13F HOLDINGS REPORT

WIMMER ASSOCIATES 1, LLC

Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001104659-25-112169

Total Value

$208.0M

Positions

110

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (110)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	APPLE	AAPL	59,054	$15.0M	7.23%
2	MICROSOFT	MSFT	25,309	$13.1M	6.30%
3	NVIDIA	NVDA	65,625	$12.2M	5.89%
4	VANGUARD DIVIDEND APPRECIATION INDEX ETF	921908844	47,308	$10.2M	4.91%
5	ALPHABET CLASS A	GOOG	37,297	$9.1M	4.36%
6	INVESCO FTSE RAFI U.S. 1000 ETF	IVZ	169,158	$7.6M	3.68%
7	VISA	V	19,423	$6.6M	3.19%
8	VANGUARD TOTAL STOCK MARKET INDEX ETF	922908769	20,020	$6.6M	3.16%
9	ALPHABET CLASS C	GOOG	26,172	$6.4M	3.06%
10	VANECK MORNINGSTAR WIDE MOAT ETF	92189F643	63,694	$6.3M	3.03%
11	COSTCO WHOLESALE	22160K105	6,572	$6.1M	2.92%
12	AMAZON	AMZN	26,999	$5.9M	2.85%
13	SPDR S&P 500 ETF TRUST	SPY	8,213	$5.5M	2.63%
14	BERKSHIRE HATHAWAY CLASS B	BRK-A	7,883	$4.0M	1.90%
15	CISCO SYSTEMS	CSCO	45,859	$3.1M	1.51%
16	ABBVIE	ABBV	13,258	$3.1M	1.48%
17	ABBOTT LABORATORIES	ABLZF	22,309	$3.0M	1.44%
18	3M	MMM	18,088	$2.8M	1.35%
19	CHEVRON	CVX	16,792	$2.6M	1.25%
20	LOCKHEED MARTIN	LMT	4,966	$2.5M	1.19%
21	BROADRIDGE FINANCIAL SOLUTIONS	11133T103	10,135	$2.4M	1.16%
22	AMGEN	AMGN	8,467	$2.4M	1.15%
23	IDEXX LABS	45168D104	3,672	$2.3M	1.13%
24	ADOBE	ADBE	6,550	$2.3M	1.11%
25	MCDONALDS	MCD	7,149	$2.2M	1.04%
26	VERTEX PHARMACEUTICALS	VRTX	5,455	$2.1M	1.03%
27	PEPSICO	PEP	14,919	$2.1M	1.01%
28	STARBUCKS	SBUX	24,294	$2.1M	0.99%
29	JOHNSON & JOHNSON	JNJ	10,428	$1.9M	0.93%
30	INVESCO QQQ TRUST ETF	IVZ	2,856	$1.7M	0.82%
31	BECTON DICKINSON	BDX	9,136	$1.7M	0.82%
32	ELI LILLY & CO.	LLY	2,224	$1.7M	0.82%
33	BERKSHIRE HATHAWAY CLASS A	BRK-A	2	$1.5M	0.73%
34	WALMART	WMT	14,612	$1.5M	0.72%
35	VANGUARD S&P 500 INDEX ETF	922908363	2,360	$1.4M	0.69%
36	PROCTER AND GAMBLE	742718109	9,126	$1.4M	0.67%
37	LOWES	548661107	5,497	$1.4M	0.66%
38	STRYKER	SYK	3,515	$1.3M	0.62%
39	SPDR GOLD SHARES ETF	GLD	3,628	$1.3M	0.62%
40	AUTOMATIC DATA PROCESSING	ADP	4,336	$1.3M	0.61%
41	MARSH & MCLENNAN	571748102	6,208	$1.3M	0.60%
42	JP MORGAN CHASE	VYLD	3,920	$1.2M	0.59%
43	PHILLIPS 66	PSX	9,030	$1.2M	0.59%
44	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	921946406	8,628	$1.2M	0.58%
45	SYSCO	SYY	14,487	$1.2M	0.57%
46	VANGUARD VALUE INDEX ETF	922908744	6,306	$1.2M	0.57%
47	EXXON MOBIL	XOM	9,739	$1.1M	0.53%
48	TJX COMPANIES	872540109	7,580	$1.1M	0.53%
49	NORTHERN TRUST	NTRSO	8,054	$1.1M	0.52%
50	CATERPILLAR	CAT	2,222	$1.1M	0.51%
51	WALT DISNEY	254687106	9,198	$1.1M	0.51%
52	IBM	INTR	3,648	$1.0M	0.49%
53	MERCK	MRK	12,133	$1.0M	0.49%
54	BLACKROCK	BLK	810	$944,355	0.45%
55	WELLS FARGO	949746101	10,814	$906,429	0.44%
