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CIK: 0001667019
Total reported value
$221.2M
$221.2M
110 檔
24.7%
As reported in its official Q1 2026 Form 13F filing, Wimmer Associates 1, LLC's tracked investment portfolio stood at $221.2M with 110 total positions.
Wimmer Associates 1, LLC executed strategic sector rebalancing during Q1 2026, establishing 5 new positions while fully exiting 2 holdings and trimming 43 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.93% | +0.43% | -9.44% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.36% | +0.32% | -1.49% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.99% | +0.50% | -2.05% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.97% | +0.49% | -0.48% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.47% | -0.44% | -0.89% | |
| 6 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 3.96% | +0.68% | -0.01% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.53% | +0.33% | -1.77% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.06% | +0.18% | -0.33% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.06% | -0.42% | -1.83% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.01% | -2.56% | -1.55% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.78% | +0.13% | -1.57% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.75% | +0.19% | -0.18% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.60% | +0.17% | -2.82% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.85% | -0.09% | +0.73% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.80% | +0.83% | +3.42% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.73% | -0.30% | +1.24% | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 1.47% | -0.09% | +1.79% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.42% | -0.32% | -3.87% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.36% | +0.07% | -1.53% | |
| 20 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.25% | +0.05% | +3.75% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.22% | -0.11% | -0.72% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.14% | -0.23% | +1.29% | |
| 23 | MMM | 3m Co | Stock-Industrials | 1.12% | +0.02% | -11.16% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.12% | -0.24% | +0.38% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.08% | +0.26% | +3.68% | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 1.06% | -0.21% | -5.60% | |
| 27 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.01% | -0.14% | — | |
| 28 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.98% | +0.04% | +0.29% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.90% | -0.15% | +0.01% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.88% | -0.17% | +10.21% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.82% | EXIT | |
| 32 | PSX | Phillips 66 | Stock-Energy | 0.81% | -0.12% | +0.62% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.80% | +0.14% | — | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.78% | +0.31% | +1.85% | |
| 35 | ADBE | Adobe Inc | Stock-Tech | 0.75% | -0.19% | -1.41% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | +0.44% | +4.27% | |
| 37 | BR | Broadridge Financial Solutio | Stock-Tech | 0.71% | -0.21% | -12.10% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.70% | -0.02% | — | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.65% | -0.01% | -7.99% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | -0.05% | +1.76% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.63% | +0.05% | -4.33% | |
| 42 | EMR | Emerson Electric Co | Stock-Industrials | 0.63% | +0.07% | +103.77% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.61% | +0.04% | — | |
| 44 | FDX | Fedex CORP | Stock-Industrials | 0.60% | -0.11% | -0.72% | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.58% | -0.08% | — | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.57% | -0.07% | — | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.56% | +0.68% | +16.17% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | +0.01% | -1.51% | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.54% | -0.08% | -4.98% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.53% | -0.07% | +186.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.5% | +1.24% | Add |
| 2 | COST | Costco Wholesale CORP | +0.5% | -1.83% | Trim |
| 3 | NEE | Nextera Energy Inc | +0.4% | +186.45% | Add |
| 4 | EMR | Emerson Electric Co | +0.3% | +103.77% | Add |
| 5 | LMT | Lockheed Martin CORP | +0.3% | -3.87% | Trim |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +2.72% | Add |
| 7 | PSX | Phillips 66 | +0.3% | +0.62% | Add |
| 8 | PRF | Invesco Rafi US 1000 ETF | +0.2% | -0.01% | Trim |
| 9 | JNJ | Johnson & Johnson | +0.2% | -0.72% | Trim |
| 10 | CAT | Caterpillar Inc | +0.2% | +1.85% | Add |
| 11 | AMGN | Amgen Inc | +0.2% | +1.79% | Add |
| 12 | GLD | Spdr Gold Shares | +0.2% | +10.21% | Add |
| 13 | PEP | Pepsico Inc | +0.2% | +1.29% | Add |
| 14 | CSCO | Cisco Systems Inc | +0.2% | +3.42% | Add |
| 15 | FDX | Fedex CORP | +0.1% | -0.72% | Trim |
| 16 | WMT | Walmart Inc | +0.1% | +0.01% | Add |
| 17 | VIG | Vanguard Dividend Apprec ETF | +0.1% | -0.48% | Trim |
| 18 | SBUX | Starbucks CORP | +0.1% | +0.29% | Add |
| 19 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +3.75% | Add |
| 20 | AMD | Advanced Micro Devices | +0.1% | +16.17% | Add |
| 21 | MCD | Mcdonald's CORP | +0.1% | +0.38% | Add |
| 22 | MRK | Merck & Co. Inc. | +0.1% | -7.99% | Trim |
| 23 | COP | Conocophillips | +0.1% | +3.65% | Add |
| 24 | TJX | Tjx Companies Inc | +0.1% | — | Unchanged |
| 25 | PG | Procter & Gamble Co/the | +0.1% | +1.76% | Add |
| 26 | ODFL | Old Dominion Freight Line | 0% | — | Unchanged |
| 27 | KO | Coca-cola Co/the | 0% | +0.43% | Add |
| 28 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 29 | NUE | Nucor CORP | 0% | — | Unchanged |
| 30 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 31 | NVS | Novartis Ag-sponsored Adr | 0% | +2.77% | Add |
| 32 | DUK | Duke Energy CORP | 0% | +1.67% | Add |
| 33 | VEA | Vanguard Ftse Developed ETF | 0% | +5.62% | Add |
| 34 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 35 | RTX | Rtx CORP | 0% | -1.26% | Trim |
| 36 | VOO | Vanguard S&p 500 ETF | 0% | +4.27% | Add |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.73% | Add |
| 38 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 39 | WM | Waste Management Inc | 0% | +2.69% | Add |
| 40 | LOW | Lowe's Cos Inc | 0% | — | Unchanged |
| 41 | MAR | Marriott International -cl A | 0% | — | Unchanged |
| 42 | GDX | Vaneck Gold Miners ETF | 0% | — | Unchanged |
| 43 | VYM | Vanguard High Dvd Yield ETF | 0% | -4.33% | Trim |
| 44 | HSY | Hershey Co/the | 0% | -6.17% | Trim |
| 45 | CNI | Canadian Natl Railway Co | 0% | — | Unchanged |
| 46 | VEU | Vanguard Ftse All-world Ex-u | 0% | — | Unchanged |
| 47 | EBAY | Ebay Inc | 0% | -2.78% | Trim |
| 48 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.33% | Trim |
| 49 | SYY | Sysco CORP | 0% | +0.90% | Add |
| 50 | CP | Canadian Pacific Kansas City | 0% | — | 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 110 disclosed positions in Q1 2026.
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, NVDA, GOOGL) accounted for 24.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
WAT
市值: $319.2K
Top Position Liquidated / Trimmed
GPC
前期市值: $304.9K
During Q1 2026, Wimmer Associates 1, LLC's top holdings by market value included AAPL (6.9%)、NVDA (5.4%)、GOOGL (5.0%). The largest single position, AAPL, represented 6.9% of total portfolio value.
In Q1 2026, Wimmer Associates 1, LLC made 82 total portfolio adjustments, initiating 5 new buys, adding to 32 positions, trimming 43 holdings, and fully liquidating 2 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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