WIMMER ASSOCIATES 1, LLC

CIK

1667019

Location

PASADENA, CA

Portfolio Value

Small $154,742,074

Diversification

Diversified

Filing Date

Global Rank

#4,762 / 8,603 ▲ 24 · as of Mar 2026

Top Industry

Consumer Electronics 9.7%

3Y Alpha vs SPY

-5.5%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+53.0%

SPY

+76.0%

Annualised alpha

-5.5%

Max drawdown

−17.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

90 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.2%

−1.1 pts

Top 5

32.8%

−3.2 pts

Top 10

48.4%

−2.9 pts

HHI

335

Diversified−42

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.7%	$44,438,959	11
Healthcare	14.8%	$22,851,763	15
Financial Services	10.6%	$16,349,365	12
Consumer Cyclical	9.1%	$14,086,763	9
Consumer Defensive	8.9%	$13,842,458	8
Industrials	8.4%	$13,075,171	16
Communication Services	7.6%	$11,688,482	4
Unclassified	5.7%	$8,769,157	3
Energy	3.9%	$6,085,456	5
Utilities	1.4%	$2,103,385	4
Basic Materials	0.6%	$984,520	2
Real Estate	0.3%	$466,595	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NEE	Nextera Energy Inc	+7,607	11,687	$1,085,488
EMR	Emerson Electric Co	+4,982	9,783	$1,281,768
CSCO	Cisco Systems, Inc.	+1,573	47,552	$3,689,559
AMD	Advanced Micro Devices Inc	+780	5,604	$1,140,021
GLD	Spdr Gold Trust	+389	4,200	$1,807,218
CVX	Chevron Corp	+210	17,137	$3,545,645
VRTX	Vertex Pharmaceuticals Inc / Ma	+207	5,733	$2,560,013
PEP	Pepsico Inc	+191	15,053	$2,337,580
PG	PROCTER & GAMBLE Co	+157	9,085	$1,312,237
AMGN	Amgen Inc	+151	8,575	$3,017,113
SYY	Sysco Corp	+130	14,607	$1,041,917
COP	Conocophillips	+90	2,555	$337,260
LLY	ELI LILLY & Co	+85	2,395	$2,202,849
NVS	Novartis AG	+70	2,594	$396,233
SBUX	Starbucks Corp	+65	22,380	$2,005,024
CEG	Constellation Energy Corp	+60	1,055	$294,608
BRK-B	Berkshire Hathaway Inc	+57	7,897	$3,784,242
PSX	Phillips 66	+56	9,073	$1,652,919
DUK	Duke Energy CORP	+50	3,043	$398,450
WM	Waste Management Inc	+45	1,720	$395,238
IP	International Paper Co /New/	+45	5,725	$204,382
CAT	Caterpillar Inc	+41	2,263	$1,603,244
MRSH	Marsh & Mclennan Companies, Inc.	+34	6,092	$1,056,657
KO	Coca Cola Co	+33	7,710	$586,345
FAF	First American Financial Corp	+30	3,960	$238,748
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−5,826	55,879	$14,181,531
VZ	Verizon Communications Inc	−3,335	8,037	$403,457
DIS	Walt Disney Co	−2,490	5,783	$557,365
MMM	3M Co	−1,982	15,774	$2,290,858
BDX	Becton Dickinson & Co	−1,803	6,517	$1,024,667
ABT	Abbott Laboratories	−1,250	21,074	$2,163,667
BR	Broadridge Financial Solutions, Inc.	−1,225	8,895	$1,445,259
KMB	Kimberly Clark Corp	−1,190	2,385	$230,080
MRK	Merck & Co., Inc.	−961	11,064	$1,330,888
NVDA	Nvidia Corp	−955	62,932	$10,975,340
NTRS	Northern Trust Corp	−790	7,060	$985,364
PLD	Prologis, Inc.	−785	3,530	$466,595
GOOGL	Alphabet Inc.	−744	35,549	$10,222,470
SRE	Sempra	−670	3,343	$324,839
WLDN	Willdan Group, Inc.	−310	2,800	$214,368
V	Visa Inc.	−301	18,833	$5,692,085
MS	Morgan Stanley	−270	3,801	$625,530
SPY	Spdr S&P 500 ETF Trust	−238	8,189	$5,325,634
MSFT	Microsoft Corp	−221	24,719	$9,150,232
EBAY	Ebay Inc	−210	7,333	$667,449
ABBV	AbbVie Inc.	−198	12,784	$2,780,392
LMT	Lockheed Martin Corp	−193	4,797	$2,899,258
SYK	Stryker Corp	−175	3,339	$1,097,162
IBM	International Business Machines Corp	−145	3,458	$838,184
COST	Costco Wholesale Corp /New	−117	6,284	$6,261,566
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
WAT	Waters Corp /De/	1,072	$319,241
VLO	Valero Energy Corp/Tx	1,200	$296,496
IMO	Imperial Oil Ltd	1,935	$253,136
NOC	Northrop Grumman Corp /De/	312	$212,858
VRT	Vertiv Holdings Co	843	$211,238
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
GPC	Genuine Parts Co	2,480	$304,940
SOLV	Solventum Corp	2,564	$203,171
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

