Wimmer Associates 1
Latest statistics and disclosures from Wimmer Associates 1's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, GOOGL, VIG, MSFT, and represent 26.73% of Wimmer Associates 1's stock portfolio.
- Added to shares of these 10 stocks: NEE, EMR, WAT, VLO, IMO, NOC, VRT, GLD, AMD, CSCO.
- Started 5 new stock positions in IMO, VRT, WAT, VLO, NOC.
- Reduced shares in these 10 stocks: AAPL, GPC, MMM, BDX, DIS, GOOGL, SOLV, BR, VZ, NVDA.
- Sold out of its positions in GPC, SOLV.
- Wimmer Associates 1 was a net seller of stock by $-1.8M.
- Wimmer Associates 1 has $205M in assets under management (AUM), dropping by -4.84%.
- Central Index Key (CIK): 0001667019
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Portfolio Holdings for Wimmer Associates 1
Wimmer Associates 1 holds 110 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.9 | $14M | -9% | 56k | 253.79 |
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| NVIDIA Corporation (NVDA) | 5.4 | $11M | 63k | 174.40 |
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| Alphabet Class A Cap Stk Cl A (GOOGL) | 5.0 | $10M | -2% | 36k | 287.56 |
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| Vanguard Dividend Appreciation Index Etf Div App Etf (VIG) | 5.0 | $10M | 47k | 215.06 |
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| Microsoft Corporation (MSFT) | 4.5 | $9.2M | 25k | 370.17 |
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| Invesco Ftse Rafi U.s. 1000 Etf Ftse Rafi 1000 (PRF) | 4.0 | $8.1M | 171k | 47.53 |
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| Alphabet Class C Cap Stk Cl C (GOOG) | 3.5 | $7.2M | 25k | 286.86 |
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| Vanguard Total Stock Market Index Etf Total Stk Mkt (VTI) | 3.1 | $6.3M | 20k | 320.81 |
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| Costco Wholesale Corporation (COST) | 3.1 | $6.3M | 6.3k | 996.43 |
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| Vaneck Morningstar Wide Moat Etf Morningstar Wide (MOAT) | 3.0 | $6.2M | 64k | 96.70 |
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| Visa (V) | 2.8 | $5.7M | 19k | 302.24 |
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| Amazon (AMZN) | 2.7 | $5.6M | 27k | 208.27 |
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| State Street Spdr S&p 500 Etf Tr Unit (SPY) | 2.6 | $5.3M | -2% | 8.2k | 650.35 |
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| Berkshire Hathaway Class B Cl B New (BRK.B) | 1.8 | $3.8M | 7.9k | 479.20 |
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| Cisco Systems (CSCO) | 1.8 | $3.7M | +3% | 48k | 77.59 |
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| Chevron Corporation (CVX) | 1.7 | $3.5M | 17k | 206.90 |
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| Amgen (AMGN) | 1.5 | $3.0M | 8.6k | 351.85 |
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| Lockheed Martin Corporation (LMT) | 1.4 | $2.9M | -3% | 4.8k | 604.39 |
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| Abbvie (ABBV) | 1.4 | $2.8M | 13k | 217.49 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.3 | $2.6M | +3% | 5.7k | 446.54 |
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| Johnson & Johnson (JNJ) | 1.2 | $2.5M | 10k | 244.44 |
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| Pepsi (PEP) | 1.1 | $2.3M | 15k | 155.29 |
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| 3M Company (MMM) | 1.1 | $2.3M | -11% | 16k | 145.23 |
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| McDonald's Corporation (MCD) | 1.1 | $2.3M | 7.4k | 310.78 |
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| Eli Lilly & Co. (LLY) | 1.1 | $2.2M | +3% | 2.4k | 919.77 |
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| Abbott Laboratories (ABT) | 1.1 | $2.2M | -5% | 21k | 102.67 |
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| IDEXX Laboratories (IDXX) | 1.0 | $2.1M | 3.7k | 561.89 |
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| Starbucks Corporation (SBUX) | 1.0 | $2.0M | 22k | 89.59 |
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| Wal-Mart Stores (WMT) | 0.9 | $1.8M | 15k | 124.28 |
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| Spdr Gold Shares Etf Gold Shs (GLD) | 0.9 | $1.8M | +10% | 4.2k | 430.29 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $1.7M | +2% | 9.9k | 169.66 |
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| Phillips 66 (PSX) | 0.8 | $1.7M | 9.1k | 182.18 |
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| Invesco Qqq Trust Etf Unit Ser 1 (QQQ) | 0.8 | $1.6M | 2.8k | 577.18 |
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| Caterpillar (CAT) | 0.8 | $1.6M | 2.3k | 708.46 |
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| Adobe Systems Incorporated (ADBE) | 0.7 | $1.5M | 6.3k | 243.08 |
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| Vanguard S&p 500 Index Etf S&p 500 Etf Shs (VOO) | 0.7 | $1.5M | +4% | 2.5k | 597.55 |
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| Broadridge Financial Solutions (BR) | 0.7 | $1.4M | -12% | 8.9k | 162.48 |
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| Berkshire Hathaway Class A Cl A (BRK.A) | 0.7 | $1.4M | 2.00 | 718140.00 |
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| Merck & Co (MRK) | 0.7 | $1.3M | -7% | 11k | 120.29 |
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| Procter & Gamble Company (PG) | 0.6 | $1.3M | 9.1k | 144.44 |
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| Vanguard High Dividend Yield Index Etf High Div Yld (VYM) | 0.6 | $1.3M | -4% | 8.7k | 148.09 |
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| Emerson Electric (EMR) | 0.6 | $1.3M | +103% | 9.8k | 131.02 |
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| Vanguard Value Index Etf Value Etf (VTV) | 0.6 | $1.3M | 6.4k | 196.20 |
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| FedEx Corporation (FDX) | 0.6 | $1.2M | 3.5k | 356.18 |
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| TJX Companies (TJX) | 0.6 | $1.2M | 7.4k | 159.70 |
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| Lowe's Companies (LOW) | 0.6 | $1.2M | 4.9k | 236.26 |
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| Advanced Micro Devices (AMD) | 0.6 | $1.1M | +16% | 5.6k | 203.43 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $1.1M | 3.9k | 294.16 |
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| Stryker Corporation (SYK) | 0.5 | $1.1M | -4% | 3.3k | 328.59 |
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| Nextera Energy (NEE) | 0.5 | $1.1M | +186% | 12k | 92.88 |
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| Marsh & McLennan Companies (MRSH) | 0.5 | $1.1M | 6.1k | 173.45 |
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| SYSCO Corporation (SYY) | 0.5 | $1.0M | 15k | 71.33 |
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| Becton, Dickinson and (BDX) | 0.5 | $1.0M | -21% | 6.5k | 157.23 |
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| Northern Trust Corporation (NTRS) | 0.5 | $985k | -10% | 7.1k | 139.57 |
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| Wells Fargo & Company (WFC) | 0.4 | $861k | 11k | 79.61 |
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| International Business Machines (IBM) | 0.4 | $838k | -4% | 3.5k | 242.39 |
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| Automatic Data Processing (ADP) | 0.4 | $820k | 4.0k | 203.18 |
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| Ishares Core S&p 500 Etf Core S&p 500 Etf (IVV) | 0.4 | $784k | 1.2k | 653.21 |
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| Nucor Corporation (NUE) | 0.4 | $768k | 4.5k | 169.10 |
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| Blackrock (BLK) | 0.4 | $767k | -2% | 797.00 | 961.71 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $754k | 3.9k | 192.90 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $730k | -4% | 1.5k | 491.53 |
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| Ishares S&p 500 Growth Etf Core S&p500 Etf (IVW) | 0.3 | $713k | 6.3k | 113.11 |
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| eBay (EBAY) | 0.3 | $667k | -2% | 7.3k | 91.02 |
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| Morgan Stanley Com New (MS) | 0.3 | $626k | -6% | 3.8k | 164.57 |
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| Union Pacific Corporation (UNP) | 0.3 | $613k | 2.5k | 242.62 |
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| Vanguard Developed Markets Etf Ftse Dev Mkt Etf (VEA) | 0.3 | $602k | +5% | 9.4k | 64.08 |
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| Coca-Cola Company (KO) | 0.3 | $586k | 7.7k | 76.05 |
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| Walt Disney Company (DIS) | 0.3 | $557k | -30% | 5.8k | 96.38 |
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| Vanguard All-world Ex U.s. Index Etf Allwrld Ex Us (VEU) | 0.3 | $535k | 7.1k | 75.10 |
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| Meta Platforms Cl A (META) | 0.2 | $505k | 883.00 | 572.13 |
