WIMMER ASSOCIATES 1, LLC

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Institutional

CIK 0001667019

$204.7M

Reported AUM

110

Positions

Q1 2026

Period

2026-05-15

Filed

The Brief · WIMMER ASSOCIATES 1, LLC · Q1 2026

AI · grounded in 13F

WIMMER ASSOCIATES 1, LLC increased its position in NEE by 186.45%. The fund also accumulated shares of EMR by 103.77% and XOM by 2.72%. Conversely, the fund trimmed its holdings in AAPL by 9.44% and GOOGL by 2.05%.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	AAPL	APPLE	$332.02	-1.82%	67.77%	128.17%	$14.2M	6.93%	—	HELD
2	NVDA	NVIDIA	$193.63	1.91%	9.52%	751.61%	$11.0M	5.36%	—	HELD
3	GOOGL	ALPHABET CLASS A	$334.76	-0.58%	76.18%	131.67%	$10.2M	4.99%	—	HELD
4	VIG	VANGUARD DIVIDEND APPRECIATION INDEX ETF	$239.34	0.33%	18.96%	61.34%	$10.2M	4.97%	—	HELD
5	MSFT	MICROSOFT	$454.63	16.41%	-24.89%	34.54%	$9.2M	4.47%	—	HELD
6	PRF	INVESCO FTSE RAFI U.S. 1000 ETF	$54.45	0.17%	31.32%	81.31%	$8.1M	3.96%	—	HELD
7	GOOG	ALPHABET CLASS C	$334.32	-0.43%	77.27%	132.86%	$7.2M	3.53%	—	HELD
8	VTI	VANGUARD TOTAL STOCK MARKET INDEX ETF	$364.64	1.17%	19.26%	65.80%	$6.3M	3.06%	—	HELD
9	COST	COSTCO WHOLESALE	$953.18	-2.14%	2.82%	125.57%	$6.3M	3.06%	—	HELD
10	MOAT	VANECK MORNINGSTAR WIDE MOAT ETF	$107.29	-0.57%	14.11%	49.50%	$6.2M	3.01%	—	HELD
11	V	VISA	$363.24	-1.49%	9.62%	67.02%	$5.7M	2.78%	—	HELD
12	AMZN	AMAZON	$238.51	5.23%	5.54%	30.60%	$5.6M	2.75%	—	HELD
13	SPY	STATE STREET SPDR S&P 500 ETF	$738.76	1.27%	18.63%	72.84%	$5.3M	2.60%	—	HELD
14	BRK/B	BERKSHIRE HATHAWAY CLASS B	—	—	—	—	$3.8M	1.85%	—	HELD
15	CSCO	CISCO SYSTEMS	$113.30	0.73%	71.43%	119.60%	$3.7M	1.80%	—	HELD
16	CVX	CHEVRON	$190.85	-0.53%	31.24%	138.73%	$3.5M	1.73%	—	HELD
17	AMGN	AMGEN	$383.27	-1.13%	34.50%	99.65%	$3.0M	1.47%	—	HELD
18	LMT	LOCKHEED MARTIN	$560.82	-1.47%	38.85%	79.73%	$2.9M	1.42%	—	HELD
19	ABBV	ABBVIE	$258.12	-1.97%	40.72%	165.04%	$2.8M	1.36%	—	HELD
20	VRTX	VERTEX PHARMACEUTICALS	$476.09	-1.50%	4.59%	141.32%	$2.6M	1.25%	—	HELD
21	JNJ	JOHNSON & JOHNSON	$256.34	-3.46%	56.99%	69.37%	$2.5M	1.22%	—	HELD
22	PEP	PEPSICO	$139.86	-2.54%	7.11%	7.50%	$2.3M	1.14%	—	HELD
23	MMM	3M	$175.60	-1.32%	25.53%	29.64%	$2.3M	1.12%	—	HELD
24	MCD	MCDONALDS	$267.52	-1.47%	-9.83%	25.28%	$2.3M	1.12%	—	HELD
25	LLY	ELI LILLY & CO.	$1164.70	-3.75%	54.61%	373.33%	$2.2M	1.08%	—	HELD
26	ABT	ABBOTT LABORATORIES	$105.43	-2.38%	-15.48%	-8.29%	$2.2M	1.06%	—	HELD
27	IDXX	IDEXX LABS	$558.47	-1.98%	4.88%	-16.63%	$2.1M	1.01%	—	HELD
28	SBUX	STARBUCKS	$107.50	3.22%	27.23%	2.58%	$2.0M	0.98%	—	HELD
29	WMT	WALMART	$110.80	-2.99%	16.94%	145.72%	$1.8M	0.90%	—	HELD
