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Wimmer Associates 1 - Q4 2025 13F Filings

WI

Wimmer Associates 1, LLC

CIK: 0001667019
Address: California Pasadena 155 North Lake Avenue Suite 440
$215.07 M
Portfolio Value
107
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 02/13/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. AAPL Apple Inc.
+$720,700.8
2. BMY Bristol-Myers Squibb Company
+$220,615
3. SOLV Solventum Corporation
+$203,171
4. SPY SPDR S&P 500 ETF Trust
+$145,935.43
5. MOAT VanEck Morningstar Wide Moat ETF
+$111,223.31

Top Sells

Q4 2025
1. NVDA NVIDIA Corporation
−$324,137.2
2. GOOGL Alphabet Inc.
−$314,252
3. NTNX Nutanix, Inc.
−$264,085
4. NVO Novo Nordisk A/S
−$245,543
5. TGT Target Corporation
−$239,520

Asset Allocation

Stocks/ETFs
+3.38%
$215.07 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Wimmer Associates 1 Q4 2025 Filing Summary

Wimmer Associates 1, LLC filed its 13F report for Q4 2025 on February 13, 2026. The portfolio totaled 215.07 M reflecting a +3.38% change from the prior quarter, spanning 107 assets. The top 10 holdings comprised 45.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 5 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Wimmer Associates 1’s Q4 2025 Filing

Wimmer Associates 1 submitted their Form 13F-HR for the Q4 2025 period on 02/13/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Wimmer Associates 1 reported a managed portfolio value of 215.07 M, consisting of 107 individual positions.

This page displays the raw filing documents. To see which stocks Wimmer Associates 1 bought or sold during Q4 2025, please visit Wimmer Associates 1's Portfolio Analysis page.