Data as of Q4 2025 (Dec 31, 2025)

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%
GOOG3.7%
PRF3.7%
V3.1%

📈 Biggest Buys

AAPL
APPLE
+4.5%
7.8% of portfolio
BMY
BRISTOL MYERS SQUIBB
NEW
0.1% of portfolio
SOLV
SOLVENTUM (Spinoff from 3M)
NEW
0.1% of portfolio
SPY
STATE STREET SPDR S&P 500 ETF
+2.6%
2.7% of portfolio
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+1.7%
3.1% of portfolio

📉 Biggest Sells

NVDA
NVIDIA
-2.6%
5.5% of portfolio
GOOGL
ALPHABET CLASS A
-2.7%
5.3% of portfolio
MSFT
MICROSOFT
-1.5%
5.6% of portfolio
GOOG
ALPHABET CLASS C
-2.1%
3.7% of portfolio
SBUX
STARBUCKS
-8.1%
0.9% of portfolio

Sector Breakdown

Other32.3%
Technology32.1%
Consumer9.2%
Financial7.7%
Healthcare7.4%
Industrial4.3%
ETF3.8%
Consumer Staples1.2%

🚪 Exited Positionssold since Q3 2025

NTNX
NUTANIX
SOLD
$264.1K
NVO
NOVO-NORDISK ADR
SOLD
$245.5K
DYH
TARGET
SOLD
$239.5K
KMI
KINDER MORGAN
SOLD
$207.1K
VLO
VALERO ENERGY
SOLD
$204.3K

Changes from Q3 2025

NEW2 new positions
↑28 increased
↓49 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

AAPL7.8%
APPLE
$16.8M
MSFT5.6%
MICROSOFT
$12.1M
NVDA5.5%
NVIDIA
$11.9M
GOOGL5.3%
ALPHABET CLASS A
$11.4M
VIG4.9%
VANGUARD DIVIDEND APPRECIATION INDEX ETF
$10.4M

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