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CIK: 0001667019
Total reported value
$221.2M
$221.2M
106 檔
22.0%
The Q1 2025 SEC filing reveals that Wimmer Associates 1, LLC held a total portfolio value of $221.2M, covering 106 public equity positions.
In Q1 2025, Wimmer Associates 1, LLC displayed an active expansion posture, initiating 106 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, VIG) accounted for 22.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $12.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.40% | +0.43% | -5.33% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.12% | -0.44% | -3.87% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.92% | +0.49% | -10.64% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.56% | +0.32% | -1.14% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 3.71% | +0.13% | -6.26% | |
| 6 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 3.66% | +0.68% | -9.27% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.61% | -0.42% | -1.85% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.16% | +0.50% | -6.21% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.12% | +0.18% | -2.39% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.09% | -2.56% | -8.99% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.04% | +0.19% | -0.35% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.74% | +0.17% | -0.08% | |
| 13 | ADBE | Adobe Inc | Stock-Tech | 2.33% | -0.19% | -8.82% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.23% | +0.33% | +1.61% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.10% | -0.09% | -3.04% | |
| 16 | ABT | Abbott Laboratories | Stock-Healthcare | 1.59% | -0.21% | -4.04% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.52% | +0.83% | -3.09% | |
| 18 | MMM | 3m Co | Stock-Industrials | 1.45% | +0.02% | -5.49% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.39% | +0.07% | -5.54% | |
| 20 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.27% | +0.05% | -0.20% | |
| 21 | BR | Broadridge Financial Solutio | Stock-Tech | 1.27% | -0.21% | -2.32% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.27% | -0.30% | -10.11% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.23% | -0.32% | -7.43% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 1.21% | -0.09% | -2.94% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.18% | -0.24% | -4.04% | |
| 26 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.13% | +0.04% | -4.25% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.07% | -0.23% | -6.16% | |
| 28 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.99% | -0.14% | — | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | +0.26% | +3.00% | |
| 30 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.87% | -0.05% | -9.53% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | -0.11% | -1.28% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.81% | -0.02% | — | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.78% | +0.14% | +0.74% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.77% | -0.05% | -1.31% | |
| 35 | SYK | Stryker CORP | Stock-Healthcare | 0.76% | -0.08% | -3.13% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | -0.15% | +0.99% | |
| 37 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.73% | -0.06% | -13.33% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.70% | +0.01% | -1.14% | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.67% | -0.07% | -4.75% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.44% | -16.40% | |
| 41 | PSX | Phillips 66 | Stock-Energy | 0.61% | -0.12% | -4.16% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.61% | -0.04% | -11.66% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.61% | +0.05% | +5.14% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.82% | EXIT | |
| 45 | SYY | Sysco CORP | Stock-Consumer Staples | 0.56% | +0.02% | -6.07% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | +0.04% | -20.65% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | +0.01% | -4.72% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.54% | -0.17% | — | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | -0.01% | -7.15% | |
| 50 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.52% | -0.08% | -8.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 4 | NVDA | Nvidia CORP | — | NEW | New buy |
| 5 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 6 | PRF | Invesco Rafi US 1000 ETF | — | NEW | New buy |
| 7 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 9 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 10 | MOAT | Vaneck Morningstar Wide Moat | — | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 13 | ADBE | Adobe Inc | — | NEW | New buy |
| 14 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 16 | ABT | Abbott Laboratories | — | NEW | New buy |
| 17 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 18 | MMM | 3m Co | — | NEW | New buy |
| 19 | ABBV | Abbvie Inc | — | NEW | New buy |
| 20 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 21 | BR | Broadridge Financial Solutio | — | NEW | New buy |
| 22 | CVX | Chevron CORP | — | NEW | New buy |
| 23 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 24 | AMGN | Amgen Inc | — | NEW | New buy |
| 25 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 26 | SBUX | Starbucks CORP | — | NEW | New buy |
| 27 | PEP | Pepsico Inc | — | NEW | New buy |
| 28 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 29 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 30 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 31 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 33 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 34 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 35 | SYK | Stryker CORP | — | NEW | New buy |
| 36 | WMT | Walmart Inc | — | NEW | New buy |
| 37 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 38 | ADP | Automatic Data Processing | — | NEW | New buy |
| 39 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 40 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 41 | PSX | Phillips 66 | — | NEW | New buy |
| 42 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 43 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 44 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 45 | SYY | Sysco CORP | — | NEW | New buy |
| 46 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 47 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 48 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 49 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 50 | TJX | Tjx Companies Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Wimmer Associates 1, LLC reported a total U.S. public equity portfolio value of $221.2M across 106 disclosed positions in Q1 2025.
During Q1 2025, Wimmer Associates 1, LLC's top holdings by market value included AAPL (6.4%)、MSFT (6.1%)、VIG (4.9%). The largest single position, AAPL, represented 6.4% of total portfolio value.
In Q1 2025, Wimmer Associates 1, LLC made 106 total portfolio adjustments, initiating 106 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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