13F HOLDINGS REPORT

WIMMER ASSOCIATES 1, LLC

Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001104659-26-015385

Total Value

$215.1M

Positions

107

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (107)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	APPLE	AAPL	61,705	$16.8M	7.80%
2	MICROSOFT	MSFT	24,940	$12.1M	5.61%
3	NVIDIA	NVDA	63,887	$11.9M	5.54%
4	ALPHABET CLASS A	GOOG	36,293	$11.4M	5.28%
5	VANGUARD DIVIDEND APPRECIATION INDEX ETF	921908844	47,537	$10.4M	4.86%
6	ALPHABET CLASS C	GOOG	25,618	$8.0M	3.74%
7	INVESCO FTSE RAFI U.S. 1000 ETF	IVZ	170,574	$8.0M	3.72%
8	VISA	V	19,134	$6.7M	3.12%
9	VANECK MORNINGSTAR WIDE MOAT ETF	92189F643	64,768	$6.7M	3.12%
10	VANGUARD TOTAL STOCK MARKET INDEX ETF	922908769	19,595	$6.6M	3.05%
11	AMAZON	AMZN	27,067	$6.2M	2.90%
12	STATE STREET SPDR S&P 500 ETF	SPY	8,427	$5.7M	2.67%
13	COSTCO WHOLESALE	22160K105	6,401	$5.5M	2.57%
14	BERKSHIRE HATHAWAY CLASS B	BRK-A	7,840	$3.9M	1.83%
15	CISCO SYSTEMS	CSCO	45,979	$3.5M	1.65%
16	ABBVIE	ABBV	12,982	$3.0M	1.38%
17	3M	MMM	17,756	$2.8M	1.32%
18	ABBOTT LABORATORIES	ABLZF	22,324	$2.8M	1.30%
19	AMGEN	AMGN	8,424	$2.8M	1.28%
20	CHEVRON	CVX	16,927	$2.6M	1.20%
21	VERTEX PHARMACEUTICALS	VRTX	5,526	$2.5M	1.16%
22	ELI LILLY & CO.	LLY	2,310	$2.5M	1.15%
23	IDEXX LABS	45168D104	3,667	$2.5M	1.15%
24	LOCKHEED MARTIN	LMT	4,990	$2.4M	1.12%
25	BROADRIDGE FINANCIAL SOLUTIONS	11133T103	10,120	$2.3M	1.05%
26	MCDONALDS	MCD	7,335	$2.2M	1.04%
27	ADOBE	ADBE	6,395	$2.2M	1.04%
28	PEPSICO	PEP	14,862	$2.1M	0.99%
29	JOHNSON & JOHNSON	JNJ	10,249	$2.1M	0.99%
30	STARBUCKS	SBUX	22,315	$1.9M	0.87%
31	INVESCO QQQ TRUST ETF	IVZ	2,835	$1.7M	0.81%
32	WALMART	WMT	14,770	$1.6M	0.77%
33	BECTON DICKINSON	BDX	8,320	$1.6M	0.75%
34	VANGUARD S&P 500 INDEX ETF	922908363	2,412	$1.5M	0.70%
35	SPDR GOLD SHARES ETF	GLD	3,811	$1.5M	0.70%
36	BERKSHIRE HATHAWAY CLASS A	BRK-A	2	$1.5M	0.70%
37	VANGUARD HIGH DIVIDEND YIELD INDEX ETF	921946406	9,099	$1.3M	0.61%
38	PROCTER AND GAMBLE	742718109	8,928	$1.3M	0.59%
39	CATERPILLAR	CAT	2,222	$1.3M	0.59%
40	MERCK	MRK	12,025	$1.3M	0.59%
41	JP MORGAN CHASE	VYLD	3,920	$1.3M	0.59%
42	STRYKER	SYK	3,514	$1.2M	0.57%
43	VANGUARD VALUE INDEX ETF	922908744	6,381	$1.2M	0.57%
44	LOWES	548661107	4,935	$1.2M	0.55%
45	PHILLIPS 66	PSX	9,017	$1.2M	0.54%
46	EXXON MOBIL	XOM	9,664	$1.2M	0.54%
47	TJX COMPANIES	872540109	7,375	$1.1M	0.53%
48	MARSH & MCLENNAN	571748102	6,058	$1.1M	0.52%
49	NORTHERN TRUST	NTRSO	7,850	$1.1M	0.50%
50	IBM	INTR	3,603	$1.1M	0.50%
51	SYSCO	SYY	14,477	$1.1M	0.50%
52	AUTOMATIC DATA PROCESSING	ADP	4,037	$1.0M	0.48%
53	ADVANCED MICRO DEVICES	AMD	4,824	$1.0M	0.48%
