StockDriftsStockDriftsTop 50 Absher Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | 5.52% | 216.6K | $48.5M | +4.53%(+9.38K) | $229.53(+16.62%) | 2026-06-30 | |
| EMR | EMERSON ELEC CO | 5.37% | 329.5K | $47.2M | +0.96%(+3.15K) | $93.71(+72.57%) | 2026-06-30 | |
| MTB | M & T BK CORP | 5.07% | 187.2K | $44.6M | -14.93%(-32.85K) | $150.52(+68.81%) | 2026-06-30 | |
| V | VISA INC | 5.02% | 128.6K | $44.1M | +1.58%(+2.00K) | $239.15(+51.35%) | 2026-06-30 | |
| ABT | ABBOTT LABORATORIES | 4.62% | 447.6K | $40.6M | +34.36%(+114.46K) | $104.24(+5.76%) | 2026-06-30 | |
| LECO | LINCOLN ELEC HLDGS INC | 4.5% | 148.9K | $39.5M | +5.11%(+7.23K) | $193.24(+48.46%) | 2026-06-30 | |
| ADI | ANALOG DEVICES INC | 4.46% | 98.7K | $39.2M | -15.51%(-18.12K) | $152.98(+156.88%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 4.25% | 147.1K | $37.3M | +0.54%(+794) | $152.50(+70.79%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.22% | 99.3K | $37.0M | +0.68%(+666) | $231.26(+110.18%) | 2026-06-30 | |
| PEP | PEPSICO INC | 4.16% | 269.7K | $36.5M | +5.36%(+13.71K) | $153.96(-10.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.81% | +47.41% | +8.56% | +50.77% |
| Top 20 Holdings Unweighted | +13.30% | +45.45% | +8.77% | +52.24% |
Absher Wealth Management LLC reports $878.36M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are ADP (5.5%), EMR (5.4%) and MTB (5.1%). The top 20 holdings account for 81.52% of reported assets. Its disclosed equity book has returned +47.41% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Absher Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802534). View Absher Wealth Management LLC’s 13F filings on SEC