Close

Form 13F-HR WIMMER ASSOCIATES 1, For: Mar 31

FREE Breaking News Alerts from StreetInsider.com!

E-mail Address

StreetInsider.com Top Tickers, 4/25/2024

1. META
2. CMG
3. LRCX
4. IBM
5. SPY
6. HCP
7. BA
8. SNAP
9. TMUS
10. BSX


May 14, 2021 1:02 PM EDT

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
Report for the Calendar Year or Quarter Ended: 03-31-2021
Check here if Amendment   Amendment Number:
This Amendment (Check only one.):   is a restatement.
  adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: WIMMER ASSOCIATES 1, LLC
Address: 155 N. Lake Ave.
#440
Pasadena , CA91101
Form 13F File Number: 028-17313

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Katherine J. Wimmer
Title: President
Phone: 626-683-3150
Signature, Place, and Date of Signing:
/s/ Katherine J. Wimmer Pasadena , CA 05-14-2021
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
  13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
  13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 121
Form 13F Information Table Value Total: 183,749
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M COM 88579Y101 4,784 24,830 SH SOLE 24,830 0 0
ABBOTT LABORATORIES COM 002824100 3,374 28,156 SH SOLE 28,156 0 0
ABBVIE COM 00287Y109 1,787 16,515 SH SOLE 16,515 0 0
ACCENTURE SHS CLASS A G1151C101 497 1,800 SH SOLE 1,800 0 0
ADOBE COM 00724F101 5,717 12,026 SH SOLE 12,026 0 0
ALEXANDRIA REAL ESTATE COM 015271109 224 1,365 SH SOLE 1,365 0 0
ALPHABET CLASS A CAP STK CL A 02079K305 5,387 2,612 SH SOLE 2,612 0 0
ALPHABET CLASS C CAP STK CL C 02079K107 3,031 1,465 SH SOLE 0 0 1,465
AMAZON COM 023135106 5,210 1,684 SH SOLE 1,684 0 0
AMERICAN EXPRESS COM 025816109 218 1,540 SH SOLE 1,540 0 0
AMGEN COM 031162100 2,230 8,962 SH SOLE 8,962 0 0
APPLE COM 037833100 8,977 73,494 SH SOLE 73,494 0 0
AUTOMATIC DATA PROCESSING COM 053015103 973 5,165 SH SOLE 5,165 0 0
BECTON DICKINSON COM 075887109 2,808 11,548 SH SOLE 11,548 0 0
BERKSHIRE HATHAWAY CLASS A CL A 084670108 771 2 SH SOLE 2 0 0
BERKSHIRE HATHAWAY CLASS B CL B NEW 084670702 2,715 10,627 SH SOLE 10,627 0 0
BLACKROCK COM 09247X101 667 885 SH SOLE 885 0 0
BLACKSTONE GROUP LP COM CL A 09260D107 364 4,888 SH SOLE 4,888 0 0
BRISTOL MYERS SQUIBB COM 110122108 334 5,295 SH SOLE 5,295 0 0
BROADRIDGE FINANCIAL SOLUTIONS COM 11133T103 1,588 10,373 SH SOLE 10,373 0 0
CANADIAN NATIONAL RAILWAY COM 136375102 468 4,035 SH SOLE 4,035 0 0
CATERPILLAR COM 149123101 516 2,227 SH SOLE 2,227 0 0
CHEVRON COM 166764100 1,511 14,417 SH SOLE 14,417 0 0
CISCO SYSTEMS COM 17275R102 1,298 25,093 SH SOLE 25,093 0 0
COCA COLA COM 191216100 756 14,351 SH SOLE 14,351 0 0
COGNIZANT TECHNOLOGY SOLUTIONS COM 192446102 475 6,085 SH SOLE 6,085 0 0
CONOCOPHILLIPS COM 20825C104 307 5,801 SH SOLE 5,801 0 0
COSTCO WHOLESALE COM 22160K105 3,260 9,247 SH SOLE 9,247 0 0
DANAHER COM 235851102 494 2,195 SH SOLE 2,195 0 0
DAVITA COM 23918K108 211 1,960 SH SOLE 1,960 0 0
DIAGEO ADR SPON ADR NEW 25243Q205 603 3,675 SH SOLE 3,675 0 0
