ABSHER WEALTH MANAGEMENT, LLC

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, ABSHER WEALTH MANAGEMENT, LLC maintained a portfolio of 78 distinct positions. The most significant new addition to the portfolio was AUTOMATIC DATA PROCE, which now represents 4.94% of the total fund value. They heavily accumulated shares in EMERSON ELEC CO, increasing their position by 30.8%. The fund also reduced its exposure to AMETEK INC by 46.5%.
PCA Score Concentration Risk
Risk ENB
Total Positions
78
Quarter
2026 Q1
Top Holding
MTB (5.3%)
Top 10 Concentration
45.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 78
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
MTB
M & T BK CORP
Financial Services 5.33% 5.97% #1
Prev: #1
4.6 -29,953 -12.0%
P
S
220,036 $45,485,854 2021 Q1 13F Filing 2026-03-31 2026-05-04
EMR
EMERSON ELEC CO
Industrials 5.01% 3.93% #2 7
Prev: #9
6.0 76,875 30.8%
P
S
326,327 $42,755,348 2019 Q4 13F Filing 2026-03-31 2026-05-04
ADP
AUTOMATIC DATA ...
Technology 4.94% #3
Prev: #—
6.5 207,213 no change
NEW
207,213 $42,101,537 2026 Q1 13F Filing 2026-03-31 2026-05-04
PEP
PEPSICO INC
Consumer Defensive 4.66% 4.32% #4
Prev: #4
2.9 2,245 0.9%
P
S
256,014 $39,756,413 2019 Q4 13F Filing 2026-03-31 2026-05-04
V
VISA INC
Financial Services 4.49% 3.74% #5 6
Prev: #11
4.8 36,757 40.9%
P
S
126,615 $38,268,014 2019 Q4 13F Filing 2026-03-31 2026-05-04
ADI
ANALOG DEVICES ...
Technology 4.36% 4.18% #6 1
Prev: #5
2.2 -13,200 -10.1%
P
S
116,855 $37,176,094 2019 Q4 13F Filing 2026-03-31 2026-05-04
MSFT
MICROSOFT CORP
Technology 4.28% 4.36% #7 4
Prev: #3
4.2 22,586 29.7%
P
S
98,624 $36,507,624 2019 Q4 13F Filing 2026-03-31 2026-05-04
JNJ
JOHNSON & JOHNS...
Healthcare 4.19% 3.94% #8
Prev: #8
2.2 -14,344 -8.9%
P
S
146,263 $35,752,638 2019 Q4 13F Filing 2026-03-31 2026-05-04
LECO
LINCOLN ELEC HL...
Industrials 4.14% 4.44% #9 7
Prev: #2
2.2 -14,366 -9.2%
P
S
141,674 $35,288,137 2020 Q4 13F Filing 2026-03-31 2026-05-04
ABT
ABBOTT LABORATO...
Healthcare 4.01% 2.93% #10 12
Prev: #22
4.6 135,846 68.9%
P
S
333,127 $34,202,110 2019 Q4 13F Filing 2026-03-31 2026-05-04
DE
DEERE & CO
Industrials 3.75% 3.38% #11 6
Prev: #17
2.0 -4,426 -7.2%
P
S
56,766 $31,976,387 2019 Q4 13F Filing 2026-03-31 2026-05-04
FAST
FASTENAL CO
Industrials 3.66% 3.22% #12 7
Prev: #19
2.0 -2,750 -0.4%
P
S
672,862 $31,220,791 2023 Q1 13F Filing 2026-03-31 2026-05-04
JPM
JPMORGAN CHASE ...
Financial Services 3.56% 4.09% #13 6
Prev: #7
1.9 -3,891 -3.6%
P
S
103,218 $30,362,587 2019 Q4 13F Filing 2026-03-31 2026-05-04
WMT
WALMART INC
Consumer Defensive 3.43% 3.53% #14 1
Prev: #15
1.9 -32,137 -12.0%
P
S
235,312 $29,244,605 2019 Q4 13F Filing 2026-03-31 2026-05-04
SNA
SNAP ON INC
Industrials 3.35% 3.84% #15 5
Prev: #10
1.8 -15,179 -16.2%
P
S
78,771 $28,611,087 2024 Q3 13F Filing 2026-03-31 2026-05-04
GOOGL
ALPHABET INC
Communication Services 3.17% 4.14% #16 10
Prev: #6
1.8 -17,390 -15.6%
P
S
93,995 $27,029,086 2019 Q4 13F Filing 2026-03-31 2026-05-04
NKE
NIKE INC
Consumer Cyclical 3.10% 3.73% #17 5
Prev: #12
1.7 6,522 1.3%
P
S
500,596 $26,441,504 2019 Q4 13F Filing 2026-03-31 2026-05-04
RL
RALPH LAUREN CO...
