Wimmer Associates 1
Latest statistics and disclosures from Wimmer Associates 1's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, NVDA, GOOGL, VIG, and represent 29.09% of Wimmer Associates 1's stock portfolio.
- Added to shares of these 10 stocks: AAPL, BMY, SOLV, SPY, MOAT, LLY, META, GLD, VYM, PRF.
- Started 2 new stock positions in SOLV, BMY.
- Reduced shares in these 10 stocks: NVDA, GOOGL, NTNX, NVO, , , , MSFT, GOOG, SBUX.
- Sold out of its positions in KMI, NVO, NTNX, TGT, VLO.
- Wimmer Associates 1 was a net seller of stock by $-1.9M.
- Wimmer Associates 1 has $215M in assets under management (AUM), dropping by 3.38%.
- Central Index Key (CIK): 0001667019
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Portfolio Holdings for Wimmer Associates 1
Wimmer Associates 1 holds 107 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.8 | $17M | +4% | 62k | 271.86 |
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| Microsoft Corporation (MSFT) | 5.6 | $12M | 25k | 483.62 |
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| NVIDIA Corporation (NVDA) | 5.5 | $12M | -2% | 64k | 186.50 |
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| Alphabet Class A Cap Stk Cl A (GOOGL) | 5.3 | $11M | -2% | 36k | 313.00 |
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| Vanguard Dividend Appreciation Index Etf Div App Etf (VIG) | 4.9 | $10M | 48k | 219.78 |
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| Alphabet Class C Cap Stk Cl C (GOOG) | 3.7 | $8.0M | -2% | 26k | 313.80 |
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| Invesco Ftse Rafi U.s. 1000 Etf Ftse Rafi 1000 (PRF) | 3.7 | $8.0M | 171k | 46.92 |
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| Visa (V) | 3.1 | $6.7M | 19k | 350.71 |
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| Vaneck Morningstar Wide Moat Etf Morningstar Wide (MOAT) | 3.1 | $6.7M | 65k | 103.56 |
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| Vanguard Total Stock Market Index Etf Total Stk Mkt (VTI) | 3.1 | $6.6M | -2% | 20k | 335.27 |
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| Amazon (AMZN) | 2.9 | $6.2M | 27k | 230.82 |
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| State Street Spdr S&p 500 Etf Tr Unit (SPY) | 2.7 | $5.7M | +2% | 8.4k | 681.94 |
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| Costco Wholesale Corporation (COST) | 2.6 | $5.5M | -2% | 6.4k | 862.34 |
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| Berkshire Hathaway Class B Cl B New (BRK.B) | 1.8 | $3.9M | 7.8k | 502.65 |
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| Cisco Systems (CSCO) | 1.6 | $3.5M | 46k | 77.03 |
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| Abbvie (ABBV) | 1.4 | $3.0M | -2% | 13k | 228.49 |
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| 3M Company (MMM) | 1.3 | $2.8M | 18k | 160.10 |
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| Abbott Laboratories (ABT) | 1.3 | $2.8M | 22k | 125.29 |
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| Amgen (AMGN) | 1.3 | $2.8M | 8.4k | 327.31 |
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| Chevron Corporation (CVX) | 1.2 | $2.6M | 17k | 152.41 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.2 | $2.5M | 5.5k | 453.36 |
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| Eli Lilly & Co. (LLY) | 1.2 | $2.5M | +3% | 2.3k | 1074.68 |
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| IDEXX Laboratories (IDXX) | 1.2 | $2.5M | 3.7k | 676.53 |
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| Lockheed Martin Corporation (LMT) | 1.1 | $2.4M | 5.0k | 483.67 |
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| Broadridge Financial Solutions (BR) | 1.1 | $2.3M | 10k | 223.17 |
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| McDonald's Corporation (MCD) | 1.0 | $2.2M | +2% | 7.3k | 305.62 |
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| Adobe Systems Incorporated (ADBE) | 1.0 | $2.2M | -2% | 6.4k | 349.99 |
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| Pepsi (PEP) | 1.0 | $2.1M | 15k | 143.52 |
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| Johnson & Johnson (JNJ) | 1.0 | $2.1M | 10k | 206.95 |
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| Starbucks Corporation (SBUX) | 0.9 | $1.9M | -8% | 22k | 84.21 |
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| Invesco Qqq Trust Etf Unit Ser 1 (QQQ) | 0.8 | $1.7M | 2.8k | 614.31 |
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| Wal-Mart Stores (WMT) | 0.8 | $1.6M | 15k | 111.41 |
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| Becton, Dickinson and (BDX) | 0.8 | $1.6M | -8% | 8.3k | 194.07 |
