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CIK: 0001802534
Total reported value
$878.4M
$878.4M
73 檔
22.3%
According to the latest 13F quarterly dataset, Absher Wealth Management, LLC managed an equity portfolio of $878.4M at the end of Q4 2025, spanning 73 distinct U.S. exchange-listed positions.
In Q4 2025, Absher Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 11 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTB | M & T Bank CORP | Stock-Financials | 5.97% | -0.26% | +0.35% | |
| 2 | LECO | Lincoln Electric Holdings | Stock-Industrials | 4.44% | +0.36% | -0.14% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.36% | -0.06% | -2.46% | |
| 4 | PEP | Pepsico Inc | Stock-Consumer Staples | 4.32% | -0.50% | -12.36% | |
| 5 | ADI | Analog Devices Inc | Stock-Tech | 4.18% | +0.10% | -8.31% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.14% | +0.50% | -3.38% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.09% | +0.29% | -2.67% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.94% | +0.06% | -14.16% | |
| 9 | EMR | Emerson Electric Co | Stock-Industrials | 3.93% | +0.36% | -0.08% | |
| 10 | SNA | Snap-on Inc | Stock-Industrials | 3.84% | -0.12% | +0.01% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 3.74% | +0.53% | +0.26% | |
| 12 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 3.73% | -3.10% | EXIT | |
| 13 | PAYX | Paychex Inc | Stock-Tech | 3.64% | +0.05% | NEW | |
| 14 | SBUX | Starbucks CORP | Stock-Consumer Disc | 3.60% | -2.69% | +14.94% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 3.53% | -0.38% | -2.49% | |
| 16 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 3.38% | +0.39% | -7.98% | |
| 17 | DE | Deere & Co | Stock-Industrials | 3.38% | +0.35% | +0.93% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 3.32% | -0.83% | +0.77% | |
| 19 | FAST | Fastenal Co | Stock-Industrials | 3.22% | +0.03% | +26.46% | |
| 20 | BA | Boeing Co/the | Stock-Industrials | 3.12% | +0.19% | +25.47% | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 3.04% | +0.01% | -0.69% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 2.93% | +0.61% | +24.75% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 2.78% | +0.25% | -3.12% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.74% | -0.25% | +7.95% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.61% | +0.06% | -1.19% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.19% | +0.62% | +1.21% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.39% | -0.03% | +28.56% | |
| 28 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.37% | -0.07% | -10.17% | |
| 29 | CMI | Cummins Inc | Stock-Industrials | 0.33% | +0.02% | -20.67% | |
| 30 | ADBE | Adobe Inc | Stock-Tech | 0.29% | -0.04% | +2.82% | |
| 31 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.27% | -0.04% | +7.63% | |
| 32 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.27% | — | -7.70% | |
| 33 | PAYC | Paycom Software Inc | Stock-Tech | 0.25% | — | +119.50% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | +0.04% | -3.84% | |
| 35 | SHEL | Shell Plc-adr | Stock-Energy | 0.23% | -0.03% | +2.84% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | -0.01% | -13.23% | |
| 37 | WMS | Advanced Drainage Systems In | Stock-Industrials | 0.21% | +0.02% | -24.40% | |
| 38 | AME | Ametek Inc | Stock-Industrials | 0.19% | +0.01% | -5.87% | |
| 39 | ACN | Accenture plc | Stock-Tech | 0.18% | -0.09% | +24.99% | |
| 40 | DG | Dollar General CORP | Stock-Consumer Staples | 0.15% | — | -13.39% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.15% | — | +6.77% | |
| 42 | MCY | Mercury General CORP | Stock-Other | 0.15% | +0.02% | +0.60% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.14% | -0.01% | -3.82% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.12% | +0.01% | -6.63% | |
| 45 | PSA | Public Storage | Stock-Real Estate | 0.11% | -0.04% | +31.76% | |
| 46 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.11% | — | -28.68% | |
