13F HOLDINGS REPORT

WIMMER ASSOCIATES 1, LLC

Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001104659-25-078279

Total Value

$195.6M

Positions

109

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (109)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	MICROSOFT	MSFT	25,685	$12.8M	6.53%
2	APPLE	AAPL	56,921	$11.7M	5.97%
3	NVIDIA	NVDA	66,350	$10.5M	5.36%
4	VANGUARD DIVIDEND APPRECIATION INDEX ETF	921908844	47,070	$9.6M	4.93%
5	INVESCO FTSE RAFI U.S. 1000 ETF	IVZ	168,939	$7.1M	3.65%
6	VISA	V	19,523	$6.9M	3.54%
7	COSTCO WHOLESALE	22160K105	6,754	$6.7M	3.42%
8	ALPHABET CLASS A	GOOG	37,361	$6.6M	3.37%
9	VANGUARD TOTAL STOCK MARKET INDEX ETF	922908769	20,020	$6.1M	3.11%
10	AMAZON	AMZN	27,207	$6.0M	3.05%
11	VANECK MORNINGSTAR WIDE MOAT ETF	92189F643	63,329	$5.9M	3.04%
12	SPDR S&P 500 ETF TRUST	SPY	8,858	$5.5M	2.80%
13	ALPHABET CLASS C	GOOG	26,172	$4.6M	2.37%
14	BERKSHIRE HATHAWAY CLASS B	BRK-A	7,813	$3.8M	1.94%
15	ADOBE	ADBE	8,881	$3.4M	1.76%
16	CISCO SYSTEMS	CSCO	46,624	$3.2M	1.65%
17	ABBOTT LABORATORIES	ABLZF	22,589	$3.1M	1.57%
18	3M	MMM	18,223	$2.8M	1.42%
19	ABBVIE	ABBV	13,508	$2.5M	1.28%
20	VERTEX PHARMACEUTICALS	VRTX	5,592	$2.5M	1.27%
21	BROADRIDGE FINANCIAL SOLUTIONS	11133T103	10,135	$2.5M	1.26%
22	AMGEN	AMGN	8,537	$2.4M	1.22%
23	CHEVRON	CVX	16,601	$2.4M	1.22%
24	LOCKHEED MARTIN	LMT	5,066	$2.3M	1.20%
25	STARBUCKS	SBUX	24,639	$2.3M	1.15%
26	MCDONALDS	MCD	7,209	$2.1M	1.08%
27	PEPSICO	PEP	15,544	$2.1M	1.05%
28	IDEXX LABS	45168D104	3,672	$2.0M	1.01%
29	ELI LILLY & CO.	LLY	2,269	$1.8M	0.90%
30	BECTON DICKINSON	BDX	9,341	$1.6M	0.82%
31	JOHNSON & JOHNSON	JNJ	10,428	$1.6M	0.81%
32	INVESCO QQQ TRUST ETF	IVZ	2,856	$1.6M	0.81%
33	STRYKER	SYK	3,716	$1.5M	0.75%
34	PROCTER AND GAMBLE	742718109	9,196	$1.5M	0.75%
35	BERKSHIRE HATHAWAY CLASS A	BRK-A	2	$1.5M	0.75%
36	WALMART	WMT	14,574	$1.4M	0.73%
37	MARSH & MCLENNAN	571748102	6,208	$1.4M	0.69%
38	AUTOMATIC DATA PROCESSING	ADP	4,336	$1.3M	0.68%
39	VANGUARD S&P 500 INDEX ETF	922908363	2,263	$1.3M	0.66%
40	WALT DISNEY	254687106	10,133	$1.3M	0.64%
41	LOWES	548661107	5,497	$1.2M	0.62%
42	NORTHERN TRUST	NTRSO	9,209	$1.2M	0.60%
43	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	921946406	8,678	$1.2M	0.59%
44	JP MORGAN CHASE	VYLD	3,920	$1.1M	0.58%
45	SYSCO	SYY	14,937	$1.1M	0.58%
46	PHILLIPS 66	PSX	9,180	$1.1M	0.56%
47	VANGUARD VALUE INDEX ETF	922908744	6,146	$1.1M	0.56%
48	IBM	INTR	3,648	$1.1M	0.55%
49	EXXON MOBIL	XOM	9,814	$1.1M	0.54%
50	SPDR GOLD SHARES ETF	GLD	3,458	$1.1M	0.54%
51	WELLS FARGO	949746101	13,064	$1.0M	0.54%
52	MERCK	MRK	12,572	$995,200	0.51%
53	TJX COMPANIES	872540109	7,580	$936,054	0.48%
54	CATERPILLAR	CAT	2,222	$862,603	0.44%
