Sponsored

The Analysis of WIMMER ASSOCIATES 1, LLC's Holdings & P&L

Currently, WIMMER ASSOCIATES 1, LLC holds 110 types of securities in its portfolio with a total value $204.7M. In the most recent quarter, they have increased their positions in NEE (+7.6K shares, valued at $706.5K), EMR (+5.0K shares, valued at $652.7K), WAT (+1.1K shares, valued at $319.2K); decreased their positions in AAPL (-5.8K shares, valued at $1.5M), MMM (-2.0K shares, valued at $287.9K), BDX (-1.8K shares, valued at $283.5K); initiated new positions in WAT (+1.1K shares, valued at $319.2K), VLO (+1.2K shares, valued at $296.5K), IMO (+1.9K shares, valued at $253.1K).

1M P&L

+8.1M+4.57%

3M P&L

+6.0M+3.39%

HY P&L

+11.3M+6.53%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A39.6M

22.4%

2Consumer Electronics16.8M

9.5%

3Semiconductors12.9M

7.3%

Top Industries by Stock Count

1N/A18 stocks

18.9%

2Drug Manufacturers - General7 stocks

7.4%

3Software - Application3 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE55.9K shares-9.44%2026-03-312026-05-15

NVDA NVIDIA62.9K shares-1.49%2026-03-312026-05-15

ALPHABET CLASS A ALPHABET CLASS A35.5K shares-2.05%2026-03-312026-05-15

VIG VANGUARD DIVIDEND APPRECIATION INDEX ETF47.3K shares-0.48%2026-03-312026-05-15

MSFT MICROSOFT24.7K shares-0.89%2026-03-312026-05-15

INVESCO FTSE RAFI U.S. 1000 ETF INVESCO FTSE RAFI U.S. 1000 ETF170.6K shares-0.01%2026-03-312026-05-15

ALPHABET CLASS C ALPHABET CLASS C25.2K shares-1.77%2026-03-312026-05-15

VTI VANGUARD TOTAL STOCK MARKET INDEX ETF19.5K shares-0.33%2026-03-312026-05-15

Sponsored

COST COSTCO WHOLESALE6.3K shares-1.83%2026-03-312026-05-15

MOAT VANECK MORNINGSTAR WIDE MOAT ETF63.8K shares-1.55%2026-03-312026-05-15

V VISA18.8K shares-1.57%2026-03-312026-05-15

AMZN AMAZON27.0K shares-0.18%2026-03-312026-05-15

SPY STATE STREET SPDR S&P 500 ETF8.2K shares-2.82%2026-03-312026-05-15

BERKSHIRE HATHAWAY CLASS B BERKSHIRE HATHAWAY CLASS B7.9K shares0.73%2026-03-312026-05-15

CSCO CISCO SYSTEMS47.6K shares3.42%2026-03-312026-05-15

CVX CHEVRON17.1K shares1.24%2026-03-312026-05-15

Sponsored

AMGN AMGEN8.6K shares1.79%2026-03-312026-05-15

LMT LOCKHEED MARTIN4.8K shares-3.87%2026-03-312026-05-15

ABBV ABBVIE12.8K shares-1.53%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS5.7K shares3.75%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON10.2K shares-0.72%2026-03-312026-05-15

