Investor
WIMMER ASSOCIATES 1, LLC
CIK 0001667019 · filed 2026-05-15 · SEC filing
13F book
$204.7M
Positions
110
5 new · 2 sold
Largest name
6.9%
Apple Inc. · AAPL
Est. mark
−$8.25M
Price effect on 105 names still held. Flow −$2.17M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 55.9K | $14.2M | 6.9% | −$1.01M | Cut−$2.59M |
| Nvidia Corp | NVDA | 62.9K | $11M | 5.4% | −$761.5K | Cut−$939.6K |
| Alphabet Inc | — | 35.5K | $10.2M | 5.0% | −$904.4K | Cut−$1.14M |
| Vanguard Specialized Funds | — | 47.3K | $10.2M | 5.0% | −$223.1K | Cut−$273.4K |
| Microsoft Corp | MSFT | 24.7K | $9.15M | 4.5% | −$2.8M | Cut−$2.91M |
| Invesco Exchange Traded Fd T | — | 170.6K | $8.11M | 4.0% | $104K | Cut$103.3K |
| Alphabet Inc | — | 25.2K | $7.22M | 3.5% | −$677.9K | Cut−$820.1K |
| Vanguard Index Fds | — | 19.5K | $6.27M | 3.1% | −$282.4K | Cut−$304.2K |
| Costco Whsl Corp New | — | 6.28K | $6.26M | 3.1% | $842.6K | Cut$741.7K |
| Vaneck Etf Trust | — | 63.8K | $6.17M | 3.0% | −$437.4K | Cut−$541.1K |
| Visa Inc. | V | 18.8K | $5.69M | 2.8% | −$912.8K | Cut−$1.02M |
| Amazon Com Inc | AMZN | 27K | $5.63M | 2.7% | −$609.2K | Cut−$620.8K |
| Spdr S&P 500 Etf Tr | — | 8.19K | $5.33M | 2.6% | −$258.7K | Cut−$421K |
| Berkshire Hathaway Inc Del | — | 7.9K | $3.78M | 1.8% | −$183.8K | Added−$156.5K |
| Cisco Sys Inc | — | 47.6K | $3.69M | 1.8% | $25.7K | Added$147.8K |
| Chevron Corp New | CVX | 17.1K | $3.55M | 1.7% | $922.3K | Added$965.8K |
| Amgen Inc | AMGN | 8.57K | $3.02M | 1.5% | $206.7K | Added$259.9K |
| Lockheed Martin Corp | LMT | 4.8K | $2.9M | 1.4% | $579.1K | Cut$485.7K |
| AbbVie Inc. | ABBV | 12.8K | $2.78M | 1.4% | −$140.6K | Cut−$185.9K |
| Vertex Pharmaceuticals Inc | — | 5.73K | $2.56M | 1.3% | −$37.7K | Added$54.7K |
| Johnson & Johnson | JNJ | 10.2K | $2.49M | 1.2% | $381.5K | Cut$366.1K |
| Pepsico Inc | PEP | 15.1K | $2.34M | 1.1% | $174.9K | Added$204.6K |
| 3M CO | MMM | 15.8K | $2.29M | 1.1% | −$234.6K | Cut−$551.9K |
| Mcdonalds Corp | MCD | 7.36K | $2.29M | 1.1% | $37.8K | Added$46.5K |
| Eli Lilly & Co | LLY | 2.4K | $2.2M | 1.1% | −$357.8K | Added−$279.7K |
| Abbott Labs | ABT | 21.1K | $2.16M | 1.1% | −$476.7K | Cut−$633.3K |
| Idexx Labs Inc | — | 3.67K | $2.06M | 1.0% | −$420.4K | Held |
| Starbucks Corp | SBUX | 22.4K | $2.01M | 1.0% | $120.1K | Added$125.9K |
| Walmart Inc. | WMT | 14.8K | $1.84M | 0.9% | $190.1K | Added$190.2K |
| Spdr Gold Tr | — | 4.2K | $1.81M | 0.9% | $129.5K | Added$296.9K |
| Exxon Mobil Corp | — | 9.93K | $1.68M | 0.8% | $476.6K | Added$521.2K |
| Phillips 66 | PSX | 9.07K | $1.65M | 0.8% | $479.2K | Added$489.4K |
| Invesco Qqq Tr | — | 2.83K | $1.64M | 0.8% | −$105.3K | Held |
| Caterpillar Inc | CAT | 2.26K | $1.6M | 0.8% | $301.3K | Added$330.3K |
