WIMMER ASSOCIATES 1, LLC

CIK 0001667019 • 6 13F filings • May 15, 2025 – Aug 14, 2026

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Filer information

Filed by: WIMMER ASSOCIATES 1, LLC, President
Address: 155 NORTH LAKE AVENUE, SUITE 440, Pasadena, CA, 91101
Phone: 626-683-3150
AUM: $215.1M

AUM over time

$221.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $215.1M107 positionsView on SEC.gov

			% of Portfolio
3M	COM	$2.8M	1.3%Prev: 1.3%	17,756 SH	Increased-332 SH
ABBOTT LABORATORIES	COM	$2.8M	1.3%Prev: 1.4%	22,324 SH	Decreased+15 SH
ABBVIE	COM	$3.0M	1.4%Prev: 1.5%	12,982 SH	Decreased-276 SH
ACCENTURE	SHS CLASS A	$421K	0.2%Prev: 0.2%	1,570 SH	Increased+120 SH
ADOBE	COM	$2.2M	1.0%Prev: 1.1%	6,395 SH	Decreased-155 SH
ADVANCED MICRO DEVICES	COM	$1.0M	0.5%Prev: 0.4%	4,824 SH	Increased-21 SH
ALPHABET CLASS A	CAP STK CL A	$11.4M	5.3%Prev: 4.4%	36,293 SH	Increased-1,004 SH
ALPHABET CLASS C	CAP STK CL C	$8.0M	3.7%Prev: 3.1%	25,618 SH	Increased-554 SH
AMAZON	COM	$6.2M	2.9%Prev: 2.8%	27,067 SH	Increased+68 SH
AMERICAN EXPRESS	COM	$555K	0.3%Prev: 0.2%	1,500 SH	Increased
AMGEN	COM	$2.8M	1.3%Prev: 1.1%	8,424 SH	Increased-43 SH
APPLE	COM	$16.8M	7.8%Prev: 7.2%	61,705 SH	Increased+2,651 SH
AUTOMATIC DATA PROCESSING	COM	$1.0M	0.5%Prev: 0.6%	4,037 SH	Decreased-299 SH
BECTON DICKINSON	COM	$1.6M	0.8%Prev: 0.8%	8,320 SH	Decreased-816 SH
BERKSHIRE HATHAWAY CLASS A	CL A	$1.5M	0.7%Prev: 0.7%	2 SH	Increased
BERKSHIRE HATHAWAY CLASS B	CL B NEW	$3.9M	1.8%Prev: 1.9%	7,840 SH	Decreased-43 SH
BLACKROCK	COM	$876K	0.4%Prev: 0.5%	818 SH	Decreased+8 SH
BLACKSTONE GROUP LP	COM CL A	$639K	0.3%Prev: 0.3%	4,143 SH	Decreased
BRISTOL MYERS SQUIBB	COM	$221K	0.1%	4,090 SH	New
BROADRIDGE FINANCIAL SOLUTIONS	COM	$2.3M	1.1%Prev: 1.2%	10,120 SH	Decreased-15 SH
CANADIAN NATIONAL RAILWAY	COM	$390K	0.2%Prev: 0.2%	3,950 SH	Increased
CANADIAN PACIFIC KANSAS CITY	COM	$237K	0.1%Prev: 0.1%	3,218 SH	Decreased
CATERPILLAR	COM	$1.3M	0.6%Prev: 0.5%	2,222 SH	Increased
CHARLES SCHWAB	COM	$292K	0.1%Prev: 0.1%	2,924 SH	Increased
CHEVRON	COM	$2.6M	1.2%Prev: 1.3%	16,927 SH	Decreased+135 SH
CISCO SYSTEMS	COM	$3.5M	1.6%Prev: 1.5%	45,979 SH	Increased+120 SH
COCA COLA	COM	$537K	0.2%Prev: 0.2%	7,677 SH	Increased-15 SH
CONOCOPHILLIPS	COM	$231K	0.1%Prev: 0.1%	2,465 SH	Decreased
CONSTELLATION ENERGY	COM	$352K	0.2%Prev: 0.2%	995 SH	Increased
COSTCO WHOLESALE	COM	$5.5M	2.6%Prev: 2.9%	6,401 SH	Decreased-171 SH
CUMMINS	COM	$273K	0.1%Prev: 0.1%	534 SH	Increased
DUKE ENERGY	COM	$351K	0.2%Prev: 0.2%	2,993 SH	Decreased-63 SH
EBAY	COM	$657K	0.3%Prev: 0.3%	7,543 SH	Decreased-45 SH
ECOLAB	COM	$214K	0.1%Prev: 0.1%	815 SH	Decreased+20 SH
ELI LILLY & CO.	COM	$2.5M	1.2%Prev: 0.8%	2,310 SH	Increased+86 SH
