ABSHER WEALTH MANAGEMENT, LLC

PrivateCIK: 1802534
Location

CHAPEL HILL, NC

70
Positions
$852.91M
Total AUM (reported)
4.86M
Total Shares

Allocation by class

TOTAL AUM$852.91M70 positions
COM$702.52M82.4%
COM CL A$38.27M4.5%
CL A$29.94M3.5%
CL B$27.07M3.2%
CAP STK CL A$27.03M3.2%
CL B NEW$20.70M2.4%
CAP STK CL C$1.89M0.2%

Portfolio Concentration

Top 315.3%4–1030.1%11–2546.8%Rest7.8%TOP 1045.4%0%100%
Top 3$130.34M15.3%
4–10$256.95M30.1%
11–25$399.29M46.8%
Rest$66.32M7.8%

Top 3 weight

15.3%

Top 10 weight

45.4%

Voting Authority Distribution

Total shares with voting rights: 4.86M

Sole

Full voting authority

4.86M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole70
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings70
Rows:

M & T BK CORP

SOLE
COM
Shares220.04K
TypeSH
Market value$45.49M
5.33%
Sole
220.04K
Shared
0.00
None
0.00

EMERSON ELEC CO

SOLE
COM
Shares326.33K
TypeSH
Market value$42.76M
5.01%
Sole
326.33K
Shared
0.00
None
0.00

AUTOMATIC DATA PROCESSING IN

SOLE
COM
Shares207.21K
TypeSH
Market value$42.10M
4.94%
Sole
207.21K
Shared
0.00
None
0.00

PEPSICO INC

SOLE
COM
Shares256.01K
TypeSH
Market value$39.76M
4.66%
Sole
256.01K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares126.61K
TypeSH
Market value$38.27M
4.49%
Sole
126.61K
Shared
0.00
None
0.00

ANALOG DEVICES INC

SOLE
COM
Shares116.86K
TypeSH
Market value$37.18M
4.36%
Sole
116.86K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares98.62K
TypeSH
Market value$36.51M
4.28%
Sole
98.62K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares146.26K
TypeSH
Market value$35.75M
4.19%
Sole
146.26K
Shared
0.00
None
0.00

LINCOLN ELEC HLDGS INC

SOLE
COM
Shares141.67K
TypeSH
Market value$35.29M
4.14%
Sole
141.67K
Shared
0.00
None
0.00

ABBOTT LABORATORIES

SOLE
COM
Shares333.13K
TypeSH
Market value$34.20M
4.01%
Sole
333.13K
Shared
0.00
None
0.00

DEERE & CO

SOLE
COM
Shares56.77K
TypeSH
Market value$31.98M
3.75%
Sole
56.77K
Shared
0.00
None
0.00

FASTENAL CO

SOLE
COM
Shares672.86K
TypeSH
Market value$31.22M
3.66%
Sole
672.86K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares103.22K
TypeSH
Market value$30.36M
3.56%
Sole
103.22K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares235.31K
TypeSH
Market value$29.24M
3.43%
Sole
235.31K
Shared
0.00
None
0.00

SNAP ON INC

SOLE
COM
Shares78.77K
TypeSH
Market value$28.61M
3.35%
Sole
78.77K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares94K
TypeSH
Market value$27.03M
3.17%
Sole
94K
Shared
0.00
None
0.00

NIKE INC

SOLE
CL B
Shares500.60K
TypeSH
Market value$26.44M
3.10%
Sole
500.60K
Shared
0.00
None
0.00

RALPH LAUREN CORP

SOLE
CL A
Shares76.82K
TypeSH
Market value$26.42M
3.10%
Sole
76.82K
Shared
0.00
None
0.00

AMGEN INC

SOLE
COM
Shares74.92K
TypeSH
Market value$26.36M
3.09%
Sole
74.92K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares25.99K
TypeSH
Market value$25.90M
3.04%
Sole
25.99K
Shared
0.00
None
0.00

BOEING CO

SOLE
COM
Shares124.16K
TypeSH
Market value$24.71M
2.90%
Sole
124.16K
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares118.73K
TypeSH
Market value$24.56M
2.88%
Sole
118.73K
Shared
0.00
None
0.00

STARBUCKS CORP

SOLE
COM
Shares273.29K
TypeSH
Market value$24.48M
2.87%
Sole
273.29K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares83.80K
TypeSH
Market value$21.27M
2.49%
Sole
83.80K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares43.20K
TypeSH
Market value$20.70M
2.43%
Sole
43.20K
Shared
0.00
None
0.00
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