ABSHER WEALTH MANAGEMENT, LLC
CIK: 0001802534SEC EDGAR →
Portfolio Value
$794K
Holdings
73
As of
Q4 2025
New Positions
73
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | M & T BK CORP | 249,989 | $50K | 6.34% |
| 2 | LINCOLN ELEC HLDGS INC | 156,040 | $37K | 4.71% |
| 3 | MICROSOFT CORP | 76,038 | $37K | 4.63% |
| 4 | PEPSICO INC | 253,769 | $36K | 4.59% |
| 5 | ANALOG DEVICES INC | 130,055 | $35K | 4.44% |
| 6 | ALPHABET INC | 111,385 | $35K | 4.39% |
| 7 | JPMORGAN CHASE & CO. | 107,109 | $35K | 4.35% |
| 8 | JOHNSON & JOHNSON | 160,607 | $33K | 4.18% |
| 9 | EMERSON ELEC CO | 249,452 | $33K | 4.17% |
| 10 | SNAP ON INC | 93,950 | $32K | 4.08% |
Quarterly Changes
New Positions (73)
$50K · 250K shares
$37K · 156K shares
$37K · 76K shares
$36K · 254K shares
$35K · 130K shares
$35K · 111K shares
$35K · 107K shares
$33K · 161K shares
$33K · 249K shares
$32K · 94K shares
$32K · 90K shares
$31K · 494K shares
$31K · 274K shares
$30K · 360K shares
$30K · 267K shares
$29K · 81K shares
$28K · 61K shares
$28K · 184K shares
$27K · 676K shares
$26K · 121K shares
$26K · 78K shares
$25K · 197K shares
$23K · 86K shares
$18K · 60K shares
$3K · 14K shares
$3K · 15K shares
$2K · 7K shares
$2K · 26K shares
$2K · 13K shares
$2K · 13K shares
$2K · 7K shares
$2K · 26K shares
$2K · 12K shares
$2K · 8K shares
$2K · 6K shares
$1K · 9K shares
$1K · 12K shares
$1K · 13K shares
$1K · 11K shares
$1K · 25K shares
$989 · 2K shares
$949 · 4K shares
$947 · 7K shares
$946 · 2K shares
$744 · 3K shares
$738 · 5K shares
$725 · 4K shares
$701 · 27K shares
$689 · 3K shares
$661 · 1K shares
$634 · 4K shares
$608 · 6K shares
$542 · 2K shares
$523 · 6K shares
$455 · 2K shares
$418 · 4K shares
$346 · 5K shares
$318 · 921 shares
$308 · 921 shares
$302 · 995 shares
$300 · 2K shares
$278 · 1K shares
$272 · 270 shares
$258 · 213 shares
$258 · 467 shares
$254 · 75 shares
$250 · 2K shares
$217 · 1K shares
$210 · 9K shares
$23 · 27K shares
$22 · 44K shares
$2 · 5K shares
$1 · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 15 | $221K | 27.8% |
| Financial Services | 7 | $119K | 15.0% |
| Consumer Cyclical | 11 | $118K | 14.9% |
| Technology | 14 | $105K | 13.2% |
| Healthcare | 6 | $88K | 11.1% |
| Consumer Defensive | 7 | $71K | 8.9% |
| Communication Services | 4 | $38K | 4.8% |
| Energy | 3 | $30K | 3.8% |
| Unknown | 4 | $2K | 0.3% |
| Real Estate | 1 | $949 | 0.1% |
| Utilities | 1 | $418 | 0.1% |