ABSHER WEALTH MANAGEMENT, LLC
•CIK: 1802534•Filing: Q4 2025
**ABSHER WEALTH MANAGEMENT, LLC** manages $843M across a diversified portfolio of 73 positions. The fund exhibits significant concentration in technology and industrials, highlighted by top holdings including MTB at $50.4M and LECO at $37.4M. Further substantial allocations are directed toward mega-cap names such as MSFT ($36.8M), PEP ($36.4M), and GOOGL ($34.9M). This structure suggests a conviction-driven, large-cap allocation strategy across key sectors.
Total AUM
$843.0M
QoQ Performance
+0.7%
Positions
72
Top 10 Concentration
43.2%
Latest Filing
Q4 2025
Top Holdings Allocation
MTB
MTB6.0%
LECO4.4%
MSFT4.4%
PEP4.3%
ADI4.2%
GOOGL4.1%
JPM4.1%
JNJ3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other39.3%
Consumer16.3%
Technology12.5%
Financial10.6%
Healthcare10.1%
Industrial6.7%
Consumer Staples4.3%
Communication0.1%
🚪 Exited Positionssold since Q3 2025
+14 more exited positions
Changes from Q3 2025
NEW3 new positions
↑31 increased
↓36 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023