PEP PEPSICO15.1K shares1.29%2026-03-312026-05-15

MMM 3M15.8K shares-11.16%2026-03-312026-05-15

MCD MCDONALDS7.4K shares0.38%2026-03-312026-05-15

Sponsored

LLY ELI LILLY & CO.2.4K shares3.68%2026-03-312026-05-15

ABT ABBOTT LABORATORIES21.1K shares-5.60%2026-03-312026-05-15

IDXX IDEXX LABS3.7K shares0.00%2026-03-312026-05-15

SBUX STARBUCKS22.4K shares0.29%2026-03-312026-05-15

WMT WALMART14.8K shares0.01%2026-03-312026-05-15

GLD SPDR GOLD SHARES ETF4.2K shares10.21%2026-03-312026-05-15

XOM EXXON MOBIL9.9K shares2.72%2026-03-312026-05-15

PSX PHILLIPS 669.1K shares0.62%2026-03-312026-05-15

Sponsored

INVESCO QQQ TRUST ETF INVESCO QQQ TRUST ETF2.8K shares0.00%2026-03-312026-05-15

CAT CATERPILLAR2.3K shares1.85%2026-03-312026-05-15

ADBE ADOBE6.3K shares-1.41%2026-03-312026-05-15

VANGUARD S&P 500 INDEX ETF VANGUARD S&P 500 INDEX ETF2.5K shares4.27%2026-03-312026-05-15

BR BROADRIDGE FINANCIAL SOLUTIONS8.9K shares-12.10%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY CLASS A2 shares0.00%2026-03-312026-05-15

MERCK MERCK11.1K shares-7.99%2026-03-312026-05-15

PG PROCTER AND GAMBLE9.1K shares1.76%2026-03-312026-05-15

Sponsored

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF8.7K shares-4.33%2026-03-312026-05-15

EMR EMERSON ELECTRIC9.8K shares103.77%2026-03-312026-05-15

VTV VANGUARD VALUE INDEX ETF6.4K shares0.00%2026-03-312026-05-15

FDX FEDEX3.5K shares-0.72%2026-03-312026-05-15

TJX TJX COMPANIES7.4K shares0.00%2026-03-312026-05-15

LOW LOWES4.9K shares0.00%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES5.6K shares16.17%2026-03-312026-05-15

JPM JP MORGAN CHASE3.9K shares-1.51%2026-03-312026-05-15

Sponsored

SYK STRYKER3.3K shares-4.98%2026-03-312026-05-15

NEE NEXTERA ENERGY INC COM11.7K shares186.45%2026-03-312026-05-15

MMC MARSH & MCLENNAN6.1K shares0.56%2026-03-312026-05-15

SYY SYSCO14.6K shares0.90%2026-03-312026-05-15

BDX BECTON DICKINSON6.5K shares-21.67%2026-03-312026-05-15

NTRS NORTHERN TRUST7.1K shares-10.06%2026-03-312026-05-15

WFC WELLS FARGO10.8K shares0.00%2026-03-312026-05-15

IBM IBM3.5K shares-4.02%2026-03-312026-05-15

Sponsored

ADP AUTOMATIC DATA PROCESSING4.0K shares0.00%2026-03-312026-05-15

IVV ISHARES CORE S&P 500 ETF1.2K shares0.00%2026-03-312026-05-15

NUE NUCOR4.5K shares0.00%2026-03-312026-05-15

BLACKROCK BLACKROCK797 shares-2.57%2026-03-312026-05-15

RTX RTX CORPORATION (formerly Raytheon)3.9K shares-1.26%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC1.5K shares-4.80%2026-03-312026-05-15

