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CIK: 0001033974
Total reported value
$1.5B
$1.5B
154 檔
15.8%
The Q4 2025 SEC filing reveals that Schaper Benz & Wise Investment Counsel Inc/wi held a total portfolio value of $1.5B, covering 154 public equity positions.
During Q4 2025, Schaper Benz & Wise Investment Counsel Inc/wi performed routine portfolio adjustments (2 new buys, 23 additions, 25 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.05% | +0.27% | -5.64% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.95% | -0.04% | -0.31% | |
| 3 | AXP | American Express Co | Stock-Financials | 3.15% | -0.06% | -2.26% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.01% | +0.20% | -2.36% | |
| 5 | CSCO | Cisco Systems Inc | Stock-Tech | 2.89% | +0.86% | -0.34% | |
| 6 | WAT | Waters CORP | Stock-Healthcare | 2.86% | +0.24% | -1.53% | |
| 7 | SYK | Stryker CORP | Stock-Healthcare | 2.76% | -0.42% | +0.64% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.44% | -0.13% | +0.62% | |
| 9 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 2.42% | -0.38% | -0.12% | |
| 10 | WFC | Wells Fargo & Co | Stock-Financials | 2.35% | -0.19% | -0.64% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 2.05% | -0.22% | -1.32% | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 1.98% | +2.59% | -1.42% | |
| 13 | LIN | Linde plc | Stock-Materials | 1.81% | -0.20% | +2.17% | |
| 14 | ADBE | Adobe Inc | Stock-Tech | 1.75% | -0.32% | +0.46% | |
| 15 | UNP | Union Pacific CORP | Stock-Industrials | 1.71% | -0.05% | -0.95% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.67% | -0.43% | +0.29% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.64% | — | +0.33% | |
| 18 | AFL | Aflac Inc | Stock-Financials | 1.62% | -0.15% | -4.40% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.61% | -0.14% | +1.95% | |
| 20 | AME | Ametek Inc | Stock-Industrials | 1.60% | -0.04% | -0.78% | |
| 21 | PAYX | Paychex Inc | Stock-Tech | 1.59% | -0.05% | +5.48% | |
| 22 | ADI | Analog Devices Inc | Stock-Tech | 1.54% | +0.13% | +0.36% | |
| 23 | ADP | Automatic Data Processing | Stock-Tech | 1.53% | -0.01% | +2.88% | |
| 24 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.51% | -0.29% | +1.89% | |
| 25 | INTU | Intuit Inc | Stock-Tech | 1.49% | -0.38% | +2.94% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.45% | -0.05% | -0.23% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.39% | -0.17% | -2.55% | |
| 28 | SYY | Sysco CORP | Stock-Consumer Staples | 1.37% | +0.05% | +0.85% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 1.36% | -0.22% | +0.38% | |
| 30 | UBER | Uber Technologies Inc | Stock-Industrials | 1.29% | -0.13% | +0.59% | |
| 31 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.25% | -0.18% | +0.01% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 1.23% | -0.47% | +1.01% | |
| 33 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.14% | -0.34% | -5.54% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | -0.01% | +8.26% | |
| 35 | USB | US Bancorp | Stock-Financials | 1.10% | +0.01% | +0.29% | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.98% | -0.01% | +0.21% | |
| 37 | INTC | Intel CORP | Stock-Tech | 0.97% | +1.69% | -0.90% | |
| 38 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.96% | +0.08% | +0.25% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.95% | -0.11% | -0.51% | |
| 40 | TFC | Truist Financial CORP | Stock-Financials | 0.92% | -0.06% | +1.10% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.90% | +0.01% | -9.93% | |
| 42 | ECL | Ecolab Inc | Stock-Materials | 0.90% | -0.08% | +1.16% | |
| 43 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.88% | -0.09% | +2.35% | |
| 44 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.86% | +0.17% | +11.12% | |
| 45 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.82% | -0.05% | +3.81% | |
| 46 | ENB | Enbridge Inc | Stock-Energy | 0.81% | -0.11% | +0.50% | |
