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CIK: 0001033974
Total reported value
$1.5B
$1.5B
143 檔
12.1%
As reported in its official Q1 2024 Form 13F filing, Schaper Benz & Wise Investment Counsel Inc/wi's tracked investment portfolio stood at $1.5B with 143 total positions.
During Q1 2024, Schaper Benz & Wise Investment Counsel Inc/wi's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SYK, AAPL, WAT) accounted for 12.1% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SYK | Stryker CORP | Stock-Healthcare | 3.22% | -0.42% | -0.36% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.16% | -0.04% | +0.62% | |
| 3 | WAT | Waters CORP | Stock-Healthcare | 3.11% | +0.24% | -1.11% | |
| 4 | ADBE | Adobe Inc | Stock-Tech | 2.88% | -0.32% | +0.77% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.76% | +0.27% | +1.79% | |
| 6 | AXP | American Express Co | Stock-Financials | 2.54% | -0.06% | -1.26% | |
| 7 | LIN | Linde plc | Stock-Materials | 2.32% | -0.20% | +1.12% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.32% | -0.13% | +0.06% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 2.26% | +0.86% | -0.30% | |
| 10 | UNP | Union Pacific CORP | Stock-Industrials | 2.14% | -0.05% | -0.40% | |
| 11 | AFL | Aflac Inc | Stock-Financials | 2.11% | -0.15% | -4.64% | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 2.07% | +2.59% | -1.55% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 2.02% | -0.05% | -0.49% | |
| 14 | PAYX | Paychex Inc | Stock-Tech | 1.96% | -0.05% | +1.89% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 1.86% | -0.22% | -0.78% | |
| 16 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.81% | -0.38% | +0.56% | |
| 17 | SYY | Sysco CORP | Stock-Consumer Staples | 1.79% | +0.05% | -0.37% | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 1.78% | -0.01% | -0.24% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | +0.20% | +3.69% | |
| 20 | WFC | Wells Fargo & Co | Stock-Financials | 1.75% | -0.19% | +0.22% | |
| 21 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.61% | -0.16% | -1.08% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.59% | — | +0.44% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.58% | -0.22% | -0.17% | |
| 24 | AME | Ametek Inc | Stock-Industrials | 1.58% | -0.04% | -0.59% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.52% | -0.14% | +0.72% | |
| 26 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.50% | +0.08% | +0.30% | |
| 27 | INTU | Intuit Inc | Stock-Tech | 1.50% | -0.38% | +0.50% | |
| 28 | INTC | Intel CORP | Stock-Tech | 1.48% | +1.69% | -0.50% | |
| 29 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.45% | -0.34% | +0.49% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 1.37% | -0.47% | +1.25% | |
| 31 | ADI | Analog Devices Inc | Stock-Tech | 1.34% | +0.13% | +0.39% | |
| 32 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.30% | +0.03% | +0.01% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.27% | -0.17% | +4.36% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.23% | -0.11% | +0.77% | |
| 35 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.13% | -0.29% | +1.08% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.12% | -0.07% | +5.80% | |
| 37 | USB | US Bancorp | Stock-Financials | 1.11% | +0.01% | -0.88% | |
| 38 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.08% | -0.18% | +0.20% | |
| 39 | SLB | Slb LTD | Stock-Energy | 1.08% | -0.22% | +0.99% | |
| 40 | UBER | Uber Technologies Inc | Stock-Industrials | 1.07% | -0.13% | +3.19% | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.03% | -0.01% | +5.96% | |
| 42 | ALGN | Align Technology Inc | Stock-Healthcare | 1.01% | -0.09% | +0.78% | |
| 43 | AMCR | Amcor plc | Stock-Consumer Disc | 0.97% | — | +119.39% | |
| 44 | MDT | Medtronic plc | Stock-Healthcare | 0.94% | -0.12% | -1.95% | |
| 45 | GPN | Global Payments Inc | Stock-Industrials | 0.92% | -0.03% | +0.43% | |
| 46 | ECL | Ecolab Inc | Stock-Materials | 0.92% | -0.08% | -2.72% | |
| 47 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.87% | -0.05% | +19.52% | |
| 48 | BEN | Franklin Resources Inc | Stock-Financials | 0.85% | +0.09% | -1.14% | |
| 49 | TFC | Truist Financial CORP | Stock-Financials | 0.84% | -0.06% | +1.46% | |
| 50 | AKX | Ansys Inc | Stock-Other | 0.84% | — | -0.17% |
According to official SEC Form 13F filings, Schaper Benz & Wise Investment Counsel Inc/wi reported a total U.S. public equity portfolio value of $1.5B across 143 disclosed positions in Q1 2024.
During Q1 2024, Schaper Benz & Wise Investment Counsel Inc/wi's top holdings by market value included SYK (3.2%)、AAPL (3.2%)、WAT (3.1%). The largest single position, SYK, represented 3.2% of total portfolio value.
In Q1 2024, Schaper Benz & Wise Investment Counsel Inc/wi made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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