Consumer Cyclical 3.10% 3.38% #18 2
Prev: #16
1.7 -3,783 -4.7%
P
S
76,819 $26,424,949 2019 Q4 13F Filing 2026-03-31 2026-05-04
AMGN
AMGEN INC
Healthcare 3.09% 3.04% #19 2
Prev: #21
1.7 -3,464 -4.4%
P
S
74,920 $26,360,638 2019 Q4 13F Filing 2026-03-31 2026-05-04
COST
COSTCO WHOLESAL...
Consumer Defensive 3.04% 2.74% #20 4
Prev: #24
1.7 -750 -2.8%
P
S
25,989 $25,895,879 2019 Q4 13F Filing 2026-03-31 2026-05-04
BA
BOEING CO
Industrials 2.90% 3.12% #21 1
Prev: #20
1.7 2,839 2.3%
P
S
124,158 $24,711,108 2019 Q4 13F Filing 2026-03-31 2026-05-04
CVX
CHEVRON CORPORA...
Energy 2.88% 3.32% #22 4
Prev: #18
1.2 -65,154 -35.4%
P
S
118,727 $24,564,540 2019 Q4 13F Filing 2026-03-31 2026-05-04
SBUX
STARBUCKS CORP
Consumer Cyclical 2.87% 3.60% #23 9
Prev: #14
1.1 -86,937 -24.1%
P
S
273,290 $24,484,022 2019 Q4 13F Filing 2026-03-31 2026-05-04
AAPL
APPLE INC
Technology 2.49% 2.78% #24 1
Prev: #23
1.5 -2,322 -2.7%
P
S
83,796 $21,266,472 2019 Q4 13F Filing 2026-03-31 2026-05-04
BRK/B
BERKSHIRE HATHA...
Financial Services 2.43% 2.61% #25
Prev: #25
1.5 -647 -1.5%
P
S
43,196 $20,699,523 2019 Q4 13F Filing 2026-03-31 2026-05-04
MCD
MCDONALDS CORP
Consumer Cyclical 2.19% 2.19% #26
Prev: #26
1.4 -321 -0.5%
P
S
59,985 $18,642,886 2019 Q4 13F Filing 2026-03-31 2026-05-04
INTU
INTUIT
Technology 0.34% #27
Prev: #—
3.6 6,804 no change
NEW
6,804 $2,941,914 2026 Q1 13F Filing 2026-03-31 2026-05-04
LOW
LOWES COS INC
Consumer Cyclical 0.32% 0.39% #28 1
Prev: #27
0.6 -1,923 -14.1%
P
S
11,670 $2,757,351 2019 Q4 13F Filing 2026-03-31 2026-05-04
CMI
CUMMINS INC
Industrials 0.30% 0.33% #29
Prev: #29
0.6 -683 -12.6%
P
S
4,751 $2,555,873 2019 Q4 13F Filing 2026-03-31 2026-05-04
ZBH
ZIMMER BIOMET H...
Healthcare 0.30% 0.27% #30 1
Prev: #31
2.1 2,280 8.9%
P
S
27,896 $2,522,367 2025 Q3 13F Filing 2026-03-31 2026-05-04
PAYC
PAYCOM SOFTWARE...
Technology 0.28% 0.25% #31 2
Prev: #33
2.6 5,852 43.5%
P
S
19,305 $2,346,363 2024 Q4 13F Filing 2026-03-31 2026-05-04
LULU
LULULEMON ATHLE...
Consumer Cyclical 0.26% 0.37% #32 4
Prev: #28
0.6 -481 -3.2%
P
S
14,664 $2,245,058 2024 Q2 13F Filing 2026-03-31 2026-05-04
META
META PLATFORMS ...
