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 $204.7M across 110 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($14.2M, 6.93%), NVDA ($11.0M, 5.36%), GOOGL ($10.2M, 4.99%), VIG ($10.2M, 4.97%), MSFT ($9.2M, 4.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE | $14.2M | 6.93% | 55,879 | Trimmed |
| 2 | NVDA | NVIDIA | $11.0M | 5.36% | 62,932 | Trimmed |
| 3 | GOOGL | ALPHABET CLASS A | $10.2M | 4.99% | 35,549 | Trimmed |
| 4 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX ETF | $10.2M | 4.97% | 47,308 | Trimmed |
| 5 | MSFT | MICROSOFT | $9.2M | 4.47% | 24,719 | Trimmed |
| 6 | PRF | INVESCO FTSE RAFI U.S. 1000 ETF | $8.1M | 3.96% | 170,559 | Trimmed |
| 7 | GOOG | ALPHABET CLASS C | $7.2M | 3.53% | 25,165 | Trimmed |
| 8 | VTI | VANGUARD TOTAL STOCK MARKET INDEX ETF | $6.3M | 3.06% | 19,530 | Trimmed |
| 9 | COST | COSTCO WHOLESALE | $6.3M | 3.06% | 6,284 | Trimmed |
| 10 | MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $6.2M | 3.01% | 63,767 | Trimmed |
| 11 | V | VISA | $5.7M | 2.78% | 18,833 | Trimmed |
| 12 | AMZN | AMAZON | $5.6M | 2.75% | 27,017 | Trimmed |
| 13 | SPY | STATE STREET SPDR S&P 500 ETF | $5.3M | 2.60% | 8,189 | Trimmed |
| 14 | BRK/B | BERKSHIRE HATHAWAY CLASS B | $3.8M | 1.85% | 7,897 | Added |
| 15 | CSCO | CISCO SYSTEMS | $3.7M | 1.80% | 47,552 | Added |
| 16 | CVX | CHEVRON | $3.5M | 1.73% | 17,137 | Added |
| 17 | AMGN | AMGEN | $3.0M | 1.47% | 8,575 | Added |
| 18 | LMT | LOCKHEED MARTIN | $2.9M | 1.42% | 4,797 | Trimmed |
| 19 | ABBV | ABBVIE | $2.8M | 1.36% | 12,784 | Trimmed |
| 20 | VRTX | VERTEX PHARMACEUTICALS | $2.6M | 1.25% | 5,733 | Added |
| 21 | JNJ | JOHNSON & JOHNSON | $2.5M | 1.22% | 10,175 | Trimmed |
| 22 | PEP | PEPSICO | $2.3M | 1.14% | 15,053 | Added |
| 23 | MMM | 3M | $2.3M | 1.12% | 15,774 | Trimmed |
| 24 | MCD | MCDONALDS | $2.3M | 1.12% | 7,363 | Added |
| 25 | LLY | ELI LILLY & CO. | $2.2M | 1.08% | 2,395 | Added |
Source: SEC Form 13F filings · as of 2026-03-31