DUKE ENERGY COM 26441C204 344 3,562 SH SOLE 3,562 0 0
EBAY COM 278642103 550 8,988 SH SOLE 8,988 0 0
ELI LILLY & CO. COM 532457108 263 1,410 SH SOLE 1,410 0 0
EMERSON ELECTRIC COM 291011104 600 6,652 SH SOLE 6,652 0 0
EXXON MOBIL COM 30231G102 461 8,252 SH SOLE 8,252 0 0
FACEBOOK COM 30303M102 495 1,682 SH SOLE 1,682 0 0
FEDEX COM 31428X106 1,310 4,611 SH SOLE 4,611 0 0
FIRST AMERICAN FINANCIAL COM 31847R102 312 5,505 SH SOLE 5,505 0 0
FISERV COM 337738108 210 1,760 SH SOLE 1,760 0 0
GENUINE PARTS COM 372460105 387 3,345 SH SOLE 3,345 0 0
GILEAD SCIENCES COM 375558103 225 3,480 SH SOLE 3,480 0 0
HERSHEY COM 427866108 325 2,055 SH SOLE 2,055 0 0
HOME DEPOT COM 437076102 608 1,991 SH SOLE 1,991 0 0
HONEYWELL COM 438516106 253 1,165 SH SOLE 1,165 0 0
IBM COM 459200101 700 5,253 SH SOLE 5,253 0 0
IDEXX LABS COM 45168D104 1,943 3,970 SH SOLE 3,970 0 0
INNOVATOR S&P INVESTMENT GRADE PREFERRED ETF S&P INVSTMNT GRD 45783G201 2,551 105,317 SH SOLE 105,317 0 0
INTEL COM 458140100 1,977 30,888 SH SOLE 30,888 0 0
INVESCO FTSE RAFI US 1000 ETF FTSE RAFI 1000 46137V613 3,080 20,308 SH SOLE 20,308 0 0
INVESCO QQQ TRUST ETF UNIT SER 1 46090E103 930 2,915 SH SOLE 2,915 0 0
ISHARES CORE S&P 500 ETF CORE S&P 500 ETF 464287200 511 1,285 SH SOLE 1,285 0 0
ISHARES MSCI EAFE MIN VOL FACTOR ETF MIN VOL EAFE ETF 46429B689 227 3,110 SH SOLE 3,110 0 0
ISHARES S&P 500 GROWTH ETF CORE S&P500 ETF 464287309 352 5,400 SH SOLE 5,400 0 0
ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 233 1,650 SH SOLE 1,650 0 0
ISHARES S&P SMALL-CAP ETF CORE S&P SCP ETF 464287804 217 2,000 SH SOLE 2,000 0 0
JOHNSON & JOHNSON COM 478160104 2,050 12,475 SH SOLE 12,475 0 0
JP MORGAN CHASE COM 46625H100 714 4,689 SH SOLE 4,689 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 307 1,165 SH SOLE 1,165 0 0
KIMBERLY CLARK COM 494368103 737 5,299 SH SOLE 5,299 0 0
LOCKHEED MARTIN COM 539830109 2,019 5,464 SH SOLE 5,464 0 0
LOWES COM 548661107 1,191 6,264 SH SOLE 6,264 0 0
MARRIOTT INTERNATIONAL COM 571903202 207 1,400 SH SOLE 1,400 0 0
MARSH & MCLENNAN COM 571748102 1,079 8,863 SH SOLE 8,863 0 0
MCDONALDS COM 580135101 2,201 9,818 SH SOLE 9,818 0 0
MERCK COM 58933Y105 1,389 18,022 SH SOLE 18,022 0 0
MICROSOFT COM 594918104 7,247 30,739 SH SOLE 30,739 0 0
MORGAN STANLEY COM NEW 617446448 225 2,892 SH SOLE 2,892 0 0
NESTLE ADR NOT ON THE LIST 641069406 1,097 9,837 SH SOLE 9,837 0 0
NEXTERA ENERGY COM 65339F101 294 3,890 SH SOLE 3,890 0 0
NORTHERN TRUST COM 665859104 2,024 19,259 SH SOLE 19,259 0 0
NUCOR COM 670346105 267 3,325 SH SOLE 3,325 0 0
NVIDIA COM 67066G104 1,368 2,563 SH SOLE 2,563 0 0
OKTA CL A 679295105 201 910 SH SOLE 910 0 0
OLD DOMINION FREIGHT LINES COM 679580100 216 900 SH SOLE 900 0 0
PAYCHEX COM 704326107 551 5,619 SH SOLE 5,619 0 0
PAYPAL HOLDINGS COM 70450Y103 765 3,150 SH SOLE 3,150 0 0
PEPSICO COM 713448108 2,608 18,440 SH SOLE 18,440 0 0
PFIZER COM 717081103 648 17,892 SH SOLE 17,892 0 0
PHILLIPS 66 COM 718546104 666 8,171 SH SOLE 8,171 0 0
