WIMMER ASSOCIATES 1, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 52.7%; sector active share 16.9% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
113 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 23.5% | $52,082,152 |
| Unclassified | 23.3% | $51,464,102 |
| Healthcare | 10.8% | $23,846,860 |
| Communication Services | 9.9% | $21,812,153 |
| Financial Services | 8.7% | $19,283,482 |
| Consumer Cyclical | 6.8% | $14,942,786 |
| Industrials | 6.5% | $14,438,009 |
| Consumer Defensive | 5.8% | $12,877,406 |
| Energy | 3.1% | $6,769,319 |
| Utilities | 0.9% | $2,002,616 |
| Basic Materials | 0.6% | $1,238,352 |
| Real Estate | 0.2% | $459,243 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PRF | Victory Portfolios II | +19,220 | 189,779 | $10,253,759 | |
| VO | VANGUARD MID-CAP INDEX FUND | +4,343 | 5,774 | $465,211 | |
| VIG | Vanguard Specialized Funds | +3,770 | 51,078 | $12,086,076 | |
| CSCO | Cisco Systems, Inc. | +1,954 | 49,506 | $5,814,974 | |
| CVX | Chevron Corp | +1,929 | 19,066 | $3,160,380 | |
| VOO | VANGUARD 500 INDEX FUND | +1,255 | 3,770 | $2,589,273 | |
| EMR | Emerson Electric Co | +1,005 | 10,788 | $1,544,302 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | +815 | 9,520 | $1,504,445 | |
| AAPL | Apple Inc. | +361 | 56,240 | $16,273,606 | |
| AMZN | Amazon Com Inc | +288 | 27,305 | $6,507,873 | |
| VTV | VANGUARD VALUE INDEX FUND | +235 | 6,616 | $1,441,824 | |
| BMY | Bristol Myers Squibb Co | +160 | 4,250 | $244,885 | |
| CEG | Constellation Energy Corp | +102 | 1,157 | $287,364 | |
| VZ | Verizon Communications Inc | +83 | 8,120 | $343,800 | |
| LLY | ELI LILLY & Co | +75 | 2,470 | $2,962,592 | |
| VRTX | Vertex Pharmaceuticals Inc | +63 | 5,796 | $2,879,047 | |
| GLD | Spdr Gold Trust | +45 | 4,245 | $1,563,773 | |
| LOW | Lowes Companies Inc | +40 | 4,975 | $1,096,937 | |
| GDX | VanEck Gold Miners ETF | +20 | 3,313 | $249,965 | |
| SPY | Spdr S&P 500 ETF Trust | +15 | 8,204 | $6,126,501 | |
| VRT | Vertiv Holdings Co | +9 | 852 | $285,266 | |
| NEE | Nextera Energy Inc | +8 | 11,695 | $1,026,470 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MOAT | VanEck Morningstar Wide Moat ETF | −54,211 | 9,556 | $993,441 | |
| GOOGL | Alphabet Inc. | −1,558 | 33,991 | $12,147,363 | |
| VEU | Vanguard International Equity Index Funds | −1,470 | 5,657 | $473,773 | |
| GOOG | Alphabet Inc. | −982 | 24,183 | $8,544,579 | |
| AMD | Advanced Micro Devices Inc | −873 | 4,731 | $2,748,285 | |
| BR | Broadridge Financial Solutions, Inc. | −872 | 8,023 | $1,098,749 | |
| MSFT | Microsoft Corp | −823 | 23,896 | $8,913,685 | |
| XOM | ExxonMobil Holdings Corp | −563 | 9,364 | $1,280,246 | |
| JNJ | Johnson & Johnson | −470 | 9,705 | $2,464,778 | |
| DIS | Walt Disney Co | −467 | 5,316 | $511,665 | |
| SYY | Sysco Corp | −460 | 14,147 | $1,182,406 | |
| META | Meta Platforms, Inc. | −413 | 470 | $264,746 | |
| ABT | Abbott Laboratories | −391 | 20,683 | $1,876,775 | |
| SCHW | Schwab Charles Corp | −325 | 2,585 | $238,517 | |
| WAT | Waters Corp | −244 | 828 | $310,533 | |
| ADBE | Adobe Inc. | −225 | 6,080 | $1,246,521 | |
| PG | PROCTER & GAMBLE Co | −221 | 8,864 | $1,299,816 | |
| ABBV | AbbVie Inc. | −210 | 12,574 | $3,164,121 | |
| WMT | Walmart Inc. | −208 | 14,563 | $1,649,405 | |
| IP | International Paper Co | −205 | 5,520 | $210,312 | |
| SBUX | Starbucks Corp | −202 | 22,178 | $2,266,369 | |
| MCD | Mcdonalds Corp | −186 | 7,177 | $1,940,014 | |
| MMM | 3M Co | −185 | 15,589 | $2,524,014 | |
| HD | Home Depot, Inc. | −170 | 1,329 | $468,711 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | −165 | 19,365 | $7,165,824 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| INTC | Intel Corp | 3,945 | $550,840 | |
| DELL | Dell Technologies Inc. | 1,020 | $440,089 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | 3,387 | $404,814 | |
| RPG | Victory Portfolios II | 4,125 | $263,381 | |
| FDXF | FedEx Freight Holding Company, Inc. | 1,722 | $260,022 | |
