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CIK: 0001033974
Total reported value
$1.5B
$1.5B
153 檔
13.2%
At the close of Q2 2025, Schaper Benz & Wise Investment Counsel Inc/wi disclosed equity holdings valued at approximately $1.5B, spread across 153 reported holdings.
In Q2 2025, Schaper Benz & Wise Investment Counsel Inc/wi adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.28% | -0.04% | -2.65% | |
| 2 | SYK | Stryker CORP | Stock-Healthcare | 3.27% | -0.42% | -1.07% | |
| 3 | AXP | American Express Co | Stock-Financials | 3.01% | -0.06% | -3.34% | |
| 4 | WAT | Waters CORP | Stock-Healthcare | 2.80% | +0.24% | -0.27% | |
| 5 | CSCO | Cisco Systems Inc | Stock-Tech | 2.80% | +0.86% | -1.96% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.65% | +0.27% | -3.48% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 2.50% | -0.22% | -9.64% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.47% | -0.13% | -0.98% | |
| 9 | WFC | Wells Fargo & Co | Stock-Financials | 2.21% | -0.19% | -0.26% | |
| 10 | ADBE | Adobe Inc | Stock-Tech | 2.14% | -0.32% | +0.90% | |
| 11 | LIN | Linde plc | Stock-Materials | 2.11% | -0.20% | -2.29% | |
| 12 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 2.06% | -0.38% | +0.68% | |
| 13 | PAYX | Paychex Inc | Stock-Tech | 2.05% | -0.05% | -5.25% | |
| 14 | ADP | Automatic Data Processing | Stock-Tech | 1.90% | -0.01% | -2.86% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.86% | +0.20% | -2.43% | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 1.84% | -0.05% | +0.24% | |
| 17 | INTU | Intuit Inc | Stock-Tech | 1.82% | -0.38% | -3.70% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.75% | — | -7.69% | |
| 19 | AFL | Aflac Inc | Stock-Financials | 1.75% | -0.15% | -5.62% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | -0.14% | -0.49% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.66% | -0.05% | -4.90% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.58% | -0.22% | -6.14% | |
| 23 | UBER | Uber Technologies Inc | Stock-Industrials | 1.56% | -0.13% | -0.46% | |
| 24 | SYY | Sysco CORP | Stock-Consumer Staples | 1.52% | +0.05% | -0.93% | |
| 25 | AME | Ametek Inc | Stock-Industrials | 1.50% | -0.04% | +4.46% | |
| 26 | ADI | Analog Devices Inc | Stock-Tech | 1.47% | +0.13% | +0.04% | |
| 27 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.45% | -0.29% | -0.03% | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 1.44% | +2.59% | -6.17% | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.36% | -0.43% | -0.23% | |
| 30 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.28% | -0.18% | +0.36% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 1.21% | -0.47% | +1.53% | |
| 32 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.19% | +0.17% | -1.40% | |
| 33 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.14% | -0.01% | -0.89% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.13% | -0.17% | -0.26% | |
| 35 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.12% | -0.09% | +3.65% | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.12% | -0.11% | -4.14% | |
| 37 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.09% | +0.03% | -2.83% | |
| 38 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.07% | -0.05% | +11.22% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | -0.01% | +0.87% | |
| 40 | USB | US Bancorp | Stock-Financials | 1.02% | +0.01% | +0.19% | |
| 41 | ECL | Ecolab Inc | Stock-Materials | 1.00% | -0.08% | +0.18% | |
| 42 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.98% | +0.08% | -7.16% | |
| 43 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.93% | -0.16% | -7.91% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | +0.01% | -3.09% | |
| 45 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.90% | -0.34% | +11.24% | |
| 46 | TFC | Truist Financial CORP | Stock-Financials | 0.86% | -0.06% | -1.88% | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.85% | -0.16% | +15.46% | |
