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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 $202,290,502
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 60,232 $15,083,379 7.45%
2.
Microsoft Corp
 MSFT 26,855 $11,319,319 5.59%
3.
Vanguard Dividend Appreciation Index Etf
 53,103 $10,399,228 5.14%
4.
Nvidia Corp
 NVDA 67,260 $9,032,347 4.46%
5.
Alphabet Inc.
 GOOGL 40,077 $7,586,576 3.75%
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)