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| Vanguard S&p 500 Index Etf S&p 500 Etf Shs (VOO) | 0.7 | $1.5M | +2% | 2.4k | 627.15 |
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| Spdr Gold Shares Etf Gold Shs (GLD) | 0.7 | $1.5M | +5% | 3.8k | 396.31 |
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| Berkshire Hathaway Class A Cl A (BRK.A) | 0.7 | $1.5M | 2.00 | 754800.00 |
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| Vanguard High Dividend Yield Index Etf High Div Yld (VYM) | 0.6 | $1.3M | +5% | 9.1k | 143.52 |
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| Procter & Gamble Company (PG) | 0.6 | $1.3M | -2% | 8.9k | 143.31 |
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| Caterpillar (CAT) | 0.6 | $1.3M | 2.2k | 572.87 |
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| Merck & Co (MRK) | 0.6 | $1.3M | 12k | 105.26 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $1.3M | 3.9k | 322.22 |
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| Stryker Corporation (SYK) | 0.6 | $1.2M | 3.5k | 351.47 |
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| Vanguard Value Index Etf Value Etf (VTV) | 0.6 | $1.2M | 6.4k | 190.99 |
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| Lowe's Companies (LOW) | 0.6 | $1.2M | -10% | 4.9k | 241.14 |
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| Phillips 66 (PSX) | 0.5 | $1.2M | 9.0k | 129.04 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.2M | 9.7k | 120.34 |
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| TJX Companies (TJX) | 0.5 | $1.1M | -2% | 7.4k | 153.61 |
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| Marsh & McLennan Companies | 0.5 | $1.1M | -2% | 6.1k | 185.52 |
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| Northern Trust Corporation (NTRS) | 0.5 | $1.1M | -2% | 7.9k | 136.59 |
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| International Business Machines (IBM) | 0.5 | $1.1M | 3.6k | 296.21 |
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| SYSCO Corporation (SYY) | 0.5 | $1.1M | 15k | 73.69 |
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| Automatic Data Processing (ADP) | 0.5 | $1.0M | -6% | 4.0k | 257.23 |
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| Advanced Micro Devices (AMD) | 0.5 | $1.0M | 4.8k | 214.16 |
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| Wells Fargo & Company (WFC) | 0.5 | $1.0M | 11k | 93.20 |
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| FedEx Corporation (FDX) | 0.5 | $1.0M | 3.5k | 288.86 |
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| Walt Disney Company (DIS) | 0.4 | $941k | -10% | 8.3k | 113.77 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $905k | 1.6k | 579.45 |
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| Blackrock (BLK) | 0.4 | $876k | 818.00 | 1070.34 |
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| Ishares Core S&p 500 Etf Core S&p 500 Etf (IVV) | 0.4 | $822k | 1.2k | 684.94 |
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| Ishares S&p 500 Growth Etf Core S&p500 Etf (IVW) | 0.4 | $777k | 6.3k | 123.26 |
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| Nucor Corporation (NUE) | 0.3 | $741k | 4.5k | 163.11 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $726k | -5% | 4.0k | 183.40 |
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| Morgan Stanley Com New (MS) | 0.3 | $723k | 4.1k | 177.53 |
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| eBay (EBAY) | 0.3 | $657k | 7.5k | 87.10 |
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| Blackstone Group Com Cl A (BX) | 0.3 | $639k | 4.1k | 154.14 |
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| Emerson Electric (EMR) | 0.3 | $637k | 4.8k | 132.72 |
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| Union Pacific Corporation (UNP) | 0.3 | $584k | 2.5k | 231.32 |
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| Meta Platforms Cl A (META) | 0.3 | $580k | +15% | 879.00 | 660.09 |
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| Vanguard Developed Markets Etf Ftse Dev Mkt Etf (VEA) | 0.3 | $555k | -5% | 8.9k | 62.47 |
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| American Express Company (AXP) | 0.3 | $555k | 1.5k | 369.95 |
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| Prologis (PLD) | 0.3 | $551k | 4.3k | 127.66 |
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| Coca-Cola Company (KO) | 0.2 | $537k | 7.7k | 69.91 |
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| Home Depot (HD) | 0.2 | $534k | -2% | 1.6k | 344.18 |
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| Vanguard All-world Ex U.s. Index Etf Allwrld Ex Us (VEU) | 0.2 | $524k | +3% | 7.1k | 73.56 |