54	WELLS FARGO	949746101	10,814	$1.0M	0.47%
55	FEDEX	FDX	3,478	$1.0M	0.47%
56	WALT DISNEY	254687106	8,273	$941,219	0.44%
57	THERMO FISHER SCIENTIFIC	TMO	1,561	$904,521	0.42%
58	BLACKROCK	BLK	818	$875,538	0.41%
59	ISHARES CORE S&P 500 ETF	464287200	1,200	$821,928	0.38%
60	ISHARES S&P 500 GROWTH ETF	464287309	6,300	$776,538	0.36%
61	NUCOR	NUE	4,540	$740,519	0.34%
62	RTX CORPORATION (formerly Raytheon)	RTX	3,956	$725,530	0.34%
63	MORGAN STANLEY	MS-PQ	4,071	$722,725	0.34%
64	EBAY	EBAY	7,543	$656,995	0.31%
65	BLACKSTONE GROUP LP	BX	4,143	$638,602	0.30%
66	EMERSON ELECTRIC	EMR	4,801	$637,189	0.30%
67	UNION PACIFIC	UNP	2,525	$584,083	0.27%
68	META PLATFORMS (formerly Facebook)	META	879	$580,219	0.27%
69	VANGUARD DEVELOPED MARKETS ETF	921943858	8,890	$555,358	0.26%
70	AMERICAN EXPRESS	AXP	1,500	$554,925	0.26%
71	PROLOGIS	PLDGP	4,315	$550,853	0.26%
72	COCA COLA	KO	7,677	$536,699	0.25%
73	HOME DEPOT	HD	1,551	$533,826	0.25%
74	VANGUARD ALL-WORLD EX U.S. INDEX ETF	922042775	7,127	$524,262	0.24%
75	VERIZON	VZ	11,372	$463,182	0.22%
76	MARRIOTT INTERNATIONAL	571903202	1,400	$434,336	0.20%
77	PAYCHEX	PAYX	3,850	$431,893	0.20%
78	ACCENTURE	ACN	1,570	$421,231	0.20%
79	VANGUARD TOTAL INT'L STOCK ETF	921909768	5,420	$408,885	0.19%
80	VANGUARD MID CAP INDEX ETF	922908629	1,389	$403,116	0.19%
81	CANADIAN NATIONAL RAILWAY	136375102	3,950	$390,458	0.18%
82	GILEAD SCIENCES	GILD	3,110	$381,721	0.18%
83	WASTE MANAGEMENT	94106L109	1,675	$368,034	0.17%
84	KIMBERLY CLARK	KMB	3,575	$360,682	0.17%
85	SEMPRA ENERGY	SREA	4,013	$354,308	0.16%
86	CONSTELLATION ENERGY	CEG	995	$351,504	0.16%
87	DUKE ENERGY	DUKB	2,993	$350,810	0.16%
88	ISHARES S&P 500 VALUE ETF	464287408	1,650	$349,916	0.16%
89	NOVARTIS ADR	NVSEF	2,524	$347,984	0.16%
90	NEXTERA ENERGY INC COM	NEE-PW	4,080	$327,542	0.15%
91	WILLDAN GROUP	WLDN	3,110	$322,383	0.15%
92	UNITED PARCEL SERVICE	UPS	3,237	$321,078	0.15%
93	GENUINE PARTS	GPC	2,480	$304,941	0.14%
94	CHARLES SCHWAB	SCHW-PJ	2,924	$292,137	0.14%
95	VANECK GOLD MINERS ETF	92189F106	3,293	$282,443	0.13%
96	OLD DOMINION FREIGHT LINES	ODFL	1,790	$280,672	0.13%
97	CUMMINS	CMI	534	$272,580	0.13%
98	INVESCO S&P MID CAP QUALITY ETF	IVZ	2,435	$249,393	0.12%
99	FIRST AMERICAN FINANCIAL	31847R102	3,930	$241,459	0.11%
100	CANADIAN PACIFIC KANSAS CITY	CP	3,218	$236,941	0.11%
101	CONOCOPHILLIPS	COP	2,465	$230,749	0.11%
102	ISHARES RUSSELL 1000 ETF	464287622	604	$225,558	0.10%
103	INTERNATIONAL PAPER	460146103	5,680	$223,735	0.10%
104	HERSHEY	HSY	1,215	$221,106	0.10%
105	BRISTOL MYERS SQUIBB	CELG-RI	4,090	$220,615	0.10%
106	ECOLAB	ECL	815	$213,954	0.10%
107	SOLVENTUM (Spinoff from 3M)	SOLV	2,564	$203,171	0.09%