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CIK: 0001033974
Total reported value
$1.5B
$1.5B
158 檔
14.2%
In Q1 2026, Schaper Benz & Wise Investment Counsel Inc/wi's U.S. equity holdings reached a combined market value of $1.5B, distributed across 158 disclosed stock positions.
Schaper Benz & Wise Investment Counsel Inc/wi executed strategic sector rebalancing during Q1 2026, establishing 10 new positions while fully exiting 6 holdings and trimming 61 positions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, GOOG, CSCO) accounted for 14.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
AMCR
市值: $9.3M
Top Position Liquidated / Trimmed
AMCR
前期市值: $9.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.84% | -0.04% | -1.62% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.73% | +0.27% | -4.61% | |
| 3 | CSCO | Cisco Systems Inc | Stock-Tech | 3.04% | +0.86% | -1.28% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.86% | +0.20% | -2.41% | |
| 5 | SYK | Stryker CORP | Stock-Healthcare | 2.77% | -0.42% | +1.24% | |
| 6 | AXP | American Express Co | Stock-Financials | 2.69% | -0.06% | -1.39% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.50% | -0.13% | +1.59% | |
| 8 | WAT | Waters CORP | Stock-Healthcare | 2.38% | +0.24% | +0.60% | |
| 9 | LIN | Linde plc | Stock-Materials | 2.22% | -0.20% | -0.43% | |
| 10 | WFC | Wells Fargo & Co | Stock-Financials | 2.11% | -0.19% | -0.42% | |
| 11 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 2.11% | -0.38% | -0.71% | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 1.97% | +2.59% | -1.23% | |
| 13 | UNP | Union Pacific CORP | Stock-Industrials | 1.88% | -0.05% | -0.64% | |
| 14 | ADI | Analog Devices Inc | Stock-Tech | 1.88% | +0.13% | -2.06% | |
| 15 | AME | Ametek Inc | Stock-Industrials | 1.78% | -0.04% | +0.48% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.76% | -0.47% | -0.06% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.69% | -0.17% | -2.59% | |
| 18 | AFL | Aflac Inc | Stock-Financials | 1.68% | -0.15% | -1.58% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.61% | -0.22% | -1.32% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.53% | — | +2.38% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.50% | -0.05% | +2.21% | |
| 22 | PAYX | Paychex Inc | Stock-Tech | 1.47% | -0.05% | +6.39% | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.46% | -0.43% | +0.68% | |
| 24 | SYY | Sysco CORP | Stock-Consumer Staples | 1.39% | +0.05% | -0.94% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.36% | -0.14% | +4.14% | |
| 26 | ADP | Automatic Data Processing | Stock-Tech | 1.34% | -0.01% | +4.74% | |
| 27 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.33% | -0.29% | +2.26% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 1.29% | -0.32% | +0.63% | |
| 29 | UBER | Uber Technologies Inc | Stock-Industrials | 1.24% | -0.13% | +2.95% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 1.20% | -0.22% | +1.80% | |
| 31 | INTU | Intuit Inc | Stock-Tech | 1.19% | -0.38% | +15.63% | |
| 32 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.17% | -0.34% | -3.29% | |
| 33 | INTC | Intel CORP | Stock-Tech | 1.13% | +1.69% | -7.90% | |
| 34 | USB | US Bancorp | Stock-Financials | 1.13% | +0.01% | -0.63% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | -0.01% | +2.91% | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.08% | -0.01% | -2.57% | |
| 37 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.06% | -0.18% | +3.44% | |
| 38 | SLB | Slb LTD | Stock-Energy | 1.04% | -0.22% | -0.24% | |
| 39 | ENB | Enbridge Inc | Stock-Energy | 0.98% | -0.11% | +1.34% | |
| 40 | ECL | Ecolab Inc | Stock-Materials | 0.96% | -0.08% | -1.03% | |
| 41 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.92% | +0.08% | +2.30% | |
| 42 | TFC | Truist Financial CORP | Stock-Financials | 0.91% | -0.06% | +0.77% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | +0.01% | -2.27% | |