55	BLACKROCK	BLK	810	$849,893	0.43%
56	FEDEX	FDX	3,463	$787,175	0.40%
57	ISHARES CORE S&P 500 ETF	464287200	1,211	$752,016	0.38%
58	ISHARES S&P 500 GROWTH ETF	464287309	6,300	$693,630	0.35%
59	ADVANCED MICRO DEVICES	AMD	4,840	$686,796	0.35%
60	EMERSON ELECTRIC	EMR	4,801	$640,117	0.33%
61	THERMO FISHER SCIENTIFIC	TMO	1,562	$633,329	0.32%
62	UNION PACIFIC	UNP	2,695	$620,066	0.32%
63	BLACKSTONE GROUP LP	BX	4,143	$619,710	0.32%
64	PAYCHEX	PAYX	4,214	$612,968	0.31%
65	RTX CORPORATION (formerly Raytheon)	RTX	4,176	$609,780	0.31%
66	NUCOR	NUE	4,540	$588,112	0.30%
67	HOME DEPOT	HD	1,586	$581,626	0.30%
68	VERIZON	VZ	13,311	$575,967	0.29%
69	EBAY	EBAY	7,588	$565,002	0.29%
70	KIMBERLY CLARK	KMB	4,380	$564,670	0.29%
71	META PLATFORMS (formerly Facebook)	META	759	$560,210	0.29%
72	COCA COLA	KO	7,692	$544,209	0.28%
73	VANGUARD DEVELOPED MARKETS ETF	921943858	9,360	$533,614	0.27%
74	PROLOGIS	PLDGP	4,790	$503,525	0.26%
75	UNITED PARCEL SERVICE	UPS	4,881	$492,688	0.25%
76	AMERICAN EXPRESS	AXP	1,500	$478,470	0.24%
77	VANGUARD ALL-WORLD EX U.S. INDEX ETF	922042775	6,867	$461,600	0.24%
78	TARGET	TGT	4,658	$459,532	0.23%
79	CANADIAN NATIONAL RAILWAY	136375102	3,950	$410,958	0.21%
80	MORGAN STANLEY	MS-PQ	2,843	$400,465	0.20%
81	VANGUARD MID CAP INDEX ETF	922908629	1,389	$388,684	0.20%
82	WASTE MANAGEMENT	94106L109	1,675	$383,294	0.20%
83	MARRIOTT INTERNATIONAL	571903202	1,400	$382,494	0.20%
84	ACCENTURE	ACN	1,250	$373,613	0.19%
85	INVESCO S&P MID CAP QUALITY ETF	IVZ	3,735	$366,926	0.19%
86	DUKE ENERGY	DUKB	3,056	$360,608	0.18%
87	VANGUARD TOTAL INT'L STOCK ETF	921909768	5,195	$358,923	0.18%
88	GILEAD SCIENCES	GILD	3,110	$344,806	0.18%
89	GENUINE PARTS	GPC	2,780	$337,242	0.17%
90	ISHARES S&P 500 VALUE ETF	464287408	1,650	$322,443	0.16%
91	SEMPRA ENERGY	SREA	4,138	$313,536	0.16%
92	CONSTELLATION ENERGY	CEG	970	$313,077	0.16%
93	NOVARTIS ADR	NVSEF	2,524	$305,429	0.16%
94	NOVO-NORDISK ADR	NONOF	4,425	$305,414	0.16%
95	INTERNATIONAL PAPER	460146103	6,375	$298,541	0.15%
96	OLD DOMINION FREIGHT LINES	ODFL	1,790	$290,517	0.15%
97	NUTANIX	NTNX	3,540	$270,598	0.14%
98	CHARLES SCHWAB	SCHW-PJ	2,924	$266,786	0.14%
99	NEXTERA ENERGY INC COM	NEE-PW	3,750	$260,325	0.13%
100	CANADIAN PACIFIC KANSAS CITY	CP	3,218	$255,091	0.13%
101	FIRST AMERICAN FINANCIAL	31847R102	3,960	$243,104	0.12%
102	PAYPAL HOLDINGS	PYPL	3,220	$239,310	0.12%
103	FISERV	FISV	1,310	$225,857	0.12%
104	CONOCOPHILLIPS	COP	2,465	$221,209	0.11%
105	ECOLAB	ECL	795	$214,205	0.11%
106	HERSHEY	HSY	1,275	$211,586	0.11%
107	AMERIPRISE FINANCIAL	03076C106	390	$208,155	0.11%
108	ISHARES RUSSELL 1000 ETF	464287622	604	$205,100	0.10%
109	WILLDAN GROUP	WLDN	3,250	$203,158	0.10%