EMERSON ELECTRIC	COM	$637K	0.3%Prev: 0.3%	4,801 SH	Increased
EXXON MOBIL	COM	$1.2M	0.5%Prev: 0.5%	9,664 SH	Increased-75 SH
FEDEX	COM	$1.0M	0.5%Prev: 0.4%	3,478 SH	Increased+15 SH
FIRST AMERICAN FINANCIAL	COM	$241K	0.1%Prev: 0.1%	3,930 SH	Decreased-30 SH
GENUINE PARTS	COM	$305K	0.1%Prev: 0.2%	2,480 SH	Decreased-300 SH
GILEAD SCIENCES	COM	$382K	0.2%Prev: 0.2%	3,110 SH	Increased
HERSHEY	COM	$221K	0.1%Prev: 0.1%	1,215 SH	Decreased-60 SH
HOME DEPOT	COM	$534K	0.2%Prev: 0.3%	1,551 SH	Decreased-45 SH
IBM	COM	$1.1M	0.5%Prev: 0.5%	3,603 SH	Increased-45 SH
IDEXX LABS	COM	$2.5M	1.2%Prev: 1.1%	3,667 SH	Increased-5 SH
INTERNATIONAL PAPER	COM	$224K	0.1%Prev: 0.1%	5,680 SH	Decreased+5 SH
INVESCO FTSE RAFI U.S. 1000 ETF	FTSE RAFI 1000	$8.0M	3.7%Prev: 3.7%	170,574 SH	Increased+1,416 SH
INVESCO QQQ TRUST ETF	UNIT SER 1	$1.7M	0.8%Prev: 0.8%	2,835 SH	Increased-21 SH
INVESCO S&P MID CAP QUALITY ETF	S&P MDCP QUALITY	$249K	0.1%Prev: 0.1%	2,435 SH	Decreased-100 SH
ISHARES CORE S&P 500 ETF	CORE S&P 500 ETF	$822K	0.4%Prev: 0.4%	1,200 SH	Increased-11 SH
ISHARES RUSSELL 1000 ETF	RUS 1000 ETF	$226K	0.1%Prev: 0.1%	604 SH	Increased
ISHARES S&P 500 GROWTH ETF	CORE S&P500 ETF	$777K	0.4%Prev: 0.4%	6,300 SH	Increased
ISHARES S&P 500 VALUE ETF	S&P 500 VAL ETF	$350K	0.2%Prev: 0.2%	1,650 SH	Increased
JOHNSON & JOHNSON	COM	$2.1M	1.0%Prev: 0.9%	10,249 SH	Increased-179 SH
JP MORGAN CHASE	COM	$1.3M	0.6%Prev: 0.6%	3,920 SH	Increased
KIMBERLY CLARK	COM	$361K	0.2%Prev: 0.3%	3,575 SH	Decreased-805 SH
LOCKHEED MARTIN	COM	$2.4M	1.1%Prev: 1.2%	4,990 SH	Decreased+24 SH
LOWES	COM	$1.2M	0.6%Prev: 0.7%	4,935 SH	Decreased-562 SH
MARRIOTT INTERNATIONAL	COM	$434K	0.2%Prev: 0.2%	1,400 SH	Increased
MARSH & MCLENNAN	COM	$1.1M	0.5%Prev: 0.6%	6,058 SH	Decreased-150 SH
MCDONALDS	COM	$2.2M	1.0%Prev: 1.0%	7,335 SH	Increased+186 SH
MERCK	COM	$1.3M	0.6%Prev: 0.5%	12,025 SH	Increased-108 SH
META PLATFORMS (formerly Facebook)	CL A	$580K	0.3%Prev: 0.3%	879 SH	Increased+120 SH
MICROSOFT	COM	$12.1M	5.6%Prev: 6.3%	24,940 SH	Decreased-369 SH
MORGAN STANLEY	COM NEW	$723K	0.3%Prev: 0.3%	4,071 SH	Increased
NEXTERA ENERGY INC COM	COM	$328K	0.2%Prev: 0.1%	4,080 SH	Increased+330 SH
NORTHERN TRUST	COM	$1.1M	0.5%Prev: 0.5%	7,850 SH	Decreased-204 SH
NOVARTIS ADR	SPONSORED ADR	$348K	0.2%Prev: 0.2%	2,524 SH	Increased
NUCOR	COM	$741K	0.3%Prev: 0.3%	4,540 SH	Increased
NVIDIA	COM	$11.9M	5.5%Prev: 5.9%	63,887 SH	Decreased-1,738 SH
OLD DOMINION FREIGHT LINES	COM	$281K	0.1%Prev: 0.1%	1,790 SH	Increased
PAYCHEX	COM	$432K	0.2%Prev: 0.3%	3,850 SH	Decreased-364 SH
PEPSICO	COM	$2.1M	1.0%Prev: 1.0%	14,862 SH	Increased-57 SH
PHILLIPS 66	COM	$1.2M	0.5%Prev: 0.6%	9,017 SH	Decreased-13 SH
PROCTER AND GAMBLE	COM	$1.3M	0.6%Prev: 0.7%	8,928 SH	Decreased-198 SH