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| Home Depot (HD) | 0.2 | $493k | -3% | 1.5k | 328.97 |
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| Blackstone Group Com Cl A (BX) | 0.2 | $476k | 4.1k | 114.99 |
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| Prologis (PLD) | 0.2 | $467k | -18% | 3.5k | 132.18 |
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| Marriott International (MAR) | 0.2 | $458k | 1.4k | 327.07 |
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| American Express Company (AXP) | 0.2 | $454k | 1.5k | 302.48 |
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| Gilead Sciences (GILD) | 0.2 | $433k | 3.1k | 139.37 |
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| Vanguard Total Int'l Stock Etf Vg Tl Intl Stk F (VXUS) | 0.2 | $418k | 5.4k | 77.11 |
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| Vanguard Mid Cap Index Etf Mid Cap Etf (VO) | 0.2 | $411k | +3% | 1.4k | 287.18 |
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| Canadian Natl Ry (CNI) | 0.2 | $406k | 4.0k | 102.77 |
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| Verizon Communications (VZ) | 0.2 | $404k | -29% | 8.0k | 50.20 |
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| Duke Energy (DUK) | 0.2 | $399k | 3.0k | 130.94 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $396k | +2% | 2.6k | 152.75 |
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| Waste Management (WM) | 0.2 | $395k | +2% | 1.7k | 229.80 |
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| Paychex (PAYX) | 0.2 | $355k | 3.9k | 92.12 |
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| Old Dominion Freight Line (ODFL) | 0.2 | $350k | 1.8k | 195.40 |
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| Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE) | 0.2 | $348k | 1.7k | 211.15 |
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| ConocoPhillips (COP) | 0.2 | $337k | +3% | 2.6k | 132.00 |
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| Sempra Energy (SRE) | 0.2 | $325k | -16% | 3.3k | 97.17 |
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| Waters Corporation (WAT) | 0.2 | $319k | NEW | 1.1k | 297.80 |
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| United Parcel Service (UPS) | 0.2 | $319k | 3.2k | 98.38 |
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| Accenture Shs Class A (ACN) | 0.2 | $311k | 1.6k | 198.29 |
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| Vaneck Gold Miners Etf Gold Miners Etf (GDX) | 0.1 | $302k | 3.3k | 91.77 |
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| Valero Energy Corporation (VLO) | 0.1 | $297k | NEW | 1.2k | 247.08 |
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| Constellation Energy (CEG) | 0.1 | $295k | +6% | 1.1k | 279.25 |
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| Cummins (CMI) | 0.1 | $282k | 524.00 | 538.02 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $274k | 2.9k | 93.98 |
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| Imperial Oil Com New (IMO) | 0.1 | $253k | NEW | 1.9k | 130.82 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $253k | 3.2k | 78.66 |
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| Invesco S&p Mid Cap Quality Etf S&p Mdcp Quality (XMHQ) | 0.1 | $252k | 2.4k | 103.37 |
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| Bristol Myers Squibb (BMY) | 0.1 | $248k | 4.1k | 60.65 |
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| First American Financial (FAF) | 0.1 | $239k | 4.0k | 60.29 |
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| Hershey Company (HSY) | 0.1 | $237k | -6% | 1.1k | 207.89 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $230k | -33% | 2.4k | 96.47 |
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| Ecolab (ECL) | 0.1 | $217k | 815.00 | 266.02 |
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| Ishares Russell 1000 Etf Rus 1000 Etf (IWB) | 0.1 | $215k | 604.00 | 356.56 |
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| Willdan (WLDN) | 0.1 | $214k | -9% | 2.8k | 76.56 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $213k | NEW | 312.00 | 682.24 |
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| Vertiv Com Cl A (VRT) | 0.1 | $211k | NEW | 843.00 | 250.58 |
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| International Paper Company (IP) | 0.1 | $204k | 5.7k | 35.70 |
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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 2026 Q1 filed May 15, 2026
- 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