Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WIMMER ASSOCIATES 1, LLC (CIK 1667019) reported $221.2M across 113 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($16.3M, 7.36%), NVDA ($12.6M, 5.68%), GOOGL ($12.1M, 5.49%), VIG ($12.1M, 5.46%), PRF ($10.3M, 4.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE | $16.3M | 7.36% | 56,240 | Added |
| 2 | NVDA | NVIDIA | $12.6M | 5.68% | 62,769 | Trimmed |
| 3 | GOOGL | ALPHABET CLASS A | $12.1M | 5.49% | 33,991 | Trimmed |
| 4 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX ETF | $12.1M | 5.46% | 51,078 | Added |
| 5 | PRF | INVESCO FTSE RAFI U.S. 1000 ETF | $10.3M | 4.64% | 189,779 | Added |
| 6 | MSFT | MICROSOFT | $8.9M | 4.03% | 23,896 | Trimmed |
| 7 | GOOG | ALPHABET CLASS C | $8.5M | 3.86% | 24,183 | Trimmed |
| 8 | VTI | VANGUARD TOTAL STOCK MARKET INDEX ETF | $7.2M | 3.24% | 19,365 | Trimmed |
| 9 | AMZN | AMAZON | $6.5M | 2.94% | 27,305 | Added |
| 10 | V | VISA | $6.4M | 2.91% | 18,747 | Trimmed |
| 11 | SPY | STATE STREET SPDR S&P 500 ETF | $6.1M | 2.77% | 8,204 | Added |
| 12 | COST | COSTCO WHOLESALE | $5.8M | 2.64% | 6,236 | Trimmed |
| 13 | CSCO | CISCO SYSTEMS | $5.8M | 2.63% | 49,506 | Added |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3.9M | 1.76% | 7,799 | Trimmed |
| 15 | ABBV | ABBVIE | $3.2M | 1.43% | 12,574 | Trimmed |
| 16 | CVX | CHEVRON | $3.2M | 1.43% | 19,066 | Added |
| 17 | AMGN | AMGEN | $3.1M | 1.38% | 8,431 | Trimmed |
| 18 | LLY | ELI LILLY & CO. | $3.0M | 1.34% | 2,470 | Added |
| 19 | VRTX | VERTEX PHARMACEUTICALS | $2.9M | 1.30% | 5,796 | Added |
| 20 | AMD | ADVANCED MICRO DEVICES | $2.7M | 1.24% | 4,731 | Trimmed |
| 21 | VOO | VANGUARD S&P 500 INDEX ETF | $2.6M | 1.17% | 3,770 | Added |
| 22 | MMM | 3M | $2.5M | 1.14% | 15,589 | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON | $2.5M | 1.11% | 9,705 | Trimmed |
| 24 | LMT | LOCKHEED MARTIN | $2.4M | 1.10% | 4,792 | Trimmed |
| 25 | CAT | CATERPILLAR | $2.4M | 1.09% | 2,263 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30