Absher Wealth Management, LLC holds a diversified book of 73 reported positions worth $878.4M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Brown & Brown Inc and trimmed M & T Bank Corp. Their largest long position is Automatic Data Processing at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +18% (+20.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Absher Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 2.4 points over this window.
Growth of $10,000 cloning Absher Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+6 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Absher Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 9 / 73 | $641.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 73 | $448.5M |
| Hoffman, Alan N Investment Management | 7 / 73 | $160.4M |
| Greenbrier Partners Capital Management, LLC | 8 / 73 | $1.2B |
| Uhlmann Price Securities, LLC | 37 / 73 | $2.4B |
| Ketron Financial | 16 / 73 | $282.5M |
| Blackhill Capital Inc | 19 / 73 | $2.1B |
| Ardent Capital Management, Inc. | 17 / 73 | $201.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Absher Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Automatic Data Processing In COM | $48.5M | 216.6K | 5.5% | ▲+4.5% Added · +9K sh | |
| 2 | Emerson Elec Co COM | $47.2M | 329.5K | 5.4% | ▲+1.0% Added · +3K sh | |
| 3 | M & T BK Corp COM | $44.6M | 187.2K | 5.1% | ▼−15% Reduced · −33K sh | |
| 4 | Visa Inc COM CL A | $44.1M | 128.6K | 5.0% | ▲+1.6% Added · +2K sh | |
| 5 | Abbott Laboratories COM | $40.6M | 447.6K | 4.6% | ▲+34% Added · +114K sh | |
| 6 | Lincoln Elec Hldgs Inc COM | $39.5M | 148.9K | 4.5% | ▲+5.1% Added · +7K sh | |
| 7 | Analog Devices Inc COM | $39.2M | 98.7K | 4.5% | ▼−16% Reduced · −18K sh | |
| 8 | Johnson & Johnson COM | $37.3M | 147.1K | 4.3% | ▲+0.5% Added · +794 sh | |
| 9 | Microsoft Corp COM | $37.0M | 99.3K | 4.2% | ▲+0.7% Added · +666 sh | |
| 10 | Pepsico Inc COM | $36.5M | 269.7K | 4.2% | ▲+5.3% Added · +14K sh | |
| 11 | Deere & Co COM | $36.1M | 56.8K | 4.1% | ▲+0.1% Added · +71 sh | |
| 12 | JPMorgan Chase & Co COM | $33.8M | 103.2K | 3.8% | ▼~0% Reduced · −33 sh | |
| 13 | Fastenal Co COM | $32.5M | 675.7K | 3.7% | ▲+0.4% Added · +3K sh | |
| 14 | Alphabet Inc CAP STK CL A | $32.2M | 90.2K | 3.7% | ▼−4.0% Reduced · −4K sh | |
| 15 | Ralph Lauren Corp CL A | $30.6M | 76.3K | 3.5% | ▼−0.6% Reduced · −491 sh | |
| 16 | Snap On Inc COM | $28.4M | 70.5K | 3.2% | ▼−10% Reduced · −8K sh | |
| 17 | Amgen Inc COM | $27.2M | 75.1K | 3.1% | ▲+0.2% Added · +157 sh | |
| 18 | Boeing Co COM | $27.2M | 125.5K | 3.1% | ▲+1.1% Added · +1K sh | |
| 19 | Brown & Brown Inc COM | $26.8M | 418.4K | 3.1% | ▲New New position | |
| 20 | Walmart Inc COM | $26.8M | 236.4K | 3.0% | ▲+0.5% Added · +1K sh | |
| 21 | McDonalds Corp COM | $24.7M | 91.3K | 2.8% | ▲+52% Added · +31K sh | |
| 22 | Costco Wholesale Corporation COM | $24.5M | 26.2K | 2.8% | ▲+0.9% Added · +226 sh | |
| 23 | Apple Inc COM | $24.1M | 83.2K | 2.7% | ▼−0.7% Reduced · −584 sh | |
| 24 | Berkshire Hathaway Inc Del CL B NEW | $21.8M | 43.7K | 2.5% | ▲+1.1% Added · +457 sh | |
| 25 | Chevron Corporation COM | $18.0M | 108.5K | 2.0% | ▼−8.7% Reduced · −10K sh | |
| 26 | Cummins Inc COM | $2.8M | 4.0K | 0.3% | ▼−17% Reduced · −800 sh | |
| 27 | Lowes Cos Inc COM | $2.5M | 11.5K | 0.3% | ▼−1.9% Reduced · −219 sh | |
| 28 | Paycom Software Inc COM | $2.4M | 19.3K | 0.3% | ▲+0.2% Added · +38 sh | |
| 29 | Zimmer Biomet Holdings Inc COM | $2.3M | 26.6K | 0.3% | ▼−4.5% Reduced · −1K sh | |
| 30 | Alphabet Inc CAP STK CL C | $2.3M | 6.4K | 0.3% | ▼−2.3% Reduced · −152 sh | |
| 31 | Intuit COM | $2.1M | 8.1K | 0.2% | ▲+20% Added · +1K sh | |
| 32 | Meta Platforms Inc CL A | $2.0M | 3.6K | 0.2% | ▲+0.3% Added · +9 sh | |
| 33 | Hershey Co COM | $2.0M | 11.2K | 0.2% | ▲+26% Added · +2K sh | |
| 34 | Lululemon Athletica Inc COM | $1.7M | 14.9K | 0.2% | ▲+1.7% Added · +244 sh | |
| 35 | Starbucks Corp COM | $1.5M | 15.1K | 0.2% | ▼−94% Reduced · −258K sh | |
| 36 | Mastercard Incorporated CL A | $1.5M | 3.0K | 0.2% | ▲+2.5% Added · +73 sh | |
| 37 | Kinsale Cap Group Inc COM | $1.5M | 4.6K | 0.2% | ▲+25% Added · +912 sh | |
| 38 | Merck & Co Inc COM | $1.5M | 11.6K | 0.2% | ▼−1.9% Reduced · −225 sh | |
| 39 | Waters Corp COM | $1.4M | 3.7K | 0.2% | ▼−1.7% Reduced · −63 sh | |
| 40 | Mercury Genl Corp New COM | $1.4M | 12.8K | 0.2% | ▼−2.3% Reduced · −309 sh | |
| 41 | Adobe Inc COM | $1.4M | 6.7K | 0.2% | ▼−3.9% Reduced · −272 sh | |
| 42 | Shell PLC SPON ADS | $1.2M | 15.4K | 0.1% | ▼−1.2% Reduced · −184 sh | |
| 43 | Advanced Drain Sys Inc Del COM | $1.2M | 7.5K | 0.1% | ▲+12% Added · +793 sh | |
| 44 | Accenture PLC Ireland SHS CLASS A | $1.1M | 9.1K | 0.1% | ▼−3.0% Reduced · −286 sh | |
| 45 | Public Storage COM | $1.1M | 3.4K | 0.1% | ▼−31% Reduced · −2K sh | |
| 46 | Tapestry Inc COM | $1.0M | 7.0K | 0.1% | ▼−5.7% Reduced · −421 sh | |
| 47 | Ametek Inc COM | $1.0M | 4.2K | 0.1% | ▲+0.7% Added · +30 sh | |
| 48 | Disney Walt Co COM | $996K | 10.3K | 0.1% | ▲+0.8% Added · +80 sh | |
| 49 | Williams Sonoma Inc COM | $836K | 3.6K | 0.1% | ▲+1.4% Added · +50 sh | |
| 50 | Texas Instrs Inc COM | $812K | 2.7K | 0.1% | ▼−35% Reduced · −1K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.