WIMMER ASSOCIATES 1, LLC
Filing Date
Global Rank
#4,748
/ 8,588
▲ 26
Top Industry
Consumer Electronics
9.6%
3Y Alpha vs SPY
-6.7%
Period ended 3 months ago
Filed May 15, 2026 · 33d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+50.6%
SPY
+76.8%
Annualised alpha
-6.3%
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
91 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.1%
−1.1 pts
Top 5
32.4%
−3.3 pts
Top 10
47.8%
−3.0 pts
HHI
328
Diversified−43
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.4% | $44,438,959 |
| Healthcare | 14.6% | $22,851,763 |
| Financial Services | 10.4% | $16,349,365 |
| Consumer Cyclical | 9.0% | $14,086,763 |
| Consumer Defensive | 8.8% | $13,842,458 |
| Industrials | 8.5% | $13,314,013 |
| Communication Services | 7.5% | $11,688,482 |
| Unclassified | 5.6% | $8,769,157 |
| Energy | 5.0% | $7,769,670 |
| Utilities | 1.3% | $2,103,385 |
| Basic Materials | 0.6% | $984,520 |
| Real Estate | 0.3% | $466,595 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| XOM | Exxon Mobil Corp | +263 | 9,927 | $1,684,214 | |
| 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 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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
91 positions ·
$156,665,130 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 91 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IP |
International Paper Co /New/
Consumer Cyclical
|
Added | 5,725 | $204,382 | 0.13% | |
| VRT |
Vertiv Holdings Co
Industrials
|
NEW | 843 | $211,238 | 0.13% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
NEW | 312 | $212,858 | 0.14% | |
| WLDN |
Willdan Group, Inc.
Industrials
|
Reduced | 2,800 | $214,368 | 0.14% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Held | 815 | $216,806 | 0.14% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Reduced | 2,385 | $230,080 | 0.15% | |
| HSY |
Hershey Co
Consumer Defensive
|
Reduced | 1,140 | $236,994 | 0.15% | |
| FAF |
First American Financial Corp
Financial Services
|
Added | 3,960 | $238,748 | 0.15% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Held | 4,090 | $248,058 | 0.16% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
Held | 3,218 | $253,127 | 0.16% | |
| IMO |
Imperial Oil Ltd
Energy
|
NEW | 1,935 | $253,136 | 0.16% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 2,910 | $273,481 | 0.17% | |
| CMI |
Cummins Inc
Industrials
|
Reduced | 524 | $281,922 | 0.18% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 1,055 | $294,608 | 0.19% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
NEW | 1,200 | $296,496 | 0.19% | |
| ACN |
Accenture plc
Technology
|
Held | 1,570 | $311,315 | 0.20% | |
| UPS |
United Parcel Service Inc
Industrials
|
Held | 3,237 | $318,456 | 0.20% | |
| WAT |
Waters Corp /De/
Healthcare
|
NEW | 1,072 | $319,241 | 0.20% | |
| SRE |
Sempra
Utilities
|
Reduced | 3,343 | $324,839 | 0.21% | |
| COP |
Conocophillips
Energy
|
Added | 2,555 | $337,260 | 0.22% | |
| ODFL |
Old Dominion Freight Line, Inc.
Industrials
|
Held | 1,790 | $349,766 | 0.22% | |
| PAYX |
Paychex Inc
Technology
|
Held | 3,850 | $354,662 | 0.23% | |
| WM |
Waste Management Inc
Industrials
|
Added | 1,720 | $395,238 | 0.25% | |
| NVS |
Novartis AG
Healthcare
|
Added | 2,594 | $396,233 | 0.25% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 3,043 | $398,450 | 0.25% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 8,037 | $403,457 | 0.26% | |
| CNI |
Canadian National Railway Co
Industrials
|
Held | 3,950 | $405,941 | 0.26% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Held | 3,110 | $433,440 | 0.28% | |
| AXP |
American Express Co
Financial Services
|
Held | 1,500 | $453,720 | 0.29% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Held | 1,400 | $457,898 | 0.29% | |
| PLD |
Prologis, Inc.
Real Estate
|
Reduced | 3,530 | $466,595 | 0.30% | |
| BX |
Blackstone Inc.
Financial Services
|
Held | 4,143 | $476,403 | 0.30% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,499 | $493,006 | 0.31% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 883 | $505,190 | 0.32% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 5,783 | $557,365 | 0.36% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 7,710 | $586,345 | 0.37% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 2,525 | $612,615 | 0.39% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 3,801 | $625,530 | 0.40% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
Reduced | 7,333 | $667,449 | 0.43% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 1,486 | $730,413 | 0.47% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 3,906 | $753,467 | 0.48% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 797 | $766,482 | 0.49% | |
| NUE |
Nucor Corp
Basic Materials
|
Held | 4,540 | $767,714 | 0.49% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 4,037 | $820,237 | 0.52% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 3,458 | $838,184 | 0.54% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 10,814 | $860,902 | 0.55% | |
| NTRS |
Northern Trust Corp
Financial Services
|
Reduced | 7,060 | $985,364 | 0.63% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Reduced | 6,517 | $1,024,667 | 0.65% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Added | 14,607 | $1,041,917 | 0.67% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Added | 6,092 | $1,056,657 | 0.67% |