Wimmer Associates 1, LLC holds a diversified book of 113 reported positions worth $221.2M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Fedex Freight Holding Co first appears in 13F filings, a listing rather than a purchase; they opened ExxonMobil Holdings Corp and trimmed Nvidia Corp. Their largest long position is Apple Inc at 7% of the reported non-option book. Cloning the disclosed picks since 2025 would be +21% (+19.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Wimmer Associates 1, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+5 sectors below the cut, 3% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Wimmer Associates 1, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 10 / 80 | $162.1M |
| Swiss Re Ltd | 59 / 80 | $1.0B |
| Mirae Asset Global Investments Co., Ltd. | 72 / 80 | $279.8B |
| New World Advisors LLC | 46 / 80 | $532.0M |
| 9823 Capital, L.P. | 9 / 80 | $126.9M |
| Armstrong Henry H Associates Inc | 35 / 80 | $880.3M |
| Emerald Advisors, LLC | 39 / 80 | $674.2M |
| Independent Investors Inc | 33 / 80 | $439.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Wimmer Associates 1, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | APPLE COM | $16.3M | 56.2K | 7.4% | ▲+0.6% Added · +361 sh | |
| 2 | Nvidia COM | $12.6M | 62.8K | 5.7% | ▼−0.3% Reduced · −163 sh | |
| 3 | Alphabet Class A CAP STK CL A | $12.1M | 34.0K | 5.5% | ▼−4.4% Reduced · −2K sh | |
| 4 | Vanguard Dividend Appreciation Index ETF DIV APP ETF | $12.1M | 51.1K | 5.5% | ▲+8.0% Added · +4K sh | |
| 5 | Invesco Ftse Rafi U.S. 1000 ETF FTSE RAFI 1000 | $10.3M | 189.8K | 4.6% | ▲+11% Added · +19K sh | |
| 6 | Microsoft COM | $8.9M | 23.9K | 4.0% | ▼−3.3% Reduced · −823 sh | |
| 7 | Alphabet Class C CAP STK CL C | $8.5M | 24.2K | 3.9% | ▼−3.9% Reduced · −982 sh | |
| 8 | Vanguard Total Stock Market Index ETF TOTAL STK MKT | $7.2M | 19.4K | 3.2% | ▼−0.8% Reduced · −165 sh | |
| 9 | Amazon COM | $6.5M | 27.3K | 2.9% | ▲+1.1% Added · +288 sh | |
| 10 | VISA COM | $6.4M | 18.7K | 2.9% | ▼−0.5% Reduced · −86 sh | |
| 11 | State Street SPDR S&P 500 ETF TR UNIT | $6.1M | 8.2K | 2.8% | ▲+0.2% Added · +15 sh | |
| 12 | Costco Wholesale COM | $5.8M | 6.2K | 2.6% | ▼−0.8% Reduced · −48 sh | |
| 13 | Cisco Systems COM | $5.8M | 49.5K | 2.6% | ▲+4.1% Added · +2K sh | |
| 14 | Berkshire Hathaway Inc Del CL B New CL B NEW | $3.9M | 7.8K | 1.8% | ▼−1.2% Reduced · −98 sh | |
| 15 | Abbvie COM | $3.2M | 12.6K | 1.4% | ▼−1.6% Reduced · −210 sh | |
| 16 | Chevron COM | $3.2M | 19.1K | 1.4% | ▲+11% Added · +2K sh | |