PROCTER AND GAMBLE COM 742718109 1,536 11,341 SH SOLE 11,341 0 0
PROLOGIS COM 74340W103 593 5,597 SH SOLE 5,597 0 0
QUALCOMM COM 747525103 1,683 12,695 SH SOLE 12,695 0 0
RAYTHEON (formerly United Technologies) COM 75513E101 391 5,061 SH SOLE 5,061 0 0
ROCHE HOLDINGS ADR NOT ON THE LIST 771195104 213 5,240 SH SOLE 5,240 0 0
SEMPRA ENERGY COM 816851109 240 1,807 SH SOLE 1,807 0 0
SPDR S&P 500 ETF TR UNIT 78462F103 4,128 10,415 SH SOLE 10,415 0 0
SPDR S&P MIDCAP 400 ETF UTSER1 S&PDCRP 78467Y107 264 554 SH SOLE 554 0 0
STARBUCKS COM 855244109 3,162 28,939 SH SOLE 28,939 0 0
STRYKER COM 863667101 1,120 4,598 SH SOLE 4,598 0 0
SYSCO COM 871829107 1,381 17,537 SH SOLE 17,537 0 0
T ROWE PRICE GROUP COM 74144T108 343 2,000 SH SOLE 2,000 0 0
TARGET COM 87612E106 1,625 8,206 SH SOLE 8,206 0 0
THERMO FISHER SCIENTIFIC COM 883556102 1,278 2,801 SH SOLE 2,801 0 0
TJX COMPANIES COM 872540109 766 11,580 SH SOLE 11,580 0 0
UNILEVER ADR SPON ADR NEW 904767704 220 3,932 SH SOLE 3,932 0 0
UNION PACIFIC COM 907818108 789 3,580 SH SOLE 3,580 0 0
UNITED PARCEL SERVICE COM 911312106 2,326 13,686 SH SOLE 13,686 0 0
US BANCORP COM 902973304 338 6,111 SH SOLE 6,111 0 0
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF MORNINGSTAR WIDE 92189F643 1,354 19,541 SH SOLE 19,541 0 0
VANGUARD ALL-WORLD EX US INDEX ETF ALLWRLD EX US 922042775 364 5,993 SH SOLE 5,993 0 0
VANGUARD DEVELOPED MARKETS ETF FTSE DEV MKT ETF 921943858 688 14,008 SH SOLE 14,008 0 0
VANGUARD DIVIDEND APPRECIATION INDEX ETF DIV APP ETF 921908844 6,569 44,659 SH SOLE 44,659 0 0
VANGUARD HIGH DIVIDEND YIELD INDEX ETF HIGH DIV YLD 921946406 262 2,595 SH SOLE 2,595 0 0
VANGUARD MID-CAP INDEX ETF MID CAP ETF 922908629 366 1,652 SH SOLE 1,652 0 0
VANGUARD S&P 500 INDEX ETF S&P 500 ETF SHS 922908363 1,185 3,252 SH SOLE 3,252 0 0
VANGUARD SHORT-TERM CORPORATE BOND INDEX ETF SHRT TRM CORP BD 92206C409 19,872 240,875 SH SOLE 240,875 0 0
VANGUARD SMALL-CAP INDEX ETF SMALL CP ETF 922908751 209 976 SH SOLE 976 0 0
VANGUARD TOTAL BOND MARKET INDEX ETF TOTAL BND MRKT 921937835 248 2,928 SH SOLE 2,928 0 0
VANGUARD TOTAL INT'L STOCK ETF VG TL INTL STK F 921909768 493 7,855 SH SOLE 7,855 0 0
VANGUARD TOTAL STOCK MARKET INDEX ETF TOTAL STK MKT 922908769 5,180 25,060 SH SOLE 25,060 0 0
VANGUARD VALUE INDEX ETF VALUE ETF 922908744 300 2,285 SH SOLE 2,285 0 0
VARIAN MEDICAL SYSTEMS COM 92220P105 203 1,151 SH SOLE 1,151 0 0
VERIZON COM 92343V104 2,712 46,633 SH SOLE 46,633 0 0
VF CORP COM 918204108 342 4,275 SH SOLE 4,275 0 0
VISA COM 92826C839 5,333 25,186 SH SOLE 25,186 0 0
WALMART COM 931142103 537 3,954 SH SOLE 3,954 0 0
WALT DISNEY COM 254687106 3,295 17,856 SH SOLE 17,856 0 0
WASTE MANAGEMENT COM 94106L109 226 1,750 SH SOLE 1,750 0 0
WELLS FARGO COM 949746101 646 16,546 SH SOLE 16,546 0 0
XILINX COM 983919101 279 2,250 SH SOLE 2,250 0 0

Serious News for Serious Traders! Try StreetInsider.com Premium Free!

You May Also Be Interested In





Related Categories

SEC Filings