| 48 | ENB | Enbridge Inc | Stock-Energy | 0.82% | -0.11% | -0.18% | |
| 49 | AKX | Ansys Inc | Stock-Other | 0.80% | — | -2.35% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.77% | +0.01% | -26.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +0.6% | -9.64% | Trim |
| 2 | PLTR | Palantir Technologies Inc-a | +0.5% | -0.23% | Trim |
| 3 | AXON | Axon Enterprise Inc | +0.4% | -1.40% | Trim |
| 4 | IDXX | Idexx Laboratories Inc | +0.4% | +0.68% | Add |
| 5 | MSFT | Microsoft CORP | +0.3% | -0.49% | Trim |
| 6 | SPOT | Spotify Technology S.A. | +0.3% | +3.65% | Add |
| 7 | AMD | Advanced Micro Devices | +0.3% | -6.17% | Trim |
| 8 | INTU | Intuit Inc | +0.3% | -3.70% | Trim |
| 9 | UBER | Uber Technologies Inc | +0.3% | -0.46% | Trim |
| 10 | AXP | American Express Co | +0.2% | -3.34% | Trim |
| 11 | NVDA | Nvidia CORP | +0.2% | -3.09% | Trim |
| 12 | PYPL | Paypal Holdings Inc | +0.2% | +11.22% | Add |
| 13 | NKE | Nike Inc -cl B | +0.2% | +15.46% | Add |
| 14 | ADI | Analog Devices Inc | +0.2% | +0.04% | Add |
| 15 | DIS | Walt Disney Co/the | +0.1% | -4.14% | Trim |
| 16 | ROK | Rockwell Automation Inc | +0.1% | +10.63% | Add |
| 17 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +177.82% | Add |
| 18 | GE | General Electric | +0.1% | -0.31% | Trim |
| 19 | META | Meta Platforms Inc-class A | +0.1% | -0.34% | Trim |
| 20 | CSCO | Cisco Systems Inc | +0.1% | -1.96% | Trim |
| 21 | WFC | Wells Fargo & Co | +0.1% | -0.26% | Trim |
| 22 | AMZN | Amazon.com Inc | +0.1% | +0.87% | Add |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | -3.48% | Trim |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.43% | Trim |
| 25 | BEN | Franklin Resources Inc | +0.1% | +1.67% | Add |
| 26 | ALGN | Align Technology Inc | +0.1% | -2.77% | Trim |
| 27 | AME | Ametek Inc | +0.1% | +4.46% | Add |
| 28 | ISRG | Intuitive Surgical Inc | +0.1% | -0.03% | Trim |
| 29 | IPGP | Ipg Photonics CORP | 0% | +7.46% | Add |
| 30 | USB | US Bancorp | 0% | +0.19% | Add |
| 31 | SYK | Stryker CORP | 0% | -1.07% | Trim |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -20.00% | Trim |
| 33 | SLB | Slb LTD | -0.1% | +10.40% | Add |
| 34 | MRK | Merck & Co. Inc. | -0.1% | +0.09% | Add |
| 35 | REGN | Regeneron Pharmaceuticals | -0.1% | +11.24% | Add |
| 36 | GPN | Global Payments Inc | -0.1% | +3.43% | Add |
| 37 | IBM | Intl Business Machines CORP | -0.2% | -26.01% | Trim |
| 38 | SBUX | Starbucks CORP | -0.2% | -0.89% | Trim |
| 39 | ABT | Abbott Laboratories | -0.2% | -6.14% | Trim |
| 40 | JNJ | Johnson & Johnson | -0.2% | -0.26% | Trim |
| 41 | CMCSA | Comcast Corp-class A | -0.2% | -7.91% | Trim |
| 42 | HD | Home Depot Inc | -0.2% | -4.90% | Trim |
| 43 | KMB | Kimberly-clark CORP | -0.2% | -2.83% | Trim |
| 44 | V | Visa Inc-class A Shares | -0.2% | -7.69% | Trim |
| 45 | CVX | Chevron CORP | -0.3% | +1.53% | Add |
| 46 | AFL | Aflac Inc | -0.3% | -5.62% | Trim |
| 47 | WAT | Waters CORP | -0.3% | -0.27% | Trim |
| 48 | PAYX | Paychex Inc | -0.4% | -5.25% | Trim |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -0.98% | Trim |
| 50 | AAPL | Apple Inc | -0.6% | -2.65% | Trim |
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 153 disclosed positions in Q2 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, AXP) accounted for 13.2% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
AAPL
前期市值: $47.5M
During Q2 2025, Schaper Benz & Wise Investment Counsel Inc/wi's top holdings by market value included AAPL (3.3%)、SYK (3.3%)、AXP (3.0%). The largest single position, AAPL, represented 3.3% of total portfolio value.
In Q2 2025, Schaper Benz & Wise Investment Counsel Inc/wi made 50 total portfolio adjustments, initiating 0 new buys, adding to 17 positions, trimming 33 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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