| 17 | AMGEN COM | $3.1M | 8.4K | 1.4% | ▼−1.7% Reduced · −144 sh | |
| 18 | Eli Lilly & Co. COM | $3.0M | 2.5K | 1.3% | ▲+3.1% Added · +75 sh | |
| 19 | Vertex Pharmaceuticals COM | $2.9M | 5.8K | 1.3% | ▲+1.1% Added · +63 sh | |
| 20 | Advanced Micro Devices COM | $2.7M | 4.7K | 1.2% | ▼−16% Reduced · −873 sh | |
| 21 | Vanguard S&P 500 Index ETF S&P 500 ETF SHS | $2.6M | 3.8K | 1.2% | ▲+50% Added · +1K sh | |
| 22 | 3M COM | $2.5M | 15.6K | 1.1% | ▼−1.2% Reduced · −185 sh | |
| 23 | Johnson & Johnson COM | $2.5M | 9.7K | 1.1% | ▼−4.6% Reduced · −470 sh | |
| 24 | Lockheed Martin COM | $2.4M | 4.8K | 1.1% | ▼−0.1% Reduced · −5 sh | |
| 25 | Caterpillar COM | $2.4M | 2.3K | 1.1% | —Held | |
| 26 | Starbucks COM | $2.3M | 22.2K | 1.0% | ▼−0.9% Reduced · −202 sh | |
| 27 | Invesco QQQ Trust ETF UNIT SER 1 | $2.1M | 2.8K | 0.9% | —Held | |
| 28 | Pepsico COM | $2.0M | 14.9K | 0.9% | ▼−0.7% Reduced · −105 sh | |
| 29 | McDonalds COM | $1.9M | 7.2K | 0.9% | ▼−2.5% Reduced · −186 sh | |
| 30 | Idexx Labs COM | $1.9M | 3.7K | 0.9% | —Held | |
| 31 | Abbott Laboratories COM | $1.9M | 20.7K | 0.8% | ▼−1.9% Reduced · −391 sh | |
| 32 | Walmart COM | $1.6M | 14.6K | 0.7% | ▼−1.4% Reduced · −208 sh | |
| 33 | SPDR Gold Shares ETF GOLD SHS | $1.6M | 4.2K | 0.7% | ▲+1.1% Added · +45 sh | |
| 34 | Emerson Electric COM | $1.5M | 10.8K | 0.7% | ▲+10% Added · +1K sh | |
| 35 | Phillips 66 COM | $1.5M | 9.1K | 0.7% | —Held | |
| 36 | Vanguard High Dividend Yield Index ETF HIGH DIV YLD | $1.5M | 9.5K | 0.7% | ▲+9.4% Added · +815 sh | |
| 37 | Berkshire Hathaway Class A CL A | $1.5M | 2 | 0.7% | —Held | |
| 38 | Vanguard Value Index ETF VALUE ETF | $1.4M | 6.6K | 0.7% | ▲+3.7% Added · +235 sh | |
| 39 | MERCK COM | $1.4M | 11.0K | 0.6% | ▼−1.0% Reduced · −112 sh | |
| 40 | Procter And Gamble COM | $1.3M | 8.9K | 0.6% | ▼−2.4% Reduced · −221 sh | |
| 41 | Exxon Mobil COM | $1.3M | 9.4K | 0.6% | ▲New New position | |
| 42 | JP Morgan Chase COM | $1.3M | 3.9K | 0.6% | —Held | |
| 43 | ADOBE COM | $1.2M | 6.1K | 0.6% | ▼−3.6% Reduced · −225 sh | |
| 44 | Northern Trust COM | $1.2M | 7.1K | 0.6% | —Held | |
| 45 | SYSCO COM | $1.2M | 14.1K | 0.5% | ▼−3.1% Reduced · −460 sh | |
| 46 | TJX Companies COM | $1.1M | 7.4K | 0.5% | ▼−0.3% Reduced · −20 sh | |
| 47 | Broadridge Financial Solutions COM | $1.1M | 8.0K | 0.5% | ▼−9.8% Reduced · −872 sh | |
| 48 | LOWES COM | $1.1M | 5.0K | 0.5% | ▲+0.8% Added · +40 sh | |
| 49 | FEDEX COM | $1.1M | 3.5K | 0.5% | —Held | |
| 50 | Stryker COM | $1.0M | 3.3K | 0.5% | ▼−2.2% Reduced · −75 sh |
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.