| 44 | EVRG | Evergy Inc | Stock-Utilities | 0.86% | -0.05% | -0.58% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.85% | -0.11% | -0.64% | |
| 46 | IPGP | Ipg Photonics CORP | Stock-Tech | 0.85% | -0.10% | +0.06% | |
| 47 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.84% | +0.11% | +85.42% | |
| 48 | GE | General Electric | Stock-Industrials | 0.83% | +0.07% | +9.64% | |
| 49 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.81% | -0.09% | +5.03% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.76% | -0.07% | -9.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.5% | -0.06% | Trim |
| 2 | LIN | Linde plc | +0.4% | -0.43% | Trim |
| 3 | IPGP | Ipg Photonics CORP | +0.4% | +0.06% | Add |
| 4 | ADI | Analog Devices Inc | +0.3% | -2.06% | Trim |
| 5 | SLB | Slb LTD | +0.3% | -0.24% | Trim |
| 6 | JNJ | Johnson & Johnson | +0.3% | -2.59% | Trim |
| 7 | VEEV | Veeva Systems Inc-class A | +0.3% | +85.42% | Add |
| 8 | AME | Ametek Inc | +0.2% | +0.48% | Add |
| 9 | ARM | Arm Holdings Plc-adr | +0.2% | +15.26% | Add |
| 10 | ENB | Enbridge Inc | +0.2% | +1.34% | Add |
| 11 | UNP | Union Pacific CORP | +0.2% | -0.64% | Trim |
| 12 | INTC | Intel CORP | +0.2% | -7.90% | Trim |
| 13 | OVV | Ovintiv Inc | +0.2% | -4.73% | Trim |
| 14 | CSCO | Cisco Systems Inc | +0.2% | -1.28% | Trim |
| 15 | EVRG | Evergy Inc | +0.1% | -0.58% | Trim |
| 16 | ALGN | Align Technology Inc | +0.1% | +1.69% | Add |
| 17 | DUK | Duke Energy CORP | +0.1% | +4.93% | Add |
| 18 | SBUX | Starbucks CORP | +0.1% | -2.57% | Trim |
| 19 | XOM | Exxon Mobil CORP | +0.1% | -3.16% | Trim |
| 20 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +18.00% | Add |
| 21 | SO | Southern Co/the | +0.1% | +1.44% | Add |
| 22 | COST | Costco Wholesale CORP | +0.1% | +0.93% | Add |
| 23 | CP | Canadian Pacific Kansas City | +0.1% | +1.91% | Add |
| 24 | PFE | Pfizer Inc | +0.1% | -1.93% | Trim |
| 25 | MRK | Merck & Co. Inc. | +0.1% | -9.03% | Trim |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.59% | Add |
| 27 | TDY | Teledyne Technologies Inc | +0.1% | +4.60% | Add |
| 28 | AVGO | Broadcom Inc | +0.1% | +32.66% | Add |
| 29 | AFL | Aflac Inc | +0.1% | -1.58% | Trim |
| 30 | ECL | Ecolab Inc | +0.1% | -1.03% | Trim |
| 31 | HD | Home Depot Inc | +0.1% | +2.21% | Add |
| 32 | PG | Procter & Gamble Co/the | +0.1% | +10.34% | Add |
| 33 | HOOD | Robinhood Markets Inc - A | +0.1% | +90.46% | Add |
| 34 | KIM | Kimco Realty CORP | +0.1% | -0.97% | Trim |
| 35 | GE | General Electric | +0.1% | +9.64% | Add |
| 36 | PLXS | Plexus CORP | 0% | -0.99% | Trim |
| 37 | KO | Coca-cola Co/the | 0% | -1.14% | Trim |
| 38 | REGN | Regeneron Pharmaceuticals | 0% | -3.29% | Trim |
| 39 | USB | US Bancorp | 0% | -0.63% | Trim |
| 40 | PAYC | Paycom Software Inc | 0% | +33.43% | Add |
| 41 | SYY | Sysco CORP | 0% | -0.94% | Trim |
| 42 | SIVR | Abrdn Physical Silver Shares | 0% | +28.79% | Add |
| 43 | GLTR | Abrdn Precious Metals Basket | 0% | +50.00% | Add |
| 44 | VEA | Vanguard Ftse Developed ETF | 0% | +19.48% | Add |
| 45 | VRSN | Verisign Inc | 0% | +2.62% | Add |
| 46 | GRMN | Garmin Ltd. | 0% | +2.76% | Add |
| 47 | GDX | Vaneck Gold Miners ETF | 0% | +21.91% | Add |
| 48 | GLD | Spdr Gold Shares | 0% | -1.88% | Trim |
| 49 | PEP | Pepsico Inc | 0% | -2.87% | Trim |
| 50 | BEN | Franklin Resources Inc | 0% | -0.47% | 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 158 disclosed positions in Q1 2026.
During Q1 2026, Schaper Benz & Wise Investment Counsel Inc/wi's top holdings by market value included AAPL (3.8%)、GOOG (3.7%)、CSCO (3.0%). The largest single position, AAPL, represented 3.8% of total portfolio value.
In Q1 2026, Schaper Benz & Wise Investment Counsel Inc/wi made 143 total portfolio adjustments, initiating 10 new buys, adding to 66 positions, trimming 61 holdings, and fully liquidating 6 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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