | $820K | 0.10% | 0.00% | +1.0% | Q1 2020 |
 LMT | $810K | 0.10% | 0.00% | -1.9% | Q3 2021 |
| Q4 2025 | |||||
| MTB | $50.4M | 5.97% | 0.16% | +0.4% | Q1 2021 |
| LECO | $37.4M | 4.44% | 0.28% | -0.1% | Q4 2020 |
| MSFT | $36.8M | 4.36% | 0.00% | -2.5% | Q4 2019 |
| PEP | $36.4M | 4.32% | 0.02% | -12.4% | Q4 2019 |
| ADI | $35.3M | 4.18% | 0.03% | -8.3% | Q4 2019 |
| GOOGL | $34.9M | 4.14% | 0.00% | -3.4% | Q4 2019 |
| JPM | $34.5M | 4.09% | 0.00% | -2.7% | Q4 2019 |
| JNJ | $33.2M | 3.94% | 0.01% | -14.2% | Q4 2019 |
| EMR | $33.1M | 3.93% | 0.04% | -0.1% | Q4 2019 |
| SNA | $32.4M | 3.84% | 0.18% | 0.0% | Q3 2024 |
| V | $31.5M | 3.74% | 0.00% | +0.3% | Q4 2019 |
| NKE | $31.5M | 3.73% | 0.03% | +2.1% | Q4 2019 |
 PAYX | $30.7M | 3.64% | 0.08% | +25.0% | Q4 2019 |
| SBUX | $30.3M | 3.60% | 0.03% | +14.9% | Q4 2019 |
| WMT | $29.8M | 3.53% | 0.00% | -2.5% | Q4 2019 |
| RL | $28.5M | 3.38% | Not reported | -8.0% | Q4 2019 |
| DE | $28.5M | 3.38% | 0.02% | +0.9% | Q4 2019 |
| CVX | $28M | 3.32% | 0.01% | +0.8% | Q4 2019 |
| FAST | $27.1M | 3.22% | 0.06% | +26.5% | Q1 2023 |
| BA | $26.3M | 3.12% | 0.01% | +25.5% | Q4 2019 |
| AMGN | $25.7M | 3.04% | 0.01% | -0.7% | Q4 2019 |
| ABT | $24.7M | 2.93% | 0.01% | +24.8% | Q4 2019 |
| AAPL | $23.4M | 2.78% | 0.00% | -3.1% | Q4 2019 |
| COST | $23.1M | 2.74% | 0.01% | +8.0% | Q4 2019 |
| BRK.B | $22M | 2.61% | Not reported | -1.2% | Q4 2019 |
| MCD | $18.4M | 2.19% | 0.01% | +1.2% | Q4 2019 |
| LOW | $3.28M | 0.39% | 0.00% | +28.6% | Q4 2019 |
| LULU | $3.15M | 0.37% | 0.01% | -10.2% | Q2 2024 |
| CMI | $2.77M | 0.33% | 0.00% | -20.7% | Q4 2019 |
| ADBE | $2.47M | 0.29% | 0.00% | +2.8% | Q2 2024 |
| ZBH | $2.3M | 0.27% | 0.01% | +7.6% | Q3 2025 |
| HSY | $2.29M | 0.27% | 0.01% | -7.7% | Q3 2023 |
| PAYC | $2.14M | 0.25% | 0.02% | +119.5% | Q4 2024 |
| GOOG | $2.1M | 0.25% | Not reported | -3.8% | Q4 2019 |
| SHEL | $1.93M | 0.23% | 0.00% | +2.8% | Q1 2022 |
| META | $1.93M | 0.23% | Not reported | -13.2% | Q1 2022 |
| WMS | $1.77M | 0.21% | 0.02% | -24.4% | Q4 2024 |
| AME | $1.61M | 0.19% | 0.00% | -5.9% | Q3 2024 |
| ACN | $1.52M | 0.18% | 0.00% | +25.0% | Q3 2025 |
 DG | $1.26M | 0.15% | 0.00% | -13.4% | Q3 2024 |
| MRK | $1.25M | 0.15% | 0.00% | +6.8% | Q4 2019 |
| MCY | $1.24M | 0.15% | 0.02% | +0.6% | Q4 2019 |
| DIS | $1.21M | 0.14% | 0.00% | -3.8% | Q4 2019 |
| MA | $989K | 0.12% | 0.00% | -6.6% | Q4 2019 |
| PSA | $950K | 0.11% | 0.00% | +31.8% | Q3 2025 |
| TPR | $947K | 0.11% | 0.00% | -28.7% | Q2 2020 |
| WAT | $947K | 0.11% | 0.00% | -8.2% | Q2 2023 |
 AMZN | $745K | 0.09% | 0.00% | +0.3% | Q4 2019 |
 PM | $738K | 0.09% | 0.00% | +6.2% | Q4 2019 |
