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CIK: 0001033974
Total reported value
$1.5B
$1.5B
150 檔
13.4%
According to the latest 13F quarterly dataset, Schaper Benz & Wise Investment Counsel Inc/wi managed an equity portfolio of $1.5B at the end of Q3 2024, spanning 150 distinct U.S. exchange-listed positions.
In Q3 2024, Schaper Benz & Wise Investment Counsel Inc/wi displayed an active expansion posture, initiating 2 new positions and adding to 38 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.07% | -0.04% | +1.49% | |
| 2 | SYK | Stryker CORP | Stock-Healthcare | 3.14% | -0.42% | +1.26% | |
| 3 | WAT | Waters CORP | Stock-Healthcare | 3.09% | +0.24% | +2.29% | |
| 4 | ADBE | Adobe Inc | Stock-Tech | 2.87% | -0.32% | +4.51% | |
| 5 | AXP | American Express Co | Stock-Financials | 2.83% | -0.06% | +0.51% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.79% | +0.27% | +0.69% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.44% | -0.13% | +2.07% | |
| 8 | CSCO | Cisco Systems Inc | Stock-Tech | 2.31% | +0.86% | +0.89% | |
| 9 | LIN | Linde plc | Stock-Materials | 2.29% | -0.20% | +1.42% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 2.29% | -0.22% | +0.39% | |
| 11 | AFL | Aflac Inc | Stock-Financials | 2.17% | -0.15% | -1.52% | |
| 12 | PAYX | Paychex Inc | Stock-Tech | 2.10% | -0.05% | +0.85% | |
| 13 | UNP | Union Pacific CORP | Stock-Industrials | 2.05% | -0.05% | +0.37% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 2.05% | -0.05% | +0.76% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.86% | +0.20% | +2.69% | |
| 16 | ADP | Automatic Data Processing | Stock-Tech | 1.86% | -0.01% | +0.65% | |
| 17 | AMD | Advanced Micro Devices | Stock-Tech | 1.82% | +2.59% | +1.42% | |
| 18 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.66% | -0.38% | +4.05% | |
| 19 | WFC | Wells Fargo & Co | Stock-Financials | 1.65% | -0.19% | +2.37% | |
| 20 | SYY | Sysco CORP | Stock-Consumer Staples | 1.65% | +0.05% | +2.03% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.53% | — | +0.67% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.53% | -0.22% | +1.24% | |
| 23 | INTU | Intuit Inc | Stock-Tech | 1.53% | -0.38% | +0.78% | |
| 24 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.52% | -0.16% | +1.50% | |
| 25 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.52% | -0.34% | +1.05% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.14% | +0.18% | |
| 27 | ADI | Analog Devices Inc | Stock-Tech | 1.49% | +0.13% | +1.07% | |
| 28 | AME | Ametek Inc | Stock-Industrials | 1.44% | -0.04% | +4.02% | |
| 29 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.36% | -0.29% | -0.78% | |
| 30 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.34% | +0.03% | +0.91% | |
| 31 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.30% | -0.01% | +1.37% | |
| 32 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.30% | +0.08% | +1.73% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 1.28% | -0.47% | +4.48% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.26% | -0.17% | +1.85% | |
| 35 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.17% | -0.18% | +1.55% | |
| 36 | USB | US Bancorp | Stock-Financials | 1.08% | +0.01% | +0.99% | |
| 37 | UBER | Uber Technologies Inc | Stock-Industrials | 1.05% | -0.13% | +1.10% | |
| 38 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.99% | -0.05% | +2.16% | |
| 39 | ECL | Ecolab Inc | Stock-Materials | 0.99% | -0.08% | -0.21% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.96% | -0.11% | +5.19% | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 0.91% | -0.12% | +1.21% | |
| 42 | TFC | Truist Financial CORP | Stock-Financials | 0.90% | -0.06% | +0.33% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.88% | -0.07% | -0.77% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.86% | +0.01% | -1.23% | |
