WIMMER ASSOCIATES 1, LLC

Est. AUM

$204.7M

13F long equity, this entity only

Positions

110

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE	COM	$14.2M	55879	6.93%	SOLE
2	NVIDIA	COM	$11.0M	62932	5.36%	SOLE
3	ALPHABET CLASS A	CAP STK CL A	$10.2M	35549	4.99%	SOLE
4	VANGUARD DIVIDEND APPRECIATION INDEX ETF	DIV APP ETF	$10.2M	47308	4.97%	SOLE
5	MICROSOFT	COM	$9.2M	24719	4.47%	SOLE
6	INVESCO FTSE RAFI U.S. 1000 ETF	FTSE RAFI 1000	$8.1M	170559	3.96%	SOLE
7	ALPHABET CLASS C	CAP STK CL C	$7.2M	25165	3.53%	SOLE
8	VANGUARD TOTAL STOCK MARKET INDEX ETF	TOTAL STK MKT	$6.3M	19530	3.06%	SOLE
9	COSTCO WHOLESALE	COM	$6.3M	6284	3.06%	SOLE
10	VANECK MORNINGSTAR WIDE MOAT ETF	MORNINGSTAR WIDE	$6.2M	63767	3.01%	SOLE
11	VISA	COM	$5.7M	18833	2.78%	SOLE
12	AMAZON	COM	$5.6M	27017	2.75%	SOLE
13	STATE STREET SPDR S&P 500 ETF	TR UNIT	$5.3M	8189	2.60%	SOLE
14	BERKSHIRE HATHAWAY CLASS B	CL B NEW	$3.8M	7897	1.85%	SOLE
15	CISCO SYSTEMS	COM	$3.7M	47552	1.80%	SOLE
16	CHEVRON	COM	$3.5M	17137	1.73%	SOLE
17	AMGEN	COM	$3.0M	8575	1.47%	SOLE
18	LOCKHEED MARTIN	COM	$2.9M	4797	1.42%	SOLE
19	ABBVIE	COM	$2.8M	12784	1.36%	SOLE
20	VERTEX PHARMACEUTICALS	COM	$2.6M	5733	1.25%	SOLE
21	JOHNSON & JOHNSON	COM	$2.5M	10175	1.22%	SOLE
22	PEPSICO	COM	$2.3M	15053	1.14%	SOLE
23	3M	COM	$2.3M	15774	1.12%	SOLE
24	MCDONALDS	COM	$2.3M	7363	1.12%	SOLE
25	ELI LILLY & CO.	COM	$2.2M	2395	1.08%	SOLE
26	ABBOTT LABORATORIES	COM	$2.2M	21074	1.06%	SOLE
27	IDEXX LABS	COM	$2.1M	3667	1.01%	SOLE
28	STARBUCKS	COM	$2.0M	22380	0.98%	SOLE
29	WALMART	COM	$1.8M	14771	0.90%	SOLE
30	SPDR GOLD SHARES ETF	GOLD SHS	$1.8M	4200	0.88%	SOLE
31	EXXON MOBIL	COM	$1.7M	9927	0.82%	SOLE
32	PHILLIPS 66	COM	$1.7M	9073	0.81%	SOLE
33	INVESCO QQQ TRUST ETF	UNIT SER 1	$1.6M	2835	0.80%	SOLE
34	CATERPILLAR	COM	$1.6M	2263	0.78%	SOLE
35	ADOBE	COM	$1.5M	6305	0.75%	SOLE
36	VANGUARD S&P 500 INDEX ETF	S&P 500 ETF SHS	$1.5M	2515	0.73%	SOLE
37	BROADRIDGE FINANCIAL SOLUTIONS	COM	$1.4M	8895	0.71%	SOLE
38	BERKSHIRE HATHAWAY CLASS A	CL A	$1.4M	2	0.70%	SOLE
39	MERCK	COM	$1.3M	11064	0.65%	SOLE
40	PROCTER AND GAMBLE	COM	$1.3M	9085	0.64%	SOLE
41	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	HIGH DIV YLD	$1.3M	8705	0.63%	SOLE
42	EMERSON ELECTRIC	COM	$1.3M	9783	0.63%	SOLE
43	VANGUARD VALUE INDEX ETF	VALUE ETF	$1.3M	6381	0.61%	SOLE
44	FEDEX	COM	$1.2M	3453	0.60%	SOLE
45	TJX COMPANIES	COM	$1.2M	7375	0.58%	SOLE
46	LOWES	COM	$1.2M	4935	0.57%	SOLE
47	ADVANCED MICRO DEVICES	COM	$1.1M	5604	0.56%	SOLE
48	JP MORGAN CHASE	COM	$1.1M	3861	0.56%	SOLE
49	STRYKER	COM	$1.1M	3339	0.54%	SOLE
50	NEXTERA ENERGY INC COM	COM	$1.1M	11687	0.53%	SOLE

1–50 of 110

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.