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
149 檔
14.0%
As reported in its official Q4 2024 Form 13F filing, Schaper Benz & Wise Investment Counsel Inc/wi's tracked investment portfolio stood at $1.5B with 149 total positions.
In Q4 2024, Schaper Benz & Wise Investment Counsel Inc/wi adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.33% | -0.04% | -1.46% | |
| 2 | WAT | Waters CORP | Stock-Healthcare | 3.16% | +0.24% | -1.21% | |
| 3 | SYK | Stryker CORP | Stock-Healthcare | 3.15% | -0.42% | +0.00% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.12% | +0.27% | -2.65% | |
| 5 | AXP | American Express Co | Stock-Financials | 3.04% | -0.06% | -2.30% | |
| 6 | CSCO | Cisco Systems Inc | Stock-Tech | 2.56% | +0.86% | -0.76% | |
| 7 | ADBE | Adobe Inc | Stock-Tech | 2.47% | -0.32% | -0.54% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.45% | -0.13% | +1.28% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 2.22% | -0.22% | -1.68% | |
| 10 | PAYX | Paychex Inc | Stock-Tech | 2.17% | -0.05% | -1.31% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.13% | +0.20% | -0.23% | |
| 12 | WFC | Wells Fargo & Co | Stock-Financials | 2.04% | -0.19% | -1.30% | |
| 13 | LIN | Linde plc | Stock-Materials | 2.01% | -0.20% | -0.49% | |
| 14 | AFL | Aflac Inc | Stock-Financials | 2.00% | -0.15% | -1.22% | |
| 15 | ADP | Automatic Data Processing | Stock-Tech | 1.96% | -0.01% | -0.84% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.95% | -0.05% | -1.64% | |
| 17 | UNP | Union Pacific CORP | Stock-Industrials | 1.90% | -0.05% | -0.39% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.77% | — | +0.21% | |
| 19 | SYY | Sysco CORP | Stock-Consumer Staples | 1.61% | +0.05% | -0.59% | |
| 20 | INTU | Intuit Inc | Stock-Tech | 1.56% | -0.38% | +0.28% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.14% | +1.70% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.51% | -0.22% | -1.10% | |
| 23 | AME | Ametek Inc | Stock-Industrials | 1.50% | -0.04% | -0.98% | |
| 24 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.48% | -0.38% | +8.27% | |
| 25 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.45% | -0.29% | -0.30% | |
| 26 | ADI | Analog Devices Inc | Stock-Tech | 1.38% | +0.13% | -0.67% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 1.35% | +2.59% | +0.28% | |
| 28 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.34% | +0.08% | -0.86% | |
| 29 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.29% | -0.16% | -6.37% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 1.25% | -0.47% | -1.23% | |
| 31 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.22% | -0.18% | +1.37% | |
| 32 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.22% | +0.03% | -1.48% | |
| 33 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.21% | -0.01% | -1.40% | |
| 34 | USB | US Bancorp | Stock-Financials | 1.13% | +0.01% | -0.88% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.12% | -0.17% | -0.67% | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.11% | -0.11% | -0.70% | |
| 37 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.11% | -0.34% | +6.74% | |
| 38 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.09% | -0.05% | +0.05% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | -0.01% | +2.29% | |
| 40 | UBER | Uber Technologies Inc | Stock-Industrials | 0.94% | -0.13% | +10.06% | |
| 41 | TFC | Truist Financial CORP | Stock-Financials | 0.91% | -0.06% | -0.24% | |
| 42 | ECL | Ecolab Inc | Stock-Materials | 0.91% | -0.08% | +0.28% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | +0.01% | -1.08% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.84% | +0.01% | -1.65% | |
| 45 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.83% | +0.17% | +0.96% | |
| 46 | MDT | Medtronic plc | Stock-Healthcare | 0.81% | -0.12% | -0.45% | |
