WIMMER ASSOCIATES 1, LLC

← Tracker

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	$310.42	-6.90%	53.24%	108.42%	$14.2M	6.93%	—	HELD
2	NVDA	NVIDIA	$201.19	3.15%	12.42%	774.16%	$11.0M	5.36%	—	HELD
3	GOOGL	ALPHABET CLASS A	$355.99	6.69%	85.11%	143.37%	$10.2M	4.99%	—	HELD
4	VIG	VANGUARD DIVIDEND APPRECIATION INDEX ETF	$239.14	-0.38%	18.88%	61.24%	$10.2M	4.97%	—	HELD
5	MSFT	MICROSOFT	$465.00	3.08%	-10.62%	60.10%	$9.2M	4.47%	—	HELD
6	PRF	INVESCO FTSE RAFI U.S. 1000 ETF	$54.77	0.20%	31.64%	81.74%	$8.1M	3.96%	—	HELD
7	GOOG	ALPHABET CLASS C	$356.65	6.88%	76.17%	131.42%	$7.2M	3.53%	—	HELD
8	VTI	VANGUARD TOTAL STOCK MARKET INDEX ETF	$368.22	0.53%	21.20%	68.49%	$6.3M	3.06%	—	HELD
9	COST	COSTCO WHOLESALE	$951.89	-0.24%	0.66%	120.84%	$6.3M	3.06%	—	HELD
10	MOAT	VANECK MORNINGSTAR WIDE MOAT ETF	$108.04	0.19%	13.55%	48.77%	$6.2M	3.01%	—	HELD
11	V	VISA	$366.16	-0.03%	8.84%	65.83%	$5.7M	2.78%	—	HELD
12	AMZN	AMAZON	$271.42	15.25%	9.66%	35.70%	$5.6M	2.75%	—	HELD
13	SPY	STATE STREET SPDR S&P 500 ETF	$746.85	0.70%	20.62%	75.74%	$5.3M	2.60%	—	HELD
14	BRK/B	BERKSHIRE HATHAWAY CLASS B	—	—	—	—	$3.8M	1.85%	—	HELD
15	CSCO	CISCO SYSTEMS	$115.99	2.14%	73.60%	122.41%	$3.7M	1.80%	—	HELD
16	CVX	CHEVRON	$196.85	2.36%	32.36%	140.77%	$3.5M	1.73%	—	HELD
17	AMGN	AMGEN	$385.16	-0.64%	34.50%	99.65%	$3.0M	1.47%	—	HELD
18	LMT	LOCKHEED MARTIN	$583.00	1.55%	40.04%	81.28%	$2.9M	1.42%	—	HELD
19	ABBV	ABBVIE	$250.88	-2.54%	32.88%	150.27%	$2.8M	1.36%	—	HELD
20	VRTX	VERTEX PHARMACEUTICALS	$477.10	-0.95%	4.23%	140.50%	$2.6M	1.25%	—	HELD
21	JNJ	JOHNSON & JOHNSON	$256.32	0.20%	58.23%	70.72%	$2.5M	1.22%	—	HELD
22	PEP	PEPSICO	$139.56	-0.46%	4.65%	5.03%	$2.3M	1.14%	—	HELD
23	MMM	3M	$176.28	0.12%	24.20%	28.27%	$2.3M	1.12%	—	HELD
24	MCD	MCDONALDS	$270.67	0.83%	-9.02%	26.40%	$2.3M	1.12%	—	HELD
25	LLY	ELI LILLY & CO.	$1148.35	-0.57%	50.85%	361.96%	$2.2M	1.08%	—	HELD
26	ABT	ABBOTT LABORATORIES	$105.74	0.12%	-15.36%	-8.15%	$2.2M	1.06%	—	HELD
27	IDXX	IDEXX LABS	$559.07	0.05%	3.19%	-17.98%	$2.1M	1.01%	—	HELD
28	SBUX	STARBUCKS	$105.25	-0.57%	24.07%	0.04%	$2.0M	0.98%	—	HELD
29	WMT	WALMART	$111.21	0.09%	13.75%	139.00%	$1.8M	0.90%	—	HELD
30	GLD	SPDR GOLD SHARES ETF	$371.53	-1.49%	22.01%	122.26%	$1.8M	0.88%	—	HELD
