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CIK: 0001033974
Total reported value
$1.5B
$1.5B
152 檔
14.6%
As reported in its official Q3 2025 Form 13F filing, Schaper Benz & Wise Investment Counsel Inc/wi's tracked investment portfolio stood at $1.5B with 152 total positions.
In Q3 2025, Schaper Benz & Wise Investment Counsel Inc/wi adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.82% | -0.04% | -2.98% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.43% | +0.27% | -2.85% | |
| 3 | ORCL | Oracle CORP | Stock-Tech | 3.08% | -0.22% | -1.09% | |
| 4 | AXP | American Express Co | Stock-Financials | 2.98% | -0.06% | -1.84% | |
| 5 | SYK | Stryker CORP | Stock-Healthcare | 2.97% | -0.42% | +0.42% | |
| 6 | CSCO | Cisco Systems Inc | Stock-Tech | 2.65% | +0.86% | -1.06% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.50% | -0.13% | +0.67% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.47% | +0.20% | -1.01% | |
| 9 | WAT | Waters CORP | Stock-Healthcare | 2.36% | +0.24% | +1.09% | |
| 10 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 2.35% | -0.38% | -1.23% | |
| 11 | WFC | Wells Fargo & Co | Stock-Financials | 2.19% | -0.19% | -2.31% | |
| 12 | LIN | Linde plc | Stock-Materials | 2.03% | -0.20% | -1.61% | |
| 13 | UNP | Union Pacific CORP | Stock-Industrials | 1.81% | -0.05% | -1.27% | |
| 14 | ADBE | Adobe Inc | Stock-Tech | 1.81% | -0.32% | -4.29% | |
| 15 | AFL | Aflac Inc | Stock-Financials | 1.76% | -0.15% | -1.83% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.76% | -0.05% | -1.16% | |
| 17 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.76% | -0.43% | -0.30% | |
| 18 | PAYX | Paychex Inc | Stock-Tech | 1.75% | -0.05% | +0.88% | |
| 19 | ADP | Automatic Data Processing | Stock-Tech | 1.75% | -0.01% | -0.30% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | -0.14% | +3.12% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.64% | — | +0.44% | |
| 22 | UBER | Uber Technologies Inc | Stock-Industrials | 1.59% | -0.13% | -0.22% | |
| 23 | SYY | Sysco CORP | Stock-Consumer Staples | 1.57% | +0.05% | -2.06% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 1.56% | +2.59% | -1.60% | |
| 25 | INTU | Intuit Inc | Stock-Tech | 1.54% | -0.38% | +0.67% | |
| 26 | AME | Ametek Inc | Stock-Industrials | 1.52% | -0.04% | +0.64% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 1.49% | -0.22% | -1.69% | |
| 28 | ADI | Analog Devices Inc | Stock-Tech | 1.43% | +0.13% | -2.81% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.32% | -0.17% | -0.93% | |
| 30 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.31% | -0.18% | -1.83% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 1.27% | -0.47% | +0.06% | |
| 32 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.20% | -0.29% | +3.96% | |
| 33 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.06% | -0.09% | +6.99% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | +0.01% | -3.13% | |
| 35 | USB | US Bancorp | Stock-Financials | 1.02% | +0.01% | -3.37% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | -0.01% | +0.90% | |
| 37 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.01% | -0.01% | -0.61% | |
| 38 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.01% | +0.03% | -1.25% | |
| 39 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.00% | +0.17% | +0.60% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.99% | -0.11% | -1.21% | |
| 41 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.99% | +0.08% | -1.91% | |
| 42 | ECL | Ecolab Inc | Stock-Materials | 0.96% | -0.08% | -2.56% | |
| 43 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.94% | -0.05% | -0.03% | |
| 44 | INTC | Intel CORP | Stock-Tech | 0.91% | +1.69% | -3.93% | |
| 45 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.91% | -0.34% | -2.81% | |
| 46 | ENB | Enbridge Inc | Stock-Energy | 0.87% | -0.11% | -1.12% | |
| 47 | TFC | Truist Financial CORP | Stock-Financials | 0.87% | -0.06% | -2.31% | |
