WIMMER ASSOCIATES 1, LLC

PASADENA, CA · CIK 1667019 · 13F filing filed 2026-08-14

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.

$221.2m reported value +8.1% vs Q1 2026

113positions

45.6%in top 10

7 new 22 added 41 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

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	APPLE INC COM AAPL	AAPL	56,240	$16.3m7.36%	7.36%	Added +361	+361 0.7%
2	NVIDIA CORPORATION COM NVDA	NVDA	62,769	$12.6m5.68%	5.68%	Reduced -163	-163 -0.3%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	33,991	$12.1m5.49%	5.49%	Reduced -1.6k	-1,558 -4.4%
4	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	51,078	$12.1m5.46%	5.46%	Added +3.8k	+3,770 8.0%
5	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	189,779	$10.3m4.64%	4.64%	Added +19.2k	+19,220 11.3%
6	MICROSOFT CORP COM MSFT	MSFT	23,896	$8.9m4.03%	4.03%	Reduced -823	-823 -3.3%
7	ALPHABET INC CAP STK CL C GOOG	GOOG	24,183	$8.5m3.86%	3.86%	Reduced -982	-982 -3.9%
8	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	19,365	$7.2m3.24%	3.24%	Reduced -165	-165 -0.8%
9	AMAZON COM INC COM AMZN	AMZN	27,305	$6.5m2.94%	2.94%	Added +288	+288 1.1%
10	VISA INC COM CL A V	V	18,747	$6.4m2.91%	2.91%	Reduced -86	-86 -0.5%
11	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	8,204	$6.1m2.77%	2.77%	Added +15	+15 0.2%
12	COSTCO WHSL CORP NEW COM COST	COST	6,236	$5.8m2.64%	2.64%	Reduced -48	-48 -0.8%
13	CISCO SYS INC COM CSCO	CSCO	49,506	$5.8m2.63%	2.63%	Added +2.0k	+1,954 4.1%
14	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	7,799	$3.9m1.76%	1.76%	Reduced -98	-98 -1.2%
15	ABBVIE INC COM ABBV	ABBV	12,574	$3.2m1.43%	1.43%	Reduced -210	-210 -1.6%
16	CHEVRON CORP NEW COM CVX	CVX	19,066	$3.2m1.43%	1.43%	Added +1.9k	+1,929 11.3%
17	AMGEN INC COM AMGN	AMGN	8,431	$3.1m1.38%	1.38%	Reduced -144	-144 -1.7%
18	ELI LILLY & CO COM LLY	LLY	2,470	$3.0m1.34%	1.34%	Added +75	+75 3.1%
19	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	5,796	$2.9m1.30%	1.30%	Added +63	+63 1.1%
20	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,731	$2.7m1.24%	1.24%	Reduced -873	-873 -15.6%
21	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	3,770	$2.6m1.17%	1.17%	Added +1.3k	+1,255 49.9%
22	3M CO COM MMM	MMM	15,589	$2.5m1.14%	1.14%	Reduced -185	-185 -1.2%
23	JOHNSON & JOHNSON COM JNJ	JNJ	9,705	$2.5m1.11%	1.11%	Reduced -470	-470 -4.6%
24	LOCKHEED MARTIN CORP COM LMT	LMT	4,792	$2.4m1.10%	1.10%	Reduced -5	-5 -0.1%
25	CATERPILLAR INC COM CAT	CAT	2,263	$2.4m1.09%	1.09%	Unchanged
26	STARBUCKS CORP COM SBUX	SBUX	22,178	$2.3m1.02%	1.02%	Reduced -202	-202 -0.9%
27	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,835	$2.1m0.94%	0.94%	Unchanged
28	PEPSICO INC COM PEP	PEP	14,948	$2.0m0.91%	0.91%	Reduced -105	-105 -0.7%
29	MCDONALDS CORP COM MCD	MCD	7,177	$1.9m0.88%	0.88%	Reduced -186	-186 -2.5%