31	XOM	EXXON MOBIL	$155.44	-0.97%	—	—	$1.7M	0.82%	—	HELD
32	PSX	PHILLIPS 66	$211.68	0.51%	—	—	$1.7M	0.81%	—	HELD
33	QQQ	INVESCO QQQ TRUST ETF	$688.22	0.68%	—	—	$1.6M	0.80%	—	HELD
34	CAT	CATERPILLAR	$815.28	0.76%	—	—	$1.6M	0.78%	—	HELD
35	ADBE	ADOBE	$250.41	1.01%	—	—	$1.5M	0.75%	—	HELD
36	VOO	VANGUARD S&P 500 INDEX ETF	$686.71	0.72%	—	—	$1.5M	0.73%	—	HELD
37	BR	BROADRIDGE FINANCIAL SOLUTIONS	$153.95	-0.53%	—	—	$1.4M	0.71%	—	HELD
38	BRK/A	BERKSHIRE HATHAWAY CLASS A	—	—	—	—	$1.4M	0.70%	—	HELD
39	MRK	MERCK	$130.22	0.33%	—	—	$1.3M	0.65%	—	HELD
40	PG	PROCTER AND GAMBLE	$144.52	0.39%	—	—	$1.3M	0.64%	—	HELD
41	VYM	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	$161.91	-0.03%	—	—	$1.3M	0.63%	—	HELD
42	EMR	EMERSON ELECTRIC	$149.82	0.79%	—	—	$1.3M	0.63%	—	HELD
43	VTV	VANGUARD VALUE INDEX ETF	$219.92	-0.28%	—	—	$1.3M	0.61%	—	HELD
44	FDX	FEDEX	$307.40	-0.37%	—	—	$1.2M	0.60%	—	HELD
45	TJX	TJX COMPANIES	$157.35	-1.20%	—	—	$1.2M	0.58%	—	HELD
46	LOW	LOWES	$207.92	-1.03%	—	—	$1.2M	0.57%	—	HELD
47	AMD	ADVANCED MICRO DEVICES	$476.15	-1.90%	—	—	$1.1M	0.56%	—	HELD
48	JPM	JP MORGAN CHASE	$351.86	0.29%	—	—	$1.1M	0.55%	—	HELD
49	SYK	STRYKER	$325.69	-6.42%	—	—	$1.1M	0.54%	—	HELD
50	NEE	NEXTERA ENERGY INC COM	$86.93	-1.14%	—	—	$1.1M	0.53%	—	HELD
51	MRSH	MARSH & MCLENNAN	$189.69	-0.95%	—	—	$1.1M	0.52%	—	HELD
52	SYY	SYSCO	$85.24	0.63%	—	—	$1.0M	0.51%	—	HELD
53	BDX	BECTON DICKINSON	$165.62	0.10%	—	—	$1.0M	0.50%	—	HELD
54	NTRS	NORTHERN TRUST	$182.19	-0.18%	—	—	$985K	0.48%	—	HELD
55	WMT2	WELLS FARGO	—	—	—	—	$861K	0.42%	—	HELD
56	IBM	IBM	$223.79	0.92%	—	—	$838K	0.41%	—	HELD
57	ADP	AUTOMATIC DATA PROCESSING	$266.46	0.98%	—	—	$820K	0.40%	—	HELD
58	IVV	ISHARES CORE S&P 500 ETF	$750.46	0.71%	—	—	$784K	0.38%	—	HELD
59	NUE	NUCOR	$257.42	0.15%	—	—	$768K	0.38%	—	HELD
60	BLK	BLACKROCK	$1090.39	-0.73%	—	—	$766K	0.37%	—	HELD
61	RTX	RTX CORPORATION (formerly Raytheon)	$215.15	0.36%	—	—	$753K	0.37%	—	HELD
62	TMO	THERMO FISHER SCIENTIFIC	$574.12	-0.46%	—	—	$730K	0.36%	—	HELD
63	IVW	ISHARES S&P 500 GROWTH ETF	$135.21	1.41%	—	—	$713K	0.35%	—	HELD
64	EBAY	EBAY	$114.01	0.43%	—	—	$667K	0.33%	—	HELD
65	MS	MORGAN STANLEY	$210.56	0.24%	—	—	$626K	0.31%	—	HELD
66	UNP	UNION PACIFIC	$292.12	0.92%	—	—	$613K	0.30%	—	HELD
