The Analysis of WIMMER ASSOCIATES 1, LLC's Holdings

Currently, WIMMER ASSOCIATES 1, LLC holds 107 types of securities in its portfolio with a total value $215.1M. In the most recent quarter, they have increased their positions in AAPL (+2.7K shares, valued at $720.7K), BMY (+4.1K shares, valued at $220.6K), SOLV (+2.6K shares, valued at $203.2K); decreased their positions in NVDA (-1.7K shares, valued at $324.1K), N/A (-1.0K shares, valued at $314.3K), MSFT (-369 shares, valued at $178.5K); initiated new positions in BMY (+4.1K shares, valued at $220.6K), SOLV (+2.6K shares, valued at $203.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE61.7K shares4.49%2025-12-312026-02-13

MSFT MICROSOFT24.9K shares-1.46%2025-12-312026-02-13

NVDA NVIDIA63.9K shares-2.65%2025-12-312026-02-13

ALPHABET CLASS A ALPHABET CLASS A36.3K shares-2.69%2025-12-312026-02-13

VIG VANGUARD DIVIDEND APPRECIATION INDEX ETF47.5K shares0.48%2025-12-312026-02-13

ALPHABET CLASS C ALPHABET CLASS C25.6K shares-2.12%2025-12-312026-02-13

INVESCO FTSE RAFI U.S. 1000 ETF INVESCO FTSE RAFI U.S. 1000 ETF170.6K shares0.84%2025-12-312026-02-13

V VISA19.1K shares-1.49%2025-12-312026-02-13

Sponsored

MOAT VANECK MORNINGSTAR WIDE MOAT ETF64.8K shares1.69%2025-12-312026-02-13

VTI VANGUARD TOTAL STOCK MARKET INDEX ETF19.6K shares-2.12%2025-12-312026-02-13

AMZN AMAZON27.1K shares0.25%2025-12-312026-02-13

SPY STATE STREET SPDR S&P 500 ETF8.4K shares2.61%2025-12-312026-02-13

COST COSTCO WHOLESALE6.4K shares-2.60%2025-12-312026-02-13

BERKSHIRE HATHAWAY CLASS B BERKSHIRE HATHAWAY CLASS B7.8K shares-0.55%2025-12-312026-02-13

CSCO CISCO SYSTEMS46.0K shares0.26%2025-12-312026-02-13

ABBV ABBVIE13.0K shares-2.08%2025-12-312026-02-13

Sponsored

MMM 3M17.8K shares-1.84%2025-12-312026-02-13

ABT ABBOTT LABORATORIES22.3K shares0.07%2025-12-312026-02-13

AMGN AMGEN8.4K shares-0.51%2025-12-312026-02-13

CVX CHEVRON16.9K shares0.80%2025-12-312026-02-13

VRTX VERTEX PHARMACEUTICALS5.5K shares1.30%2025-12-312026-02-13

LLY ELI LILLY & CO.2.3K shares3.87%2025-12-312026-02-13

IDXX IDEXX LABS3.7K shares-0.14%2025-12-312026-02-13

LMT LOCKHEED MARTIN5.0K shares0.48%2025-12-312026-02-13

Sponsored

BR BROADRIDGE FINANCIAL SOLUTIONS10.1K shares-0.15%2025-12-312026-02-13

MCD MCDONALDS7.3K shares2.60%2025-12-312026-02-13

ADBE ADOBE6.4K shares-2.37%2025-12-312026-02-13

PEP PEPSICO14.9K shares-0.38%2025-12-312026-02-13

JNJ JOHNSON & JOHNSON10.2K shares-1.72%2025-12-312026-02-13

SBUX STARBUCKS22.3K shares-8.15%2025-12-312026-02-13

INVESCO QQQ TRUST ETF INVESCO QQQ TRUST ETF2.8K shares-0.74%2025-12-312026-02-13

WMT WALMART14.8K shares1.08%2025-12-312026-02-13

Sponsored

BDX BECTON DICKINSON8.3K shares-8.93%2025-12-312026-02-13

VANGUARD S&P 500 INDEX ETF VANGUARD S&P 500 INDEX ETF2.4K shares2.20%2025-12-312026-02-13

GLD SPDR GOLD SHARES ETF3.8K shares5.04%2025-12-312026-02-13

BRK.A BERKSHIRE HATHAWAY CLASS A2 shares0.00%2025-12-312026-02-13

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF9.1K shares5.46%2025-12-312026-02-13

