WIMMER ASSOCIATES 1, LLC

CIK

1667019

Location

PASADENA, CA

Portfolio Value

Micro $2,103,385

Diversification

Diversified

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 SPY

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

Cloned portfolio

+50.7%

SPY

+78.1%

Annualised alpha

-6.6%

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, 2025

Top 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	Positions
Technology	28.4%	$44,438,959	11
Healthcare	14.6%	$22,851,763	15
Financial Services	10.4%	$16,349,365	12
Consumer Cyclical	9.0%	$14,086,763	9
Consumer Defensive	8.8%	$13,842,458	8
Industrials	8.5%	$13,314,013	16
Communication Services	7.5%	$11,688,482	4
Unclassified	5.6%	$8,769,157	3
Energy	5.0%	$7,769,670	6
Utilities	1.3%	$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
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
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

4 positions · $2,103,385 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NEE	Nextera Energy Inc Utilities	Added	11,687	+7,607	$1,085,488	+231.4%	51.61%
DUK	Duke Energy CORP Utilities	Added	3,043	+50	$398,450	+13.6%	18.94%
SRE	Sempra Utilities	Reduced	3,343	-670	$324,839	−8.3%	15.44%
CEG	Constellation Energy Corp Utilities	Added	1,055	+60	$294,608	−16.2%	14.01%