WIMMER ASSOCIATES 1, LLC
13F Reported Value
ⓘ$204.7M
Holdings
110
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
WIMMER ASSOCIATES 1, LLC disclosed 110 positions worth $204.7M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 6.9% of the equity portfolio, followed by $NVDA and $GOOG. During the quarter the fund opened 5 new positions and exited 2 — including a new stake in $WAT and a full exit from $GPC. The portfolio is most concentrated in Technology (30.7% of disclosed assets). All figures are sourced directly from WIMMER ASSOCIATES 1, LLC’s Form 13F-HR filing with the SEC under CIK 1667019.
AI Fund Analysis
Diversifying
$AAPL
$NVDA
$GOOG
$MSFT
$GLD
$CVX
$WMT
$CSCOSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$14.2M55,879 sh - 90.2#1
Quality
$11.0M62,932 sh - 80.2#45
Quality
$10.2M35,549 sh VANGUARD DIVIDEND APPRECIATION INDEX ETF
—Quality
$10.2M47,308 sh- 83.7
Quality
$9.2M24,719 sh - —
Quality
$8.1M170,559 sh - 80.2
Quality
$7.2M25,165 sh VANGUARD TOTAL STOCK MARKET INDEX ETF
—Quality
$6.3M19,530 sh- 67.0
Quality
$6.3M6,284 sh VANECK MORNINGSTAR WIDE MOAT ETF
—Quality
$6.2M63,767 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $14.2M | 55,879 |
| NVIDIA CORP$NVDA | 90.2#1 | $11.0M | 62,932 |
| Alphabet Inc.$GOOG | 80.2#45 | $10.2M | 35,549 |
| VANGUARD DIVIDEND APPRECIATION INDEX ETF | — | $10.2M | 47,308 |
| MICROSOFT CORP$MSFT | 83.7 | $9.2M | 24,719 |
 Invesco Ltd.$IVZ | — | $8.1M | 170,559 |
 Alphabet Inc.$GOOGL | 80.2 | $7.2M | 25,165 |
| VANGUARD TOTAL STOCK MARKET INDEX ETF | — | $6.3M | 19,530 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $6.3M | 6,284 |
| VANECK MORNINGSTAR WIDE MOAT ETF | — | $6.2M | 63,767 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WIMMER ASSOCIATES 1, LLC's 110 positions.
Showing top 10 of 110 holdings.
Sector Allocation
Technology
$62.8M
Other
$37.9M
Financials
$28.0M
Healthcare
$24.1M
Consumer Discretionary
$22.4M
Industrials
$12.0M
Energy
$7.8M
Consumer Staples
$4.5M
Full Holdings — WIMMER ASSOCIATES 1, LLC (Q1 2026)
All 110 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $14.2M | 6.9% | -9% | 76.1 |
| 2 | $NVDA | NVIDIA CORP | $11.0M | 5.4% | -1% | 90.2 |
| 3 | $GOOG | Alphabet Inc. | $10.2M | 5.0% | -2% | 80.2 |
| 4 | — | VANGUARD DIVIDEND APPRECIATION INDEX ETF | $10.2M | 5.0% | -0% | — |
| 5 | $MSFT | MICROSOFT CORP | $9.2M | 4.5% | -1% | 83.7 |
| 6 | $IVZ | Invesco Ltd. | $8.1M | 4.0% | -0% | — |
| 7 | $GOOGL | Alphabet Inc. | $7.2M | 3.5% | -2% | 80.2 |
| 8 | — | VANGUARD TOTAL STOCK MARKET INDEX ETF | $6.3M | 3.1% | -0% | — |
| 9 | $COST | COSTCO WHOLESALE CORP /NEW | $6.3M | 3.1% | -2% | 67 |
| 10 | — | VANECK MORNINGSTAR WIDE MOAT ETF | $6.2M | 3.0% | -2% | — |
| 11 |  $V | VISA INC. | $5.7M | 2.8% | -2% | 83.5 |
| 12 |  $AMZN | AMAZON COM INC | $5.6M | 2.8% | -0% | 74.6 |
| 13 |  $SPY | SPDR S&P 500 ETF TRUST | $5.3M | 2.6% | -3% | — |
| 14 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.8M | 1.9% | +1% | 64.5 |
| 15 | $CSCO | CISCO SYSTEMS, INC. | $3.7M | 1.8% | +3% | 72.3 |
| 16 | $CVX | CHEVRON CORP | $3.5M | 1.7% | +1% | 54.7 |
| 17 |  $AMGN | AMGEN INC | $3.0M | 1.5% | +2% | 79.5 |