56	FEDEX	FDX	3,463	$816,610	0.39%
57	ISHARES CORE S&P 500 ETF	464287200	1,211	$810,636	0.39%
58	ADVANCED MICRO DEVICES	AMD	4,845	$783,873	0.38%
59	ISHARES S&P 500 GROWTH ETF	464287309	6,300	$760,536	0.37%
60	THERMO FISHER SCIENTIFIC	TMO	1,562	$757,601	0.36%
61	BLACKSTONE GROUP LP	BX	4,143	$707,832	0.34%
62	RTX CORPORATION (formerly Raytheon)	RTX	4,176	$698,770	0.34%
63	EBAY	EBAY	7,588	$690,129	0.33%
64	MORGAN STANLEY	MS-PQ	4,071	$647,126	0.31%
65	HOME DEPOT	HD	1,596	$646,833	0.31%
66	EMERSON ELECTRIC	EMR	4,801	$629,795	0.30%
67	NUCOR	NUE	4,540	$614,852	0.30%
68	UNION PACIFIC	UNP	2,525	$596,834	0.29%
69	VERIZON	VZ	13,331	$585,897	0.28%
70	VANGUARD DEVELOPED MARKETS ETF	921943858	9,360	$560,851	0.27%
71	META PLATFORMS (formerly Facebook)	META	759	$557,394	0.27%
72	KIMBERLY CLARK	KMB	4,380	$544,609	0.26%
73	PAYCHEX	PAYX	4,214	$534,167	0.26%
74	COCA COLA	KO	7,692	$510,133	0.25%
75	AMERICAN EXPRESS	AXP	1,500	$498,240	0.24%
76	PROLOGIS	PLDGP	4,315	$494,154	0.24%
77	VANGUARD ALL-WORLD EX U.S. INDEX ETF	922042775	6,897	$492,239	0.24%
78	VANGUARD MID CAP INDEX ETF	922908629	1,389	$408,005	0.20%
79	VANGUARD TOTAL INT'L STOCK ETF	921909768	5,420	$398,153	0.19%
80	GENUINE PARTS	GPC	2,780	$385,308	0.19%
81	DUKE ENERGY	DUKB	3,056	$378,180	0.18%
82	CANADIAN NATIONAL RAILWAY	136375102	3,950	$372,485	0.18%
83	SEMPRA ENERGY	SREA	4,138	$372,337	0.18%
84	WASTE MANAGEMENT	94106L109	1,675	$369,910	0.18%
85	MARRIOTT INTERNATIONAL	571903202	1,400	$364,616	0.18%
86	ACCENTURE	ACN	1,450	$357,570	0.17%
87	GILEAD SCIENCES	GILD	3,110	$345,210	0.17%
88	ISHARES S&P 500 VALUE ETF	464287408	1,650	$340,742	0.16%
89	CONSTELLATION ENERGY	CEG	995	$327,425	0.16%
90	NOVARTIS ADR	NVSEF	2,524	$323,678	0.16%
91	WILLDAN GROUP	WLDN	3,070	$296,838	0.14%
92	NEXTERA ENERGY INC COM	NEE-PW	3,750	$283,088	0.14%
93	CHARLES SCHWAB	SCHW-PJ	2,924	$279,154	0.13%
94	UNITED PARCEL SERVICE	UPS	3,237	$270,387	0.13%
95	INVESCO S&P MID CAP QUALITY ETF	IVZ	2,535	$266,074	0.13%
96	NUTANIX	NTNX	3,550	$264,085	0.13%
97	INTERNATIONAL PAPER	460146103	5,675	$263,320	0.13%
98	FIRST AMERICAN FINANCIAL	31847R102	3,960	$254,390	0.12%
99	OLD DOMINION FREIGHT LINES	ODFL	1,790	$251,996	0.12%
100	VANECK GOLD MINERS ETF	92189F106	3,289	$251,297	0.12%
101	NOVO-NORDISK ADR	NONOF	4,425	$245,543	0.12%
102	CANADIAN PACIFIC KANSAS CITY	CP	3,218	$239,709	0.12%
103	TARGET	TGT	2,670	$239,520	0.12%
104	HERSHEY	HSY	1,275	$238,489	0.11%
105	CONOCOPHILLIPS	COP	2,465	$233,164	0.11%
106	CUMMINS	CMI	534	$225,546	0.11%
107	ISHARES RUSSELL 1000 ETF	464287622	604	$220,750	0.11%
108	ECOLAB	ECL	795	$217,719	0.10%
109	KINDER MORGAN	EP-PC	7,316	$207,116	0.10%
110	VALERO ENERGY	VLO	1,200	$204,312	0.10%