Long-term investor
Wimmer Associates 1, LLC @wimmerassociates1llc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001667019).
Record
- Tracked since 2025-06-30 (434 days), 53 trades recorded
- Returns: week n/a · month n/a · 90 days +9.1% · 6 months +9.2% · 1 year +17.4% · all +17.4%
- Max drawdown -4.0% · Sharpe 0.98 · win rate 21% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 7.4% · long · since 2025-06-30
- NVDA · 5.7% · long · since 2025-06-30
- GOOGL · 5.5% · long · since 2025-06-30
- VIG · 5.5% · long · since 2025-06-30
- PRF · 4.6% · long · since 2025-06-30
- MSFT · 4.0% · long · since 2025-06-30
- GOOG · 3.9% · long · since 2025-06-30
- VTI · 3.2% · long · since 2025-06-30
- AMZN · 2.9% · long · since 2025-06-30
- V · 2.9% · long · since 2025-06-30
- SPY · 2.8% · long · since 2025-06-30
- COST · 2.6% · long · since 2025-06-30