Wimmer Associates 1, LLC

Wimmer Associates 1, LLC reported 113 holdings worth US$221M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Wimmer Associates 1, LLC reported 113 holdings worth US$221M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Nvidia Corporation. Filed Aug 14, 2026 (Form 13F).

Holdings
113
Value as reported
US$221M

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C57,901US$20.7M9.4%
Apple Inc56,240US$16.3M7.4%
Nvidia Corporation62,769US$12.6M5.7%
Microsoft Corp.23,896US$8.91M4.0%
Amazon.com, Inc.27,305US$6.51M2.9%
Visa Inc.18,747US$6.43M2.9%
Costco Wholesale Corporation6,236US$5.83M2.6%
Cisco Systems, Inc.49,506US$5.81M2.6%
Berkshire Hathaway Inc.10,792US$5.4M2.4%
Abbvie Inc.12,574US$3.16M1.4%
Chevron Corporation19,066US$3.16M1.4%
Amgen Inc.8,431US$3.05M1.4%
Eli Lilly And Company2,470US$2.96M1.3%
Vertex Pharmaceuticals Incorporated5,796US$2.88M1.3%
Advanced Micro Devices Inc4,731US$2.75M1.2%
3m Company15,589US$2.52M1.1%
Johnson & Johnson9,705US$2.46M1.1%
Lockheed Martin Corporation4,792US$2.44M1.1%
Caterpillar, Inc.2,263US$2.41M1.1%
Starbucks Corporation22,178US$2.27M1.0%
Pepsico, Inc.14,948US$2.02M0.91%
Mcdonald's Corporation7,177US$1.94M0.88%
Idexx Laboratories, Inc.3,667US$1.93M0.87%
Abbott Laboratories20,683US$1.88M0.85%
Walmart Inc.14,563US$1.65M0.75%
Emerson Electric Company10,788US$1.54M0.70%
Phillips 669,073US$1.53M0.69%
Merck & Company, Inc.10,952US$1.41M0.64%
Procter & Gamble Company (the)8,864US$1.3M0.59%
Jp Morgan Chase & Co.3,861US$1.26M0.57%
Adobe Inc.6,080US$1.25M0.56%
Northern Trust Corporation7,060US$1.23M0.55%
Sysco Corporation14,147US$1.18M0.53%
Tjx Companies, Inc. (the)7,355US$1.11M0.50%
Broadridge Financial Solutions, Inc.8,023US$1.1M0.50%
Lowe's Companies, Inc.4,975US$1.1M0.50%
Fedex Corporation3,453US$1.08M0.49%
Stryker Corporation3,264US$1.03M0.46%
Nextera Energy, Inc.11,695US$1.03M0.46%
Marsh6,090US$1.02M0.46%
Nucor Corporation4,540US$1.01M0.46%
Becton, Dickinson And Company6,517US$986K0.45%
International Business Machines Corporation3,323US$934K0.42%
Automatic Data Processing, Inc.4,037US$904K0.41%
Wells Fargo & Company10,814US$894K0.40%
Ebay Inc.7,333US$819K0.37%
Morgan Stanley3,801US$795K0.36%
Blackrock, Inc.782US$752K0.34%
Rtx Corporation3,906US$741K0.34%
Thermo Fisher Scientific Inc1,476US$740K0.33%
Union Pacific Corporation2,525US$687K0.31%
Coca-cola Company (the)7,708US$626K0.28%
Intel Corporation3,945US$551K0.25%
Marriott International1,400US$519K0.23%
Walt Disney Company (the)5,316US$512K0.23%
American Express Company1,500US$507K0.23%
Blackstone Inc.4,143US$488K0.22%
Canadian National Railway Company3,950US$471K0.21%
Home Depot, Inc. (the)1,329US$469K0.21%
Prologis, Inc.3,390US$459K0.21%
Dell Technologies Inc.1,020US$440K0.20%
Novartis Ag2,594US$407K0.18%
Gilead Sciences, Inc.3,110US$393K0.18%
Old Dominion Freight Line, Inc.1,790US$388K0.18%
Waste Management, Inc.1,720US$383K0.17%
Duke Energy Corporation (holding Company)2,993US$379K0.17%
Paychex, Inc.3,850US$379K0.17%
Cummins Inc.524US$374K0.17%
United Parcel Service, Inc.3,237US$348K0.16%
Verizon Communications Inc.8,120US$344K0.16%
Valero Energy Corporation1,200US$313K0.14%
Waters Corporation828US$311K0.14%
Dba Sempra3,343US$310K0.14%
Constellation Energy Corporation1,157US$287K0.13%
Vertiv Holdings, Llc852US$285K0.13%
Canadian Pacific Kansas City Limited3,218US$279K0.13%
First American Corporation (new)3,960US$272K0.12%
Conocophillips2,555US$266K0.12%
Meta Platforms, Inc.470US$265K0.12%
Kimberly-clark Corporation2,385US$262K0.12%
Bristol-myers Squibb Company4,250US$245K0.11%
Charles Schwab Corporation (the)2,585US$239K0.11%
Ecolab Inc.815US$227K0.10%
Willdan Group, Inc.2,800US$221K0.10%
Asml Holding Nv110US$219K0.10%
Imperial Oil Limited1,935US$217K0.10%
International Paper Company5,520US$210K0.10%
Exxon Mobil Corporation0US$00.00%
The Hershey Company0US$00.00%
Northrop Grumman Corporation0US$00.00%

Source

View original at SEC

Related