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Latest WIMMER ASSOCIATES 1, LLC Stock Portfolio

WIMMER ASSOCIATES 1, LLC Performance:
2025 Q3: 7.49%YTD: 10.66%2024: 15.46%
Performance for 2025 Q3 is 7.49%, and YTD is 10.66%, and 2024 is 15.46%.

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

In it's latest 13F Holdings report, WIMMER ASSOCIATES 1, LLC reported an equity portfolio of $208 Millions as of 30 Sep, 2025.

The top stock holdings of WIMMER ASSOCIATES 1, LLC are AAPL, MSFT, NVDA. The fund has invested 7.2% of it's portfolio in APPLE and 6.3% of portfolio in MICROSOFT.

The fund managers got completely rid off PAYPAL HOLDINGS (PYPL), FISERV and AMERIPRISE FINANCIAL (AMP) stocks. They significantly reduced their stock positions in TARGET (TGT), UNITED PARCEL SERVICE (UPS) and INVESCO S&P MID CAP QUALITY ETF (CSD). WIMMER ASSOCIATES 1, LLC opened new stock positions in VANECK GOLD MINERS ETF (AFK), CUMMINS (CMI) and KINDER MORGAN (KMI). The fund showed a lot of confidence in some stocks as they added substantially to MORGAN STANLEY (MS), ACCENTURE (ACN) and SPDR GOLD SHARES ETF (GLD).

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

Our best estimate is that WIMMER ASSOCIATES 1, LLC made a return of 7.49% in the last quarter. In trailing 12 months, it's portfolio return was 10.51%.

New Buys

Ticker$ Bought
vaneck gold miners etf251,297
cummins225,546
kinder morgan207,116
valero energy204,312
New stocks bought by WIMMER ASSOCIATES 1, LLC

Additions

Ticker% Inc.
morgan stanley43.19
accenture16.00
spdr gold shares etf4.92
vanguard total int'l stock etf4.33
vanguard s&p 500 index etf4.29
apple3.75
vanguard value index etf2.6
constellation energy2.58
Additions to existing portfolio by WIMMER ASSOCIATES 1, LLC

Reductions

Ticker% Reduced
target-42.68
united parcel service-33.68
invesco s&p mid cap quality etf-32.13
adobe-26.25
wells fargo-17.22
northern trust-12.54
international paper-10.98
prologis-9.92
WIMMER ASSOCIATES 1, LLC reduced stake in above stock

Sold off

Ticker$ Sold
paypal holdings-239,310
fiserv-225,857
ameriprise financial-208,155
WIMMER ASSOCIATES 1, LLC got rid off the above stocks

Sector Distribution

WIMMER ASSOCIATES 1, LLC has about 26.4% of it's holdings in Others sector.

Sector%
Others26.4
Technology24.4
Healthcare10.4
Communication Services8.5
Consumer Cyclical7.2
Consumer Defensive6.6
Financial Services6.5
Industrials6
Energy2.7

Market Cap. Distribution

WIMMER ASSOCIATES 1, LLC has about 73.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP47.1
UNALLOCATED26.4
LARGE-CAP26.2

Stocks belong to which Index?

About 73.1% of the stocks held by WIMMER ASSOCIATES 1, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50073.1
Others26.8
Top 5 Winners (%)%
WLDN
willdan group
53.2 %
GOOG
alphabet class a
37.9 %
GOOG
alphabet class c
37.3 %
ABBV
abbvie
24.5 %
AAPL
apple
23.6 %
Top 5 Winners ($)$
AAPL
apple
2.9 M
GOOG
alphabet class a
2.5 M
NVDA
nvidia
1.9 M
GOOG
alphabet class c
1.7 M
ABBV
abbvie
0.6 M
Top 5 Losers (%)%
novo-nordisk adr
-19.6 %
ACN
accenture
-16.5 %
UPS
united parcel service
-14.3 %
ODFL
old dominion freight lines
-13.3 %
PAYX
paychex
-12.9 %
Top 5 Losers ($)$
COST
costco wholesale
-0.4 M
VRTX
vertex pharmaceuticals
-0.3 M
V
visa
-0.3 M
ADBE
adobe
-0.3 M
SBUX
starbucks
-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 110 stocks in it's portfolio. About 44.8% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for WIMMER ASSOCIATES 1, LLC last quarter.

Last Reported on: 14 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions