Wimmer-Associates-1

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AXP",
  "BLK",
  "CAT",
  "LOW",
  "CP.TO",
  "DUK",
  "EBAY",
  "GILD",
  "HD",
  "MCD",
  "UNP",
  "EMR",
  "META",
  "IVW",
  "MMC",
  "MSFT",
  "MS",
  "GPC",
  "NTRS",
  "NVS",
  "ODFL",
  "BX",
  "HSY",
  "AMP",
  "PAYX",
  "PYPL",
  "PEP",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "SRE",
  "RTX",
  "GLD",
  "IBM",
  "SYK",
  "SBUX",
  "TGT",
  "TMO",
  "TJX",
  "UPS",
  "VO",
  "SCHW",
  "PRF",
  null,
  "VIG",
  "NTNX",
  "VYM",
  "VRTX",
  "AMD",
  "FI",
  "IP",
  "WM",
  "IDXX",
  "NVO",
  "AMZN",
  "IVE",
  "FAF",
  "VEU",
  "VEA",
  "VXUS",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "PSX",
  "SYY",
  "NUE",
  "FDX",
  "KMB",
  "ADP",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BR",
  "CNI",
  "CVX",
  "CSCO",
  "KO",
  "COP",
  "CEG",
  "COST",
  "NEE",
  "MAR",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PLD",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 106
Total Value: 189587253
Accession Number: 0001104659-25-049141
Form Type: 13F-HR
CIK: wimmer-associates-1
Manager Name: Wimmer-Associates-1

Data Enrichment

98% identified

104 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

106 positions • $189.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 6 of 6

Sort by:

FISERV INC

FI|337738108

Shares:1.3K

Value:$250.2K

% of Portfolio:0.1% ($250.2K/$189.6M)

First American Financial Corp

FAF|31847R102

Shares:4.0K

Value:$237.8K

% of Portfolio:0.1% ($237.8K/$189.6M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:3.2K

Value:$232.8K

% of Portfolio:0.1% ($232.8K/$189.6M)

CONOCOPHILLIPS

COP|20825C104

Shares:2.5K

Value:$232.1K

% of Portfolio:0.1% ($232.1K/$189.6M)

HERSHEY CO

HSY|427866108

Shares:1.3K

Value:$208.2K

% of Portfolio:0.1% ($208.2K/$189.6M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:390

Value:$202.7K

% of Portfolio:0.1% ($202.7K/$189.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
FISERV INC(FIcusip337738108)	1.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$250.2K	0.1% ($250.2K/$189.6M)	QoQ -7.01% (-$18.9K) YoY +19.50% (+$40.8K)
First American Financial Corp(FAFcusip31847R102)	4.0K	QoQ -26.11% (-1.4K) YoY -26.73% (-1.4K)	All Managers (Combined)	$237.8K	0.1% ($237.8K/$189.6M)	QoQ -28.94% (-$96.9K) YoY -27.93% (-$92.2K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	3.2K	QoQ -3.44% (-115) YoY -14.81% (-560)	All Managers (Combined)	$232.8K	0.1% ($232.8K/$189.6M)	QoQ -18.22% (-$51.9K) YoY -8.07% (-$20.4K)
CONOCOPHILLIPS(COPcusip20825C104)	2.5K	QoQ -5.73% (-150) YoY -52.68% (-2.7K)	All Managers (Combined)	$232.1K	0.1% ($232.1K/$189.6M)	QoQ -10.48% (-$27.2K) YoY -64.99% (-$431.0K)
HERSHEY CO(HSYcusip427866108)	1.3K	QoQ -24.55% (-415) YoY -24.55% (-415)	All Managers (Combined)	$208.2K	0.1% ($208.2K/$189.6M)	QoQ -27.25% (-$78.0K) YoY -36.65% (-$120.5K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	390	QoQ 0.00% (-0) YoY NEW(+390)	All Managers (Combined)	$202.7K	0.1% ($202.7K/$189.6M)	QoQ -2.39% (-$5.0K) YoY NEW(+$202.7K)