| 18 |  $LMT | LOCKHEED MARTIN CORP | $2.9M | 1.4% | -4% | 65 |
| 19 |  $ABBV | AbbVie Inc. | $2.8M | 1.4% | -2% | 59.3 |
| 20 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $2.6M | 1.3% | +4% | 76.6 |
| 21 |  $JNJ | JOHNSON & JOHNSON | $2.5M | 1.2% | -1% | 72.8 |
| 22 |  $PEP | PEPSICO INC | $2.3M | 1.1% | +1% | 62.7 |
| 23 |  $MMM | 3M CO | $2.3M | 1.1% | -11% | 60.7 |
| 24 |  $MCD | MCDONALDS CORP | $2.3M | 1.1% | +0% | 73.9 |
| 25 |  $LLY | ELI LILLY & Co | $2.2M | 1.1% | +4% | 89.3 |
| 26 |  $ABT | ABBOTT LABORATORIES | $2.2M | 1.1% | -6% | 67 |
| 27 |  $IDXX | IDEXX LABORATORIES INC /DE | $2.1M | 1.0% | +0% | 73.6 |
| 28 |  $SBUX | STARBUCKS CORP | $2.0M | 1.0% | +0% | 54.6 |
| 29 | $WMT | Walmart Inc. | $1.8M | 0.9% | +0% | 63.2 |
| 30 | $GLD | SPDR GOLD TRUST | $1.8M | 0.9% | +10% | — |
| 31 |  $XOM | EXXON MOBIL CORP | $1.7M | 0.8% | +3% | 61.8 |
| 32 |  $PSX | Phillips 66 | $1.7M | 0.8% | +1% | 47.6 |
| 33 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.6M | 0.8% | +0% | — |
| 34 |  $CAT | CATERPILLAR INC | $1.6M | 0.8% | +2% | 67.8 |
| 35 |  $ADBE | ADOBE INC. | $1.5M | 0.8% | -1% | 80.4 |
| 36 | — | VANGUARD S&P 500 INDEX ETF | $1.5M | 0.7% | +4% | — |
| 37 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $1.4M | 0.7% | -12% | 77.6 |
| 38 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.7% | +0% | 64.5 |
| 39 |  $MRK | Merck & Co., Inc. | $1.3M | 0.7% | -8% | 70.9 |
| 40 |  $PG | PROCTER & GAMBLE Co | $1.3M | 0.6% | +2% | 72.9 |
| 41 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $1.3M | 0.6% | -4% | — |
| 42 |  $EMR | EMERSON ELECTRIC CO | $1.3M | 0.6% | +104% | 65.9 |
| 43 | — | VANGUARD VALUE INDEX ETF | $1.3M | 0.6% | +0% | — |
| 44 |  $FDX | FEDEX CORP | $1.2M | 0.6% | -1% | 60.3 |
| 45 |  $TJX | TJX COMPANIES INC /DE/ | $1.2M | 0.6% | +0% | 70.7 |
| 46 |  $LOW | LOWES COMPANIES INC | $1.2M | 0.6% | +0% | 63.5 |
| 47 |  $AMD | ADVANCED MICRO DEVICES INC | $1.1M | 0.6% | +16% | 78.8 |
| 48 |  $JPM | JPMORGAN CHASE & CO | $1.1M | 0.6% | -2% | 35.6 |
| 49 |  $SYK | STRYKER CORP | $1.1M | 0.5% | -5% | 69.8 |
| 50 |  $NEE | NEXTERA ENERGY INC | $1.1M | 0.5% | +186% | 71.7 |
| 51 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $1.1M | 0.5% | +1% | 71.5 |
| 52 |  $SYY | SYSCO CORP | $1.0M | 0.5% | +1% | 58.4 |
| 53 |  $BDX | BECTON DICKINSON & CO | $1.0M | 0.5% | -22% | 50.7 |
| 54 |  $NTRS | NORTHERN TRUST CORP | $985,364 | 0.5% | -10% | 71.8 |
| 55 |  $WFC | WELLS FARGO & COMPANY/MN | $860,903 | 0.4% | +0% | — |
| 56 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $838,185 | 0.4% | -4% | 66.7 |
| 57 |  $ADP | AUTOMATIC DATA PROCESSING INC | $820,238 | 0.4% | +0% | 77.9 |
| 58 | — | ISHARES CORE S&P 500 ETF | $783,852 | 0.4% | +0% | — |
| 59 |  $NUE | NUCOR CORP | $767,714 | 0.4% | +0% | 58.9 |
| 60 |  $BLK | BlackRock, Inc. | $766,483 | 0.4% | -3% | 70.3 |
| 61 |  $RTX | RTX Corp | $753,467 | 0.4% | -1% | 70 |
| 62 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $730,414 | 0.4% | -5% | 63.7 |
| 63 | — | ISHARES S&P 500 GROWTH ETF | $712,593 | 0.3% | +0% | — |
| 64 |  $EBAY | EBAY INC | $667,450 | 0.3% | -3% | 69.3 |
| 65 |  $MS | MORGAN STANLEY | $625,531 | 0.3% | -7% | — |
