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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 $221,216,824
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 56,240 $16,273,660 7.36%
2.
Nvidia Corp
 NVDA 62,769 $12,559,484 5.68%
3.
Alphabet Inc.
 GOOGL 33,991 $12,147,364 5.49%
4.
Vanguard Dividend Appreciation Index Etf - DIV APP ETF
 51,078 $12,086,098 5.46%
5.
Invesco Ftse Rafi U.s. 1000 Etf
 189,779 $10,253,771 4.64%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.