| TXN | $725K | 0.09% | 0.00% | +8.7% | Q1 2020 |
| Q3 2025 | |||||
| MTB | $49.2M | 5.88% | 0.16% | +0.6% | Q1 2021 |
| PEP | $40.7M | 4.86% | 0.02% | +16.4% | Q4 2019 |
| MSFT | $40.4M | 4.82% | 0.00% | -1.0% | Q4 2019 |
| LECO | $36.9M | 4.40% | 0.28% | -16.0% | Q4 2020 |
| ADI | $34.9M | 4.16% | 0.03% | -9.1% | Q4 2019 |
| JPM | $34.7M | 4.15% | 0.00% | -1.0% | Q4 2019 |
| JNJ | $34.7M | 4.15% | 0.01% | -14.4% | Q4 2019 |
| NKE | $33.8M | 4.03% | 0.03% | +0.5% | Q4 2019 |
| EMR | $32.7M | 3.91% | 0.04% | -12.4% | Q4 2019 |
| SNA | $32.6M | 3.89% | 0.18% | +2.5% | Q3 2024 |
| V | $30.6M | 3.66% | 0.00% | +1.0% | Q4 2019 |
| CVX | $28.3M | 3.39% | 0.01% | -5.0% | Q4 2019 |
| WMT | $28.3M | 3.38% | 0.00% | -0.4% | Q4 2019 |
| GOOGL | $28M | 3.35% | 0.00% | -8.0% | Q4 2019 |
| PAYX | $27.8M | 3.32% | 0.06% | +69.2% | Q4 2019 |
| DE | $27.7M | 3.31% | 0.02% | +1.1% | Q4 2019 |
| RL | $27.5M | 3.28% | Not reported | -9.2% | Q4 2019 |
| SBUX | $26.5M | 3.17% | 0.03% | +4.4% | Q4 2019 |
| FAST | $26.2M | 3.13% | 0.05% | -20.2% | Q1 2023 |
| COST | $22.9M | 2.74% | 0.01% | +0.4% | Q4 2019 |
| AAPL | $22.6M | 2.70% | 0.00% | -1.8% | Q4 2019 |
| BRK.B | $22.3M | 2.67% | Not reported | +0.6% | Q4 2019 |
| AMGN | $22.3M | 2.66% | 0.01% | +2.4% | Q4 2019 |
| ABT | $21.2M | 2.53% | 0.01% | +1.3% | Q4 2019 |
| BA | $20.9M | 2.49% | 0.01% | -1.2% | Q4 2019 |
| MCD | $18.1M | 2.16% | 0.01% | +1.8% | Q4 2019 |
| BF.B | $14.1M | 1.68% | 0.11% | -28.2% | Q4 2019 |
| LULU | $3M | 0.36% | 0.01% | +53.0% | Q2 2024 |
| CMI | $2.89M | 0.35% | 0.01% | -3.3% | Q4 2019 |
| LOW | $2.66M | 0.32% | 0.00% | +6.6% | Q4 2019 |
| HSY | $2.55M | 0.30% | 0.01% | -35.8% | Q3 2023 |
| META | $2.48M | 0.30% | Not reported | -2.5% | Q1 2022 |
| ADBE | $2.42M | 0.29% | 0.00% | +23.6% | Q2 2024 |
| ZBH | $2.34M | 0.28% | 0.01% | New | Q3 2025 |
| WMS | $2.25M | 0.27% | 0.02% | -6.2% | Q4 2024 |
| SHEL | $1.83M | 0.22% | 0.00% | +0.7% | Q1 2022 |
| GOOG | $1.69M | 0.20% | Not reported | -0.8% | Q4 2019 |
| AME | $1.57M | 0.19% | 0.00% | +0.1% | Q3 2024 |
| PAYC | $1.28M | 0.15% | 0.01% | +52.2% | Q4 2024 |
| DIS | $1.27M | 0.15% | 0.00% | -23.3% | Q4 2019 |
| TPR | $1.18M | 0.14% | 0.01% | -19.5% | Q2 2020 |
| DG | $1.13M | 0.13% | 0.01% | -42.8% | Q3 2024 |
| ACN | $1.11M | 0.13% | 0.00% | New | Q3 2025 |
| MCY | $1.11M | 0.13% | 0.02% | -2.5% | Q4 2019 |
| MA | $1.06M | 0.13% | 0.00% | -7.3% | Q4 2019 |
| MRK | $933K | 0.11% | 0.00% | +18.9% | Q4 2019 |
| WAT | $814K | 0.10% | 0.00% | +33.4% | Q2 2023 |
| PSA | $802K | 0.10% | 0.00% | New | Q3 2025 |
 NXPI | $775K | 0.09% | 0.00% | -0.6% | Q4 2019 |
| TXN | $707K | 0.08% | 0.00% | +3.2% | Q1 2020 |