| Adobe Inc. | ADBE | 6.3K | $1.53M | 0.7% | −$674.1K | Cut−$705.6K |
| Vanguard Index Fds | — | 2.52K | $1.5M | 0.7% | −$71.4K | Added−$9.84K |
| Broadridge Finl Solutions In | — | 8.89K | $1.45M | 0.7% | −$539.8K | Cut−$813.2K |
| Berkshire Hathaway Inc Del | — | 2 | $1.44M | 0.7% | −$73.3K | Held |
| Merck & Co., Inc. | MRK | 11.1K | $1.33M | 0.7% | $166.3K | Cut$65.1K |
| Procter And Gamble Co | PG | 9.09K | $1.31M | 0.6% | $10.1K | Added$32.8K |
| Vanguard Whitehall Fds | — | 8.71K | $1.29M | 0.6% | $39.8K | Cut−$16.8K |
| Emerson Elec Co | — | 9.78K | $1.28M | 0.6% | −$8.16K | Added$644.6K |
| Vanguard Index Fds | — | 6.38K | $1.25M | 0.6% | $33.2K | Held |
| Fedex Corp | FDX | 3.45K | $1.23M | 0.6% | $232.5K | Cut$225.2K |
| Tjx Cos Inc New | — | 7.38K | $1.18M | 0.6% | $44.9K | Held |
| Lowes Cos Inc | — | 4.93K | $1.17M | 0.6% | −$24.1K | Held |
| Advanced Micro Devices Inc | AMD | 5.6K | $1.14M | 0.6% | −$51.8K | Added$106.9K |
| Jpmorgan Chase & Co. | — | 3.86K | $1.14M | 0.6% | −$108.3K | Cut−$127.3K |
| Stryker Corp | SYK | 3.34K | $1.1M | 0.5% | −$76.4K | Cut−$137.9K |
| Nextera Energy Inc | — | 11.7K | $1.09M | 0.5% | $51.4K | Added$757.9K |
| Marsh & Mclennan Cos Inc | — | 6.09K | $1.06M | 0.5% | −$73.1K | Added−$67.2K |
| Sysco Corp | SYY | 14.6K | $1.04M | 0.5% | −$34.2K | Added−$24.9K |
| Becton Dickinson & Co | BDX | 6.52K | $1.02M | 0.5% | −$240.1K | Cut−$590K |
| Northern Tr Corp | — | 7.06K | $985.4K | 0.5% | $21K | Cut−$86.9K |
| Wells Fargo Co New | — | 10.8K | $860.9K | 0.4% | −$147K | Held |
| International Business Machs | — | 3.46K | $838.2K | 0.4% | −$186.1K | Cut−$229.1K |
| Automatic Data Processing In | — | 4.04K | $820.2K | 0.4% | −$218.2K | Held |
| Ishares Tr | — | 1.2K | $783.9K | 0.4% | −$38.1K | Held |
| Nucor Corp | NUE | 4.54K | $767.7K | 0.4% | $27.2K | Held |
| BlackRock, Inc. | BLK | 797 | $766.5K | 0.4% | −$86.6K | Cut−$109.1K |
| RTX Corp | RTX | 3.91K | $753.5K | 0.4% | $37.1K | Cut$27.9K |
| Thermo Fisher Scientific Inc. | TMO | 1.49K | $730.4K | 0.4% | −$130.6K | Cut−$174.1K |
| Ishares Tr | — | 6.3K | $712.6K | 0.3% | −$63.9K | Held |
| Ebay Inc | EBAY | 7.33K | $667.5K | 0.3% | $28.7K | Cut$10.5K |
| Morgan Stanley | — | 3.8K | $625.5K | 0.3% | −$49.3K | Cut−$97.2K |
| Union Pac Corp | — | 2.52K | $612.6K | 0.3% | $28.5K | Held |
| Vanguard Tax-Managed Fds | — | 9.39K | $601.7K | 0.3% | $14.3K | Added$46.4K |
| Coca Cola Co | KO | 7.71K | $586.3K | 0.3% | $47.1K | Added$49.6K |
| Disney Walt Co | — | 5.78K | $557.4K | 0.3% | −$100.6K | Cut−$383.9K |
| Vanguard Intl Equity Index F | — | 7.13K | $535.2K | 0.3% | $11K | Held |
| Meta Platforms, Inc. | META | 883 | $505.2K | 0.2% | −$77.3K | Added−$75K |
| Home Depot, Inc. | HD | 1.5K | $493.1K | 0.2% | −$22.8K | Cut−$40.7K |
