Wimmer Associates 1, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $193 Million distributed in 109 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $12.8M, Apple Inc. with a value of $11.7M, Nvidia Corp with a value of $10.5M, Vanguard Dividend Appreciation with a value of $8.57M, and Invesco Exchange Traded Fd Tr with a value of $7.14M.
Examining the 13F form we can see an increase of $8.2M in the current position value, from $185M to 193M.
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
$193 Million
Technology: $46.6 Million
ETFs: $42.9 Million
Healthcare: $21.4 Million
Financial Services: $19.3 Million
Consumer Cyclical: $14.6 Million
Consumer Defensive: $14.5 Million
Communication Services: $13.6 Million
Industrials: $12.4 Million
Other: $7.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
