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Katherine J. Wimmer

Wimmer Associates 1, Llc

Assets Managed
$204.657M
Holdings
110
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
-4.84%(2Q avg: -0.73%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wimmer Associates 1, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 110 positions.

Assets under management

The assets under management (AUM) of Wimmer Associates 1, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 204.657M in assets, with a quarterly growth rate of -4.84% and a 2-quarter average growth rate of -0.73%. The portfolio is managed by Katherine J. Wimmer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -9.44%
6.93%
$14.182M
55,879 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.49%
5.37%
$10.975M
62,932 shares@ $174.41 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.04%
5%
$10.222M
35,549 shares@ $287.56 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -0.48%
4.98%
$10.174M
47,308 shares@ $215.07 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.88%
4.48%
$9.15M
24,719 shares@ $370.18 avg price
PRF
Invesco Ftse Rafi Us 1000 Et
Recent Activity
Decreased 0%
3.97%
$8.107M
170,559 shares@ $47.54 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.76%
3.53%
$7.219M
25,165 shares@ $286.87 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.33%
3.07%
$6.265M
19,530 shares@ $320.81 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -1.82%
3.06%
$6.262M
6,284 shares@ $996.43 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Decreased -1.54%
3.02%
$6.166M
63,767 shares@ $96.7 avg price

1-10 of 110