90 positions · $154,742,074 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 90 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	55,879	-5,826	$14,181,531	−15.5%	9.16%
NVDA	Nvidia Corp Technology	Reduced	62,932	-955	$10,975,340	−7.9%	7.09%
GOOGL	Alphabet Inc. Communication Services	Reduced	35,549	-744	$10,222,470	−10.0%	6.61%
MSFT	Microsoft Corp Technology	Reduced	24,719	-221	$9,150,232	−24.1%	5.91%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	6,284	-117	$6,261,566	+13.4%	4.05%
V	Visa Inc. Financial Services	Reduced	18,833	-301	$5,692,085	−15.2%	3.68%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	27,017	-50	$5,626,830	−9.9%	3.64%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,189	-238	$5,325,634	−7.3%	3.44%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,897	+57	$3,784,242	−4.0%	2.45%
CSCO	Cisco Systems, Inc. Technology	Added	47,552	+1,573	$3,689,559	+4.2%	2.38%
CVX	Chevron Corp Energy	Added	17,137	+210	$3,545,645	+37.4%	2.29%
AMGN	Amgen Inc Healthcare	Added	8,575	+151	$3,017,113	+9.4%	1.95%
LMT	Lockheed Martin Corp Industrials	Reduced	4,797	-193	$2,899,258	+20.1%	1.87%
ABBV	AbbVie Inc. Healthcare	Reduced	12,784	-198	$2,780,392	−6.3%	1.80%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	5,733	+207	$2,560,013	+2.2%	1.65%
JNJ	Johnson & Johnson Healthcare	Reduced	10,175	-74	$2,487,177	+17.3%	1.61%
PEP	Pepsico Inc Consumer Defensive	Added	15,053	+191	$2,337,580	+9.6%	1.51%
MMM	3M Co Industrials	Reduced	15,774	-1,982	$2,290,858	−19.4%	1.48%
MCD	Mcdonalds Corp Consumer Cyclical	Added	7,363	+28	$2,288,346	+2.1%	1.48%
LLY	ELI LILLY & Co Healthcare	Added	2,395	+85	$2,202,849	−11.3%	1.42%
ABT	Abbott Laboratories Healthcare	Reduced	21,074	-1,250	$2,163,667	−22.6%	1.40%
IDXX	Idexx Laboratories Inc /De Healthcare	Held	3,667	0	$2,060,450	−16.9%	1.33%
SBUX	Starbucks Corp Consumer Cyclical	Added	22,380	+65	$2,005,024	+6.7%	1.30%
WMT	Walmart Inc. Consumer Defensive	Added	14,771	+1	$1,835,739	+11.6%	1.19%
GLD	Spdr Gold Trust	Added	4,200	+389	$1,807,218	+19.7%	1.17%
PSX	Phillips 66 Energy	Added	9,073	+56	$1,652,919	+42.1%	1.07%
QQQ	Invesco Qqq Trust, Series 1	Held	2,835	0	$1,636,305	−6.0%	1.06%
CAT	Caterpillar Inc Industrials	Added	2,263	+41	$1,603,244	+26.0%	1.04%
ADBE	Adobe Inc. Technology	Reduced	6,305	-90	$1,532,619	−31.5%	0.99%
BR	Broadridge Financial Solutions, Inc. Technology	Reduced	8,895	-1,225	$1,445,259	−36.0%	0.93%
MRK	Merck & Co., Inc. Healthcare	Reduced	11,064	-961	$1,330,888	+5.1%	0.86%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	9,085	+157	$1,312,237	+2.6%	0.85%
EMR	Emerson Electric Co Industrials	Added	9,783	+4,982	$1,281,768	+101.2%	0.83%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	7,375	0	$1,177,787	+4.0%	0.76%
LOW	Lowes Companies Inc Consumer Cyclical	Held	4,935	0	$1,166,041	−2.0%	0.75%
AMD	Advanced Micro Devices Inc Technology	Added	5,604	+780	$1,140,021	+10.3%	0.74%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,861	-59	$1,135,751	−10.1%	0.73%
SYK	Stryker Corp Healthcare	Reduced	3,339	-175	$1,097,162	−11.2%	0.71%
NEE	Nextera Energy Inc Utilities	Added	11,687	+7,607	$1,085,488	+231.4%	0.70%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Added	6,092	+34	$1,056,657	−6.0%	0.68%
SYY	Sysco Corp Consumer Defensive	Added	14,607	+130	$1,041,917	−2.3%	0.67%
BDX	Becton Dickinson & Co Healthcare	Reduced	6,517	-1,803	$1,024,667	−19.3%	0.66%
FDX	Fedex Corp Industrials	Reduced	3,453	-25	$991,047	+22.4%	0.64%
NTRS	Northern Trust Corp Financial Services	Reduced	7,060	-790	$985,364	−8.1%	0.64%
WFC	Wells Fargo & Company/Mn Financial Services	Held	10,814	0	$860,902	−14.6%	0.56%
IBM	International Business Machines Corp Technology	Reduced	3,458	-145	$838,184	−21.5%	0.54%
ADP	Automatic Data Processing Inc Technology	Held	4,037	0	$820,237	−21.0%	0.53%
NUE	Nucor Corp Basic Materials	Held	4,540	0	$767,714	+3.7%	0.50%
BLK	BlackRock, Inc. Financial Services	Reduced	797	-21	$766,482	−12.5%	0.50%
RTX	RTX Corp Industrials	Reduced	3,906	-50	$753,467	+3.9%	0.49%