| 66 |  $UNP | UNION PACIFIC CORP | $612,616 | 0.3% | +0% | 74 |
| 67 | — | VANGUARD DEVELOPED MARKETS ETF | $601,711 | 0.3% | +6% | — |
| 68 |  $KO | COCA COLA CO | $586,346 | 0.3% | +0% | 74 |
| 69 |  $DIS | Walt Disney Co | $557,366 | 0.3% | -30% | 68.9 |
| 70 | — | VANGUARD ALL-WORLD EX U.S. INDEX ETF | $535,238 | 0.3% | +0% | — |
| 71 |  $META | Meta Platforms, Inc. | $505,191 | 0.3% | +0% | 80.9 |
| 72 |  $HD | HOME DEPOT, INC. | $493,128 | 0.2% | -3% | 69.2 |
| 73 |  $BX | Blackstone Inc. | $476,404 | 0.2% | +0% | 68 |
| 74 |  $PLD | Prologis, Inc. | $466,595 | 0.2% | -18% | 67.5 |
| 75 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $457,898 | 0.2% | +0% | 65.9 |
| 76 |  $AXP | AMERICAN EXPRESS CO | $453,720 | 0.2% | +0% | 73.2 |
| 77 |  $GILD | GILEAD SCIENCES, INC. | $433,441 | 0.2% | +0% | 77.8 |
| 78 | — | VANGUARD TOTAL INT'L STOCK ETF | $417,936 | 0.2% | +0% | — |
| 79 | — | VANGUARD MID CAP INDEX ETF | $410,955 | 0.2% | +3% | — |
| 80 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $405,942 | 0.2% | +0% | — |
| 81 |  $VZ | VERIZON COMMUNICATIONS INC | $403,457 | 0.2% | -29% | 71.6 |
| 82 |  $DUK | Duke Energy CORP | $398,450 | 0.2% | +2% | 64 |
| 83 |  $NVS | NOVARTIS AG | $396,234 | 0.2% | +3% | — |
| 84 |  $WM | WASTE MANAGEMENT INC | $395,259 | 0.2% | +3% | 70.7 |
| 85 |  $PAYX | PAYCHEX INC | $354,662 | 0.2% | +0% | 75.1 |
| 86 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $349,766 | 0.2% | +0% | 68.1 |
| 87 | — | ISHARES S&P 500 VALUE ETF | $348,398 | 0.2% | +0% | — |
| 88 |  $COP | CONOCOPHILLIPS | $337,260 | 0.2% | +4% | 74.8 |
| 89 |  $SRE | SEMPRA | $324,839 | 0.2% | -17% | 47.6 |
| 90 |  $WAT | WATERS CORP /DE/ | $319,242 | 0.2% | NEW | 69.9 |
| 91 |  $UPS | UNITED PARCEL SERVICE INC | $318,456 | 0.2% | +0% | 58.2 |
| 92 |  $ACN | Accenture plc | $311,315 | 0.1% | +0% | — |
| 93 | — | VANECK GOLD MINERS ETF | $302,201 | 0.1% | +0% | — |
| 94 |  $VLO | VALERO ENERGY CORP/TX | $296,496 | 0.1% | NEW | 51.4 |
| 95 |  $CEG | Constellation Energy Corp | $294,609 | 0.1% | +6% | 62.5 |
| 96 |  $CMI | CUMMINS INC | $281,922 | 0.1% | -2% | 58.9 |
| 97 |  $SCHW | SCHWAB CHARLES CORP | $273,482 | 0.1% | -0% | 77.2 |
| 98 |  $IMO | IMPERIAL OIL LTD | $253,137 | 0.1% | NEW | — |
| 99 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $253,128 | 0.1% | +0% | — |
| 100 | $IVZ | Invesco Ltd. | $251,706 | 0.1% | +0% | — |
| 101 |  $BMY | BRISTOL MYERS SQUIBB CO | $248,059 | 0.1% | +0% | 70.1 |
| 102 |  $FAF | First American Financial Corp | $238,748 | 0.1% | +1% | 65 |
| 103 |  $HSY | HERSHEY CO | $236,995 | 0.1% | -6% | 59.4 |
| 104 |  $KMB | KIMBERLY CLARK CORP | $230,081 | 0.1% | -33% | 61.7 |
| 105 |  $ECL | ECOLAB INC. | $216,806 | 0.1% | +0% | 64.3 |
| 106 | — | ISHARES RUSSELL 1000 ETF | $215,362 | 0.1% | +0% | — |
| 107 |  $WLDN | Willdan Group, Inc. | $214,368 | 0.1% | -10% | 61.5 |
| 108 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $212,859 | 0.1% | NEW | 60.5 |
| 109 |  $VRT | Vertiv Holdings Co | $211,239 | 0.1% | NEW | 82.7 |
| 110 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $204,383 | 0.1% | +1% | 52.1 |
New Positions (5)
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