| Blackstone Inc. | BX | 4.14K | $476.4K | 0.2% | −$162.2K | Held |
| Prologis Inc. | — | 3.53K | $466.6K | 0.2% | $16K | Cut−$84.3K |
| Marriott Intl Inc New | — | 1.4K | $457.9K | 0.2% | $23.6K | Held |
| American Express Co | AXP | 1.5K | $453.7K | 0.2% | −$101.2K | Held |
| Gilead Sciences, Inc. | GILD | 3.11K | $433.4K | 0.2% | $51.7K | Held |
| Vanguard Star Fds | — | 5.42K | $417.9K | 0.2% | $9.05K | Held |
| Vanguard Index Fds | — | 1.43K | $411K | 0.2% | −$4.22K | Added$7.84K |
| Canadian Natl Ry Co | — | 3.95K | $405.9K | 0.2% | $15.5K | Held |
| Verizon Communications Inc | VZ | 8.04K | $403.5K | 0.2% | $76.1K | Cut−$59.7K |
| Duke Energy Corp New | — | 3.04K | $398.4K | 0.2% | $41.1K | Added$47.6K |
| Novartis Ag | — | 2.59K | $396.2K | 0.2% | $37.6K | Added$48.3K |
| Waste Mgmt Inc Del | — | 1.72K | $395.3K | 0.2% | $16.9K | Added$27.2K |
| Paychex Inc | PAYX | 3.85K | $354.7K | 0.2% | −$77.2K | Held |
| Old Dominion Freight Line In | — | 1.79K | $349.8K | 0.2% | $69.1K | Held |
| Ishares Tr | — | 1.65K | $348.4K | 0.2% | −$1.52K | Held |
| Conocophillips | COP | 2.56K | $337.3K | 0.2% | $94.6K | Added$106.5K |
| Sempra | — | 3.34K | $324.8K | 0.2% | $29.7K | Cut−$29.5K |
| Waters Corp | — | 1.07K | $319.2K | 0.2% | — | New |
| United Parcel Service Inc | UPS | 3.24K | $318.5K | 0.2% | −$2.62K | Held |
| Accenture Plc Ireland | — | 1.57K | $311.3K | 0.2% | −$109.9K | Held |
| Vaneck Etf Trust | — | 3.29K | $302.2K | 0.1% | $19.8K | Held |
| Valero Energy Corp | — | 1.2K | $296.5K | 0.1% | — | New |
| Constellation Energy Corp | CEG | 1.05K | $294.6K | 0.1% | −$73.7K | Added−$56.9K |
| Cummins Inc | CMI | 524 | $281.9K | 0.1% | $14.4K | Cut$9.34K |
| Schwab Charles Corp | — | 2.91K | $273.5K | 0.1% | −$17.3K | Cut−$18.7K |
| Imperial Oil Ltd | IMO | 1.94K | $253.1K | 0.1% | — | New |
| Canadian Pacific Kansas City | — | 3.22K | $253.1K | 0.1% | $16.2K | Held |
| Invesco Exchange Traded Fd T | — | 2.44K | $251.7K | 0.1% | $2.31K | Held |
| Bristol-Myers Squibb Co | — | 4.09K | $248.1K | 0.1% | $27.4K | Held |
| First Amern Finl Corp | — | 3.96K | $238.7K | 0.1% | −$4.52K | Added−$2.71K |
| Hershey Co | HSY | 1.14K | $237K | 0.1% | $29.5K | Cut$15.9K |
| Kimberly Clark Corp | KMB | 2.38K | $230.1K | 0.1% | −$10.5K | Cut−$130.6K |
| Ecolab Inc. | ECL | 815 | $216.8K | 0.1% | $2.85K | Held |
| Ishares Tr | — | 604 | $215.4K | 0.1% | −$10.2K | Held |
| Willdan Group, Inc. | WLDN | 2.8K | $214.4K | 0.1% | −$75.9K | Cut−$108K |
| Northrop Grumman Corp | — | 312 | $212.9K | 0.1% | — | New |
| Vertiv Holdings Co | VRT | 843 | $211.2K | 0.1% | — | New |
| International Paper Co | — | 5.72K | $204.4K | 0.1% | −$21K | Added−$19.4K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.