ABSHER WEALTH MANAGEMENT, LLC is a RIA/Wealth based in Chapel Hill, NC led by Michael Forester Absher, reporting $1.1B in AUM as of Q3 2025 with MTB as the largest holding (6% allocation).
Largest long holdings in ABSHER WEALTH MANAGEMENT, LLC's portfolio (44.3% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Banks - Regional Financial Services | $49.2M | 5.88% | +$305.9K Bought | 0.16% 249.1K shares | |
Beverages - Non-Alcoholic Consumer Defensive | $40.7M | 4.86% | +$5.7M Bought | 0.02% 289.6K shares | |
Software - Infrastructure Technology | $40.4M | 4.82% | -$396.7K Sold | 0.00% 78.0K shares | |
Manufacturing - Tools & Accessories Industrials | $36.9M | 4.40% | -$7.0M Sold | 0.28% 156.3K shares | |
Semiconductors Technology | $34.9M | 4.16% | -$3.5M Sold | 0.03% 141.8K shares | |
Banks - Diversified Financial Services | $34.7M | 4.15% | -$359.9K Sold | 0.00% 110.0K shares | |
Drug Manufacturers - General Healthcare | $34.7M | 4.15% | -$5.8M Sold | 0.01% 187.1K shares | |
Apparel - Footwear & Accessories Consumer Cyclical | $33.8M | 4.03% | +$179.0K Bought | 0.03% 484.1K shares | |
Industrial - Machinery Industrials | $32.7M | 3.91% | -$4.6M Sold | 0.04% 249.7K shares | |
Manufacturing - Tools & Accessories Industrials | $32.6M | 3.89% | +$796.3K Bought | 0.18% 93.9K shares |
Portfolio activity, position movements, and quarter-over-quarter changes in ABSHER WEALTH MANAGEMENT, LLC's latest filing
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-42.79% | |
-35.78% | |
-34.14% |
Portfolio insights and performance metrics for ABSHER WEALTH MANAGEMENT, LLC
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