| 47 | WAT | Waters CORP | Stock-Healthcare | 0.11% | +0.03% | -8.21% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.09% | — | +0.34% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.09% | — | +6.23% | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.09% | -0.01% | +8.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.8% | -3.38% | Trim |
| 2 | BA | Boeing Co/the | +0.6% | +25.47% | Add |
| 3 | SBUX | Starbucks CORP | +0.4% | +14.94% | Add |
| 4 | ABT | Abbott Laboratories | +0.4% | +24.75% | Add |
| 5 | AMGN | Amgen Inc | +0.4% | -0.69% | Trim |
| 6 | PAYX | Paychex Inc | +0.3% | +25.03% | Add |
| 7 | WMT | Walmart Inc | +0.2% | -2.49% | Trim |
| 8 | RL | Ralph Lauren CORP | +0.1% | -7.98% | Trim |
| 9 | PAYC | Paycom Software Inc | +0.1% | +119.50% | Add |
| 10 | MTB | M & T Bank CORP | +0.1% | +0.35% | Add |
| 11 | FAST | Fastenal Co | +0.1% | +26.46% | Add |
| 12 | V | Visa Inc-class A Shares | +0.1% | +0.26% | Add |
| 13 | AAPL | Apple Inc | +0.1% | -3.12% | Trim |
| 14 | DE | Deere & Co | +0.1% | +0.93% | Add |
| 15 | LOW | Lowe's Cos Inc | +0.1% | +28.56% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | -3.84% | Trim |
| 17 | ACN | Accenture plc | +0.1% | +24.99% | Add |
| 18 | LECO | Lincoln Electric Holdings | 0% | -0.14% | Trim |
| 19 | MRK | Merck & Co. Inc. | 0% | +6.77% | Add |
| 20 | MCD | Mcdonald's CORP | 0% | +1.21% | Add |
| 21 | ADI | Analog Devices Inc | 0% | -8.31% | Trim |
| 22 | EMR | Emerson Electric Co | 0% | -0.08% | Trim |
| 23 | FDS | Factset Research Systems Inc | 0% | +54.53% | Add |
| 24 | HSY | Hershey Co/the | 0% | -7.70% | Trim |
| 25 | TPR | Tapestry Inc | 0% | -28.68% | Trim |
| 26 | NVDA | Nvidia CORP | 0% | -49.46% | Trim |
| 27 | SNA | Snap-on Inc | -0.1% | +0.01% | Add |
| 28 | WMS | Advanced Drainage Systems In | -0.1% | -24.40% | Trim |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -1.19% | Trim |
| 30 | JPM | Jpmorgan Chase & Co | -0.1% | -2.67% | Trim |
| 31 | META | Meta Platforms Inc-class A | -0.1% | -13.23% | Trim |
| 32 | CVX | Chevron CORP | -0.1% | +0.77% | Add |
| 33 | JNJ | Johnson & Johnson | -0.2% | -14.16% | Trim |
| 34 | NKE | Nike Inc -cl B | -0.3% | +2.05% | Add |
| 35 | MSFT | Microsoft CORP | -0.5% | -2.46% | Trim |
| 36 | PEP | Pepsico Inc | -0.5% | -12.36% | Trim |
| 37 | BF-B | Brown-forman Corp-class B | -1.6% | -94.81% | Trim |
| 38 | IVV | Ishares Core S&p 500 ETF | — | EXIT | Sold out |
| 39 | VEA | Vanguard Ftse Developed ETF | — | EXIT | Sold out |
| 40 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | EXIT | Sold out |
| 41 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 42 | UL | Unilever PLC | — | EXIT | Sold out |
| 43 | BND | Vanguard Total Bond Market | — | EXIT | Sold out |
| 44 | IEMG | Ishares Core Msci Emerging | — | EXIT | Sold out |
| 45 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 46 | DFAS | Dimensional US Small Cap ETF | — | EXIT | Sold out |
| 47 | PFE | Pfizer Inc | — | EXIT | Sold out |
| 48 | LH | Labcorp Holdings Inc | — | EXIT | Sold out |
| 49 | AVUV | Avantis US Small Cap Value | — | EXIT | Sold out |
| 50 | AVDV | Avantis Intl S/c Value ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Absher Wealth Management, LLC reported a total U.S. public equity portfolio value of $878.4M across 73 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MTB, LECO, MSFT) accounted for 22.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $346.0K
Top Position Liquidated / Trimmed
IVV
前期市值: $1.3M
During Q4 2025, Absher Wealth Management, LLC's top holdings by market value included MTB (6.0%)、LECO (4.4%)、MSFT (4.4%). The largest single position, MTB, represented 6.0% of total portfolio value.
In Q4 2025, Absher Wealth Management, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 17 positions, trimming 20 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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