WIMMER ASSOCIATES 1, LLC
114 holdingsFiling period: 2026-06-30Current AUM: $232.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE | 56.2K | $16.3M | $18.6M | 8.03% | +361 | 2026-06-30 |
| 2 | NVDA | NVIDIA | 62.8K | $12.6M | $13.3M | 5.74% | -163 | 2026-06-30 |
| 3 | GOOGL | ALPHABET CLASS A | 34.0K | $12.1M | $11.7M | 5.05% | -1,558 | 2026-06-30 |
| 4 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX ETF | 51.1K | $12.1M | $12.1M | 5.23% | +3.8K | 2026-06-30 |
| 5 | PRF | INVESCO FTSE RAFI U.S. 1000 ETF | 189.8K | $10.3M | $10.6M | 4.55% | +19.2K | 2026-06-30 |
| 6 | MSFT | MICROSOFT | 23.9K | $8.9M | $11.9M | 5.12% | -823 | 2026-06-30 |
| 7 | GOOG | ALPHABET CLASS C | 24.2K | $8.5M | $8.3M | 3.56% | -982 | 2026-06-30 |
| 8 | VTI | VANGUARD TOTAL STOCK MARKET INDEX ETF | 19.4K | $7.2M | $7.2M | 3.11% | -165 | 2026-06-30 |
| 9 | AMZN | AMAZON | 27.3K | $6.5M | $6.8M | 2.92% | +288 | 2026-06-30 |
| 10 | V | VISA | 18.7K | $6.4M | $7.0M | 3.03% | -86 | 2026-06-30 |
| 11 | SPY | STATE STREET SPDR S&P 500 ETF | 8.2K | $6.1M | $6.2M | 2.68% | +15 | 2026-06-30 |
| 12 | COST | COSTCO WHOLESALE | 6.2K | $5.8M | $5.6M | 2.42% | -48 | 2026-06-30 |
| 13 | CSCO | CISCO SYSTEMS | 49.5K | $5.8M | $5.4M | 2.35% | +2.0K | 2026-06-30 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 7.8K | $3.9M | $3.9M | 1.68% | -98 | 2026-06-30 |
| 15 | ABBV | ABBVIE | 12.6K | $3.2M | $3.3M | 1.42% | -210 | 2026-06-30 |
| 16 | CVX | CHEVRON | 19.1K | $3.2M | $4.2M | 1.79% | +1.9K | 2026-06-30 |
| 17 | AMGN | AMGEN | 8.4K | $3.1M | $3.2M | 1.36% | -144 | 2026-06-30 |
| 18 | LLY | ELI LILLY & CO. | 2.5K | $3.0M | $2.8M | 1.21% | +75 | 2026-06-30 |
| 19 | VRTX | VERTEX PHARMACEUTICALS | 5.8K | $2.9M | $3.0M | 1.28% | +63 | 2026-06-30 |
| 20 | AMD | ADVANCED MICRO DEVICES | 4.7K | $2.7M | $2.4M | 1.03% | -873 | 2026-06-30 |
| 21 | VOO | VANGUARD S&P 500 INDEX ETF | 3.8K | $2.6M | $2.6M | 1.13% | +1.3K | 2026-06-30 |
| 22 | MMM | 3M | 15.6K | $2.5M | $2.6M | 1.11% | -185 | 2026-06-30 |
| 23 | JNJ | JOHNSON & JOHNSON | 9.7K | $2.5M | $2.6M | 1.12% | -470 | 2026-06-30 |
| 24 | LMT | LOCKHEED MARTIN | 4.8K | $2.4M | $2.6M | 1.10% | -5 | 2026-06-30 |
| 25 | CAT | CATERPILLAR | 2.3K | $2.4M | $1.8M | 0.76% | -- | 2026-06-30 |
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