Communication Services 0.24% 0.23% #33 3
Prev: #36
2.6 661 22.6%
P
S
3,586 $2,051,699 2022 Q1 13F Filing 2026-03-31 2026-05-04
GOOG
ALPHABET INC
Communication Services 0.22% 0.25% #34
Prev: #34
0.6 -101 -1.5%
P
S
6,586 $1,889,260 2019 Q4 13F Filing 2026-03-31 2026-05-04
ACN
ACCENTURE PLC I...
Technology 0.22% 0.18% #35 4
Prev: #39
3.1 3,712 65.7%
P
S
9,359 $1,855,796 2025 Q3 13F Filing 2026-03-31 2026-05-04
HSY
HERSHEY CO
Consumer Defensive 0.22% 0.27% #36 4
Prev: #32
0.1 -3,688 -29.3%
P
S
8,883 $1,846,747 2023 Q3 13F Filing 2026-03-31 2026-05-04
ADBE
ADOBE INC
Technology 0.20% 0.29% #37 7
Prev: #30
0.6 -113 -1.6%
P
S
6,949 $1,689,163 2024 Q2 13F Filing 2026-03-31 2026-05-04
MA
MASTERCARD INCO...
Financial Services 0.17% 0.12% #38 6
Prev: #44
3.1 1,191 68.7%
P
S
2,924 $1,460,943 2019 Q4 13F Filing 2026-03-31 2026-05-04
SHEL
SHELL PLC
Energy 0.17% 0.23% #39 4
Prev: #35
0.1 -10,748 -40.9%
P
S
15,536 $1,444,834 2022 Q1 13F Filing 2026-03-31 2026-05-04
MRK
MERCK & CO INC
Healthcare 0.17% 0.15% #40 1
Prev: #41
0.6 -73 -0.6%
P
S
11,799 $1,419,302 2019 Q4 13F Filing 2026-03-31 2026-05-04
PSA
PUBLIC STORAGE ...
Real Estate 0.16% 0.11% #41 4
Prev: #45
2.6 1,292 35.3%
P
S
4,951 $1,341,127 2025 Q3 13F Filing 2026-03-31 2026-05-04
KNSL
KINSALE CAP GRO...
Financial Services 0.15% #42
Prev: #—
3.6 3,673 no change
NEW
3,673 $1,254,917 2026 Q1 13F Filing 2026-03-31 2026-05-04
MCY
MERCURY GENL CO...
Financial Services 0.14% 0.15% #43 1
Prev: #42
0.6 2 0.0%
P
S
13,150 $1,159,173 2019 Q4 13F Filing 2026-03-31 2026-05-04
WAT
WATERS CORP
Healthcare 0.13% 0.11% #44 3
Prev: #47
3.1 1,291 51.8%
P
S
3,783 $1,126,577 2023 Q2 13F Filing 2026-03-31 2026-05-04
TPR
TAPESTRY INC
Consumer Cyclical 0.12% 0.11% #45 1
Prev: #46
0.5 9 0.1%
P
S
7,422 $1,047,318 2020 Q2 13F Filing 2026-03-31 2026-05-04
DIS
DISNEY WALT CO
Communication Services 0.12% 0.14% #46 3
Prev: #43
0.5 -369 -3.5%
P
S
10,269 $989,717 2019 Q4 13F Filing 2026-03-31 2026-05-04
WMS
ADVANCED DRAIN ...
Industrials 0.11% 0.21% #47 10
Prev: #37
0.0 -5,526 -45.1%
P
S
6,719 $921,364 2024 Q4 13F Filing 2026-03-31 2026-05-04
AME
AMETEK INC
Industrials 0.11% 0.19% #48 10
Prev: #38
0.0 -3,648 -46.5%
P
S
4,205 $901,354 2024 Q3 13F Filing 2026-03-31 2026-05-04
TXN
TEXAS INSTRS IN...
Technology 0.10% 0.09% #49 1
Prev: #50
0.5 42 1.0%
P
S
4,223 $819,853 2020 Q1 13F Filing 2026-03-31 2026-05-04
LMT
LOCKHEED MARTIN...
Industrials 0.10% 0.08% #50 3
Prev: #53
0.5 -26 -1.9%
P
S
1,341 $810,487 2021 Q3 13F Filing 2026-03-31 2026-05-04
Showing 1-50 of 78 holdings

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