67	VEA	VANGUARD DEVELOPED MARKETS ETF	$70.63	-0.65%	—	—	$602K	0.29%	—	HELD
68	KO	COCA COLA	$87.58	-1.02%	—	—	$586K	0.29%	—	HELD
69	DIS	WALT DISNEY	$96.22	0.06%	—	—	$557K	0.27%	—	HELD
70	VEU	VANGUARD ALL-WORLD EX U.S. INDEX ETF	$82.85	-0.22%	—	—	$535K	0.26%	—	HELD
71	META	META PLATFORMS (formerly Facebook)	$556.34	3.21%	—	—	$505K	0.25%	—	HELD
72	HD	HOME DEPOT	$331.99	-0.41%	—	—	$493K	0.24%	—	HELD
73	BX	BLACKSTONE GROUP LP	$127.75	-0.25%	—	—	$476K	0.23%	—	HELD
74	PLD	PROLOGIS	$144.65	-1.05%	—	—	$467K	0.23%	—	HELD
75	MAR	MARRIOTT INTERNATIONAL	$372.83	-0.71%	—	—	$458K	0.22%	—	HELD
76	AXP	AMERICAN EXPRESS	$336.25	-0.38%	—	—	$454K	0.22%	—	HELD
77	GILD	GILEAD SCIENCES	$130.21	-0.82%	—	—	$433K	0.21%	—	HELD
78	VXUS	VANGUARD TOTAL INT'L STOCK ETF	$84.59	-0.21%	—	—	$418K	0.20%	—	HELD
79	VO	VANGUARD MID CAP INDEX ETF	$80.94	-0.06%	—	—	$411K	0.20%	—	HELD
80	CNI	CANADIAN NATIONAL RAILWAY	$127.22	0.07%	—	—	$406K	0.20%	—	HELD
81	VZ	VERIZON	$46.82	1.54%	—	—	$403K	0.20%	—	HELD
82	DUK	DUKE ENERGY	$125.35	-0.73%	—	—	$398K	0.19%	—	HELD
83	NVS	NOVARTIS ADR	$156.14	-1.45%	—	—	$396K	0.19%	—	HELD
84	WM	WASTE MANAGEMENT	$226.54	0.09%	—	—	$395K	0.19%	—	HELD
85	PAYX	PAYCHEX	$116.84	0.44%	—	—	$355K	0.17%	—	HELD
86	ODFL	OLD DOMINION FREIGHT LINES	$212.14	-0.16%	—	—	$350K	0.17%	—	HELD
87	IVE	ISHARES S&P 500 VALUE ETF	$231.71	-0.19%	—	—	$348K	0.17%	—	HELD
88	COP	CONOCOPHILLIPS	$120.48	1.22%	—	—	$337K	0.16%	—	HELD
89	SRE	SEMPRA ENERGY	$88.55	-1.15%	—	—	$325K	0.16%	—	HELD
90	WAT	WATERS	$377.31	-0.79%	—	—	$319K	0.16%	—	HELD
91	UPS	UNITED PARCEL SERVICE	$104.22	-1.00%	—	—	$318K	0.16%	—	HELD
92	ACN	ACCENTURE	$165.92	1.61%	—	—	$311K	0.15%	—	HELD
93	GDX	VANECK GOLD MINERS ETF	$74.10	-3.49%	—	—	$302K	0.15%	—	HELD
94	VLO	VALERO ENERGY	$312.98	0.41%	—	—	$296K	0.14%	—	HELD
95	CEG	CONSTELLATION ENERGY	$262.75	-0.31%	—	—	$295K	0.14%	—	HELD
96	CMI	CUMMINS	$634.20	0.19%	—	—	$282K	0.14%	—	HELD
97	SCHW	CHARLES SCHWAB	$105.24	0.87%	—	—	$273K	0.13%	—	HELD
98	IMO	IMPERIAL OIL	$129.57	0.60%	—	—	$253K	0.12%	—	HELD
99	CP	CANADIAN PACIFIC KANSAS CITY	$88.87	0.81%	—	—	$253K	0.12%	—	HELD
100	XMHQ	INVESCO S&P MID CAP QUALITY ETF	$114.92	0.26%	—	—	$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.