| ASML | Asml Holding NV | 110 | $218,838 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 56,240 | $16,273,606 | 7.36% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 62,769 | $12,559,449 | 5.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 33,991 | $12,147,363 | 5.49% | |
| VIG |
Vanguard Specialized Funds
|
Added | 51,078 | $12,086,076 | 5.46% | |
| PRF |
Victory Portfolios II
|
Added | 189,779 | $10,253,759 | 4.64% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 23,896 | $8,913,685 | 4.03% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 24,183 | $8,544,579 | 3.86% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 19,365 | $7,165,824 | 3.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 27,305 | $6,507,873 | 2.94% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 18,747 | $6,431,908 | 2.91% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 8,204 | $6,126,501 | 2.77% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 6,236 | $5,833,590 | 2.64% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 49,506 | $5,814,974 | 2.63% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 7,799 | $3,902,541 | 1.76% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 12,574 | $3,164,121 | 1.43% | |
| CVX |
Chevron Corp
Energy
|
Added | 19,066 | $3,160,380 | 1.43% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 8,431 | $3,053,033 | 1.38% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,470 | $2,962,592 | 1.34% | |
| VRTX |
Vertex Pharmaceuticals Inc
Healthcare
|
Added | 5,796 | $2,879,047 | 1.30% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 4,731 | $2,748,285 | 1.24% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 3,770 | $2,589,273 | 1.17% | |
| MMM |
3M Co
Industrials
|
Reduced | 15,589 | $2,524,014 | 1.14% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 9,705 | $2,464,778 | 1.11% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 4,792 | $2,441,332 | 1.10% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 2,263 | $2,409,868 | 1.09% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 22,178 | $2,266,369 | 1.02% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 2,835 | $2,087,694 | 0.94% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 14,948 | $2,023,959 | 0.91% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 7,177 | $1,940,014 | 0.88% | |
| IDXX |
Idexx Laboratories Inc
Healthcare
|
Held | 3,667 | $1,930,455 | 0.87% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 20,683 | $1,876,775 | 0.85% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 14,563 | $1,649,405 | 0.75% | |
| GLD |
Spdr Gold Trust
|
Added | 4,245 | $1,563,773 | 0.71% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 10,788 | $1,544,302 | 0.70% | |
| PSX |
Phillips 66
Energy
|
Held | 9,073 | $1,533,790 | 0.69% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Added | 9,520 | $1,504,445 | 0.68% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 2 | $1,497,700 | 0.68% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 6,616 | $1,441,824 | 0.65% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 10,952 | $1,407,332 | 0.64% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 8,864 | $1,299,816 | 0.59% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 9,364 | $1,280,246 | 0.58% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 3,861 | $1,263,821 | 0.57% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 6,080 | $1,246,521 | 0.56% | |
| NTRS |
Northern Trust Corp
Financial Services
|
Held | 7,060 | $1,227,310 | 0.55% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Reduced | 14,147 | $1,182,406 | 0.53% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Reduced | 7,355 | $1,114,282 | 0.50% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Reduced | 8,023 | $1,098,749 | 0.50% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 4,975 | $1,096,937 | 0.50% | |
| FDX |
Fedex Corp
Industrials
|
Held | 3,453 | $1,081,237 | 0.49% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 3,264 | $1,027,637 | 0.46% |
Showing the top 50 of 113 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.