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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
35
1
2
1
2
0
36
3
0
WIMMER ASSOCIATES 1 LLC

Time Period2019-06-30

Total Holdings102

Total Value ($x1000)114,403
Activities
New3

Increased29

Unchanged24

Decreased46

Sold Out4

Top 10 Stock Holdingstotal 30.82%
MMM3.95

V3.85

VTI3.58

AAPL3.14

MSFT3.05

 
ADBE3.02

VIG3

BDX2.51

GOOGL2.4

PEP2.32

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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MMM
3.95%
COM
V
3.85%
COM CL A
VTI
3.58%
TOTAL STK MKT
AAPL
3.14%
COM
MSFT
3.05%
COM
ADBE
3.02%
COM
VIG
3%
DIV APP ETF
BDX
2.51%
COM
GOOGL
2.4%
CAP STK CL A
PEP
2.32%
COM
SPY
2.31%
TR UNIT
AMZN
2.16%
COM
COST
2.15%
COM
DIS
2.12%
COM DISNEY
SBUX
2.06%
COM
ABT
2.06%
COM
INTC
2.01%
COM
PRF
1.98%
FTSE RAFI 1000
LMT
1.89%
COM
CVX
1.85%
COM
JNJ
1.74%
COM
NTRS
1.59%
COM
VZ
1.54%
COM
BRK.B
1.52%
CL B NEW
MCD
1.45%
COM
UPS
1.3%
CL B
AMGN
1.29%
COM
PSX
1.27%
COM
GOOG
1.21%
CAP STK CL C
BR
1.19%
COM
XOM
1.19%
COM
USB
1.1%
COM NEW
FDX
1.09%
COM
PG
1.05%
COM
SYY
0.99%
COM
VOO
0.99%
SHS
ABBV
0.98%
COM
VEA
0.91%
FTSE DEV MKT ETF
CTSH
0.9%
CL A
SYK
0.88%
COM
MMC
0.85%
COM
WFC
0.82%
COM
MRK
0.81%
COM
IDXX
0.75%
COM
TMO
0.74%
COM
CSCO
0.73%
COM
KMB
0.69%
COM
ADP
0.68%
COM
DEO
0.66%
SPON ADR NEW
VFC
0.65%
COM
LOW
0.63%
COM
UTX
0.56%
COM
VXUS
0.53%
VG TL INTL STK F
UNP
0.52%
COM
XLNX
0.51%
COM
COP
0.48%
COM
TJX
0.47%
COM
VB
0.46%
SMALL CP ETF
KO
0.45%
COM
TGT
0.45%
COM
SLB
0.43%
COM
BLK
0.42%
COM
EMR
0.42%
COM
NVDA
0.4%
COM
JPM
0.38%
COM
PFE
0.38%
COM
IBM
0.37%
COM
EBAY
0.37%
COM
PAYX
0.37%
COM
PLD
0.36%
COM
CAT
0.35%
COM
MDY
0.34%
UTSER1 S&PDCRP
VO
0.34%
MID CAP ETF
CNI
0.33%
COM
NVS
0.33%
SPONSORED ADR
FIRST AM...
0.32%
COM
DHR
0.32%
COM
GPC
0.31%
COM
VYM
0.3%
HIGH DIV YLD
FB
0.29%
CL A
DUK
0.29%
COM NEW
BRK.A
0.28%
CL A
VWO
0.28%
FTSE EMR MKT ETF
HSY
0.27%
COM
MAR
0.27%
CL A
CMCSA
0.27%
CL A
EV
0.25%
COM NON VTG
PYPL
0.25%
COM
IJR
0.24%
CORE S&P SCP ETF
NKE
0.24%
CL B
VEU
0.23%
ALLWRLD EX US
WMT
0.23%
COM
BMY
0.23%
COM
ARE
0.23%
COM
GILD
0.21%
COM
IVW
0.2%
S&P 500 GRWT ETF
HD
0.19%
COM
GLW
0.19%
COM
HON
0.18%
COM
VTV
0.18%
VALUE ETF
GE
0.11%
COM
LYG
0.02%
SPONSORED ADR
NSRGY
0.82%
COM
ORCL
0.45%
COM
DWDP
0.24%
COM
BA
0.19%
COM