30	IDEXX LABS INC COM IDXX	IDXX	3,667	$1.9m0.87%	0.87%	Unchanged
31	ABBOTT LABS COM ABT	ABT	20,683	$1.9m0.85%	0.85%	Reduced -391	-391 -1.9%
32	WALMART INC COM WMT	WMT	14,563	$1.6m0.75%	0.75%	Reduced -208	-208 -1.4%
33	SPDR GOLD TR GOLD SHS GLD	GLD	4,245	$1.6m0.71%	0.71%	Added +45	+45 1.1%
34	EMERSON ELEC CO COM EMR	EMR	10,788	$1.5m0.70%	0.70%	Added +1.0k	+1,005 10.3%
35	PHILLIPS 66 COM PSX	PSX	9,073	$1.5m0.69%	0.69%	Unchanged
36	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	9,520	$1.5m0.68%	0.68%	Added +815	+815 9.4%
37	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	2	$1.5m0.68%	0.68%	Unchanged
38	VANGUARD INDEX FDS VALUE ETF VTV	VTV	6,616	$1.4m0.65%	0.65%	Added +235	+235 3.7%
39	MERCK & CO INC COM MRK	MRK	10,952	$1.4m0.64%	0.64%	Reduced -112	-112 -1.0%
40	PROCTER AND GAMBLE CO COM PG	PG	8,864	$1.3m0.59%	0.59%	Reduced -221	-221 -2.4%
41	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	9,364	$1.3m0.58%	0.58%	New
42	JPMORGAN CHASE & CO COM JPM	JPM	3,861	$1.3m0.57%	0.57%	Unchanged
43	ADOBE INC COM ADBE	ADBE	6,080	$1.2m0.56%	0.56%	Reduced -225	-225 -3.6%
44	NORTHERN TR CORP COM NTRS	NTRS	7,060	$1.2m0.55%	0.55%	Unchanged
45	SYSCO CORP COM SYY	SYY	14,147	$1.2m0.53%	0.53%	Reduced -460	-460 -3.1%
46	TJX COS INC NEW COM TJX	TJX	7,355	$1.1m0.50%	0.50%	Reduced -20	-20 -0.3%
47	BROADRIDGE FINL SOLUTIONS IN COM BR	BR	8,023	$1.1m0.50%	0.50%	Reduced -872	-872 -9.8%
48	LOWES COS INC COM LOW	LOW	4,975	$1.1m0.50%	0.50%	Added +40	+40 0.8%
49	FEDEX CORP COM FDX	FDX	3,453	$1.1m0.49%	0.49%	Unchanged
50	STRYKER CORPORATION COM SYK	SYK	3,264	$1.0m0.46%	0.46%	Reduced -75	-75 -2.2%
51	NEXTERA ENERGY INC COM NEE	NEE	11,695	$1.0m0.46%	0.46%	Added +8	+8 0.1%
52	MARSH & MCLENNAN COS INC COM MRSH	MRSH	6,090	$1.0m0.46%	0.46%	Reduced -2	-2 -0.0%
53	NUCOR CORP COM NUE	NUE	4,540	$1.0m0.46%	0.46%	Unchanged
54	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	9,556	$993.4k0.45%	0.45%	Reduced -54.2k	-54,211 -85.0%
55	BECTON DICKINSON & CO COM BDX	BDX	6,517	$986.2k0.45%	0.45%	Unchanged
56	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	3,323	$934.5k0.42%	0.42%	Reduced -135	-135 -3.9%
57	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	4,037	$904.1k0.41%	0.41%	Unchanged
58	ISHARES TR CORE S&P500 ETF IVV	IVV	1,200	$898.7k0.41%	0.41%	Unchanged
59	WELLS FARGO CO NEW COM WFC	WFC	10,814	$893.7k0.40%	0.40%	Unchanged
60	ISHARES TR S&P 500 GRWT ETF IVW	IVW	6,300	$866.4k0.39%	0.39%	Unchanged
61	EBAY INC. COM EBAY	EBAY	7,333	$819.5k0.37%	0.37%	Unchanged
62	MORGAN STANLEY COM NEW MS	MS	3,801	$794.6k0.36%	0.36%	Unchanged
63	BLACKROCK INC COM BLK	BLK	782	$751.9k0.34%	0.34%	Reduced -15	-15 -1.9%
64	RTX CORPORATION COM RTX	RTX	3,906	$741.1k0.34%	0.34%	Unchanged
65	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	1,476	$740.0k0.33%	0.33%	Reduced -10	-10 -0.7%
66	UNION PAC CORP COM UNP	UNP	2,525	$686.8k0.31%	0.31%	Unchanged
