Wimmer Associates 1, LLC Portfolio Holdings

Wimmer Associates 1, LLC

  • $204 Million
  • Q3 2025

Wimmer Associates 1, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $204 Million distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15M, Microsoft Corp with a value of $13.1M, Nvidia Corp with a value of $12.2M, Alphabet Inc. with a value of $9.07M, and Vanguard Dividend Appreciation with a value of $8.62M.

Examining the 13F form we can see an increase of $11.5M in the current position value, from $193M to 204M.

Wimmer Associates 1, LLC is based out at Pasadena, CA

Below you can find more details about Wimmer Associates 1, LLC portfolio as well as his latest detailed transactions.

Portfolio value $204 Million
Technology: $50.7 Million
ETFs: $45.1 Million
Healthcare: $22.3 Million
Financial Services: $19 Million
Communication Services: $17.6 Million
Consumer Cyclical: $15 Million
Consumer Defensive: $13.8 Million
Industrials: $12.7 Million
Other: $8.26 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$251,000 0.12% of portfolio
3,289
Q3 2025 New
$26.3B
$238,000 0.12% of portfolio
1,275
Q1 2025 Reduced 24.56%
$0
$220,000 0.11% of portfolio
604
Q2 2025 New
$65.2B
$225,000 0.11% of portfolio
534
Q3 2025 New
$73.7B
$217,000 0.11% of portfolio
795
Q2 2025 New
$113B
$233,000 0.11% of portfolio
2,465
Q1 2025 Reduced 5.74%
$70.1B
$204,000 0.1% of portfolio
1,200
Q3 2025 New
$61.6B
$207,000 0.1% of portfolio
7,316
Q3 2025 New
Blackrock
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 12.81%
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q1 2023 New

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $204 Million
  • Prior Value $193 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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