Latest WIMMER ASSOCIATES 1, LLC Stock Portfolio

$204Million– No. of Holdings #110

WIMMER ASSOCIATES 1, LLC Performance:

2026 Q1: -3.84%YTD: -3.84%2025: 15.37%

Performance for 2026 Q1 is -3.84%, and YTD is -3.84%, and 2025 is 15.37%.

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

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, WIMMER ASSOCIATES 1, LLC reported an equity portfolio of $204.7 Millions as of 31 Mar, 2026.

The top stock holdings of WIMMER ASSOCIATES 1, LLC are AAPL, NVDA, GOOG. The fund has invested 6.9% of it's portfolio in APPLE and 5.4% of portfolio in NVIDIA.

The fund managers got completely rid off GENUINE PARTS (GPC) and SOLVENTUM (SPINOFF FROM 3M) stocks. They significantly reduced their stock positions in KIMBERLY CLARK (KMB), WALT DISNEY (DIS) and VERIZON (VZ). WIMMER ASSOCIATES 1, LLC opened new stock positions in WATERS (WAT), VALERO ENERGY (VLO) and IMPERIAL OIL (IMO). The fund showed a lot of confidence in some stocks as they added substantially to NEXTERA ENERGY INC COM (NEE), EMERSON ELECTRIC (EMR) and ADVANCED MICRO DEVICES (AMD).

WIMMER ASSOCIATES 1, LLC Equity Portfolio Value

Last Reported on: 15 May, 2026

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

Our best estimate is that WIMMER ASSOCIATES 1, LLC made a return of -3.84% in the last quarter. In trailing 12 months, it's portfolio return was 11.96%.

Performance
S&P 500

New Buys

Ticker	$ Bought
waters	319,242
valero energy	296,496
imperial oil	253,137
northrop grumman	212,859
vertiv	211,239

New stocks bought by WIMMER ASSOCIATES 1, LLC

Additions

Ticker	% Inc.
nextera energy inc com	186
emerson electric	103
advanced micro devices	16.17
spdr gold shares etf	10.21
constellation energy	6.03
vanguard developed markets etf	5.62
vanguard s&p 500 index etf	4.27
vertex pharmaceuticals	3.75

Additions to existing portfolio by WIMMER ASSOCIATES 1, LLC

Reductions

Ticker	% Reduced
kimberly clark	-33.29
walt disney	-30.1
verizon	-29.33
becton dickinson	-21.67
prologis	-18.19
sempra energy	-16.7
broadridge financial solutions	-12.1
3m	-11.16

WIMMER ASSOCIATES 1, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
solventum (spinoff from 3m)	-203,171
genuine parts	-304,941

WIMMER ASSOCIATES 1, LLC got rid off the above stocks

Sector Distribution

WIMMER ASSOCIATES 1, LLC has about 26.8% of it's holdings in Others sector.

Others
Technology
Healthcare
Communication Services
Industrials
Consumer Cyclical
Consumer Defensive
Financial Services
Energy

Sector	%
Others	26.8
Technology	21.1
Healthcare	11
Communication Services	9.2
Industrials	6.9
Consumer Cyclical	6.9
Consumer Defensive	6.8
Financial Services	5.8
Energy	3.8

Market Cap. Distribution

WIMMER ASSOCIATES 1, LLC has about 72.9% of it's portfolio invested in the large-cap and mega-cap stocks.

MEGA-CAP
UNALLOCATED
LARGE-CAP

Category	%
MEGA-CAP	50.9
UNALLOCATED	26.8
LARGE-CAP	22

Stocks belong to which Index?

About 72.6% of the stocks held by WIMMER ASSOCIATES 1, LLC either belong to S&P 500 or RUSSELL 2000 index.

S&P 500
Others

Index	%
S&P 500	72.6
Others	27.3

Top 5 Winners (%)		%
PSX	phillips 66	41.0 %
XOM	exxon mobil	40.2 %
COP	conocophillips	40.0 %
CVX	chevron	35.5 %
ODFL	old dominion freight lines	24.6 %

Top 5 Winners ($)		$
CVX	chevron	0.9 M
COST	costco wholesale	0.9 M
LMT	lockheed martin	0.6 M
XOM	exxon mobil	0.5 M
PSX	phillips 66	0.5 M

Top 5 Losers (%)		%
ADBE	adobe	-30.3 %
ACN	accenture	-26.1 %
BR	broadridge financial solutions	-25.6 %
BX	blackstone group lp	-25.4 %
WLDN	willdan group	-24.8 %

Top 5 Losers ($)		$
MSFT	microsoft	-2.8 M
AAPL	apple	-1.1 M
V	visa	-0.9 M
GOOG	alphabet class a	-0.9 M
NVDA	nvidia	-0.8 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 110 stocks in it's portfolio. About 43.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for WIMMER ASSOCIATES 1, LLC last quarter.

Last Reported on: 15 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple	6.93	55,879	14,181,500	reduced	-9.44

ABBV	abbvie	1.36	12,784	2,780,420	reduced	-1.53

ABT	abbott laboratories	1.06	21,074	2,163,620	reduced	-5.6

ACN	accenture	0.15	1,570	311,315	unchanged	0.00

ADBE	adobe	0.75	6,305	1,532,620	reduced	-1.41

ADP	automatic data processing	0.40	4,037	820,238	unchanged	0.00

AFK	vaneck morningstar wide moat etf	3.01	63,767	6,166,260	reduced	-1.55

AFK	vaneck gold miners etf	0.15	3,293	302,201	unchanged	0.00

AMD	advanced micro devices	0.56	5,604	1,140,020	added	16.17

AMGN	amgen	1.47	8,575	3,017,110	added	1.79

AMZN	amazon	2.75	27,017	5,626,830	reduced	-0.18

AXP	american express	0.22	1,500	453,720	unchanged	0.00

BDX	becton dickinson	0.50	6,517	1,024,670	reduced	-21.67

BMY	bristol myers squibb	0.12	4,090	248,059	unchanged	0.00

BR	broadridge financial solutions	0.71	8,895	1,445,260	reduced	-12.1

BX	blackstone group lp	0.23	4,143	476,404	unchanged	0.00

CAT	caterpillar	0.78	2,263	1,603,240	added	1.85

CEG	constellation energy	0.14	1,055	294,609	added	6.03

CMI	cummins	0.14	524	281,922	reduced	-1.87

CNI	canadian national railway	0.20	3,950	405,942	unchanged	0.00