67	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	9,390	$669.0k0.30%	0.30%	Unchanged
68	COCA COLA CO COM KO	KO	7,708	$626.4k0.28%	0.28%	Reduced -2	-2 -0.0%
69	INTEL CORP COM INTC	INTC	3,945	$550.8k0.25%	0.25%	New
70	MARRIOTT INTL INC NEW CL A MAR	MAR	1,400	$518.8k0.23%	0.23%	Unchanged
71	DISNEY WALT CO COM DIS	DIS	5,316	$511.7k0.23%	0.23%	Reduced -467	-467 -8.1%
72	AMERICAN EXPRESS CO COM AXP	AXP	1,500	$507.4k0.23%	0.23%	Unchanged
73	BLACKSTONE INC COM BX	BX	4,143	$487.5k0.22%	0.22%	Unchanged
74	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	5,657	$473.8k0.21%	0.21%	Reduced -1.5k	-1,470 -20.6%
75	CANADIAN NATL RY CO COM CNI	CNI	3,950	$471.0k0.21%	0.21%	Unchanged
76	HOME DEPOT INC COM HD	HD	1,329	$468.8k0.21%	0.21%	Reduced -170	-170 -11.3%
77	VANGUARD INDEX FDS MID CAP ETF VO	VO	5,774	$465.2k0.21%	0.21%	Added +50	+50 0.9%
78	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	5,420	$463.4k0.21%	0.21%	Unchanged
79	PROLOGIS INC. COM PLD	PLD	3,390	$459.2k0.21%	0.21%	Reduced -140	-140 -4.0%
80	DELL TECHNOLOGIES INC CL C DELL	DELL	1,020	$440.1k0.20%	0.20%	New
81	NOVARTIS AG SPONSORED ADR NVS	NVS	2,594	$406.5k0.18%	0.18%	Unchanged
82	VANGUARD WORLD FD INF TECH ETF VGT	VGT	3,387	$404.8k0.18%	0.18%	New
83	GILEAD SCIENCES INC COM GILD	GILD	3,110	$392.9k0.18%	0.18%	Unchanged
84	OLD DOMINION FREIGHT LINE IN COM ODFL	ODFL	1,790	$387.7k0.18%	0.18%	Unchanged
85	WASTE MGMT INC DEL COM WM	WM	1,720	$383.4k0.17%	0.17%	Unchanged
86	DUKE ENERGY CORP NEW COM NEW DUK	DUK	2,993	$378.9k0.17%	0.17%	Reduced -50	-50 -1.6%
87	PAYCHEX INC COM PAYX	PAYX	3,850	$378.6k0.17%	0.17%	Unchanged
88	ISHARES TR S&P 500 VAL ETF IVE	IVE	1,650	$374.6k0.17%	0.17%	Unchanged
89	CUMMINS INC COM CMI	CMI	524	$373.7k0.17%	0.17%	Unchanged
90	UNITED PARCEL SERVICE INC CL B UPS	UPS	3,237	$348.0k0.16%	0.16%	Unchanged
91	VERIZON COMMUNICATIONS INC COM VZ	VZ	8,120	$343.8k0.16%	0.16%	Added +83	+83 1.0%
92	VALERO ENERGY CORP COM VLO	VLO	1,200	$312.5k0.14%	0.14%	Unchanged
93	WATERS CORP COM WAT	WAT	828	$310.5k0.14%	0.14%	Reduced -244	-244 -22.8%
94	SEMPRA COM SRE	SRE	3,343	$309.9k0.14%	0.14%	Unchanged
95	CONSTELLATION ENERGY CORP COM CEG	CEG	1,157	$287.4k0.13%	0.13%	Added +102	+102 9.7%
96	VERTIV HOLDINGS CO COM CL A VRT	VRT	852	$285.3k0.13%	0.13%	Added +9	+9 1.1%
97	CANADIAN PACIFIC KANSAS CITY COM CP	CP	3,218	$278.8k0.13%	0.13%	Unchanged
98	INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY XMHQ	XMHQ	2,435	$274.9k0.12%	0.12%	Unchanged
99	FIRST AMERN FINL CORP COM FAF	FAF	3,960	$271.6k0.12%	0.12%	Unchanged
100	CONOCOPHILLIPS COM COP	COP	2,555	$265.6k0.12%	0.12%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	9,927	$1.7m9.9k shares
ACCENTURE PLC IRELAND ACN	ACN	1,570	$311.3k1.6k shares
HERSHEY CO HSY	HSY	1,140	$237.0k1.1k shares
NORTHROP GRUMMAN CORP NOC	NOC	312	$212.9k312 shares