WIMMER ASSOCIATES 1, LLC
111 holdingsFiling period: 2026-03-31Current AUM: $234.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE | 55.9K | $14.2M | $17.3M | 7.38% | -5,826 | 2026-03-31 |
| 2 | NVDA | NVIDIA | 62.9K | $11.0M | $12.6M | 5.40% | -955 | 2026-03-31 |
| 3 | GOOGL | ALPHABET CLASS A | 35.5K | $10.2M | $12.7M | 5.41% | -744 | 2026-03-31 |
| 4 | VIG | VANGUARD DIVIDEND APPRECIATION INDEX ETF | 47.3K | $10.2M | $11.3M | 4.84% | -229 | 2026-03-31 |
| 5 | MSFT | MICROSOFT | 24.7K | $9.2M | $11.5M | 4.91% | -221 | 2026-03-31 |
| 6 | PRF | INVESCO FTSE RAFI U.S. 1000 ETF | 170.6K | $8.1M | $9.3M | 3.99% | -15 | 2026-03-31 |
| 7 | GOOG | ALPHABET CLASS C | 25.2K | $7.2M | $9.0M | 3.84% | -453 | 2026-03-31 |
| 8 | VTI | VANGUARD TOTAL STOCK MARKET INDEX ETF | 19.5K | $6.3M | $7.2M | 3.07% | -65 | 2026-03-31 |
| 9 | COST | COSTCO WHOLESALE | 6.3K | $6.3M | $6.0M | 2.56% | -117 | 2026-03-31 |
| 10 | MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 63.8K | $6.2M | $6.9M | 2.95% | -1,001 | 2026-03-31 |
| 11 | V | VISA | 18.8K | $5.7M | $6.9M | 2.95% | -301 | 2026-03-31 |
| 12 | AMZN | AMAZON | 27.0K | $5.6M | $7.3M | 3.14% | -50 | 2026-03-31 |
| 13 | SPY | STATE STREET SPDR S&P 500 ETF | 8.2K | $5.3M | $6.1M | 2.61% | -238 | 2026-03-31 |
| 14 | BRK-B | BERKSHIRE HATHAWAY CLASS B | 7.9K | $3.8M | $3.8M | 1.62% | +57 | 2026-03-31 |
| 15 | CSCO | CISCO SYSTEMS | 47.6K | $3.7M | $5.5M | 2.36% | +1.6K | 2026-03-31 |
| 16 | CVX | CHEVRON | 17.1K | $3.5M | $3.4M | 1.44% | +210 | 2026-03-31 |
| 17 | AMGN | AMGEN | 8.6K | $3.0M | $3.3M | 1.41% | +151 | 2026-03-31 |
| 18 | LMT | LOCKHEED MARTIN | 4.8K | $2.9M | $2.8M | 1.19% | -193 | 2026-03-31 |
| 19 | ABBV | ABBVIE | 12.8K | $2.8M | $3.2M | 1.37% | -198 | 2026-03-31 |
| 20 | VRTX | VERTEX PHARMACEUTICALS | 5.7K | $2.6M | $2.7M | 1.17% | +207 | 2026-03-31 |
| 21 | JNJ | JOHNSON & JOHNSON | 10.2K | $2.5M | $2.6M | 1.11% | -74 | 2026-03-31 |
| 22 | PEP | PEPSICO | 15.1K | $2.3M | $2.1M | 0.90% | +191 | 2026-03-31 |
| 23 | MMM | 3M | 15.8K | $2.3M | $2.8M | 1.19% | -1,982 | 2026-03-31 |
| 24 | MCD | MCDONALDS | 7.4K | $2.3M | $2.0M | 0.85% | +28 | 2026-03-31 |
| 25 | LLY | ELI LILLY & CO. | 2.4K | $2.2M | $2.8M | 1.18% | +85 | 2026-03-31 |
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