WIMMER ASSOCIATES 1, LLC
CIK: 0001667019SEC EDGAR →
Portfolio Value
$215.1M
Holdings
107
As of
Q4 2025
New Positions
4
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE | 61,705 | $16.8M | 7.80% |
| 2 | MICROSOFT | 24,940 | $12.1M | 5.61% |
| 3 | NVIDIA | 63,887 | $11.9M | 5.54% |
| 4 | ALPHABET CLASS A | 36,293 | $11.4M | 5.28% |
| 5 | VANGUARD DIVIDEND APPRECIATION INDEX ETF | 47,537 | $10.4M | 4.86% |
| 6 | ALPHABET CLASS C | 25,618 | $8.0M | 3.74% |
| 7 | INVESCO FTSE RAFI U.S. 1000 ETF | 170,574 | $8.0M | 3.72% |
| 8 | VISA | 19,134 | $6.7M | 3.12% |
| 9 | VANECK MORNINGSTAR WIDE MOAT ETF | 64,768 | $6.7M | 3.12% |
| 10 | VANGUARD TOTAL STOCK MARKET INDEX ETF | 19,595 | $6.6M | 3.05% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 29 | $60.3M | 28.1% |
| Technology | 9 | $51.3M | 23.9% |
| Healthcare | 14 | $23.9M | 11.1% |
| Communication Services | 4 | $20.9M | 9.7% |
| Consumer Cyclical | 9 | $14.2M | 6.6% |
| Consumer Defensive | 8 | $12.8M | 5.9% |
| Industrials | 14 | $12.4M | 5.8% |
| Unknown | 8 | $10.7M | 5.0% |
| Energy | 5 | $5.5M | 2.6% |
| Utilities | 4 | $1.4M | 0.6% |
| Basic Materials | 2 | $953K | 0.4% |
| Real Estate | 1 | $550K | 0.3% |