30	GLD	SPDR GOLD SHARES ETF	$377.40	1.70%	20.05%	118.68%	$1.8M	0.88%	—	HELD
31	XOM	EXXON MOBIL	$155.80	-0.61%	—	—	$1.7M	0.82%	—	HELD
32	PSX	PHILLIPS 66	$210.04	1.56%	—	—	$1.7M	0.81%	—	HELD
33	QQQ	INVESCO QQQ TRUST ETF	$680.91	2.90%	—	—	$1.6M	0.80%	—	HELD
34	CAT	CATERPILLAR	$804.18	2.74%	—	—	$1.6M	0.78%	—	HELD
35	ADBE	ADOBE	$246.51	-6.42%	—	—	$1.5M	0.75%	—	HELD
36	VOO	VANGUARD S&P 500 INDEX ETF	$678.79	1.22%	—	—	$1.5M	0.73%	—	HELD
37	BR	BROADRIDGE FINANCIAL SOLUTIONS	$152.07	-4.48%	—	—	$1.4M	0.71%	—	HELD
38	BRK/A	BERKSHIRE HATHAWAY CLASS A	—	—	—	—	$1.4M	0.70%	—	HELD
39	MRK	MERCK	$129.18	-0.91%	—	—	$1.3M	0.65%	—	HELD
40	PG	PROCTER AND GAMBLE	$143.02	-2.11%	—	—	$1.3M	0.64%	—	HELD
41	VYM	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	$161.27	-0.25%	—	—	$1.3M	0.63%	—	HELD
42	EMR	EMERSON ELECTRIC	$148.64	2.00%	—	—	$1.3M	0.63%	—	HELD
43	VTV	VANGUARD VALUE INDEX ETF	$219.35	-0.20%	—	—	$1.3M	0.61%	—	HELD
44	FDX	FEDEX	$306.07	-0.82%	—	—	$1.2M	0.60%	—	HELD
45	TJX	TJX COMPANIES	$158.18	-2.13%	—	—	$1.2M	0.58%	—	HELD
46	LOW	LOWES	$210.29	-2.50%	—	—	$1.2M	0.57%	—	HELD
47	AMD	ADVANCED MICRO DEVICES	$485.62	13.05%	—	—	$1.1M	0.56%	—	HELD
48	JPM	JP MORGAN CHASE	$350.57	1.70%	—	—	$1.1M	0.55%	—	HELD
49	SYK	STRYKER	$347.36	-1.39%	—	—	$1.1M	0.54%	—	HELD
50	NEE	NEXTERA ENERGY INC COM	$87.43	-1.16%	—	—	$1.1M	0.53%	—	HELD
51	MRSH	MARSH & MCLENNAN	$189.72	-3.98%	—	—	$1.1M	0.52%	—	HELD
52	SYY	SYSCO	$84.22	-1.29%	—	—	$1.0M	0.51%	—	HELD
53	BDX	BECTON DICKINSON	$165.36	-1.81%	—	—	$1.0M	0.50%	—	HELD
54	NTRS	NORTHERN TRUST	$181.22	2.01%	—	—	$985K	0.48%	—	HELD
55	WMT2	WELLS FARGO	—	—	—	—	$861K	0.42%	—	HELD
56	IBM	IBM	$222.12	-1.91%	—	—	$838K	0.41%	—	HELD
57	ADP	AUTOMATIC DATA PROCESSING	$260.92	-4.55%	—	—	$820K	0.40%	—	HELD
58	IVV	ISHARES CORE S&P 500 ETF	$742.05	1.22%	—	—	$784K	0.38%	—	HELD
59	NUE	NUCOR	$257.84	0.71%	—	—	$768K	0.38%	—	HELD
60	BLK	BLACKROCK	$1096.69	1.62%	—	—	$766K	0.37%	—	HELD
61	RTX	RTX CORPORATION (formerly Raytheon)	$211.48	-1.75%	—	—	$753K	0.37%	—	HELD
62	TMO	THERMO FISHER SCIENTIFIC	$569.52	-1.20%	—	—	$730K	0.36%	—	HELD
63	IVW	ISHARES S&P 500 GROWTH ETF	$132.81	2.73%	—	—	$713K	0.35%	—	HELD
64	EBAY	EBAY	$112.68	-2.27%	—	—	$667K	0.33%	—	HELD
65	MS	MORGAN STANLEY	$209.52	3.15%	—	—	$626K	0.31%	—	HELD
66	UNP	UNION PACIFIC	$285.76	-2.20%	—	—	$613K	0.30%	—	HELD
67	VEA	VANGUARD DEVELOPED MARKETS ETF	$70.88	2.79%	—	—	$602K	0.29%	—	HELD
68	KO	COCA COLA	$87.89	-1.34%	—	—	$586K	0.29%	—	HELD
69	DIS	WALT DISNEY	$95.51	-3.02%	—	—	$557K	0.27%	—	HELD
70	VEU	VANGUARD ALL-WORLD EX U.S. INDEX ETF	$82.81	2.70%	—	—	$535K	0.26%	—	HELD
