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ABSHER WEALTH MANAGEMENT, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for ABSHER WEALTH MANAGEMENT, LLC with $836.9M in long positions as of Q3 2025, 26% allocated to Industrials, and 44% concentrated in top 10 positions.

Portfolio Value
$836.9M
Top 10 Concentration
44%
Top Sector
Industrials (26%)
Market Cap Focus
Large Cap

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Industrials: 25.50%IndustrialsFinancial Services: 16.60%Financial ServicesConsumer Cyclical: 13.70%Consumer CyclicalTechnology: 12.70%TechnologyConsumer Defensive: 11.50%Consumer DefensiveHealthcare: 9.90%HealthcareCommunication Services: 4.00%Energy: 3.40%ETF: 0.50%Real Estate: 0.10%Utilities: 0.10%
Industrials
25.50%
Financial Services
16.60%
Consumer Cyclical
13.70%
Technology
12.70%
Consumer Defensive
11.50%
Healthcare
9.90%
Communication Services
4.00%
Energy
3.40%
ETF
0.50%
Real Estate
0.10%
Utilities
0.10%

Industry Breakdown

41 industries across all sectors

Manufacturing - Tools & Accessories: 8.29%Manufacturing - Tools & AccessoriesDrug Manufacturers - General: 6.94%Discount Stores: 6.25%Banks - Regional: 5.88%Restaurants: 5.33%Software - Infrastructure: 5.16%Beverages - Non-Alcoholic: 4.86%Semiconductors: 4.51%Industrial - Machinery: 4.47%Banks - Diversified: 4.15%Apparel - Footwear & Accessories: 4.03%Internet Content & Information: 3.85%Financial - Credit Services: 3.78%Oil & Gas Integrated: 3.39%Staffing & Employment Services: 3.32%Agricultural - Machinery: 3.31%Apparel - Manufacturers: 3.28%24 more: 17.18%24 more
Manufacturing - Tools & Accessories
Industrials
8.29%
Drug Manufacturers - General
Healthcare
6.94%
Discount Stores
Consumer Defensive
6.25%
Banks - Regional
Financial Services
5.88%
Restaurants
Consumer Cyclical
5.33%
Software - Infrastructure
Technology
5.16%
Beverages - Non-Alcoholic
Consumer Defensive
4.86%
Semiconductors
Technology
4.51%
Industrial - Machinery
Industrials
4.47%
Banks - Diversified
Financial Services
4.15%
Apparel - Footwear & Accessories
Consumer Cyclical
4.03%
Internet Content & Information
Communication Services
3.85%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 40.98%Mega Cap (> $200B)Large Cap ($10B - $200B): 58.02%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.16%N/A (ETF or Unknown): 0.85%
Mega Cap (> $200B)
40.98%
Large Cap ($10B - $200B)
58.02%
Mid Cap ($2B - $10B)
0.16%
N/A (ETF or Unknown)
0.85%

Portfolio Concentration

Top 10 Holdings %
44.27%
Top 20 Holdings %
76.98%
Top 50 Holdings %
98.47%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

No geographic data available

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Persistence Rate
69.66%
Persistent Holdings Weight
98.36%
Persistent Positions
62

Position Sizing & Influence

Current Quarter

Largest Ownership Stake
Lincoln Electric Holdings Inc logo
Lincoln Electric Holdings IncLECO - 0.28%
Avg. Ownership Stake
0.05%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2019)

Avg. Ownership Stake
0.07%
Largest Ownership Stake
Mercury General Corp. logo
Mercury General Corp.MCY - 1.44% (Q3 2022)

Portfolio Turnover

No data available

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