| 45 | SLB | Slb LTD | Stock-Energy | 0.85% | -0.22% | +8.08% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | -0.01% | +4.54% | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.82% | -0.16% | +14.75% | |
| 48 | INTC | Intel CORP | Stock-Tech | 0.81% | +1.69% | +5.97% | |
| 49 | ALGN | Align Technology Inc | Stock-Healthcare | 0.80% | -0.09% | +2.23% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | +0.01% | -6.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WAT | Waters CORP | +0.5% | +2.29% | Add |
| 2 | PLTR | Palantir Technologies Inc-a | +0.3% | +1028.85% | Add |
| 3 | AFL | Aflac Inc | +0.3% | -1.52% | Trim |
| 4 | ORCL | Oracle CORP | +0.2% | +0.39% | Add |
| 5 | AXP | American Express Co | +0.2% | +0.51% | Add |
| 6 | PYPL | Paypal Holdings Inc | +0.2% | +2.16% | Add |
| 7 | HD | Home Depot Inc | +0.2% | +0.76% | Add |
| 8 | SBUX | Starbucks CORP | +0.2% | +1.37% | Add |
| 9 | NKE | Nike Inc -cl B | +0.2% | +14.75% | Add |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +2.07% | Add |
| 11 | AAPL | Apple Inc | +0.1% | +1.49% | Add |
| 12 | ADP | Automatic Data Processing | +0.1% | +0.65% | Add |
| 13 | IBM | Intl Business Machines CORP | +0.1% | -1.23% | Trim |
| 14 | PAYX | Paychex Inc | +0.1% | +0.85% | Add |
| 15 | SSNC | Ss&c Technologies Holdings | +0.1% | +1.55% | Add |
| 16 | AXON | Axon Enterprise Inc | +0.1% | -1.11% | Trim |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +0.89% | Add |
| 18 | PLXS | Plexus CORP | +0.1% | +62.60% | Add |
| 19 | VWO | Vanguard Ftse Emerging Marke | +0.1% | NEW | New buy |
| 20 | VEEV | Veeva Systems Inc-class A | +0.1% | NEW | New buy |
| 21 | USB | US Bancorp | +0.1% | +0.99% | Add |
| 22 | GE | General Electric | +0.1% | +3.96% | Add |
| 23 | SPOT | Spotify Technology S.A. | +0.1% | +4.49% | Add |
| 24 | SYY | Sysco CORP | +0.1% | +2.03% | Add |
| 25 | JNJ | Johnson & Johnson | +0.1% | +1.85% | Add |
| 26 | MDT | Medtronic plc | +0.1% | +1.21% | Add |
| 27 | ABT | Abbott Laboratories | 0% | +1.24% | Add |
| 28 | ENB | Enbridge Inc | 0% | +0.95% | Add |
| 29 | EVRG | Evergy Inc | 0% | -0.90% | Trim |
| 30 | LIN | Linde plc | 0% | +1.42% | Add |
| 31 | DEO | Diageo Plc-sponsored Adr | 0% | +4.05% | Add |
| 32 | SO | Southern Co/the | 0% | +1.14% | Add |
| 33 | TFC | Truist Financial CORP | 0% | +0.33% | Add |
| 34 | UNP | Union Pacific CORP | 0% | +0.37% | Add |
| 35 | ISRG | Intuitive Surgical Inc | 0% | -0.78% | Trim |
| 36 | IDXX | Idexx Laboratories Inc | 0% | +4.05% | Add |
| 37 | CMCSA | Comcast Corp-class A | 0% | +1.50% | Add |
| 38 | AME | Ametek Inc | 0% | +4.02% | Add |
| 39 | SYK | Stryker CORP | 0% | +1.26% | Add |
| 40 | V | Visa Inc-class A Shares | -0.1% | +0.67% | Add |
| 41 | WBA | Walgreens Boots Alliance Inc | -0.1% | -5.09% | Trim |
| 42 | NVDA | Nvidia CORP | -0.2% | -6.92% | Trim |
| 43 | OVV | Ovintiv Inc | -0.2% | -5.35% | Trim |
| 44 | MRK | Merck & Co. Inc. | -0.2% | -0.77% | Trim |
| 45 | INTU | Intuit Inc | -0.2% | +0.78% | Add |
| 46 | INTC | Intel CORP | -0.3% | +5.97% | Add |
| 47 | GOOGL | Alphabet Inc-cl A | -0.3% | +2.69% | Add |
| 48 | ADBE | Adobe Inc | -0.3% | +4.51% | Add |
| 49 | BEN | Franklin Resources Inc | -0.4% | -41.35% | Trim |
| 50 | GOOG | Alphabet Inc-cl C | -0.5% | +0.69% | Add |
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 150 disclosed positions in Q3 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, SYK, WAT) accounted for 13.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
VWO
市值: $974.8K
Top Position Liquidated / Trimmed
AFL
前期市值: $22.1M
During Q3 2024, Schaper Benz & Wise Investment Counsel Inc/wi's top holdings by market value included AAPL (4.1%)、SYK (3.1%)、WAT (3.1%). The largest single position, AAPL, represented 4.1% of total portfolio value.
In Q3 2024, Schaper Benz & Wise Investment Counsel Inc/wi made 50 total portfolio adjustments, initiating 2 new buys, adding to 38 positions, trimming 10 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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