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CIK: 0001033974
Total reported value
$1.5B
$1.5B
149 檔
13.1%
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 Q1 2025, spanning 149 distinct U.S. exchange-listed positions.
In Q1 2025, Schaper Benz & Wise Investment Counsel Inc/wi displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.85% | -0.04% | -0.88% | |
| 2 | SYK | Stryker CORP | Stock-Healthcare | 3.29% | -0.42% | -0.07% | |
| 3 | WAT | Waters CORP | Stock-Healthcare | 3.13% | +0.24% | -1.40% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.90% | -0.13% | -0.43% | |
| 5 | AXP | American Express Co | Stock-Financials | 2.78% | -0.06% | -0.46% | |
| 6 | CSCO | Cisco Systems Inc | Stock-Tech | 2.69% | +0.86% | -0.63% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.56% | +0.27% | -0.99% | |
| 8 | PAYX | Paychex Inc | Stock-Tech | 2.43% | -0.05% | +0.41% | |
| 9 | LIN | Linde plc | Stock-Materials | 2.26% | -0.20% | -0.14% | |
| 10 | ADBE | Adobe Inc | Stock-Tech | 2.22% | -0.32% | +3.14% | |
| 11 | WFC | Wells Fargo & Co | Stock-Financials | 2.10% | -0.19% | -0.46% | |
| 12 | AFL | Aflac Inc | Stock-Financials | 2.07% | -0.15% | -4.69% | |
| 13 | ADP | Automatic Data Processing | Stock-Tech | 2.05% | -0.01% | -0.91% | |
| 14 | UNP | Union Pacific CORP | Stock-Industrials | 1.99% | -0.05% | +0.12% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.98% | — | -0.35% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.87% | -0.22% | -0.55% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.85% | -0.05% | -0.25% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | +0.20% | +0.79% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.74% | -0.22% | -2.80% | |
| 20 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.70% | -0.38% | +11.98% | |
| 21 | SYY | Sysco CORP | Stock-Consumer Staples | 1.61% | +0.05% | +0.37% | |
| 22 | INTU | Intuit Inc | Stock-Tech | 1.56% | -0.38% | +1.05% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.48% | -0.47% | +1.20% | |
| 24 | AME | Ametek Inc | Stock-Industrials | 1.45% | -0.04% | -0.38% | |
| 25 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.40% | -0.29% | +0.87% | |
| 26 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.36% | -0.18% | +0.01% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.34% | -0.14% | -1.43% | |
| 28 | ADI | Analog Devices Inc | Stock-Tech | 1.32% | +0.13% | +0.06% | |
| 29 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.31% | +0.03% | -1.81% | |
| 30 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.30% | -0.01% | -1.10% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.30% | -0.17% | -0.27% | |
| 32 | UBER | Uber Technologies Inc | Stock-Industrials | 1.30% | -0.13% | +13.46% | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 1.17% | +2.59% | +0.93% | |
| 34 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.11% | -0.16% | -13.38% | |
| 35 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.06% | +0.08% | -3.69% | |
| 36 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.03% | -0.34% | +3.95% | |
| 37 | USB | US Bancorp | Stock-Financials | 1.01% | +0.01% | -0.20% | |
| 38 | ECL | Ecolab Inc | Stock-Materials | 0.99% | -0.08% | -1.10% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.98% | -0.11% | -0.83% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | -0.01% | +7.81% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.93% | +0.01% | -4.12% | |
| 42 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.89% | -0.05% | +5.63% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.89% | -0.43% | +4.04% | |
| 44 | TFC | Truist Financial CORP | Stock-Financials | 0.89% | -0.06% | +1.51% | |
| 45 | ENB | Enbridge Inc | Stock-Energy | 0.85% | -0.11% | -0.44% | |
| 46 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.82% | -0.09% | -0.08% | |
| 47 | SLB | Slb LTD | Stock-Energy | 0.81% | -0.22% | -6.45% | |
| 48 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.81% | +0.17% | +9.65% | |
| 49 | AKX | Ansys Inc | Stock-Other | 0.78% | — | +2.18% | |
| 50 | EVRG | Evergy Inc | Stock-Utilities | 0.77% | -0.05% | +0.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | SYK | Stryker CORP | — | NEW | New buy |
| 3 | WAT | Waters CORP | — | NEW | New buy |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 5 | AXP | American Express Co | — | NEW | New buy |
| 6 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 7 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 8 | PAYX | Paychex Inc | — | NEW | New buy |
| 9 | LIN | Linde plc | — | NEW | New buy |
| 10 | ADBE | Adobe Inc | — | NEW | New buy |
| 11 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 12 | AFL | Aflac Inc | — | NEW | New buy |
| 13 | ADP | Automatic Data Processing | — | NEW | New buy |
| 14 | UNP | Union Pacific CORP | — | NEW | New buy |
| 15 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 16 | ORCL | Oracle CORP | — | NEW | New buy |
| 17 | HD | Home Depot Inc | — | NEW | New buy |
| 18 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 19 | ABT | Abbott Laboratories | — | NEW | New buy |
| 20 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 21 | SYY | Sysco CORP | — | NEW | New buy |
| 22 | INTU | Intuit Inc | — | NEW | New buy |
| 23 | CVX | Chevron CORP | — | NEW | New buy |
| 24 | AME | Ametek Inc | — | NEW | New buy |
| 25 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 26 | SSNC | Ss&c Technologies Holdings | — | NEW | New buy |
| 27 | MSFT | Microsoft CORP | — | NEW | New buy |
| 28 | ADI | Analog Devices Inc | — | NEW | New buy |
| 29 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 30 | SBUX | Starbucks CORP | — | NEW | New buy |
| 31 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 32 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 33 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 34 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 35 | TROW | T Rowe Price Group Inc | — | NEW | New buy |
| 36 | REGN | Regeneron Pharmaceuticals | — | NEW | New buy |
| 37 | USB | US Bancorp | — | NEW | New buy |
| 38 | ECL | Ecolab Inc | — | NEW | New buy |
| 39 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 40 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 41 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 42 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 43 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 44 | TFC | Truist Financial CORP | — | NEW | New buy |
| 45 | ENB | Enbridge Inc | — | NEW | New buy |
| 46 | SPOT | Spotify Technology S.A. | — | NEW | New buy |
| 47 | SLB | Slb LTD | — | NEW | New buy |
| 48 | AXON | Axon Enterprise Inc | — | NEW | New buy |
| 49 | AKX | Ansys Inc | — | NEW | New buy |
| 50 | EVRG | Evergy Inc | — | NEW | New buy |
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 Q1 2025.
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 13.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $47.5M
During Q1 2025, Schaper Benz & Wise Investment Counsel Inc/wi's top holdings by market value included AAPL (3.9%)、SYK (3.3%)、WAT (3.1%). The largest single position, AAPL, represented 3.9% of total portfolio value.
In Q1 2025, Schaper Benz & Wise Investment Counsel Inc/wi made 50 total portfolio adjustments, initiating 50 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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