WIMMER ASSOCIATES 1, LLC

PASADENA, CA · CIK 1667019 · 13F filing filed 2025-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$195.6m reported value +3.2% vs Q1 2025

109positions

42.9%in top 10

3 new 14 added 38 reduced 0 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICROSOFT CORP COM MSFT	MSFT	25,685	$12.8m6.53%	6.53%	Reduced -132	-132 -0.5%
2	APPLE INC COM AAPL	AAPL	56,921	$11.7m5.97%	5.97%	Reduced -100	-100 -0.2%
3	NVIDIA CORPORATION COM NVDA	NVDA	66,350	$10.5m5.36%	5.36%	Reduced -145	-145 -0.2%
4	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	47,070	$9.6m4.93%	4.93%	Reduced -383	-383 -0.8%
5	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	168,939	$7.1m3.65%	3.65%	Reduced -1.4k	-1,448 -0.8%
6	VISA INC COM CL A V	V	19,523	$6.9m3.54%	3.54%	Reduced -240	-240 -1.2%
7	COSTCO WHSL CORP NEW COM COST	COST	6,754	$6.7m3.42%	3.42%	Reduced -104	-104 -1.5%
8	ALPHABET INC CAP STK CL A GOOGL	GOOGL	37,361	$6.6m3.37%	3.37%	Reduced -227	-227 -0.6%
9	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	20,020	$6.1m3.11%	3.11%	Reduced -430	-430 -2.1%
10	AMAZON COM INC COM AMZN	AMZN	27,207	$6.0m3.05%	3.05%	Reduced -90	-90 -0.3%
11	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	63,329	$5.9m3.04%	3.04%	Reduced -1.1k	-1,084 -1.7%
12	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	8,858	$5.5m2.80%	2.80%	Added +20	+20 0.2%
13	ALPHABET INC CAP STK CL C GOOG	GOOG	26,172	$4.6m2.37%	2.37%	Reduced -132	-132 -0.5%
14	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	7,813	$3.8m1.94%	1.94%	Added +20	+20 0.3%
15	ADOBE INC COM ADBE	ADBE	8,881	$3.4m1.76%	1.76%	Reduced -2.3k	-2,251 -20.2%
16	CISCO SYS INC COM CSCO	CSCO	46,624	$3.2m1.65%	1.65%	Added +110	+110 0.2%
17	ABBOTT LABS COM ABT	ABT	22,589	$3.1m1.57%	1.57%	Reduced -741	-741 -3.2%
18	3M CO COM MMM	MMM	18,223	$2.8m1.42%	1.42%	Reduced -20	-20 -0.1%
19	ABBVIE INC COM ABBV	ABBV	13,508	$2.5m1.28%	1.28%	Reduced -466	-466 -3.3%
20	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	5,592	$2.5m1.27%	1.27%	Reduced -2	-2 -0.0%
21	BROADRIDGE FINL SOLUTIONS IN COM BR	BR	10,135	$2.5m1.26%	1.26%	Added +9	+9 0.1%
22	AMGEN INC COM AMGN	AMGN	8,537	$2.4m1.22%	1.22%	Added +44	+44 0.5%
23	CHEVRON CORP NEW COM CVX	CVX	16,601	$2.4m1.22%	1.22%	Reduced -271	-271 -1.6%
24	LOCKHEED MARTIN CORP COM LMT	LMT	5,066	$2.3m1.20%	1.20%	Reduced -16	-16 -0.3%
25	STARBUCKS CORP COM SBUX	SBUX	24,639	$2.3m1.15%	1.15%	Reduced -14	-14 -0.1%
26	MCDONALDS CORP COM MCD	MCD	7,209	$2.1m1.08%	1.08%	Reduced -56	-56 -0.8%
27	PEPSICO INC COM PEP	PEP	15,544	$2.1m1.05%	1.05%	Added +48	+48 0.3%
28	IDEXX LABS INC COM IDXX	IDXX	3,672	$2.0m1.01%	1.01%	Unchanged
29	ELI LILLY & CO COM LLY	LLY	2,269	$1.8m0.90%	0.90%	Added +3	+3 0.1%
30	BECTON DICKINSON & CO COM BDX	BDX	9,341	$1.6m0.82%	0.82%	Reduced -26	-26 -0.3%
31	JOHNSON & JOHNSON COM JNJ	JNJ	10,428	$1.6m0.81%	0.81%	Reduced -155	-155 -1.5%
32	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,856	$1.6m0.81%	0.81%	Unchanged
33	STRYKER CORPORATION COM SYK	SYK	3,716	$1.5m0.75%	0.75%	Unchanged
34	PROCTER AND GAMBLE CO COM PG	PG	9,196	$1.5m0.75%	0.75%	Reduced -24	-24 -0.3%
35	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	2	$1.5m0.75%	0.75%	Unchanged
36	WALMART INC COM WMT	WMT	14,574	$1.4m0.73%	0.73%	Reduced -112	-112 -0.8%
37	MARSH & MCLENNAN COS INC COM MRSH	MRSH	6,208	$1.4m0.69%	0.69%	Added +50	+50 0.8%
38	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	4,336	$1.3m0.68%	0.68%	Unchanged
39	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,263	$1.3m0.66%	0.66%	Added +91	+91 4.2%
40	DISNEY WALT CO COM DIS	DIS	10,133	$1.3m0.64%	0.64%	Reduced -217	-217 -2.1%
41	LOWES COS INC COM LOW	LOW	5,497	$1.2m0.62%	0.62%	Unchanged
42	NORTHERN TR CORP COM NTRS	NTRS	9,209	$1.2m0.60%	0.60%	Unchanged
43	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	8,678	$1.2m0.59%	0.59%	Reduced -282	-282 -3.1%
44	JPMORGAN CHASE & CO COM JPM	JPM	3,920	$1.1m0.58%	0.58%	Unchanged
45	SYSCO CORP COM SYY	SYY	14,937	$1.1m0.58%	0.58%	Unchanged
46	PHILLIPS 66 COM PSX	PSX	9,180	$1.1m0.56%	0.56%	Reduced -25	-25 -0.3%
47	VANGUARD INDEX FDS VALUE ETF VTV	VTV	6,146	$1.1m0.56%	0.56%	Reduced -40	-40 -0.7%
48	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	3,648	$1.1m0.55%	0.55%	Unchanged
49	EXXON MOBIL CORP COM XOM	XOM	9,814	$1.1m0.54%	0.54%	Reduced -40	-40 -0.4%
50	SPDR GOLD TR GOLD SHS GLD	GLD	3,458	$1.1m0.54%	0.54%	Added +50	+50 1.5%
51	WELLS FARGO CO NEW COM WFC	WFC	13,064	$1.0m0.54%	0.54%	Added +250	+250 1.9%
52	MERCK & CO INC COM MRK	MRK	12,572	$995.2k0.51%	0.51%	Reduced -615	-615 -4.7%
53	TJX COS INC NEW COM TJX	TJX	7,580	$936.1k0.48%	0.48%	Unchanged
54	CATERPILLAR INC COM CAT	CAT	2,222	$862.6k0.44%	0.44%	Unchanged
55	BLACKROCK INC COM BLK	BLK	810	$849.9k0.43%	0.43%	Unchanged
56	FEDEX CORP COM FDX	FDX	3,463	$787.2k0.40%	0.40%	Unchanged
57	ISHARES TR CORE S&P500 ETF IVV	IVV	1,211	$752.0k0.38%	0.38%	Unchanged
58	ISHARES TR S&P 500 GRWT ETF IVW	IVW	6,300	$693.6k0.35%	0.35%	Unchanged
59	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,840	$686.8k0.35%	0.35%	Added +13	+13 0.3%
60	EMERSON ELEC CO COM EMR	EMR	4,801	$640.1k0.33%	0.33%	Reduced -225	-225 -4.5%
61	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	1,562	$633.3k0.32%	0.32%	Unchanged
62	UNION PAC CORP COM UNP	UNP	2,695	$620.1k0.32%	0.32%	Unchanged
63	BLACKSTONE INC COM BX	BX	4,143	$619.7k0.32%	0.32%	Unchanged
64	PAYCHEX INC COM PAYX	PAYX	4,214	$613.0k0.31%	0.31%	Unchanged
65	RTX CORPORATION COM RTX	RTX	4,176	$609.8k0.31%	0.31%	Unchanged
66	NUCOR CORP COM NUE	NUE	4,540	$588.1k0.30%	0.30%	Reduced -235	-235 -4.9%
67	HOME DEPOT INC COM HD	HD	1,586	$581.6k0.30%	0.30%	Unchanged
68	VERIZON COMMUNICATIONS INC COM VZ	VZ	13,311	$576.0k0.29%	0.29%	Added +236	+236 1.8%
69	EBAY INC. COM EBAY	EBAY	7,588	$565.0k0.29%	0.29%	Unchanged
70	KIMBERLY-CLARK CORP COM KMB	KMB	4,380	$564.7k0.29%	0.29%	Reduced -30	-30 -0.7%
71	META PLATFORMS INC CL A META	META	759	$560.2k0.29%	0.29%	Unchanged
72	COCA COLA CO COM KO	KO	7,692	$544.2k0.28%	0.28%	Reduced -12	-12 -0.2%
73	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	9,360	$533.6k0.27%	0.27%	Added +710	+710 8.2%
74	PROLOGIS INC. COM PLD	PLD	4,790	$503.5k0.26%	0.26%	Unchanged
75	UNITED PARCEL SERVICE INC CL B UPS	UPS	4,881	$492.7k0.25%	0.25%	Unchanged
76	AMERICAN EXPRESS CO COM AXP	AXP	1,500	$478.5k0.24%	0.24%	Unchanged
77	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	6,867	$461.6k0.24%	0.24%	Unchanged
78	TARGET CORP COM TGT	TGT	4,658	$459.5k0.23%	0.23%	Unchanged
79	CANADIAN NATL RY CO COM CNI	CNI	3,950	$411.0k0.21%	0.21%	Unchanged
80	MORGAN STANLEY COM NEW MS	MS	2,843	$400.5k0.20%	0.20%	Unchanged
81	VANGUARD INDEX FDS MID CAP ETF VO	VO	1,389	$388.7k0.20%	0.20%	Reduced -100	-100 -6.7%
82	WASTE MGMT INC DEL COM WM	WM	1,675	$383.3k0.20%	0.20%	Unchanged
83	MARRIOTT INTL INC NEW CL A MAR	MAR	1,400	$382.5k0.20%	0.20%	Unchanged
84	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	1,250	$373.6k0.19%	0.19%	Reduced -270	-270 -17.8%
85	INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY XMHQ	XMHQ	3,735	$366.9k0.19%	0.19%	Reduced -50	-50 -1.3%
86	DUKE ENERGY CORP NEW COM NEW DUK	DUK	3,056	$360.6k0.18%	0.18%	Unchanged
87	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	5,195	$358.9k0.18%	0.18%	Unchanged
88	GILEAD SCIENCES INC COM GILD	GILD	3,110	$344.8k0.18%	0.18%	Unchanged
89	GENUINE PARTS CO COM GPC	GPC	2,780	$337.2k0.17%	0.17%	Unchanged
90	ISHARES TR S&P 500 VAL ETF IVE	IVE	1,650	$322.4k0.16%	0.16%	Unchanged
91	SEMPRA COM SRE	SRE	4,138	$313.5k0.16%	0.16%	Unchanged
92	CONSTELLATION ENERGY CORP COM CEG	CEG	970	$313.1k0.16%	0.16%	Unchanged
93	NOVARTIS AG SPONSORED ADR NVS	NVS	2,524	$305.4k0.16%	0.16%	Unchanged
94	NOVO-NORDISK A S ADR NVO	NVO	4,425	$305.4k0.16%	0.16%	Unchanged
95	INTERNATIONAL PAPER CO COM IP	IP	6,375	$298.5k0.15%	0.15%	Unchanged
96	OLD DOMINION FREIGHT LINE IN COM ODFL	ODFL	1,790	$290.5k0.15%	0.15%	Unchanged
97	NUTANIX INC CL A NTNX	NTNX	3,540	$270.6k0.14%	0.14%	Unchanged
98	SCHWAB CHARLES CORP COM SCHW	SCHW	2,924	$266.8k0.14%	0.14%	Unchanged
99	NEXTERA ENERGY INC COM NEE	NEE	3,750	$260.3k0.13%	0.13%	Unchanged
100	CANADIAN PACIFIC KANSAS CITY COM CP	CP	3,218	$255.1k0.13%	0.13%	Unchanged