| 48 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.80% | -0.16% | -0.64% | |
| 49 | GE | General Electric | Stock-Industrials | 0.79% | +0.07% | -0.35% | |
| 50 | EVRG | Evergy Inc | Stock-Utilities | 0.77% | -0.05% | -0.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +1.2% | -1.09% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.9% | -2.85% | Trim |
| 3 | PLTR | Palantir Technologies Inc-a | +0.9% | -0.30% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.7% | -1.01% | Trim |
| 5 | IDXX | Idexx Laboratories Inc | +0.7% | -1.23% | Trim |
| 6 | MSFT | Microsoft CORP | +0.4% | +3.12% | Add |
| 7 | AMD | Advanced Micro Devices | +0.4% | -1.60% | Trim |
| 8 | NVDA | Nvidia CORP | +0.3% | -3.13% | Trim |
| 9 | UBER | Uber Technologies Inc | +0.3% | -0.22% | Trim |
| 10 | SPOT | Spotify Technology S.A. | +0.2% | +6.99% | Add |
| 11 | GE | General Electric | +0.2% | -0.35% | Trim |
| 12 | AXP | American Express Co | +0.2% | -1.84% | Trim |
| 13 | INTC | Intel CORP | +0.2% | -3.93% | Trim |
| 14 | VEEV | Veeva Systems Inc-class A | +0.2% | +90.94% | Add |
| 15 | AXON | Axon Enterprise Inc | +0.2% | +0.60% | Trim |
| 16 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +2.12% | Add |
| 17 | ROK | Rockwell Automation Inc | +0.2% | -1.22% | Add |
| 18 | ADI | Analog Devices Inc | +0.1% | -2.81% | Trim |
| 19 | NKE | Nike Inc -cl B | +0.1% | -0.64% | Add |
| 20 | IPGP | Ipg Photonics CORP | +0.1% | +0.27% | Add |
| 21 | WFC | Wells Fargo & Co | +0.1% | -2.31% | Trim |
| 22 | META | Meta Platforms Inc-class A | +0.1% | -1.45% | Trim |
| 23 | AME | Ametek Inc | +0.1% | +0.64% | Add |
| 24 | AMZN | Amazon.com Inc | +0.1% | +0.90% | Add |
| 25 | PYPL | Paypal Holdings Inc | +0.1% | -0.03% | Add |
| 26 | JNJ | Johnson & Johnson | 0% | -0.93% | Trim |
| 27 | ENB | Enbridge Inc | 0% | -1.12% | Trim |
| 28 | USB | US Bancorp | 0% | -3.37% | Trim |
| 29 | INTU | Intuit Inc | 0% | +0.67% | Trim |
| 30 | AAPL | Apple Inc | 0% | -2.98% | Trim |
| 31 | CSCO | Cisco Systems Inc | 0% | -1.06% | Trim |
| 32 | GPN | Global Payments Inc | -0.2% | -5.82% | Trim |
| 33 | IBM | Intl Business Machines CORP | -0.2% | -0.69% | Trim |
| 34 | ABT | Abbott Laboratories | -0.3% | -1.69% | Trim |
| 35 | SBUX | Starbucks CORP | -0.3% | -0.61% | Trim |
| 36 | KMB | Kimberly-clark CORP | -0.3% | -1.25% | Trim |
| 37 | ADP | Automatic Data Processing | -0.3% | -0.30% | Trim |
| 38 | AFL | Aflac Inc | -0.3% | -1.83% | Trim |
| 39 | CMCSA | Comcast Corp-class A | -0.3% | -2.98% | Trim |
| 40 | V | Visa Inc-class A Shares | -0.3% | +0.44% | Trim |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +0.67% | Trim |
| 42 | ADBE | Adobe Inc | -0.4% | -4.29% | Trim |
| 43 | PAYX | Paychex Inc | -0.7% | +0.88% | Trim |
| 44 | WAT | Waters CORP | -0.8% | +1.09% | Add |
| 45 | AKX | Ansys Inc | — | EXIT | Sold out |
| 46 | SNPS | Synopsys Inc | — | NEW | New buy |
| 47 | HOOD | Robinhood Markets Inc - A | — | NEW | New buy |
| 48 | WBA | Walgreens Boots Alliance Inc | — | EXIT | Sold out |
| 49 | ARM | Arm Holdings Plc-adr | — | NEW | New buy |
| 50 | GEV | GE Vernova Inc | — | EXIT | Sold out |
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 152 disclosed positions in Q3 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, GOOG, ORCL) accounted for 14.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
SNPS
市值: $3.7M
Top Position Liquidated / Trimmed
AKX
前期市值: $9.6M
During Q3 2025, Schaper Benz & Wise Investment Counsel Inc/wi's top holdings by market value included AAPL (3.8%)、GOOG (3.4%)、ORCL (3.1%). The largest single position, AAPL, represented 3.8% of total portfolio value.
In Q3 2025, Schaper Benz & Wise Investment Counsel Inc/wi made 50 total portfolio adjustments, initiating 3 new buys, adding to 11 positions, trimming 33 holdings, and fully liquidating 3 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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