IVW ISHARES S&P 500 GROWTH ETF6.3K shares0.00%2026-03-312026-05-15

EBAY EBAY7.3K shares-2.78%2026-03-312026-05-15

Sponsored

MS MORGAN STANLEY3.8K shares-6.63%2026-03-312026-05-15

UNP UNION PACIFIC2.5K shares0.00%2026-03-312026-05-15

VEA VANGUARD DEVELOPED MARKETS ETF9.4K shares5.62%2026-03-312026-05-15

KO COCA COLA7.7K shares0.43%2026-03-312026-05-15

DIS WALT DISNEY5.8K shares-30.10%2026-03-312026-05-15

VEU VANGUARD ALL-WORLD EX U.S. INDEX ETF7.1K shares0.00%2026-03-312026-05-15

META META PLATFORMS (formerly Facebook)883 shares0.46%2026-03-312026-05-15

HD HOME DEPOT1.5K shares-3.35%2026-03-312026-05-15

Sponsored

BLACKSTONE GROUP LP BLACKSTONE GROUP LP4.1K shares0.00%2026-03-312026-05-15

PLD PROLOGIS3.5K shares-18.19%2026-03-312026-05-15

MAR MARRIOTT INTERNATIONAL1.4K shares0.00%2026-03-312026-05-15

AXP AMERICAN EXPRESS1.5K shares0.00%2026-03-312026-05-15

GILD GILEAD SCIENCES3.1K shares0.00%2026-03-312026-05-15

VXUS VANGUARD TOTAL INT'L STOCK ETF5.4K shares0.00%2026-03-312026-05-15

VO VANGUARD MID CAP INDEX ETF1.4K shares3.02%2026-03-312026-05-15

CNI CANADIAN NATIONAL RAILWAY4.0K shares0.00%2026-03-312026-05-15

Sponsored

VZ VERIZON8.0K shares-29.33%2026-03-312026-05-15

DUKE ENERGY DUKE ENERGY3.0K shares1.67%2026-03-312026-05-15

NVS NOVARTIS ADR2.6K shares2.77%2026-03-312026-05-15

WM WASTE MANAGEMENT1.7K shares2.69%2026-03-312026-05-15

PAYX PAYCHEX3.9K shares0.00%2026-03-312026-05-15

ODFL OLD DOMINION FREIGHT LINES1.8K shares0.00%2026-03-312026-05-15

IVE ISHARES S&P 500 VALUE ETF1.6K shares0.00%2026-03-312026-05-15

COP CONOCOPHILLIPS2.6K shares3.65%2026-03-312026-05-15

Sponsored

SRE SEMPRA ENERGY3.3K shares-16.70%2026-03-312026-05-15

WAT WATERS1.1K sharesnew addition2026-03-312026-05-15

UPS UNITED PARCEL SERVICE3.2K shares0.00%2026-03-312026-05-15

ACCENTURE ACCENTURE1.6K shares0.00%2026-03-312026-05-15

GDX VANECK GOLD MINERS ETF3.3K shares0.00%2026-03-312026-05-15

VLO VALERO ENERGY1.2K sharesnew addition2026-03-312026-05-15

CEG CONSTELLATION ENERGY1.1K shares6.03%2026-03-312026-05-15

CMI CUMMINS524 shares-1.87%2026-03-312026-05-15

Sponsored

SCHW CHARLES SCHWAB2.9K shares-0.48%2026-03-312026-05-15

IMO IMPERIAL OIL1.9K sharesnew addition2026-03-312026-05-15

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY3.2K shares0.00%2026-03-312026-05-15

XMHQ INVESCO S&P MID CAP QUALITY ETF2.4K shares0.00%2026-03-312026-05-15

BMY BRISTOL MYERS SQUIBB4.1K shares0.00%2026-03-312026-05-15

FAF FIRST AMERICAN FINANCIAL4.0K shares0.76%2026-03-312026-05-15

HSY HERSHEY1.1K shares-6.17%2026-03-312026-05-15

KMB KIMBERLY CLARK2.4K shares-33.29%2026-03-312026-05-15

Sponsored

ECL ECOLAB815 shares0.00%2026-03-312026-05-15

IWB ISHARES RUSSELL 1000 ETF604 shares0.00%2026-03-312026-05-15

WLDN WILLDAN GROUP2.8K shares-9.97%2026-03-312026-05-15

NOC NORTHROP GRUMMAN312 sharesnew addition2026-03-312026-05-15

VRT VERTIV843 sharesnew addition2026-03-312026-05-15

IP INTERNATIONAL PAPER5.7K shares0.79%2026-03-312026-05-15

AAPL

APPLE

-9.44%

Shares55.9K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA

-1.49%

Shares62.9K

Event2026-03-31

Filed2026-05-15

ALPHABET CLASS A

-2.05%

Shares35.5K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD DIVIDEND APPRECIATION INDEX ETF

-0.48%

Shares47.3K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT

-0.89%

Shares24.7K

Event2026-03-31

Filed2026-05-15

INVESCO FTSE RAFI U.S. 1000 ETF

-0.01%

Shares170.6K

Event2026-03-31

Filed2026-05-15

ALPHABET CLASS C

-1.77%

Shares25.2K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD TOTAL STOCK MARKET INDEX ETF

