SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI
SEC Form 13F institutional filer · CIK 0001033974
13F-HR · 114 reported holdings · 2026-03-31
Schaper Benz & Wise Investment Counsel Inc is an investment counsel firm.
Reported long-US-equity value
$1.19B
Top-10 concentration
31.0%
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI — $1.19B AUM allocation strategy
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI files SEC Form 13F and reports $1.19B of long US equity value across 114 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 13.6%, followed by Financials 11.6% and Health Care 9.9%.
The top 10 holdings account for 31% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.19B
total across 114 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
31% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VEEV +28.9K sh · +$3.46M+$HOOD +19.3K sh · +$404K+$PYPL +15.7K sh · −$1.85M
Biggest trims (shares)
−$AMCR −869K sh · +$114K−$INTC −28.6K sh · +$1.36M−$GOOGL −8.23K sh · −$7.17M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services7.3%—
- Health Care Equipment5.4%—
- Semiconductors4.3%—
- Technology Hardware, Storage & Peripherals4.2%—
- Communications Equipment3.4%—
- Consumer Finance2.9%—
- Multi-Sector Holdings2.7%—
- Life Sciences Tools & Services2.6%—
- Other holdings67.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 198K | $50.2M | -3.26K | 4.2% |
| $GOOGL | Alphabet Inc | 170K | $48.9M | -8.23K | 4.1% |
| $CSCO | Cisco Systems Inc | 512K | $39.7M | -6.65K | 3.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 130K | $37.4M | -3.21K | 3.2% |
| $SYK | Stryker Corporation | 110K | $36.2M | +1.35K | 3.1% |
| $AXP | American Express Company | 116K | $35.2M | -1.64K | 3.0% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 68.3K | $32.7M | +1.07K | 2.8% |
| $WAT | Waters Corporation | 105K | $31.2M | +625 | 2.6% |
| $LIN | Linde plc | 58.6K | $29M | -251 | 2.4% |
| $WFC | Wells Fargo & Company | 347K | $27.6M | -1.46K | 2.3% |
…and 104 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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