13F HOLDINGS REPORT

WIMMER ASSOCIATES 1, LLC

Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001104659-25-049141

Total Value

$189.6M

Positions

106

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (106)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	APPLE	AAPL	57,021	$12.1M	6.40%
2	MICROSOFT	MSFT	25,817	$11.6M	6.12%
3	VANGUARD DIVIDEND APPRECIATION INDEX ETF	921908844	47,453	$9.3M	4.92%
4	NVIDIA	NVDA	66,495	$8.6M	4.56%
5	VISA	V	19,763	$7.0M	3.71%
6	INVESCO FTSE RAFI U.S. 1000 ETF	IVZ	170,387	$6.9M	3.66%
7	COSTCO WHOLESALE	22160K105	6,858	$6.9M	3.61%
8	ALPHABET CLASS A	GOOG	37,588	$6.0M	3.16%
9	VANGUARD TOTAL STOCK MARKET INDEX ETF	922908769	20,450	$5.9M	3.12%
10	VANECK MORNINGSTAR WIDE MOAT ETF	92189F643	64,413	$5.9M	3.09%
11	AMAZON	AMZN	27,297	$5.8M	3.04%
12	SPDR S&P 500 ETF TRUST	SPY	8,838	$5.2M	2.74%
13	ADOBE	ADBE	11,132	$4.4M	2.33%
14	ALPHABET CLASS C	GOOG	26,304	$4.2M	2.23%
15	BERKSHIRE HATHAWAY CLASS B	BRK-A	7,793	$4.0M	2.10%
16	ABBOTT LABORATORIES	ABLZF	23,330	$3.0M	1.59%
17	CISCO SYSTEMS	CSCO	46,514	$2.9M	1.52%
18	3M	MMM	18,243	$2.7M	1.45%
19	ABBVIE	ABBV	13,974	$2.6M	1.39%
20	VERTEX PHARMACEUTICALS	VRTX	5,594	$2.4M	1.27%
21	BROADRIDGE FINANCIAL SOLUTIONS	11133T103	10,126	$2.4M	1.27%
22	CHEVRON	CVX	16,872	$2.4M	1.27%
23	LOCKHEED MARTIN	LMT	5,082	$2.3M	1.23%
24	AMGEN	AMGN	8,493	$2.3M	1.21%
25	MCDONALDS	MCD	7,265	$2.2M	1.18%
26	STARBUCKS	SBUX	24,653	$2.1M	1.13%
27	PEPSICO	PEP	15,496	$2.0M	1.07%
28	IDEXX LABS	45168D104	3,672	$1.9M	0.99%
29	ELI LILLY & CO.	LLY	2,266	$1.7M	0.89%
30	BECTON DICKINSON	BDX	9,367	$1.6M	0.87%
31	JOHNSON & JOHNSON	JNJ	10,583	$1.6M	0.83%
32	BERKSHIRE HATHAWAY CLASS A	BRK-A	2	$1.5M	0.81%
33	INVESCO QQQ TRUST ETF	IVZ	2,856	$1.5M	0.78%
34	PROCTER AND GAMBLE	742718109	9,220	$1.5M	0.77%
35	STRYKER	SYK	3,716	$1.4M	0.76%
36	WALMART	WMT	14,686	$1.4M	0.74%
37	MARSH & MCLENNAN	571748102	6,158	$1.4M	0.73%
38	AUTOMATIC DATA PROCESSING	ADP	4,336	$1.3M	0.70%
39	LOWES	548661107	5,497	$1.3M	0.67%
40	VANGUARD S&P 500 INDEX ETF	922908363	2,172	$1.2M	0.62%
41	PHILLIPS 66	PSX	9,205	$1.2M	0.61%
42	WALT DISNEY	254687106	10,350	$1.2M	0.61%
43	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	921946406	8,960	$1.2M	0.61%
44	EXXON MOBIL	XOM	9,854	$1.1M	0.57%
45	SYSCO	SYY	14,937	$1.1M	0.56%
46	VANGUARD VALUE INDEX ETF	922908744	6,186	$1.1M	0.56%
47	JP MORGAN CHASE	VYLD	3,920	$1.0M	0.54%
48	SPDR GOLD SHARES ETF	GLD	3,408	$1.0M	0.54%
49	MERCK	MRK	13,187	$1.0M	0.53%
50	TJX COMPANIES	872540109	7,580	$991,616	0.52%
51	NORTHERN TRUST	NTRSO	9,209	$986,652	0.52%
52	WELLS FARGO	949746101	12,814	$973,736	0.51%