-0.33%

Shares19.5K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE

-1.83%

Shares6.3K

Event2026-03-31

Filed2026-05-15

MOAT

VANECK MORNINGSTAR WIDE MOAT ETF

-1.55%

Shares63.8K

Event2026-03-31

Filed2026-05-15

VISA

-1.57%

Shares18.8K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON

-0.18%

Shares27.0K

Event2026-03-31

Filed2026-05-15

SPY

STATE STREET SPDR S&P 500 ETF

-2.82%

Shares8.2K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY CLASS B

0.73%

Shares7.9K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYSTEMS

3.42%

Shares47.6K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON

1.24%

Shares17.1K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN

1.79%

Shares8.6K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN

-3.87%

Shares4.8K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE

-1.53%

Shares12.8K

Event2026-03-31

Filed2026-05-15

VRTX

VERTEX PHARMACEUTICALS

3.75%

Shares5.7K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-0.72%

Shares10.2K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO

1.29%

Shares15.1K

Event2026-03-31

Filed2026-05-15

MMM

-11.16%

Shares15.8K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS

0.38%

Shares7.4K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO.

3.68%

Shares2.4K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

-5.60%

Shares21.1K

Event2026-03-31

Filed2026-05-15

IDXX

IDEXX LABS

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS

0.29%

Shares22.4K

Event2026-03-31

Filed2026-05-15

WMT

WALMART

0.01%

Shares14.8K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD SHARES ETF

10.21%

Shares4.2K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL

2.72%

Shares9.9K

Event2026-03-31

Filed2026-05-15

PSX

PHILLIPS 66

0.62%

Shares9.1K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TRUST ETF

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR

1.85%

Shares2.3K

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE

-1.41%

Shares6.3K

Event2026-03-31

Filed2026-05-15

VANGUARD S&P 500 INDEX ETF

4.27%

Shares2.5K

Event2026-03-31

Filed2026-05-15

BROADRIDGE FINANCIAL SOLUTIONS

-12.10%

Shares8.9K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY CLASS A

0.00%

Shares2

Event2026-03-31

Filed2026-05-15

MERCK

-7.99%

Shares11.1K

Event2026-03-31

Filed2026-05-15

PROCTER AND GAMBLE

1.76%

Shares9.1K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

-4.33%

Shares8.7K

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELECTRIC

103.77%

Shares9.8K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD VALUE INDEX ETF

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-15

FDX

FEDEX

-0.72%

Shares3.5K

Event2026-03-31

Filed2026-05-15

TJX

TJX COMPANIES

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-15

LOW

LOWES

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES

16.17%

Shares5.6K

Event2026-03-31

Filed2026-05-15

JPM

JP MORGAN CHASE

-1.51%

Shares3.9K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER

-4.98%

Shares3.3K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC COM

186.45%

Shares11.7K

Event2026-03-31

Filed2026-05-15

MMC

MARSH & MCLENNAN

0.56%

Shares6.1K

Event2026-03-31

Filed2026-05-15

SYY

SYSCO

0.90%

Shares14.6K

Event2026-03-31

Filed2026-05-15

BDX

BECTON DICKINSON

-21.67%

Shares6.5K

Event2026-03-31

Filed2026-05-15

NTRS

NORTHERN TRUST

-10.06%

Shares7.1K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO

0.00%

Shares10.8K

Event2026-03-31

Filed2026-05-15

IBM

-4.02%

Shares3.5K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES CORE S&P 500 ETF

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

NUE

NUCOR

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-15

BLACKROCK

-2.57%

Shares797

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION (formerly Raytheon)

-1.26%

Shares3.9K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC

-4.80%

Shares1.5K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES S&P 500 GROWTH ETF

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-15

EBAY

-2.78%

Shares7.3K

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

-6.63%

Shares3.8K

Event2026-03-31

Filed2026-05-15

UNP

UNION PACIFIC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD DEVELOPED MARKETS ETF

5.62%

Shares9.4K

Event2026-03-31

Filed2026-05-15

COCA COLA

0.43%

Shares7.7K

Event2026-03-31

Filed2026-05-15

DIS

WALT DISNEY

-30.10%

Shares5.8K

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD ALL-WORLD EX U.S. INDEX ETF

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-15