71	META	META PLATFORMS (formerly Facebook)	$531.79	-9.19%	—	—	$505K	0.25%	—	HELD
72	HD	HOME DEPOT	$332.72	-1.64%	—	—	$493K	0.24%	—	HELD
73	BX	BLACKSTONE GROUP LP	$128.15	-0.97%	—	—	$476K	0.23%	—	HELD
74	PLD	PROLOGIS	$145.18	-0.20%	—	—	$467K	0.23%	—	HELD
75	MAR	MARRIOTT INTERNATIONAL	$376.41	-1.24%	—	—	$458K	0.22%	—	HELD
76	AXP	AMERICAN EXPRESS	$336.76	1.59%	—	—	$454K	0.22%	—	HELD
77	GILD	GILEAD SCIENCES	$129.94	-2.10%	—	—	$433K	0.21%	—	HELD
78	VXUS	VANGUARD TOTAL INT'L STOCK ETF	$84.55	2.62%	—	—	$418K	0.20%	—	HELD
79	VO	VANGUARD MID CAP INDEX ETF	$80.49	-0.17%	—	—	$411K	0.20%	—	HELD
80	CNI	CANADIAN NATIONAL RAILWAY	$126.56	-2.53%	—	—	$406K	0.20%	—	HELD
81	VZ	VERIZON	$46.03	-2.51%	—	—	$403K	0.20%	—	HELD
82	DUK	DUKE ENERGY	$125.92	-2.45%	—	—	$398K	0.19%	—	HELD
83	NVS	NOVARTIS ADR	$157.60	-0.77%	—	—	$396K	0.19%	—	HELD
84	WM	WASTE MANAGEMENT	$226.51	-4.26%	—	—	$395K	0.19%	—	HELD
85	PAYX	PAYCHEX	$115.35	-5.56%	—	—	$355K	0.17%	—	HELD
86	ODFL	OLD DOMINION FREIGHT LINES	$205.76	-7.64%	—	—	$350K	0.17%	—	HELD
87	IVE	ISHARES S&P 500 VALUE ETF	$231.15	-0.52%	—	—	$348K	0.17%	—	HELD
88	COP	CONOCOPHILLIPS	$117.55	-0.43%	—	—	$337K	0.16%	—	HELD
89	SRE	SEMPRA ENERGY	$88.81	-0.01%	—	—	$325K	0.16%	—	HELD
90	WAT	WATERS	$376.73	-0.73%	—	—	$319K	0.16%	—	HELD
91	UPS	UNITED PARCEL SERVICE	$102.93	-1.56%	—	—	$318K	0.16%	—	HELD
92	ACN	ACCENTURE	$162.20	-6.33%	—	—	$311K	0.15%	—	HELD
93	GDX	VANECK GOLD MINERS ETF	$75.94	3.23%	—	—	$302K	0.15%	—	HELD
94	VLO	VALERO ENERGY	$308.11	2.25%	—	—	$296K	0.14%	—	HELD
95	CEG	CONSTELLATION ENERGY	$268.44	4.07%	—	—	$295K	0.14%	—	HELD
96	CMI	CUMMINS	$628.67	3.74%	—	—	$282K	0.14%	—	HELD
97	SCHW	CHARLES SCHWAB	$104.25	-0.21%	—	—	$273K	0.13%	—	HELD
98	IMO	IMPERIAL OIL	$129.04	0.19%	—	—	$253K	0.12%	—	HELD
99	CP	CANADIAN PACIFIC KANSAS CITY	$87.81	-3.81%	—	—	$253K	0.12%	—	HELD
100	XMHQ	INVESCO S&P MID CAP QUALITY ETF	$113.94	-0.24%	—	—	$252K	0.12%	—	HELD
101	BMY	BRISTOL MYERS SQUIBB	—	—	—	—	$248K	0.12%	—	HELD
102	FAF	FIRST AMERICAN FINANCIAL	—	—	—	—	$239K	0.12%	—	HELD
103	HSY	HERSHEY	—	—	—	—	$237K	0.12%	—	HELD
104	KMB	KIMBERLY CLARK	—	—	—	—	$230K	0.11%	—	HELD
105	ECL	ECOLAB	—	—	—	—	$217K	0.11%	—	HELD
106	IWB	ISHARES RUSSELL 1000 ETF	—	—	—	—	$215K	0.11%	—	HELD
107	WLDN	WILLDAN GROUP	—	—	—	—	$214K	0.10%	—	HELD
108	NOC	NORTHROP GRUMMAN	—	—	—	—	$213K	0.10%	—	HELD
109	VRT	VERTIV	—	—	—	—	$211K	0.10%	—	HELD
110	IP	INTERNATIONAL PAPER	—	—	—	—	$204K	0.10%	—	HELD

Source: SEC EDGAR · accession 0001104659-26-062426. 13F discloses long positions only — shorts, foreign equities, and options are excluded.