WIMMER ASSOCIATES 1, LLC — 13F Holdings & Portfolio
CIK 1667019 · latest 13F-HR filed 2026-05-15
WIMMER ASSOCIATES 1, LLC manages $204.7M in 13F-reported U.S. long-equity assets across 110 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (6.93%), NVDA (5.36%), GOOGL (4.99%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 2, added to 30, and trimmed 44.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$204.7M
Long-equity book
110
Distinct positions
2026-03-31
Filed 2026-05-15
+5 / −2 / ↑30 / ↓44
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CHEVRON$965.8K +37.4%
- NEXTERA ENERGY INC COM$757.9K +231.4%
- COSTCO WHOLESALE$741.7K +13.4%
- EMERSON ELECTRIC$644.6K +101.2%
- EXXON MOBIL$521.2K +44.8%
Top Trims
- MICROSOFT-$2.9M -24.1%
- APPLE-$2.6M -15.5%
- ALPHABET CLASS A-$1.1M -10.0%
- VISA-$1.0M -15.2%
- NVIDIA-$939.6K -7.9%
New Positions
- WATERS$319.2K
- VALERO ENERGY$296.5K
- IMPERIAL OIL$253.1K
- NORTHROP GRUMMAN$212.9K
- VERTIV$211.2K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE | AAPL | 037833100 | $14.2M | 6.93% | 55,879 | SH |
| 2 | NVIDIA | NVDA | 67066G104 | $11.0M | 5.36% | 62,932 | SH |
| 3 | ALPHABET CLASS A | GOOGL | 02079K305 | $10.2M | 4.99% | 35,549 | SH |
| 4 | VANGUARD DIVIDEND APPRECIATION INDEX ETF | VIG | 921908844 | $10.2M | 4.97% | 47,308 | SH |
| 5 | MICROSOFT | MSFT | 594918104 | $9.2M | 4.47% | 24,719 | SH |
| 6 | INVESCO FTSE RAFI U.S. 1000 ETF | PRF | 46137V613 | $8.1M | 3.96% | 170,559 | SH |
| 7 | ALPHABET CLASS C | GOOG | 02079K107 | $7.2M | 3.53% | 25,165 | SH |
| 8 | VANGUARD TOTAL STOCK MARKET INDEX ETF | VTI | 922908769 | $6.3M | 3.06% | 19,530 | SH |
| 9 | COSTCO WHOLESALE | COST | 22160K105 | $6.3M | 3.06% | 6,284 | SH |
| 10 | VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | 92189F643 | $6.2M | 3.01% | 63,767 | SH |
| 11 | VISA | V | 92826C839 | $5.7M | 2.78% | 18,833 | SH |
| 12 | AMAZON | AMZN | 023135106 | $5.6M | 2.75% | 27,017 | SH |
| 13 | STATE STREET SPDR S&P 500 ETF | SPY | 78462F103 | $5.3M | 2.60% | 8,189 | SH |
| 14 | BERKSHIRE HATHAWAY CLASS B | BRK.B | 084670702 | $3.8M | 1.85% | 7,897 | SH |
| 15 | CISCO SYSTEMS | CSCO | 17275R102 | $3.7M | 1.80% | 47,552 | SH |
| 16 | CHEVRON | CVX | 166764100 | $3.5M | 1.73% | 17,137 | SH |
| 17 | AMGEN | AMGN | 031162100 | $3.0M | 1.47% | 8,575 | SH |
| 18 | LOCKHEED MARTIN | LMT | 539830109 | $2.9M | 1.42% | 4,797 | SH |
| 19 | ABBVIE | ABBV | 00287Y109 | $2.8M | 1.36% | 12,784 | SH |
| 20 | VERTEX PHARMACEUTICALS | VRTX | 92532F100 | $2.6M | 1.25% | 5,733 | SH |
| 21 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.5M | 1.22% | 10,175 | SH |
| 22 | PEPSICO | PEP | 713448108 | $2.3M | 1.14% | 15,053 | SH |
| 23 | 3M | MMM | 88579Y101 | $2.3M | 1.12% | 15,774 | SH |
| 24 | MCDONALDS | MCD | 580135101 | $2.3M | 1.12% | 7,363 | SH |
| 25 | ELI LILLY & CO. | LLY | 532457108 | $2.2M | 1.08% | 2,395 | SH |
| 26 | ABBOTT LABORATORIES | ABT | 002824100 | $2.2M | 1.06% | 21,074 | SH |
| 27 | IDEXX LABS | IDXX | 45168D104 | $2.1M | 1.01% | 3,667 | SH |
| 28 | STARBUCKS | SBUX | 855244109 | $2.0M | 0.98% | 22,380 | SH |
| 29 | WALMART | WMT | 931142103 | $1.8M | 0.90% | 14,771 | SH |
| 30 | SPDR GOLD SHARES ETF | GLD | 78463V107 | $1.8M | 0.88% | 4,200 | SH |
| 31 | EXXON MOBIL | XOM | 30231G102 | $1.7M | 0.82% | 9,927 | SH |
| 32 | PHILLIPS 66 | PSX | 718546104 | $1.7M | 0.81% | 9,073 | SH |
| 33 | INVESCO QQQ TRUST ETF | QQQ | 46090E103 | $1.6M | 0.80% | 2,835 | SH |
| 34 | CATERPILLAR | CAT | 149123101 | $1.6M | 0.78% | 2,263 | SH |
| 35 | ADOBE | ADBE | 00724F101 | $1.5M | 0.75% | 6,305 | SH |
| 36 | VANGUARD S&P 500 INDEX ETF | VOO | 922908363 | $1.5M | 0.73% | 2,515 | SH |
| 37 | BROADRIDGE FINANCIAL SOLUTIONS | BR | 11133T103 | $1.4M | 0.71% | 8,895 | SH |
| 38 | BERKSHIRE HATHAWAY CLASS A | BRK.A | 084670108 | $1.4M | 0.70% | 2 | SH |
| 39 | MERCK | MRK | 58933Y105 | $1.3M | 0.65% | 11,064 | SH |
| 40 | PROCTER AND GAMBLE | PG | 742718109 | $1.3M | 0.64% | 9,085 | SH |
| 41 | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | VYM | 921946406 | $1.3M | 0.63% | 8,705 | SH |
| 42 | EMERSON ELECTRIC | EMR | 291011104 | $1.3M | 0.63% | 9,783 | SH |
| 43 | VANGUARD VALUE INDEX ETF | VTV | 922908744 | $1.3M | 0.61% | 6,381 | SH |
| 44 | FEDEX | FDX | 31428X106 | $1.2M | 0.60% | 3,453 | SH |
| 45 | TJX COMPANIES | TJX | 872540109 | $1.2M | 0.58% | 7,375 | SH |
| 46 | LOWES | LOW | 548661107 | $1.2M | 0.57% | 4,935 | SH |
| 47 | ADVANCED MICRO DEVICES | AMD | 007903107 | $1.1M | 0.56% | 5,604 | SH |
| 48 | JP MORGAN CHASE | JPM | 46625H100 | $1.1M | 0.55% | 3,861 | SH |
| 49 | STRYKER | SYK | 863667101 | $1.1M | 0.54% | 3,339 | SH |
| 50 | NEXTERA ENERGY INC COM | NEE | 65339F101 | $1.1M | 0.53% | 11,687 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $204.7M | 110 | 0001104659-26-062426 |
| 2025-12-31 | 2026-02-13 | $215.1M | 107 | 0001104659-26-015385 |
| 2025-09-30 | 2025-11-14 | $208.0M | 110 | 0001104659-25-112169 |