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CIK: 0001667019
Total reported value
$221.2M
$221.2M
107 檔
28.3%
According to the latest 13F quarterly dataset, Wimmer Associates 1, LLC managed an equity portfolio of $221.2M at the end of Q4 2025, spanning 107 distinct U.S. exchange-listed positions.
In Q4 2025, Wimmer Associates 1, LLC adopted a defensive or profit-taking posture, trimming 49 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.80% | +0.43% | +4.49% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.61% | -0.44% | -1.46% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.54% | +0.32% | -2.65% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.28% | +0.50% | -2.69% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.86% | +0.49% | +0.48% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.74% | +0.33% | -2.12% | |
| 7 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 3.72% | +0.68% | +0.84% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.12% | +0.13% | -1.49% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.12% | -2.56% | +1.69% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.05% | +0.18% | -2.12% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.90% | +0.19% | +0.25% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.67% | +0.17% | +2.61% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.57% | -0.42% | -2.60% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.83% | -0.09% | -0.55% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.65% | +0.83% | +0.26% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.38% | +0.07% | -2.08% | |
| 17 | MMM | 3m Co | Stock-Industrials | 1.32% | +0.02% | -1.84% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 1.30% | -0.21% | +0.07% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 1.28% | -0.09% | -0.51% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.20% | -0.30% | +0.80% | |
| 21 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.16% | +0.05% | +1.30% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.15% | +0.26% | +3.87% | |
| 23 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.15% | -0.14% | -0.14% | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.12% | -0.32% | +0.48% | |
| 25 | BR | Broadridge Financial Solutio | Stock-Tech | 1.05% | -0.21% | -0.15% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.04% | -0.24% | +2.60% | |
| 27 | ADBE | Adobe Inc | Stock-Tech | 1.04% | -0.19% | -2.37% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.99% | -0.23% | -0.38% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | -0.11% | -1.72% | |
| 30 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.87% | +0.04% | -8.15% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.81% | +0.14% | -0.74% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.15% | +1.08% | |
| 33 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.75% | -0.05% | -8.93% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +0.44% | +2.20% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.70% | -0.17% | +5.04% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.70% | -0.02% | — | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.61% | +0.05% | +5.46% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.05% | -2.17% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.59% | +0.31% | — | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.59% | -0.01% | -0.89% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | +0.01% | — | |
| 42 | SYK | Stryker CORP | Stock-Healthcare | 0.57% | -0.08% | -0.03% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.57% | +0.04% | +1.19% | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.55% | -0.07% | -10.22% | |
| 45 | PSX | Phillips 66 | Stock-Energy | 0.54% | -0.12% | -0.14% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.82% | EXIT | |
| 47 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.53% | -0.08% | -2.70% | |
| 48 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.52% | -0.06% | -2.42% | |
| 49 | NTRS | Northern Trust CORP | Stock-Financials | 0.50% | +0.07% | -2.53% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.50% | +0.01% | -1.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -2.69% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.7% | -2.12% | Trim |
| 3 | AAPL | Apple Inc | +0.6% | +4.49% | Add |
| 4 | LLY | Eli Lilly & Co | +0.3% | +3.87% | Add |
| 5 | CSCO | Cisco Systems Inc | +0.1% | +0.26% | Add |
| 6 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +1.30% | Add |
| 7 | AMGN | Amgen Inc | +0.1% | -0.51% | Trim |
| 8 | AMD | Advanced Micro Devices | +0.1% | -0.43% | Trim |
| 9 | MRK | Merck & Co. Inc. | +0.1% | -0.89% | Trim |
| 10 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | +1.69% | Add |
| 11 | GLD | Spdr Gold Shares | +0.1% | +5.04% | Add |
| 12 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 13 | FDX | Fedex CORP | +0.1% | +0.43% | Add |
| 14 | JNJ | Johnson & Johnson | +0.1% | -1.72% | Trim |
| 15 | TMO | Thermo Fisher Scientific Inc | +0.1% | -0.06% | Trim |
| 16 | AMZN | Amazon.com Inc | +0.1% | +0.25% | Add |
| 17 | WMT | Walmart Inc | +0.1% | +1.08% | Add |
| 18 | PRF | Invesco Rafi US 1000 ETF | 0% | +0.84% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.61% | Add |
| 20 | NUE | Nucor CORP | 0% | — | Unchanged |
| 21 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 22 | VYM | Vanguard High Dvd Yield ETF | 0% | +5.46% | Add |
| 23 | MS | Morgan Stanley | 0% | — | Unchanged |
| 24 | ACN | Accenture plc | 0% | +8.28% | Add |
| 25 | IDXX | Idexx Laboratories Inc | 0% | -0.14% | Trim |
| 26 | MAR | Marriott International -cl A | 0% | — | Unchanged |
| 27 | PLD | Prologis Inc | 0% | — | Unchanged |
| 28 | AXP | American Express Co | 0% | — | Unchanged |
| 29 | UPS | United Parcel Service-cl B | 0% | — | Unchanged |
| 30 | CMI | Cummins Inc | 0% | — | Unchanged |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +2.20% | Add |
| 32 | XOM | Exxon Mobil CORP | 0% | -0.77% | Trim |
| 33 | NEE | Nextera Energy Inc | 0% | +8.80% | Add |
| 34 | IBM | Intl Business Machines CORP | 0% | -1.23% | Trim |
| 35 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 36 | GDX | Vaneck Gold Miners ETF | 0% | +0.12% | Add |
| 37 | ODFL | Old Dominion Freight Line | 0% | — | Unchanged |
| 38 | WLDN | Willdan Group Inc | 0% | +1.30% | Add |
| 39 | SCHW | Schwab (charles) CORP | 0% | — | Unchanged |
| 40 | MCD | Mcdonald's CORP | — | +2.60% | Add |
| 41 | VTV | Vanguard Value ETF | — | +1.19% | Add |
| 42 | TJX | Tjx Companies Inc | — | -2.70% | Trim |
| 43 | VEU | Vanguard Ftse All-world Ex-u | — | +3.33% | Add |
| 44 | RTX | Rtx CORP | — | -5.27% | Trim |
| 45 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 46 | KO | Coca-cola Co/the | — | -0.20% | Trim |
| 47 | NVS | Novartis Ag-sponsored Adr | — | — | Unchanged |
| 48 | CEG | Constellation Energy | — | — | Unchanged |
| 49 | META | Meta Platforms Inc-class A | — | +15.81% | Add |
| 50 | CNI | Canadian Natl Railway Co | — | — | Unchanged |
According to official SEC Form 13F filings, Wimmer Associates 1, LLC reported a total U.S. public equity portfolio value of $221.2M across 107 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 28.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
BMY
市值: $220.6K
Top Position Liquidated / Trimmed
NTNX
前期市值: $264.1K
During Q4 2025, Wimmer Associates 1, LLC's top holdings by market value included AAPL (7.8%)、MSFT (5.6%)、NVDA (5.5%). The largest single position, AAPL, represented 7.8% of total portfolio value.
In Q4 2025, Wimmer Associates 1, LLC made 84 total portfolio adjustments, initiating 2 new buys, adding to 28 positions, trimming 49 holdings, and fully liquidating 5 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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