Fund HoldingsABSHER WEALTH MANAGEMENT, LLC

Total Portfolio Value
$764.22M
Total Bought
$56.66M
Total Sold
$50.32M
Net Transaction
+$6.34M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
PAYCHEX INC(PAYX)2,928122,400+119,47239317,1632.25%+16,770
LINCOLN ELEC HLDGS INC(LECO)128,130159,026+30,89624,60429,8133.90%+5,209
SNAP ON INC(SNA)68,45270,809+2,35719,83124,0383.15%+4,207
VISA INC(V)89,08790,512+1,42524,49428,6053.74%+4,111
RALPH LAUREN CORP(RL)151,494139,515-11,97929,37032,2254.22%+2,855
CHEVRON CORP NEW(CVX)139,321153,988+14,66720,51822,3042.92%+1,786
ADVANCED DRAIN SYS INC DEL(WMS)014,352+14,35201,6590.22%+1,659
BOEING CO(BA)97,51692,552-4,96414,82616,3822.14%+1,555
EMERSON ELEC CO(EMR)304,988279,463-25,52533,35734,6344.53%+1,277
DOLLAR GEN CORP NEW(DG)7,79523,710+15,9156591,7980.24%+1,138
LULULEMON ATHLETICA INC(LULU)6,6617,471+8101,8072,8570.37%+1,050
ALPHABET INC(GOOG)137,507124,726-12,78122,80623,6113.09%+805
ADOBE INC(ADBE)2,5214,393+1,8721,3051,9530.26%+648
COSTCO WHSL CORP NEW(COST)25,72825,572-15622,80823,4303.07%+622
ANALOG DEVICES INC(ADI)129,778143,506+13,72829,87130,4893.99%+618
SHELL PLC(SHEL)13,95523,617+9,6629201,4800.19%+559
WALMART INC(WMT)376,865342,752-34,11330,43230,9684.05%+536
JPMORGAN CHASE & CO.(JPM)129,455115,790-13,66527,29727,7563.63%+459
PAYCOM SOFTWARE INC(PAYC)01,958+1,95804010.05%+401
AMETEK INC7,1388,185+1,0471,2261,4750.19%+250
DISNEY WALT CO(DIS)14,14114,449+3081,3601,6090.21%+249
BROADCOM INC(AVGO)0960+96002230.03%+223
FASTENAL CO(FAST)332,530333,035+50523,74923,9493.13%+199
ALPHABET INC(GOOG)7,2167,281+651,2061,3870.18%+180
AMAZON COM INC(AMZN)2,7632,970+2075156520.09%+137
WILLIAMS SONOMA INC(WSM)3,3063,349+435126200.08%+108
MASTERCARD INCORPORATED(MA)2,3242,336+121,1471,2300.16%+82
NVIDIA CORPORATION(NVDA)6,8136,705-1088279000.12%+73
CUMMINS INC(CMI)6,0565,759-2971,9612,0080.26%+47
META PLATFORMS INC(META)3,4553,456+11,9782,0240.26%+46
HONEYWELL INTL INC(HON)1,9991,950-494134400.06%+27
MERCK & CO INC(MRK)6,9818,229+1,2487938190.11%+26
VANGUARD INDEX FDS042+420230.00%+23
UNITED PARCEL SERVICE INC(UPS)4,6435,196+5536336550.09%+22
VANGUARD INDEX FDS91191102582640.03%+6
AUTOZONE INC(AZO)10010003153200.04%+5
VANGUARD INDEX FDS880220.00%0
VANGUARD INDEX FDS17170440.00%0
ABBOTT LABS175,732177,122+1,39020,03520,0342.62%-1
LIBERTY MEDIA CORP DEL
DEB
000870.00%-1
ORACLE CORP(ORCL)2,1422,14203653570.05%-8
PHILIP MORRIS INTL INC(PM)4,6064,539-675595460.07%-13
HOME DEPOT INC(HD)1,5971,606+96476250.08%-22
DUKE ENERGY CORP NEW(DUK)3,7123,711-14284000.05%-28
UNILEVER PLC(UL)4,8754,898+233172780.04%-39
JOHNSON & JOHNSON(JNJ)190,588213,115+22,52730,88730,8214.03%-66
TEXAS INSTRS INC(TXN)3,4883,453-357216470.08%-73
DIAGEO PLC(DEO)5,8505,871+218217460.10%-75
LOCKHEED MARTIN CORP(LMT)644619-253763010.04%-76
NXP SEMICONDUCTORS N V
COM
3,1443,265+1217556790.09%-76
HERSHEY CO(HSY)18,03619,392+1,3563,4593,2840.43%-175
APPLE INC(AAPL)102,28394,344-7,93923,83223,6263.09%-207
MICROSOFT CORP(MSFT)87,53888,813+1,27537,66737,4354.90%-233
TESLA INC(TSLA)1,706507-1,1994462050.03%-242
WATERS CORP(WAT)2,8872,052-8351,0397610.10%-278
LOWES COS INC(LOW)17,11517,185+704,6364,2410.55%-394
BERKSHIRE HATHAWAY INC DEL50,58650,434-15223,28322,8612.99%-422
PFIZER INC(PFE)25,9079,906-16,0017502630.03%-487
MERCURY GENL CORP NEW(MCY)39,51428,215-11,2992,4891,8760.25%-613
INMODE LTD(INMD)40,8910-40,8916930-693
TAPESTRY INC(TPR)41,48115,413-26,0681,9491,0070.13%-942
MCDONALDS CORP(MCD)76,36576,371+623,25422,1392.90%-1,115
PEPSICO INC(PEP)204,471214,431+9,96034,77032,6064.27%-2,164
AMGEN INC(AMGN)71,65476,025+4,37123,08819,8152.59%-3,272
NIKE INC(NKE)386,853392,020+5,16734,19829,6643.88%-4,534
BROWN FORMAN CORP(BF-A)466,980478,658+11,67822,97518,1792.38%-4,796
DEERE & CO(DE)83,66669,718-13,94834,91629,5393.87%-5,377
M & T BK CORP(MTB)240,142197,868-42,27442,77437,2014.87%-5,573
STARBUCKS CORP(SBUX)363,718287,501-76,21735,45926,2343.43%-9,224
PRICE T ROWE GROUP INC(TROW)233,99967,867-166,13225,4907,6751.00%-17,814
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