PG PROCTER AND GAMBLE8.9K shares-2.17%2025-12-312026-02-13

CAT CATERPILLAR2.2K shares0.00%2025-12-312026-02-13

MERCK MERCK12.0K shares-0.89%2025-12-312026-02-13

Sponsored

JPM JP MORGAN CHASE3.9K shares0.00%2025-12-312026-02-13

SYK STRYKER3.5K shares-0.03%2025-12-312026-02-13

VTV VANGUARD VALUE INDEX ETF6.4K shares1.19%2025-12-312026-02-13

LOW LOWES4.9K shares-10.22%2025-12-312026-02-13

PSX PHILLIPS 669.0K shares-0.14%2025-12-312026-02-13

XOM EXXON MOBIL9.7K shares-0.77%2025-12-312026-02-13

TJX TJX COMPANIES7.4K shares-2.70%2025-12-312026-02-13

MMC MARSH & MCLENNAN6.1K shares-2.42%2025-12-312026-02-13

Sponsored

NTRS NORTHERN TRUST7.8K shares-2.53%2025-12-312026-02-13

IBM IBM3.6K shares-1.23%2025-12-312026-02-13

SYY SYSCO14.5K shares-0.07%2025-12-312026-02-13

ADP AUTOMATIC DATA PROCESSING4.0K shares-6.90%2025-12-312026-02-13

AMD ADVANCED MICRO DEVICES4.8K shares-0.43%2025-12-312026-02-13

WFC WELLS FARGO10.8K shares0.00%2025-12-312026-02-13

FDX FEDEX3.5K shares0.43%2025-12-312026-02-13

DIS WALT DISNEY8.3K shares-10.06%2025-12-312026-02-13

Sponsored

TMO THERMO FISHER SCIENTIFIC1.6K shares-0.06%2025-12-312026-02-13

BLACKROCK BLACKROCK818 shares0.99%2025-12-312026-02-13

IVV ISHARES CORE S&P 500 ETF1.2K shares-0.91%2025-12-312026-02-13

IVW ISHARES S&P 500 GROWTH ETF6.3K shares0.00%2025-12-312026-02-13

NUE NUCOR4.5K shares0.00%2025-12-312026-02-13

RTX RTX CORPORATION (formerly Raytheon)4.0K shares-5.27%2025-12-312026-02-13

MS MORGAN STANLEY4.1K shares0.00%2025-12-312026-02-13

EBAY EBAY7.5K shares-0.59%2025-12-312026-02-13

Sponsored

BLACKSTONE GROUP LP BLACKSTONE GROUP LP4.1K shares0.00%2025-12-312026-02-13

EMR EMERSON ELECTRIC4.8K shares0.00%2025-12-312026-02-13

UNP UNION PACIFIC2.5K shares0.00%2025-12-312026-02-13

META META PLATFORMS (formerly Facebook)879 shares15.81%2025-12-312026-02-13

VEA VANGUARD DEVELOPED MARKETS ETF8.9K shares-5.02%2025-12-312026-02-13

AXP AMERICAN EXPRESS1.5K shares0.00%2025-12-312026-02-13

PLD PROLOGIS4.3K shares0.00%2025-12-312026-02-13

KO COCA COLA7.7K shares-0.20%2025-12-312026-02-13

Sponsored

HD HOME DEPOT1.6K shares-2.82%2025-12-312026-02-13

VEU VANGUARD ALL-WORLD EX U.S. INDEX ETF7.1K shares3.33%2025-12-312026-02-13

VZ VERIZON11.4K shares-14.70%2025-12-312026-02-13

MAR MARRIOTT INTERNATIONAL1.4K shares0.00%2025-12-312026-02-13

PAYX PAYCHEX3.9K shares-8.64%2025-12-312026-02-13

ACCENTURE ACCENTURE1.6K shares8.28%2025-12-312026-02-13

VXUS VANGUARD TOTAL INT'L STOCK ETF5.4K shares0.00%2025-12-312026-02-13

VO VANGUARD MID CAP INDEX ETF1.4K shares0.00%2025-12-312026-02-13

Sponsored

CNI CANADIAN NATIONAL RAILWAY4.0K shares0.00%2025-12-312026-02-13

GILD GILEAD SCIENCES3.1K shares0.00%2025-12-312026-02-13

WM WASTE MANAGEMENT1.7K shares0.00%2025-12-312026-02-13

KMB KIMBERLY CLARK3.6K shares-18.38%2025-12-312026-02-13

SRE SEMPRA ENERGY4.0K shares-3.02%2025-12-312026-02-13

CEG CONSTELLATION ENERGY995 shares0.00%2025-12-312026-02-13

DUKE ENERGY DUKE ENERGY3.0K shares-2.06%2025-12-312026-02-13

IVE ISHARES S&P 500 VALUE ETF1.6K shares0.00%2025-12-312026-02-13

Sponsored

NVS NOVARTIS ADR2.5K shares0.00%2025-12-312026-02-13

NEE NEXTERA ENERGY INC COM4.1K shares8.80%2025-12-312026-02-13

WLDN WILLDAN GROUP3.1K shares1.30%2025-12-312026-02-13

UPS UNITED PARCEL SERVICE3.2K shares0.00%2025-12-312026-02-13

GPC GENUINE PARTS2.5K shares-10.79%2025-12-312026-02-13

SCHW CHARLES SCHWAB2.9K shares0.00%2025-12-312026-02-13

GDX VANECK GOLD MINERS ETF3.3K shares0.12%2025-12-312026-02-13

ODFL OLD DOMINION FREIGHT LINES1.8K shares0.00%2025-12-312026-02-13

Sponsored

CMI CUMMINS534 shares0.00%2025-12-312026-02-13

XMHQ INVESCO S&P MID CAP QUALITY ETF2.4K shares-3.94%2025-12-312026-02-13

FAF FIRST AMERICAN FINANCIAL3.9K shares-0.76%2025-12-312026-02-13

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY3.2K shares0.00%2025-12-312026-02-13

COP CONOCOPHILLIPS2.5K shares0.00%2025-12-312026-02-13

IWB ISHARES RUSSELL 1000 ETF604 shares0.00%2025-12-312026-02-13

IP INTERNATIONAL PAPER5.7K shares0.09%2025-12-312026-02-13

HSY HERSHEY1.2K shares-4.71%2025-12-312026-02-13

Sponsored

BMY BRISTOL MYERS SQUIBB4.1K sharesnew addition2025-12-312026-02-13

ECL ECOLAB815 shares2.52%2025-12-312026-02-13

SOLV SOLVENTUM (Spinoff from 3M)2.6K sharesnew addition2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available