WIMMER ASSOCIATES 1, LLC
•CIK: 1667019•Filing: Q4 2025
**WIMMER ASSOCIATES 1, LLC** manages $215M across a diversified portfolio of 107 positions. The fund exhibits a strong technology tilt, with top holdings including AAPL ($16.8M), MSFT ($12.1M), and NVDA ($11.9M). Significant allocations are also maintained in GOOGL ($11.4M) and VIG ($10.4M), suggesting a focus on established mega-cap growth and quality sectors. This concentration in market leaders underscores a conviction in technology and blue-chip stability.
Total AUM
$215.1M
QoQ Performance
+3.4%
Positions
107
Top 10 Concentration
45.8%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
MSFT
NVDA
GOOGL
AAPL7.8%
MSFT5.6%
NVDA5.5%
GOOGL5.3%
VIG4.9%
GOOGL3.7%
PRF3.7%
V3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other33.3%
Technology32.1%
Consumer9.2%
Healthcare7.4%
Financial5.5%
Industrial4.3%
ETF3.8%
Energy1.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑28 increased
↓49 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022