PROLOGIS	COM	$551K	0.3%Prev: 0.2%	4,315 SH	Increased
RTX CORPORATION (formerly Raytheon)	COM	$726K	0.3%Prev: 0.3%	3,956 SH	Increased-220 SH
SEMPRA ENERGY	COM	$354K	0.2%Prev: 0.2%	4,013 SH	Decreased-125 SH
SOLVENTUM (Spinoff from 3M)	COM SHS	$203K	0.1%	2,564 SH	New
SPDR GOLD SHARES ETF	GOLD SHS	$1.5M	0.7%Prev: 0.6%	3,811 SH	Increased+183 SH
STARBUCKS	COM	$1.9M	0.9%Prev: 1.0%	22,315 SH	Decreased-1,979 SH
STATE STREET SPDR S&P 500 ETF	TR UNIT	$5.7M	2.7%	8,427 SH	New
STRYKER	COM	$1.2M	0.6%Prev: 0.6%	3,514 SH	Decreased-1 SH
SYSCO	COM	$1.1M	0.5%Prev: 0.6%	14,477 SH	Decreased-10 SH
THERMO FISHER SCIENTIFIC	COM	$905K	0.4%Prev: 0.4%	1,561 SH	Increased-1 SH
TJX COMPANIES	COM	$1.1M	0.5%Prev: 0.5%	7,375 SH	Increased-205 SH
UNION PACIFIC	COM	$584K	0.3%Prev: 0.3%	2,525 SH	Decreased
UNITED PARCEL SERVICE	COM	$321K	0.1%Prev: 0.1%	3,237 SH	Increased
VANECK GOLD MINERS ETF	GOLD MINERS ETF	$282K	0.1%Prev: 0.1%	3,293 SH	Increased+4 SH
VANECK MORNINGSTAR WIDE MOAT ETF	MORNINGSTAR WIDE	$6.7M	3.1%Prev: 3.0%	64,768 SH	Increased+1,074 SH
VANGUARD ALL-WORLD EX U.S. INDEX ETF	ALLWRLD EX US	$524K	0.2%Prev: 0.2%	7,127 SH	Increased+230 SH
VANGUARD DEVELOPED MARKETS ETF	FTSE DEV MKT ETF	$555K	0.3%Prev: 0.3%	8,890 SH	Decreased-470 SH
VANGUARD DIVIDEND APPRECIATION INDEX ETF	DIV APP ETF	$10.4M	4.9%Prev: 4.9%	47,537 SH	Increased+229 SH
VANGUARD HIGH DIVIDEND YIELD INDEX ETF	HIGH DIV YLD	$1.3M	0.6%Prev: 0.6%	9,099 SH	Increased+471 SH
VANGUARD MID CAP INDEX ETF	MID CAP ETF	$403K	0.2%Prev: 0.2%	1,389 SH	Decreased
VANGUARD S&P 500 INDEX ETF	S&P 500 ETF SHS	$1.5M	0.7%Prev: 0.7%	2,412 SH	Increased+52 SH
VANGUARD TOTAL INT'L STOCK ETF	VG TL INTL STK F	$409K	0.2%Prev: 0.2%	5,420 SH	Increased
VANGUARD TOTAL STOCK MARKET INDEX ETF	TOTAL STK MKT	$6.6M	3.1%Prev: 3.2%	19,595 SH	Decreased-425 SH
VANGUARD VALUE INDEX ETF	VALUE ETF	$1.2M	0.6%Prev: 0.6%	6,381 SH	Increased+75 SH
VERIZON	COM	$463K	0.2%Prev: 0.3%	11,372 SH	Decreased-1,959 SH
VERTEX PHARMACEUTICALS	COM	$2.5M	1.2%Prev: 1.0%	5,526 SH	Increased+71 SH
VISA	COM	$6.7M	3.1%Prev: 3.2%	19,134 SH	Increased-289 SH
WALMART	COM	$1.6M	0.8%Prev: 0.7%	14,770 SH	Increased+158 SH
WALT DISNEY	COM	$941K	0.4%Prev: 0.5%	8,273 SH	Decreased-925 SH
WASTE MANAGEMENT	COM	$368K	0.2%Prev: 0.2%	1,675 SH	Decreased
WELLS FARGO	COM	$1.0M	0.5%Prev: 0.4%	10,814 SH	Increased
WILLDAN GROUP	COM	$322K	0.1%Prev: 0.1%	3,110 SH	Increased+40 SH

Sold (vs prior filing)

KINDER MORGAN — $207K
NOVO-NORDISK ADR — $246K
NUTANIX — $264K
SPDR S&P 500 ETF TRUST — $5.5M
TARGET — $240K
VALERO ENERGY — $204K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001104659-26-015385	$215.1M	View
Nov 14, 2025	Q3 2025	13F-HR	0001104659-25-112169	$208.0M	View
Aug 14, 2026	Q2 2026