13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001033974
Total reported value
$1.5B
$1.5B
146 檔
12.5%
During the Q2 2024 filing period, Schaper Benz & Wise Investment Counsel Inc/wi (CIK: 0001033974) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.5B across 146 reported positions.
During Q2 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.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.93% | -0.04% | -2.51% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.30% | +0.27% | -4.42% | |
| 3 | ADBE | Adobe Inc | Stock-Tech | 3.20% | -0.32% | -2.61% | |
| 4 | SYK | Stryker CORP | Stock-Healthcare | 3.17% | -0.42% | -0.18% | |
| 5 | WAT | Waters CORP | Stock-Healthcare | 2.64% | +0.24% | -2.81% | |
| 6 | AXP | American Express Co | Stock-Financials | 2.61% | -0.06% | -2.52% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.29% | -0.13% | -1.39% | |
| 8 | LIN | Linde plc | Stock-Materials | 2.26% | -0.20% | -0.81% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 2.22% | +0.86% | -0.75% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.16% | +0.20% | -2.44% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 2.05% | -0.22% | -5.61% | |
| 12 | UNP | Union Pacific CORP | Stock-Industrials | 2.04% | -0.05% | -0.14% | |
| 13 | PAYX | Paychex Inc | Stock-Tech | 1.99% | -0.05% | +1.61% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 1.93% | +2.59% | -0.17% | |
| 15 | AFL | Aflac Inc | Stock-Financials | 1.91% | -0.15% | -15.92% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.87% | -0.05% | -0.46% | |
| 17 | WFC | Wells Fargo & Co | Stock-Financials | 1.84% | -0.19% | -1.23% | |
| 18 | INTU | Intuit Inc | Stock-Tech | 1.74% | -0.38% | +10.67% | |
| 19 | ADP | Automatic Data Processing | Stock-Tech | 1.73% | -0.01% | -1.94% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | -0.14% | +1.06% | |
| 21 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.67% | -0.38% | -1.67% | |
| 22 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.63% | -0.34% | -0.47% | |
| 23 | SYY | Sysco CORP | Stock-Consumer Staples | 1.60% | +0.05% | -2.04% | |
| 24 | ADI | Analog Devices Inc | Stock-Tech | 1.59% | +0.13% | -0.80% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.58% | — | +1.43% | |
| 26 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.53% | -0.16% | +1.32% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 1.49% | -0.22% | -0.23% | |
| 28 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.46% | +0.08% | -0.94% | |
| 29 | AME | Ametek Inc | Stock-Industrials | 1.46% | -0.04% | -2.31% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 1.41% | -0.47% | -0.25% | |
| 31 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.39% | +0.03% | -3.12% | |
| 32 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.35% | -0.29% | +2.92% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.21% | -0.17% | -0.52% | |
| 34 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.12% | -0.01% | +22.60% | |
| 35 | INTC | Intel CORP | Stock-Tech | 1.10% | +1.69% | +2.08% | |
| 36 | UBER | Uber Technologies Inc | Stock-Industrials | 1.09% | -0.13% | +4.21% | |
| 37 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.06% | -0.18% | -2.92% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.05% | -0.07% | -4.00% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.02% | -0.11% | -1.71% | |
| 40 | USB | US Bancorp | Stock-Financials | 1.01% | +0.01% | -1.00% | |
| 41 | ECL | Ecolab Inc | Stock-Materials | 1.00% | -0.08% | +1.71% | |
| 42 | SLB | Slb LTD | Stock-Energy | 0.96% | -0.22% | -0.49% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | +0.01% | +838.71% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | -0.01% | +1.73% | |
| 45 | TFC | Truist Financial CORP | Stock-Financials | 0.88% | -0.06% | +1.11% | |
| 46 | MDT | Medtronic plc | Stock-Healthcare | 0.86% | -0.12% | -2.86% | |
| 47 | AKX | Ansys Inc | Stock-Other | 0.82% | — | +1.84% | |
| 48 | ALGN | Align Technology Inc | Stock-Healthcare | 0.80% | -0.09% | +4.53% | |
| 49 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.79% | -0.05% | +0.16% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.74% | +0.01% | -1.50% |
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 146 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, GOOG, ADBE) accounted for 12.5% of total reported equity market value during Q2 2024.
During Q2 2024, Schaper Benz & Wise Investment Counsel Inc/wi's top holdings by market value included AAPL (3.9%)、GOOG (3.3%)、ADBE (3.2%). The largest single position, AAPL, represented 3.9% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.