Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001667019

WIMMER ASSOCIATES 1, LLC

Pasadena, CA · File #028-17313

Latest AUM
$215.1M
Positions
107
Top-10 Concentration
52.8%
Filings
12

Sector Allocation

Technology
23.0%$49.5M
Financials
9.2%$19.8M
Healthcare
8.6%$18.4M
Industrials
5.1%$10.9M
Energy
2.4%$5.1M
Materials
0.4%$954,473
Utilities
0.2%$351,504

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLEAAPL61,705$16.8M8.99%
2MICROSOFTMSFT24,940$12.1M6.46%
3NVIDIANVDA63,887$11.9M6.39%
4ALPHABET CLASS AGOOG36,293$11.4M6.09%
5VANGUARD DIVIDEND APPRECIATION INDEX ETF92190884447,537$10.4M5.60%
6ALPHABET CLASS CGOOG25,618$8.0M4.31%
7INVESCO FTSE RAFI U.S. 1000 ETFIVZ170,574$8.0M4.29%
8VISAV19,134$6.7M3.60%
9VANECK MORNINGSTAR WIDE MOAT ETF92189F64364,768$6.7M3.60%
10VANGUARD TOTAL STOCK MARKET INDEX ETF92290876919,595$6.6M3.52%
11AMAZONAMZN27,067$6.2M3.35%
12STATE STREET SPDR S&P 500 ETFSPY8,427$5.7M3.08%
13COSTCO WHOLESALE22160K1056,401$5.5M2.96%
14BERKSHIRE HATHAWAY CLASS BBRK-A7,840$3.9M2.11%
15CISCO SYSTEMSCSCO45,979$3.5M1.90%
16ABBVIEABBV12,982$3.0M1.59%
173MMMM17,756$2.8M1.52%
18ABBOTT LABORATORIESABLZF22,324$2.8M1.50%
19AMGENAMGN8,424$2.8M1.48%
20CHEVRONCVX16,927$2.6M1.38%