Wimmer Associates 1, LLC holds a diversified book of 110 stocks worth $204.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Waters Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 7% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1667019/holdings"
Use Arkolith to show WIMMER ASSOCIATES 1, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
77% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Wimmer Associates 1, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.4T |
| FMR LLC | 80 / 80 | $805.0B |
| MORGAN STANLEY | 80 / 80 | $648.4B |
| JPMORGAN CHASE & CO | 80 / 80 | $611.0B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $460.3B |
| NORTHERN TRUST CORP | 80 / 80 | $345.0B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $287.5B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $229.9B |
Ranked by how many of Wimmer Associates 1, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | APPLE COM | $14.2M | 55.9K | 6.9% | ▼−9.4% Reduced · −6K sh | |
| 2 | Nvidia COM | $11.0M | 62.9K | 5.4% | ▼−1.5% Reduced · −955 sh | |
| 3 | Alphabet Class A CAP STK CL A | $10.2M | 35.5K | 5.0% | ▼−2.0% Reduced · −744 sh | |
| 4 | Vanguard Dividend Appreciation Index ETF DIV APP ETF | $10.2M | 47.3K | 5.0% | ▼−0.5% Reduced · −229 sh | |
| 5 | Microsoft COM | $9.2M | 24.7K | 4.5% | ▼−0.9% Reduced · −221 sh | |
| 6 | Invesco Ftse Rafi U.S. 1000 ETF FTSE RAFI 1000 | $8.1M | 170.6K | 4.0% | ▼~0% Reduced · −15 sh | |
| 7 | Alphabet Class C CAP STK CL C | $7.2M | 25.2K | 3.5% | ▼−1.8% Reduced · −453 sh | |
| 8 | Vanguard Total Stock Market Index ETF TOTAL STK MKT | $6.3M | 19.5K | 3.1% | ▼−0.3% Reduced · −65 sh | |
| 9 | Costco Wholesale COM | $6.3M | 6.3K | 3.1% | ▼−1.8% Reduced · −117 sh | |
| 10 | Vaneck Morningstar Wide Moat ETF MORNINGSTAR WIDE | $6.2M | 63.8K | 3.0% | ▼−1.5% Reduced · −1K sh | |
| 11 | VISA COM | $5.7M | 18.8K | 2.8% | ▼−1.6% Reduced · −301 sh | |
| 12 | Amazon COM | $5.6M | 27.0K | 2.7% | ▼−0.2% Reduced · −50 sh | |
| 13 | State Street SPDR S&P 500 ETF TR UNIT | $5.3M | 8.2K | 2.6% | ▼−2.8% Reduced · −238 sh | |
| 14 | Berkshire Hathaway Class B CL B NEW | $3.8M | 7.9K | 1.8% | ▲+0.7% Added · +57 sh | |
| 15 | Cisco Systems COM | $3.7M | 47.6K | 1.8% | ▲+3.4% Added · +2K sh | |
| 16 | Chevron COM | $3.5M | 17.1K | 1.7% | ▲+1.2% Added · +210 sh | |
| 17 | AMGEN COM | $3.0M | 8.6K | 1.5% | ▲+1.8% Added · +151 sh | |
| 18 | Lockheed Martin COM | $2.9M | 4.8K | 1.4% | ▼−3.9% Reduced · −193 sh | |
| 19 | Abbvie COM | $2.8M | 12.8K | 1.4% | ▼−1.5% Reduced · −198 sh | |
| 20 | Vertex Pharmaceuticals COM | $2.6M | 5.7K | 1.3% | ▲+3.7% Added · +207 sh | |
| 21 | Johnson & Johnson COM | $2.5M | 10.2K | 1.2% | ▼−0.7% Reduced · −74 sh | |
| 22 | Pepsico COM | $2.3M | 15.1K | 1.1% | ▲+1.3% Added · +191 sh | |
| 23 | 3M COM | $2.3M | 15.8K | 1.1% | ▼−11% Reduced · −2K sh | |
| 24 | McDonalds COM | $2.3M | 7.4K | 1.1% | ▲+0.4% Added · +28 sh | |
| 25 | Eli Lilly & Co. COM | $2.2M | 2.4K | 1.1% | ▲+3.7% Added · +85 sh | |
| 26 | Abbott Laboratories COM | $2.2M | 21.1K | 1.1% | ▼−5.6% Reduced · −1K sh | |
| 27 | Idexx Labs COM | $2.1M | 3.7K | 1.0% | —Held | |
| 28 | Starbucks COM | $2.0M | 22.4K | 1.0% | ▲+0.3% Added · +65 sh | |
| 29 | Walmart COM | $1.8M | 14.8K | 0.9% | ▲~0% Added · +1 sh | |
| 30 | SPDR Gold Shares ETF GOLD SHS | $1.8M | 4.2K | 0.9% | ▲+10% Added · +389 sh | |
| 31 | Exxon Mobil COM | $1.7M | 9.9K | 0.8% | ▲+2.7% Added · +263 sh | |
| 32 | Phillips 66 COM | $1.7M | 9.1K | 0.8% | ▲+0.6% Added · +56 sh | |
| 33 | Invesco QQQ Trust ETF UNIT SER 1 | $1.6M | 2.8K | 0.8% | —Held | |
| 34 | Caterpillar COM | $1.6M | 2.3K | 0.8% | ▲+1.8% Added · +41 sh | |
| 35 | ADOBE COM | $1.5M | 6.3K | 0.7% | ▼−1.4% Reduced · −90 sh | |
| 36 | Vanguard S&P 500 Index ETF S&P 500 ETF SHS | $1.5M | 2.5K | 0.7% | ▲+4.3% Added · +103 sh | |
| 37 | Broadridge Financial Solutions COM | $1.4M | 8.9K | 0.7% | ▼−12% Reduced · −1K sh | |
| 38 | Berkshire Hathaway Class A CL A | $1.4M | 2 | 0.7% | —Held | |
| 39 | MERCK COM | $1.3M | 11.1K | 0.7% | ▼−8.0% Reduced · −961 sh | |
| 40 | Procter And Gamble COM | $1.3M | 9.1K | 0.6% | ▲+1.8% Added · +157 sh | |
| 41 | Vanguard High Dividend Yield Index ETF HIGH DIV YLD | $1.3M | 8.7K | 0.6% | ▼−4.3% Reduced · −394 sh | |
| 42 | Emerson Electric COM | $1.3M | 9.8K | 0.6% | ▲+104% Added · +5K sh | |
| 43 | Vanguard Value Index ETF VALUE ETF | $1.3M | 6.4K | 0.6% | —Held | |
| 44 | FEDEX COM | $1.2M | 3.5K | 0.6% | ▼−0.7% Reduced · −25 sh | |
| 45 | TJX Companies COM | $1.2M | 7.4K | 0.6% | —Held | |
| 46 | LOWES COM | $1.2M | 4.9K | 0.6% | —Held | |
| 47 | Advanced Micro Devices COM | $1.1M | 5.6K | 0.6% | ▲+16% Added · +780 sh | |
| 48 | JP Morgan Chase COM | $1.1M | 3.9K | 0.6% | ▼−1.5% Reduced · −59 sh | |
| 49 | Stryker COM | $1.1M | 3.3K | 0.5% | ▼−5.0% Reduced · −175 sh | |
| 50 | NextEra Energy Inc Com COM | $1.1M | 11.7K | 0.5% | ▲+186% Added · +8K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.