WIMMER ASSOCIATES 1, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, WIMMER ASSOCIATES 1, LLC held in its portfolio 107 assets valued at $215,071,026 (i.e. $215.07M).
The most valuable assets in the portfolio included: APPLE ($16.77M), MICROSOFT ($12.06M), and NVIDIA ($11.92M).
The chart below shows the top 10 valuable assets, and the table below shows the top 107 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
WIMMER ASSOCIATES 1, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE | 61705 | 16775120 | COM |
| MICROSOFT | 24940 | 12061519 | COM |
| NVIDIA | 63887 | 11914933 | COM |
| ALPHABET CLASS A | 36293 | 11359709 | CAP STK CL A |
| VANGUARD DIVIDEND APPRECIATION INDEX ETF | 47537 | 10447586 | DIV APP ETF |
| ALPHABET CLASS C | 25618 | 8038928 | CAP STK CL C |
| INVESCO FTSE RAFI U.S. 1000 ETF | 170574 | 8003348 | FTSE RAFI 1000 |
| VISA | 19134 | 6710485 | COM |
| VANECK MORNINGSTAR WIDE MOAT ETF | 64768 | 6707366 | MORNINGSTAR WIDE |
| VANGUARD TOTAL STOCK MARKET INDEX ETF | 19595 | 6569616 | TOTAL STK MKT |
| AMAZON | 27067 | 6247605 | COM |
| STATE STREET SPDR S&P 500 ETF | 8427 | 5746719 | TR UNIT |
| COSTCO WHOLESALE | 6401 | 5519838 | COM |
| BERKSHIRE HATHAWAY CLASS B | 7840 | 3940776 | CL B NEW |
| CISCO SYSTEMS | 45979 | 3541758 | COM |
| ABBVIE | 12982 | 2966290 | COM |
| 3M | 17756 | 2842778 | COM |
| ABBOTT LABORATORIES | 22324 | 2796913 | COM |
| AMGEN | 8424 | 2757259 | COM |
| CHEVRON | 16927 | 2579781 | COM |
| VERTEX PHARMACEUTICALS | 5526 | 2505267 | COM |
| ELI LILLY & CO. | 2310 | 2482511 | COM |
| IDEXX LABS | 3667 | 2480836 | COM |
| LOCKHEED MARTIN | 4990 | 2413513 | COM |
| BROADRIDGE FINANCIAL SOLUTIONS | 10120 | 2258480 | COM |
| MCDONALDS | 7335 | 2241739 | COM |
| ADOBE | 6395 | 2238186 | COM |
| PEPSICO | 14862 | 2132986 | COM |
| JOHNSON & JOHNSON | 10249 | 2121031 | COM |
| STARBUCKS | 22315 | 1879146 | COM |
| INVESCO QQQ TRUST ETF | 2835 | 1741569 | UNIT SER 1 |
| WALMART | 14770 | 1645526 | COM |
| BECTON DICKINSON | 8320 | 1614662 | COM |
| VANGUARD S&P 500 INDEX ETF | 2412 | 1512680 | S&P 500 ETF SHS |
| SPDR GOLD SHARES ETF | 3811 | 1510337 | GOLD SHS |
| BERKSHIRE HATHAWAY CLASS A | 2 | 1509600 | CL A |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 9099 | 1305929 | HIGH DIV YLD |
| PROCTER AND GAMBLE | 8928 | 1279472 | COM |
| CATERPILLAR | 2222 | 1272917 | COM |
| MERCK | 12025 | 1265752 | COM |
| JP MORGAN CHASE | 3920 | 1263102 | COM |
| STRYKER | 3514 | 1235066 | COM |
| VANGUARD VALUE INDEX ETF | 6381 | 1218707 | VALUE ETF |
| LOWES | 4935 | 1190024 | COM |
| PHILLIPS 66 | 9017 | 1163554 | COM |
| EXXON MOBIL | 9664 | 1162966 | COM |
| TJX COMPANIES | 7375 | 1132874 | COM |
| MARSH & MCLENNAN | 6058 | 1123880 | COM |
| NORTHERN TRUST | 7850 | 1072232 | COM |
