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Latest SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI Stock Portfolio

$1.50Billion | No. of Holdings #160

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI Performance

2026 Q2+13.13%
YTD+5.82%
2025+11.83%

About SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI and 13F Hedge Fund Stock Holdings

On 2026-07-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI reported an equity portfolio of $1.5 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI are AMD, GOOG, CSCO. The fund has invested 4.6% of it's portfolio in ADVANCED MICRO DEVICES and 4% of portfolio in ALPHABET C. <br><br> The fund managers got completely rid off EXXON MOBIL (XOM), VERSANT MEDIA GROUP and SHELL PLC ADR (SHEL) stocks. They significantly reduced their stock positions in SYNOPSYS (SNPS), VANGUARD ESG U.S. STOCK ETF (EDV) and ROBINHOOD MARKETS (HOOD). SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI opened new stock positions in EXXON MOBIL, VANGUARD VALUE INDEX FUND (VB) and CORNING (GLW). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD GROWTH ETF (VB), CADENCE DESIGN SYSTEM (CDNS) and VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG).
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI Equity Portfolio Value
Last Reported on: 21 Jul, 2026
$1.50Billion
  as of Jul 21, 2026

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI Annual Return Estimates Vs S&P 500

Our best estimate is that SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI made a return of 13.13% in the last quarter. In trailing 12 months, it's portfolio return was 11.99%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxon mobil3,311,630
vanguard value index fund649,649
corning 259,399
vanguard high dividend yield etf248,423
marvell technology244,866
emerson electric216,872
vanguard russell 2000 etf205,564
New stocks bought by SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI

Additions

Ticker% Inc.
vanguard growth etf475
cadence design system387
vanguard dividend appreciation index fund151
ishares core s&p 500 etf67.14
procter & gamble46.69
tractor supply 33.8
intuit 29.42
veeva systems28.34
Additions to existing portfolio by SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI

Reductions

Ticker% Reduced
synopsys-24.15
vanguard esg u.s. stock etf-21.57
robinhood markets-15.5
invesco qqq trust-14.75
morningstar wide moat etf-10.8
intel-9.54
vanguard s&p 500 etf-8.39
ge vernova-8.03
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil-4,092,540
versant media group-277,317
ge healthcare technologies-237,457
shell plc adr-238,545
mckesson-216,268
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI got rid off the above stocks

Sector Distribution

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI has about 29% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Financial Services
  • Industrials
  • Communication Services
  • Others
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
  • Basic Materials
  • Utilities
Sector%
Technology29
Healthcare14.4
Financial Services13
Industrials9.9
Communication Services8.4
Others7.8
Consumer Cyclical5.4
Consumer Defensive3.5
Energy3.3
Basic Materials2.9
Utilities1.7

Market Cap. Distribution

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI has about 89.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP44.9
MEGA-CAP44.7
UNALLOCATED7.8
MID-CAP2.6

Stocks belong to which Index?

About 84.8% of the stocks held by SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50084.8
Others14.7
Top 5 Winners (%)%
INTC
intel
206.1 %
AMD
advanced micro devices
178.8 %
arm holdings
133.8 %
PANW
palo alto networks
112.7 %
CSCO
cisco systems
50.6 %
Top 5 Winners ($)$
AMD
advanced micro devices
46.0 M
INTC
intel
30.4 M
CSCO
cisco systems
20.1 M
GOOG
alphabet c
11.3 M
GOOG
alphabet a
9.0 M
Top 5 Losers (%)%
VB
vanguard growth etf
-70.5 %
INTU
intuit
-36.8 %
TSCO
tractor supply
-27.4 %
NFLX
netflix
-25.7 %
SLV
ishares silver trust
-21.5 %
Top 5 Losers ($)$
INTU
intuit
-7.1 M
CVX
chevron
-4.7 M
PLTR
palantir technologies
-3.9 M
REGN
regeneron pharmaceuticals
-3.0 M
ADBE
adobe
-2.7 M

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI has 160 stocks in it's portfolio. About 32.1% of the portfolio is in top 10 stocks. INTU proved to be the most loss making stock for the portfolio. AMD was the most profitable stock for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI last quarter.

$1.50BTotal Value
165Positions
21 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI, last reported on 21 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AFK
Vaneck Gold Miners Etf

Vaneck Gold Miners Etf

AFK
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI's holding in Vaneck Gold Miners Etf over time
0.03%6,815
$514.2K
0.03%
unchanged 0 percentunchanged
AFK
Morningstar Wide Moat Etf

Morningstar Wide Moat Etf

AFK
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI's holding in Morningstar Wide Moat Etf over time
0.02%2,329
$242.1K
0.02%
decreased 10.8 percentreduced
ASML
Asml Holding

Asml Holding

ASML
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI's holding in Asml Holding over time
0.03%218
$433.7K
0.03%
unchanged 0 percentunchanged