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Home > Institutional Investor > Wimmer Associates 1, Llc > Profile

Instuitional Investor - Wimmer Associates 1, Llc

Fund Profile
Filing Period:
Fund Name: Wimmer Associates 1, Llc
Portfolio Value $189,587,253
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 57,021 $12,141,412 6.4%
2.
Microsoft Corp
 MSFT 25,817 $11,595,409 6.12%
3.
Vanguard Dividend Appreciation Index Etf - DIV APP ETF
 47,453 $9,324,484 4.92%
4.
Nvidia Corp
 NVDA 66,495 $8,639,698 4.56%
5.
Visa Inc.
 V 19,763 $7,038,395 3.71%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)