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| Verizon Communications (VZ) | 0.2 | $463k | -14% | 11k | 40.73 |
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| Marriott International (MAR) | 0.2 | $434k | 1.4k | 310.24 |
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| Paychex (PAYX) | 0.2 | $432k | -8% | 3.9k | 112.18 |
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| Accenture Shs Class A (ACN) | 0.2 | $421k | +8% | 1.6k | 268.30 |
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| Vanguard Total Int'l Stock Etf Vg Tl Intl Stk F (VXUS) | 0.2 | $409k | 5.4k | 75.44 |
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| Vanguard Mid Cap Index Etf Mid Cap Etf (VO) | 0.2 | $403k | 1.4k | 290.22 |
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| Canadian Natl Ry (CNI) | 0.2 | $391k | 4.0k | 98.85 |
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| Gilead Sciences (GILD) | 0.2 | $382k | 3.1k | 122.74 |
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| Waste Management (WM) | 0.2 | $368k | 1.7k | 219.72 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $361k | -18% | 3.6k | 100.89 |
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| Sempra Energy (SRE) | 0.2 | $354k | -3% | 4.0k | 88.29 |
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| Constellation Energy (CEG) | 0.2 | $352k | 995.00 | 353.27 |
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| Duke Energy (DUK) | 0.2 | $351k | -2% | 3.0k | 117.21 |
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| Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE) | 0.2 | $350k | 1.7k | 212.07 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $348k | 2.5k | 137.87 |
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| Nextera Energy (NEE) | 0.2 | $328k | +8% | 4.1k | 80.28 |
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| Willdan (WLDN) | 0.1 | $322k | 3.1k | 103.66 |
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| United Parcel Service (UPS) | 0.1 | $321k | 3.2k | 99.19 |
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| Genuine Parts Company (GPC) | 0.1 | $305k | -10% | 2.5k | 122.96 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $292k | 2.9k | 99.91 |
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| Vaneck Gold Miners Etf Gold Miners Etf (GDX) | 0.1 | $282k | 3.3k | 85.77 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $281k | 1.8k | 156.80 |
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| Cummins (CMI) | 0.1 | $273k | 534.00 | 510.45 |
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| Invesco S&p Mid Cap Quality Etf S&p Mdcp Quality (XMHQ) | 0.1 | $249k | -3% | 2.4k | 102.42 |
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| First American Financial (FAF) | 0.1 | $242k | 3.9k | 61.44 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $237k | 3.2k | 73.63 |
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| ConocoPhillips (COP) | 0.1 | $231k | 2.5k | 93.61 |
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| Ishares Russell 1000 Etf Rus 1000 Etf (IWB) | 0.1 | $226k | 604.00 | 373.44 |
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| International Paper Company (IP) | 0.1 | $224k | 5.7k | 39.39 |
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| Hershey Company (HSY) | 0.1 | $221k | -4% | 1.2k | 181.98 |
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| Bristol Myers Squibb (BMY) | 0.1 | $221k | NEW | 4.1k | 53.94 |
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| Ecolab (ECL) | 0.1 | $214k | +2% | 815.00 | 262.52 |
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| Solventum Com Shs (SOLV) | 0.1 | $203k | NEW | 2.6k | 79.24 |
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Past Filings by Wimmer Associates 1
SEC 13F filings are viewable for Wimmer Associates 1 going back to 2015
- Wimmer Associates 1 2025 Q4 filed Feb. 13, 2026
- Wimmer Associates 1 2025 Q3 filed Nov. 14, 2025
- Wimmer Associates 1 2025 Q2 filed Aug. 14, 2025
- Wimmer Associates 1 2025 Q1 filed May 15, 2025
- Wimmer Associates 1 2024 Q4 filed Feb. 14, 2025
- Wimmer Associates 1 2024 Q3 filed Nov. 14, 2024
- Wimmer Associates 1 2024 Q2 filed Aug. 13, 2024
- Wimmer Associates 1 2024 Q1 filed May 14, 2024
- Wimmer Associates 1 2023 Q3 filed Nov. 14, 2023
- Wimmer Associates 1 2023 Q2 filed Aug. 14, 2023
- Wimmer Associates 1 2023 Q1 filed May 16, 2023
- Wimmer Associates 1 2022 Q4 filed Feb. 14, 2023
- Wimmer Associates 1 2022 Q3 filed Nov. 14, 2022
- Wimmer Associates 1 2022 Q2 filed Aug. 12, 2022
- Wimmer Associates 1 2022 Q1 filed May 13, 2022
- Wimmer Associates 1 2021 Q4 filed Feb. 16, 2022