Q2 2026 13F · SEC CIK 1667019

Wimmer Associates 1, LLC

Investment managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $221.2M
Reported positions: 113
Top holdings a year, 3 yrs: +19.7%
Average holding period: 9.9 yrs

Wimmer Associates 1, LLC is an investment manager that reported 113 positions worth $221.2M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Apple Inc (AAPL, 7.4%), Nvidia Corporation (NVDA, 5.7%), Alphabet Inc (GOOGL, 5.5%). A portfolio copying its top holdings returned 19.7% a year over the last 3 years, against 20.4% for the S&P 500.

Wimmer Associates 1, LLC holdings largest 50 of 113 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wimmer Associates 1, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	7.4%	6.9%	56,240	+0.6%	$16.3M
NVDANvidia Corporation	5.7%	5.4%	62,769	-0.3%	$12.6M
GOOGLAlphabet Inc	5.5%	5.0%	33,991	-4.4%	$12.1M
VIGVanguard Specialized Funds	5.5%	5.0%	51,078	+8.0%	$12.1M
PRFInvesco Exchange Traded Fd T	4.6%	4.0%	189,779	+11.3%	$10.3M
MSFTMicrosoft Corp	4.0%	4.5%	23,896	-3.3%	$8.9M
GOOGAlphabet Inc	3.9%	3.5%	24,183	-3.9%	$8.5M
VTIVanguard Index Fds	3.2%	3.1%	19,365	-0.8%	$7.2M
AMZNAmazon Com Inc	2.9%	2.7%	27,305	+1.1%	$6.5M
VVisa Inc	2.9%	2.8%	18,747	-0.5%	$6.4M
SPYState Str Spdr S&p 500 ETF T	2.8%	2.6%	8,204	+0.2%	$6.1M
COSTCostco Wholesale Corporation	2.6%	3.1%	6,236	-0.8%	$5.8M
CSCOCisco Sys Inc	2.6%	1.8%	49,506	+4.1%	$5.8M
BRK-BBerkshire Hathaway Inc Del	1.8%	1.8%	7,799	-1.2%	$3.9M
ABBVAbbvie Inc	1.4%	1.4%	12,574	-1.6%	$3.2M
CVXChevron Corporation	1.4%	1.7%	19,066	+11.3%	$3.2M
AMGNAmgen Inc	1.4%	1.5%	8,431	-1.7%	$3.1M
LLYEli Lilly & Co	1.3%	1.1%	2,470	+3.1%	$3.0M
VRTXVertex Pharmaceuticals Inc	1.3%	1.3%	5,796	+1.1%	$2.9M
AMDAdvanced Micro Devices Inc	1.2%	0.6%	4,731	-15.6%	$2.7M
VOOVanguard Index Fds	1.2%	0.7%	3,770	+49.9%	$2.6M
MMM3m Co	1.1%	1.1%	15,589	-1.2%	$2.5M
JNJJohnson & Johnson	1.1%	1.2%	9,705	-4.6%	$2.5M
LMTLockheed Martin Corp	1.1%	1.4%	4,792	-0.1%	$2.4M
CATCaterpillar Inc	1.1%	0.8%	2,263	+0.0%	$2.4M
SBUXStarbucks Corp	1.0%	1.0%	22,178	-0.9%	$2.3M
QQQInvesco Qqq Tr	0.9%	0.8%	2,835	+0.0%	$2.1M
PEPPepsico Inc	0.9%	1.1%	14,948	-0.7%	$2.0M
MCDMcdonalds Corp	0.9%	1.1%	7,177	-2.5%	$1.9M
IDXXIdexx Labs Inc	0.9%	1.0%	3,667	+0.0%	$1.9M
ABTAbbott Laboratories	0.8%	1.1%	20,683	-1.9%	$1.9M
WMTWalmart Inc	0.7%	0.9%	14,563	-1.4%	$1.6M
GLDSpdr Gold Tr	0.7%	0.9%	4,245	+1.1%	$1.6M
EMREmerson Elec Co	0.7%	0.6%	10,788	+10.3%	$1.5M
PSXPhillips 66	0.7%	0.8%	9,073	+0.0%	$1.5M
VYMVanguard Whitehall Fds	0.7%	0.6%	9,520	+9.4%	$1.5M
BRK-ABerkshire Hathaway Inc Del	0.7%	0.7%	2	+0.0%	$1.5M
VTVVanguard Index Fds	0.7%	0.6%	6,616	+3.7%	$1.4M
MRKMerck & Co Inc	0.6%	0.7%	10,952	-1.0%	$1.4M
PGProcter & Gamble Co	0.6%	0.6%	8,864	-2.4%	$1.3M
XOMExxonmobil Holdings Corp	0.6%	—	9,364	—	$1.3M
JPMJpmorgan Chase & Co	0.6%	0.6%	3,861	+0.0%	$1.3M
ADBEAdobe Inc	0.6%	0.7%	6,080	-3.6%	$1.2M
NTRSNorthern Trust Corp	0.6%	—	7,060	—	$1.2M
SYYSysco Corp	0.5%	—	14,147	—	$1.2M
TJXTjx Cos Inc New	0.5%	0.6%	7,355	-0.3%	$1.1M
BRBroadridge Finl Solutions in	0.5%	0.7%	8,023	-9.8%	$1.1M
LOWLowes Cos Inc	0.5%	0.6%	4,975	+0.8%	$1.1M
FDXFedex Corp	0.5%	0.6%	3,453	+0.0%	$1.1M
SYKStryker Corporation	0.5%	0.5%	3,264	-2.2%	$1.0M

What Wimmer Associates 1, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.7% /yr; S&P 500 +20.1%
3 years: +19.7% /yr; S&P 500 +20.4%
5 years: +9.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$221.2M	113
Q1 2026	$204.7M	110
Q4 2025	$215.1M	107
Q3 2025	$208.0M	110
Q2 2025	$195.6M	109
Q1 2025	$189.6M	106
Q4 2024	$202.3M	110
Q3 2024	$204.3M	111
Q2 2024	$195.1M	108
Q1 2024	$190.2M	111
Q4 2023	$177.3M	109
Q3 2023	$160.2M	105

Questions about Wimmer Associates 1, LLC's portfolio

What stocks does Wimmer Associates 1, LLC own?

Wimmer Associates 1, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 113 positions worth $221.2M. The largest are Apple Inc (AAPL) at 7.4%, Nvidia Corporation (NVDA) at 5.7%, Alphabet Inc (GOOGL) at 5.5%, Vanguard Specialized Funds (VIG) at 5.5% and Invesco Exchange Traded Fd T (PRF) at 4.6%.

What did Wimmer Associates 1, LLC buy last quarter?

In Q2 2026, Wimmer Associates 1, LLC added Vanguard Index Fds (VOO) (+49.9% shares), Invesco Exchange Traded Fd T (PRF) (+11.3% shares) and Chevron Corporation (CVX) (+11.3% shares), compared with its Q1 2026 filing.

What did Wimmer Associates 1, LLC sell last quarter?

In Q2 2026, Wimmer Associates 1, LLC cut from its top 50 Vaneck Morningstar Wide Moat ETF (MOAT), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Nextera Energy Inc (NEE), Advanced Micro Devices Inc (AMD) (-15.6% shares) and Broadridge Finl Solutions in (BR) (-9.8% shares), compared with its Q1 2026 filing.

How has Wimmer Associates 1, LLC's portfolio performed?

A portfolio copying Wimmer Associates 1, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.7% against +20.1%. Over 5 years: +9.9% a year against +11.6%.

When is Wimmer Associates 1, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wimmer Associates 1, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.