ABSHER WEALTH MANAGEMENT, LLC — 13F Holdings & Portfolio

CIK 1802534 · latest 13F-HR filed 2026-05-04

ABSHER WEALTH MANAGEMENT, LLC manages $852.9M in 13F-reported U.S. long-equity assets across 70 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MTB (5.33%), EMR (5.01%), ADP (4.94%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 8, added to 25, and trimmed 31.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$852.9M

Long-equity book

Holdings

70

Distinct positions

Period

2026-03-31

Filed 2026-05-04

Q/Q Activity

+5 / −8 / ↑25 / ↓31

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EMERSON ELEC CO$9.6M +29.1%
  • ABBOTT LABORATORIES$9.5M +38.4%
  • VISA INC$6.8M +21.4%
  • FASTENAL CO$4.1M +15.2%
  • DEERE & CO$3.5M +12.2%
Show all 25

Top Trims

  • ALPHABET INC-$7.8M -22.5%
  • STARBUCKS CORP-$5.9M -19.3%
  • NIKE INC-$5.0M -16.0%
  • M & T BK CORP-$4.9M -9.7%
  • JPMORGAN CHASE & CO-$4.1M -12.0%
Show all 31

New Positions

  • AUTOMATIC DATA PROCESSING IN$42.1M
  • INTUIT$2.9M
  • KINSALE CAP GROUP INC$1.3M
  • NETFLIX INC.$243.2K
  • VANGUARD INDEX FDS$10.0K
Show all 5

Exited Positions

  • PAYCHEX INC$30.7M
  • BROWN FORMAN CORP$701.9K
  • FACTSET RESH SYS INC$455.6K
  • ORACLE CORP$300.6K
  • WW GRAINGER INC$272.4K
Show all 8
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 M & T BK CORP MTB 55261F104 $45.5M 5.33% 220,036 SH
2 EMERSON ELEC CO EMR 291011104 $42.8M 5.01% 326,327 SH
3 AUTOMATIC DATA PROCESSING IN ADP 053015103 $42.1M 4.94% 207,213 SH
4 PEPSICO INC PEP 713448108 $39.8M 4.66% 256,014 SH
5 VISA INC V 92826C839 $38.3M 4.49% 126,615 SH
6 ANALOG DEVICES INC ADI 032654105 $37.2M 4.36% 116,855 SH
7 MICROSOFT CORP MSFT 594918104 $36.5M 4.28% 98,624 SH
8 JOHNSON & JOHNSON JNJ 478160104 $35.8M 4.19% 146,263 SH
9 LINCOLN ELEC HLDGS INC LECO 533900106 $35.3M 4.14% 141,674 SH
10 ABBOTT LABORATORIES ABT 002824100 $34.2M 4.01% 333,127 SH
11 DEERE & CO DE 244199105 $32.0M 3.75% 56,766 SH
12 FASTENAL CO FAST 311900104 $31.2M 3.66% 672,862 SH
13 JPMORGAN CHASE & CO JPM 46625H100 $30.4M 3.56% 103,218 SH
14 WALMART INC WMT 931142103 $29.2M 3.43% 235,312 SH
15 SNAP ON INC SNA 833034101 $28.6M 3.35% 78,771 SH
16 ALPHABET INC GOOGL 02079K305 $27.0M 3.17% 93,995 SH
17 NIKE INC NKE 654106103 $26.4M 3.10% 500,596 SH
18 RALPH LAUREN CORP RL 751212101 $26.4M 3.10% 76,819 SH
19 AMGEN INC AMGN 031162100 $26.4M 3.09% 74,920 SH
20 COSTCO WHOLESALE CORPORATION COST 22160K105 $25.9M 3.04% 25,989 SH
21 BOEING CO BA 097023105 $24.7M 2.90% 124,158 SH
22 CHEVRON CORPORATION CVX 166764100 $24.6M 2.88% 118,727 SH
23 STARBUCKS CORP SBUX 855244109 $24.5M 2.87% 273,290 SH
24 APPLE INC AAPL 037833100 $21.3M 2.49% 83,796 SH
25 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $20.7M 2.43% 43,196 SH
26 MCDONALDS CORP MCD 580135101 $18.6M 2.19% 59,985 SH
27 INTUIT INTU 461202103 $2.9M 0.34% 6,804 SH
28 LOWES COS INC LOW 548661107 $2.8M 0.32% 11,670 SH
29 CUMMINS INC CMI 231021106 $2.6M 0.30% 4,751 SH
30 ZIMMER BIOMET HOLDINGS INC ZBH 98956P102 $2.5M 0.30% 27,896 SH
31 PAYCOM SOFTWARE INC PAYC 70432V102 $2.3M 0.28% 19,305 SH
32 LULULEMON ATHLETICA INC LULU 550021109 $2.2M 0.26% 14,664 SH
33 META PLATFORMS INC META 30303M102 $2.1M 0.24% 3,586 SH
34 ALPHABET INC GOOG 02079K107 $1.9M 0.22% 6,586 SH
35 ACCENTURE PLC IRELAND ACN G1151C101 $1.9M 0.22% 9,359 SH
36 HERSHEY CO HSY 427866108 $1.8M 0.22% 8,883 SH
37 ADOBE INC ADBE 00724F101 $1.7M 0.20% 6,949 SH
38 MASTERCARD INCORPORATED MA 57636Q104 $1.5M 0.17% 2,924 SH
39 SHELL PLC SHEL 780259305 $1.4M 0.17% 15,536 SH
40 MERCK & CO INC MRK 58933Y105 $1.4M 0.17% 11,799 SH
41 PUBLIC STORAGE OPER CO PSA 74460D109 $1.3M 0.16% 4,951 SH
42 KINSALE CAP GROUP INC KNSL 49714P108 $1.3M 0.15% 3,673 SH
43 MERCURY GENL CORP NEW MCY 589400100 $1.2M 0.14% 13,150 SH
44 WATERS CORP WAT 941848103 $1.1M 0.13% 3,783 SH
45 TAPESTRY INC TPR 876030107 $1.0M 0.12% 7,422 SH
46 DISNEY WALT CO DIS 254687106 $989.7K 0.12% 10,269 SH
47 ADVANCED DRAIN SYS INC DEL WMS 00790R104 $921.4K 0.11% 6,719 SH
48 AMETEK INC AME 031100100 $901.4K 0.11% 4,205 SH
49 TEXAS INSTRS INC TXN 882508104 $819.9K 0.10% 4,223 SH
50 LOCKHEED MARTIN CORP LMT 539830109 $810.5K 0.10% 1,341 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-04 $852.9M 70 0001398344-26-008190
2025-12-31 2026-01-28 $843.0M 73 0001398344-26-001489