| IBM | 3603 | 1067245 | COM |
| SYSCO | 14477 | 1066798 | COM |
| AUTOMATIC DATA PROCESSING | 4037 | 1038438 | COM |
| ADVANCED MICRO DEVICES | 4824 | 1033108 | COM |
| WELLS FARGO | 10814 | 1007865 | COM |
| FEDEX | 3478 | 1004655 | COM |
| WALT DISNEY | 8273 | 941219 | COM |
| THERMO FISHER SCIENTIFIC | 1561 | 904521 | COM |
| BLACKROCK | 818 | 875538 | COM |
| ISHARES CORE S&P 500 ETF | 1200 | 821928 | CORE S&P 500 ETF |
| ISHARES S&P 500 GROWTH ETF | 6300 | 776538 | CORE S&P500 ETF |
| NUCOR | 4540 | 740519 | COM |
| RTX CORPORATION (formerly Raytheon) | 3956 | 725530 | COM |
| MORGAN STANLEY | 4071 | 722725 | COM NEW |
| EBAY | 7543 | 656995 | COM |
| BLACKSTONE GROUP LP | 4143 | 638602 | COM CL A |
| EMERSON ELECTRIC | 4801 | 637189 | COM |
| UNION PACIFIC | 2525 | 584083 | COM |
| META PLATFORMS (formerly Facebook) | 879 | 580219 | CL A |
| VANGUARD DEVELOPED MARKETS ETF | 8890 | 555358 | FTSE DEV MKT ETF |
| AMERICAN EXPRESS | 1500 | 554925 | COM |
| PROLOGIS | 4315 | 550853 | COM |
| COCA COLA | 7677 | 536699 | COM |
| HOME DEPOT | 1551 | 533826 | COM |
| VANGUARD ALL-WORLD EX U.S. INDEX ETF | 7127 | 524262 | ALLWRLD EX US |
| VERIZON | 11372 | 463182 | COM |
| MARRIOTT INTERNATIONAL | 1400 | 434336 | COM |
| PAYCHEX | 3850 | 431893 | COM |
| ACCENTURE | 1570 | 421231 | SHS CLASS A |
| VANGUARD TOTAL INT'L STOCK ETF | 5420 | 408885 | VG TL INTL STK F |
| VANGUARD MID CAP INDEX ETF | 1389 | 403116 | MID CAP ETF |
| CANADIAN NATIONAL RAILWAY | 3950 | 390458 | COM |
| GILEAD SCIENCES | 3110 | 381721 | COM |
| WASTE MANAGEMENT | 1675 | 368034 | COM |
| KIMBERLY CLARK | 3575 | 360682 | COM |
| SEMPRA ENERGY | 4013 | 354308 | COM |
| CONSTELLATION ENERGY | 995 | 351504 | COM |
| DUKE ENERGY | 2993 | 350810 | COM |
| ISHARES S&P 500 VALUE ETF | 1650 | 349916 | S&P 500 VAL ETF |
| NOVARTIS ADR | 2524 | 347984 | SPONSORED ADR |
| NEXTERA ENERGY INC COM | 4080 | 327542 | COM |
| WILLDAN GROUP | 3110 | 322383 | COM |
| UNITED PARCEL SERVICE | 3237 | 321078 | COM |
| GENUINE PARTS | 2480 | 304941 | COM |
| CHARLES SCHWAB | 2924 | 292137 | COM |
| VANECK GOLD MINERS ETF | 3293 | 282443 | GOLD MINERS ETF |
| OLD DOMINION FREIGHT LINES | 1790 | 280672 | COM |
| CUMMINS | 534 | 272580 | COM |
| INVESCO S&P MID CAP QUALITY ETF | 2435 | 249393 | S&P MDCP QUALITY |
| FIRST AMERICAN FINANCIAL | 3930 | 241459 | COM |
| CANADIAN PACIFIC KANSAS CITY | 3218 | 236941 | COM |
| CONOCOPHILLIPS | 2465 | 230749 | COM |
| ISHARES RUSSELL 1000 ETF | 604 | 225558 | RUS 1000 ETF |
| INTERNATIONAL PAPER | 5680 | 223735 | COM |
| HERSHEY | 1215 | 221106 | COM |
| BRISTOL MYERS SQUIBB | 4090 | 220615 | COM |
| ECOLAB | 815 | 213954 | COM |
| SOLVENTUM (Spinoff from 3M) | 2564 | 203171 | COM SHS |
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