| 47 | GE | General Electric | Stock-Industrials | 0.78% | +0.07% | -0.12% | |
| 48 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.76% | +0.03% | -4.10% | |
| 49 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.75% | -0.16% | +5.09% | |
| 50 | SLB | Slb LTD | Stock-Energy | 0.74% | -0.22% | +0.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.6% | -5.64% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | -2.36% | Trim |
| 3 | WAT | Waters CORP | +0.5% | -1.53% | Trim |
| 4 | AMD | Advanced Micro Devices | +0.4% | -1.42% | Trim |
| 5 | ISRG | Intuitive Surgical Inc | +0.3% | +1.89% | Add |
| 6 | CSCO | Cisco Systems Inc | +0.2% | -0.34% | Trim |
| 7 | REGN | Regeneron Pharmaceuticals | +0.2% | -5.54% | Trim |
| 8 | VEEV | Veeva Systems Inc-class A | +0.2% | +132.35% | Add |
| 9 | AXP | American Express Co | +0.2% | -2.26% | Trim |
| 10 | WFC | Wells Fargo & Co | +0.2% | -0.64% | Trim |
| 11 | ARM | Arm Holdings Plc-adr | +0.2% | +252.20% | Add |
| 12 | TDY | Teledyne Technologies Inc | +0.1% | +321.01% | Add |
| 13 | AAPL | Apple Inc | +0.1% | -0.31% | Trim |
| 14 | ADI | Analog Devices Inc | +0.1% | +0.36% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +8.26% | Add |
| 16 | MRK | Merck & Co. Inc. | +0.1% | -1.64% | Trim |
| 17 | ALGN | Align Technology Inc | +0.1% | -2.90% | Trim |
| 18 | PAYC | Paycom Software Inc | +0.1% | +67.36% | Add |
| 19 | AME | Ametek Inc | +0.1% | -0.78% | Trim |
| 20 | USB | US Bancorp | +0.1% | +0.29% | Add |
| 21 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +36.45% | Add |
| 22 | IDXX | Idexx Laboratories Inc | +0.1% | -0.12% | Trim |
| 23 | JNJ | Johnson & Johnson | +0.1% | -2.55% | Trim |
| 24 | SLB | Slb LTD | +0.1% | +0.73% | Add |
| 25 | INTC | Intel CORP | +0.1% | -0.90% | Trim |
| 26 | AMCR | Amcor plc | +0.1% | +10.60% | Add |
| 27 | TFC | Truist Financial CORP | +0.1% | +1.10% | Add |
| 28 | SNPS | Synopsys Inc | -0.1% | -21.30% | Trim |
| 29 | GPN | Global Payments Inc | -0.1% | -6.47% | Trim |
| 30 | CMCSA | Comcast Corp-class A | -0.1% | -3.77% | Trim |
| 31 | ETSY | Etsy Inc | -0.1% | -27.52% | Trim |
| 32 | UNP | Union Pacific CORP | -0.1% | -0.95% | Trim |
| 33 | PYPL | Paypal Holdings Inc | -0.1% | +3.81% | Add |
| 34 | NVDA | Nvidia CORP | -0.1% | -9.93% | Trim |
| 35 | ABT | Abbott Laboratories | -0.1% | +0.38% | Add |
| 36 | MSFT | Microsoft CORP | -0.1% | +1.95% | Add |
| 37 | AXON | Axon Enterprise Inc | -0.1% | +11.12% | Add |
| 38 | AFL | Aflac Inc | -0.1% | -4.40% | Trim |
| 39 | PAYX | Paychex Inc | -0.2% | +5.48% | Add |
| 40 | SPOT | Spotify Technology S.A. | -0.2% | +2.35% | Add |
| 41 | SYY | Sysco CORP | -0.2% | +0.85% | Add |
| 42 | SYK | Stryker CORP | -0.2% | +0.64% | Add |
| 43 | ADP | Automatic Data Processing | -0.2% | +2.88% | Add |
| 44 | LIN | Linde plc | -0.2% | +2.17% | Add |
| 45 | KMB | Kimberly-clark CORP | -0.3% | -4.10% | Trim |
| 46 | UBER | Uber Technologies Inc | -0.3% | +0.59% | Add |
| 47 | HD | Home Depot Inc | -0.3% | -0.23% | Trim |
| 48 | ORCL | Oracle CORP | -1% | -1.32% | Trim |
| 49 | AVGO | Broadcom Inc | — | NEW | New buy |
| 50 | GRMN | Garmin Ltd. | — | 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 154 disclosed positions in Q4 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 GOOG, AAPL, AXP) accounted for 15.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
AVGO
市值: $2.8M
Top Position Liquidated / Trimmed
AAPL
前期市值: $51.4M
During Q4 2025, Schaper Benz & Wise Investment Counsel Inc/wi's top holdings by market value included GOOG (4.0%)、AAPL (4.0%)、AXP (3.1%). The largest single position, GOOG, represented 4.0% of total portfolio value.
In Q4 2025, Schaper Benz & Wise Investment Counsel Inc/wi made 50 total portfolio adjustments, initiating 2 new buys, adding to 23 positions, trimming 25 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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