| 47 | AKX | Ansys Inc | Stock-Other | 0.81% | — | +2.30% | |
| 48 | ENB | Enbridge Inc | Stock-Energy | 0.81% | -0.11% | -0.76% | |
| 49 | SLB | Slb LTD | Stock-Energy | 0.79% | -0.22% | +1.17% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.78% | -0.07% | +0.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +0.4% | +8.53% | Add |
| 2 | WFC | Wells Fargo & Co | +0.4% | -1.30% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | -2.65% | Trim |
| 4 | AXON | Axon Enterprise Inc | +0.3% | +0.96% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.23% | Trim |
| 6 | AAPL | Apple Inc | +0.3% | -1.46% | Trim |
| 7 | CSCO | Cisco Systems Inc | +0.3% | -0.76% | Trim |
| 8 | V | Visa Inc-class A Shares | +0.2% | +0.21% | Add |
| 9 | AXP | American Express Co | +0.2% | -2.30% | Trim |
| 10 | AMZN | Amazon.com Inc | +0.2% | +2.29% | Add |
| 11 | DIS | Walt Disney Co/the | +0.2% | -0.70% | Trim |
| 12 | SPOT | Spotify Technology S.A. | +0.1% | +1.84% | Add |
| 13 | SLM | Slm CORP | +0.1% | -0.19% | Trim |
| 14 | GPN | Global Payments Inc | +0.1% | +4.32% | Add |
| 15 | PYPL | Paypal Holdings Inc | +0.1% | +0.05% | Add |
| 16 | ADP | Automatic Data Processing | +0.1% | -0.84% | Trim |
| 17 | PAYC | Paycom Software Inc | +0.1% | +2.73% | Add |
| 18 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 19 | ISRG | Intuitive Surgical Inc | +0.1% | -0.30% | Trim |
| 20 | NVDA | Nvidia CORP | +0.1% | -1.08% | Trim |
| 21 | PAYX | Paychex Inc | +0.1% | -1.31% | Trim |
| 22 | AKX | Ansys Inc | +0.1% | +2.30% | Add |
| 23 | WAT | Waters CORP | +0.1% | -1.21% | Trim |
| 24 | SLB | Slb LTD | -0.1% | +1.17% | Add |
| 25 | GE | General Electric | -0.1% | -0.07% | Trim |
| 26 | CP | Canadian Pacific Kansas City | -0.1% | +6.54% | Add |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -16.67% | Trim |
| 28 | ORCL | Oracle CORP | -0.1% | -1.68% | Trim |
| 29 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 30 | ECL | Ecolab Inc | -0.1% | +0.28% | Add |
| 31 | SBUX | Starbucks CORP | -0.1% | -1.40% | Trim |
| 32 | HD | Home Depot Inc | -0.1% | -1.64% | Trim |
| 33 | MDT | Medtronic plc | -0.1% | -0.45% | Trim |
| 34 | MRK | Merck & Co. Inc. | -0.1% | +0.87% | Add |
| 35 | NKE | Nike Inc -cl B | -0.1% | +2.37% | Add |
| 36 | ADI | Analog Devices Inc | -0.1% | -0.67% | Trim |
| 37 | UBER | Uber Technologies Inc | -0.1% | +10.06% | Add |
| 38 | ALGN | Align Technology Inc | -0.1% | +2.84% | Add |
| 39 | KMB | Kimberly-clark CORP | -0.1% | -1.48% | Trim |
| 40 | JNJ | Johnson & Johnson | -0.1% | -0.67% | Trim |
| 41 | UNP | Union Pacific CORP | -0.2% | -0.39% | Trim |
| 42 | INTC | Intel CORP | -0.2% | -4.72% | Trim |
| 43 | AFL | Aflac Inc | -0.2% | -1.22% | Trim |
| 44 | IDXX | Idexx Laboratories Inc | -0.2% | +8.27% | Add |
| 45 | CMCSA | Comcast Corp-class A | -0.2% | -6.37% | Trim |
| 46 | LIN | Linde plc | -0.3% | -0.49% | Trim |
| 47 | SRCLEUR | Stericycle Inc | -0.3% | EXIT | Sold out |
| 48 | ADBE | Adobe Inc | -0.4% | -0.54% | Trim |
| 49 | REGN | Regeneron Pharmaceuticals | -0.4% | +6.74% | Add |
| 50 | AMD | Advanced Micro Devices | -0.5% | +0.28% | 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 149 disclosed positions in Q4 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, WAT, SYK) accounted for 14.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $1.1M
Top Position Liquidated / Trimmed
SRCLEUR
前期市值: $3.7M
During Q4 2024, Schaper Benz & Wise Investment Counsel Inc/wi's top holdings by market value included AAPL (4.3%)、WAT (3.2%)、SYK (3.1%). The largest single position, AAPL, represented 4.3% of total portfolio value.
In Q4 2024, Schaper Benz & Wise Investment Counsel Inc/wi made 50 total portfolio adjustments, initiating 1 new buys, adding to 19 positions, trimming 28 holdings, and fully liquidating 2 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.