53	IBM	INTR	3,648	$943,336	0.50%
54	FEDEX	FDX	3,463	$800,472	0.42%
55	CATERPILLAR	CAT	2,222	$783,344	0.41%
56	BLACKROCK	BLK	810	$776,936	0.41%
57	ISHARES CORE S&P 500 ETF	464287200	1,211	$714,518	0.38%
58	THERMO FISHER SCIENTIFIC	TMO	1,562	$670,020	0.35%
59	ISHARES S&P 500 GROWTH ETF	464287309	6,300	$645,435	0.34%
60	PAYCHEX	PAYX	4,214	$637,410	0.34%
61	BLACKSTONE GROUP LP	BX	4,143	$615,650	0.32%
62	UNION PACIFIC	UNP	2,695	$615,134	0.32%
63	EMERSON ELECTRIC	EMR	5,026	$610,609	0.32%
64	HOME DEPOT	HD	1,586	$592,668	0.31%
65	KIMBERLY CLARK	KMB	4,410	$591,072	0.31%
66	NUCOR	NUE	4,775	$568,034	0.30%
67	VERIZON	VZ	13,075	$557,649	0.29%
68	RTX CORPORATION (formerly Raytheon)	RTX	4,176	$545,887	0.29%
69	ADVANCED MICRO DEVICES	AMD	4,827	$542,844	0.29%
70	COCA COLA	KO	7,704	$531,268	0.28%
71	PROLOGIS	PLDGP	4,790	$525,463	0.28%
72	EBAY	EBAY	7,588	$524,862	0.28%
73	META PLATFORMS (formerly Facebook)	META	759	$497,927	0.26%
74	ACCENTURE	ACN	1,520	$490,246	0.26%
75	UNITED PARCEL SERVICE	UPS	4,881	$487,173	0.26%
76	VANGUARD DEVELOPED MARKETS ETF	921943858	8,650	$467,360	0.25%
77	TARGET	TGT	4,658	$461,557	0.24%
78	AMERICAN EXPRESS	AXP	1,500	$453,450	0.24%
79	VANGUARD ALL-WORLD EX U.S. INDEX ETF	922042775	6,867	$440,587	0.23%
80	CANADIAN NATIONAL RAILWAY	136375102	3,950	$415,540	0.22%
81	VANGUARD MID CAP INDEX ETF	922908629	1,489	$402,447	0.21%
82	MARRIOTT INTERNATIONAL	571903202	1,400	$383,796	0.20%
83	INVESCO S&P MID CAP QUALITY ETF	IVZ	3,785	$374,526	0.20%
84	WASTE MANAGEMENT	94106L109	1,675	$372,506	0.20%
85	MORGAN STANLEY	MS-PQ	2,843	$367,742	0.19%
86	DUKE ENERGY	DUKB	3,056	$345,542	0.18%
87	VANGUARD TOTAL INT'L STOCK ETF	921909768	5,195	$341,519	0.18%
88	GENUINE PARTS	GPC	2,780	$336,936	0.18%
89	GILEAD SCIENCES	GILD	3,110	$315,447	0.17%
90	ISHARES S&P 500 VALUE ETF	464287408	1,650	$312,890	0.17%
91	SEMPRA ENERGY	SREA	4,138	$310,888	0.16%
92	OLD DOMINION FREIGHT LINES	ODFL	1,790	$306,699	0.16%
93	INTERNATIONAL PAPER	460146103	6,375	$306,000	0.16%
94	NUTANIX	NTNX	3,540	$291,696	0.15%
95	NOVO-NORDISK ADR	NONOF	4,425	$289,395	0.15%
96	CONSTELLATION ENERGY	CEG	970	$282,774	0.15%
97	NEXTERA ENERGY	NEE-PW	3,750	$270,413	0.14%
98	NOVARTIS ADR	NVSEF	2,524	$269,639	0.14%
99	CANADIAN PACIFIC KANSAS CITY	CP	3,218	$252,710	0.13%
100	CHARLES SCHWAB	SCHW-PJ	2,924	$252,107	0.13%
101	FISERV	FISV	1,310	$250,210	0.13%
102	FIRST AMERICAN FINANCIAL	31847R102	3,960	$237,798	0.13%
103	PAYPAL HOLDINGS	PYPL	3,220	$232,774	0.12%
104	CONOCOPHILLIPS	COP	2,465	$232,129	0.12%
105	HERSHEY	HSY	1,275	$208,208	0.11%
106	AMERIPRISE FINANCIAL	03076C106	390	$202,679	0.11%