Wimmer Associates 1, LLC Portfolio Holdings

Wimmer Associates 1, LLC

  • $193 Million
  • Q2 2025

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $193 Million
  • Prior Value $185 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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