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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 $177,296,392
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 62,113 $11,958,659 6.74%
2.
Microsoft Corp
 MSFT 27,701 $10,416,586 5.87%
3.
Vanguard Dividend Appreciation Index Etf
 53,822 $9,171,270 5.17%
4.
Adobe Inc.
 ADBE 12,118 $7,229,599 4.07%
5.
Invesco Ftse Rafi U.s. 1000 Etf
 191,319 $6,734,439 3.79%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)