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Latest WIMMER ASSOCIATES 1, LLC Stock Portfolio

WIMMER ASSOCIATES 1, LLC Performance:
2025 Q4: 4.26%YTD: 15.37%2024: 15.46%
Performance for 2025 Q4 is 4.26%, and YTD is 15.37%, and 2024 is 15.46%.

About WIMMER ASSOCIATES 1, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, WIMMER ASSOCIATES 1, LLC reported an equity portfolio of $215.1 Millions as of 31 Dec, 2025.

The top stock holdings of WIMMER ASSOCIATES 1, LLC are AAPL, MSFT, NVDA. The fund has invested 7.8% of it's portfolio in APPLE and 5.6% of portfolio in MICROSOFT.

The fund managers got completely rid off NUTANIX (NTNX), NOVO-NORDISK ADR (NVO) and TARGET (TGT) stocks. They significantly reduced their stock positions in KIMBERLY CLARK (KMB), VERIZON (VZ) and GENUINE PARTS (GPC). WIMMER ASSOCIATES 1, LLC opened new stock positions in BRISTOL MYERS SQUIBB (BMY) and SOLVENTUM (SPINOFF FROM 3M). The fund showed a lot of confidence in some stocks as they added substantially to META PLATFORMS (FORMERLY FACEBOOK) (META), NEXTERA ENERGY INC COM (NEE) and ACCENTURE (ACN).

WIMMER ASSOCIATES 1, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that WIMMER ASSOCIATES 1, LLC made a return of 4.26% in the last quarter. In trailing 12 months, it's portfolio return was 15.37%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
bristol myers squibb220,615
solventum (spinoff from 3m)203,171
New stocks bought by WIMMER ASSOCIATES 1, LLC

Additions

Ticker% Inc.
meta platforms (formerly facebook)15.81
nextera energy inc com8.8
accenture8.28
vanguard high dividend yield index etf5.46
spdr gold shares etf5.04
apple4.49
eli lilly & co.3.87
vanguard all-world ex u.s. index etf3.33
Additions to existing portfolio by WIMMER ASSOCIATES 1, LLC

Reductions

Ticker% Reduced
kimberly clark-18.38
verizon-14.7
genuine parts-10.79
lowes-10.22
walt disney-10.06
becton dickinson-8.93
paychex-8.64
starbucks-8.15
WIMMER ASSOCIATES 1, LLC reduced stake in above stock

Sold off

Ticker$ Sold
kinder morgan-207,116
novo-nordisk adr-245,543
nutanix-264,085
target-239,520
valero energy-204,312
WIMMER ASSOCIATES 1, LLC got rid off the above stocks

Sector Distribution

WIMMER ASSOCIATES 1, LLC has about 26.3% of it's holdings in Others sector.

Sector%
Others26.3
Technology23.9
Healthcare11
Communication Services9.9
Consumer Cyclical6.9
Financial Services6.3
Industrials5.9
Consumer Defensive5.9
Energy2.4

Market Cap. Distribution

WIMMER ASSOCIATES 1, LLC has about 73.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP52
UNALLOCATED26.3
LARGE-CAP21.4

Stocks belong to which Index?

About 73.3% of the stocks held by WIMMER ASSOCIATES 1, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50073.3
Others26.6
Top 5 Winners (%)%
LLY
eli lilly & co.
39.8 %
AMD
advanced micro devices
32.3 %
GOOG
alphabet class c
28.5 %
GOOG
alphabet class a
28.4 %
MRK
merck
25.3 %
Top 5 Winners ($)$
GOOG
alphabet class a
2.6 M
GOOG
alphabet class c
1.8 M
AAPL
apple
1.0 M
LLY
eli lilly & co.
0.7 M
CSCO
cisco systems
0.4 M
Top 5 Losers (%)%
KMB
kimberly clark
-17.1 %
IP
international paper
-15.1 %
HD
home depot
-14.9 %
ADP
automatic data processing
-11.9 %
PAYX
paychex
-11.0 %
Top 5 Losers ($)$
MSFT
microsoft
-0.9 M
COST
costco wholesale
-0.4 M
ABT
abbott laboratories
-0.2 M
BR
broadridge financial solutions
-0.2 M
ADP
automatic data processing
-0.2 M

WIMMER ASSOCIATES 1, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of WIMMER ASSOCIATES 1, LLC

WIMMER ASSOCIATES 1, LLC has 107 stocks in it's portfolio. About 45.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for WIMMER ASSOCIATES 1, LLC last quarter.

Last Reported on: 13 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions