Q2 2026 13F · SEC CIK 1033974
Schaper Benz & Wise Investment Counsel Inc/wi
Investment managerFiled 2026-07-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $1.5B
- Reported positions
- 160
- Top holdings a year, 3 yrs
- +12.6%
- Average holding period
- 10.3 yrs
Schaper Benz & Wise Investment Counsel Inc/wi is an investment manager that reported 160 positions worth $1.5B in its Q2 2026 13F, filed 2026-07-21. Its largest holdings were Advanced Micro Devices Inc (AMD, 4.6%), Alphabet Inc (GOOG, 4.0%), Cisco Sys Inc (CSCO, 3.9%). A portfolio copying its top holdings returned 12.6% a year over the last 3 years, against 20.4% for the S&P 500.
Schaper Benz & Wise Investment Counsel Inc/wi holdings largest 50 of 160 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
What Schaper Benz & Wise Investment Counsel Inc/wi bought and sold in Q2 2026, against Q1 2026.
New positions
Q1 2026's filing was too long to tell new positions apart.
Added to
- INTU Intuit+29.4% shares
- VEEV Veeva Sys Inc+28.3% shares
- ABT Abbott Laboratories+5.5% shares
Reduced
- INTC Intel Corp-9.5% shares
- AMD Advanced Micro Devices Inc-7.2% shares
- GE Ge Aerospace-6.4% shares
Left the top 50
- DIS Disney Walt Cowas 0.8%
- SPOT Spotify Technology S Awas 0.8%
- MRK Merck & Co. Incwas 0.8%
Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +16.4% /yr
- S&P 500 +20.1%
- 3 years
- +12.6% /yr
- S&P 500 +20.4%
- 5 years
- +5.5% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $1.5B | 160 |
| Q1 2026 | $1.3B | 158 |
| Q4 2025 | $1.4B | 154 |
| Q3 2025 | $1.3B | 152 |
| Q2 2025 | $1.3B | 153 |
| Q1 2025 | $1.2B | 149 |
| Q4 2024 | $1.2B | 149 |
| Q3 2024 | $1.3B | 150 |
| Q2 2024 | $1.2B | 146 |
| Q1 2024 | $1.2B | 143 |
| Q4 2023 | $1.1B | 134 |
| Q3 2023 | $1.0B | 133 |
Questions about Schaper Benz & Wise Investment Counsel Inc/wi's portfolio
What stocks does Schaper Benz & Wise Investment Counsel Inc/wi own?
Schaper Benz & Wise Investment Counsel Inc/wi's latest 13F, for Q2 2026 and filed Jul 21, 2026, lists 160 positions worth $1.5B. The largest are Advanced Micro Devices Inc (AMD) at 4.6%, Alphabet Inc (GOOG) at 4.0%, Cisco Sys Inc (CSCO) at 3.9%, Apple Inc (AAPL) at 3.8% and Alphabet Inc (GOOGL) at 3.1%.
What did Schaper Benz & Wise Investment Counsel Inc/wi buy last quarter?
In Q2 2026, Schaper Benz & Wise Investment Counsel Inc/wi added Intuit (INTU) (+29.4% shares), Veeva Sys Inc (VEEV) (+28.3% shares) and Abbott Laboratories (ABT) (+5.5% shares), compared with its Q1 2026 filing.
What did Schaper Benz & Wise Investment Counsel Inc/wi sell last quarter?
In Q2 2026, Schaper Benz & Wise Investment Counsel Inc/wi cut from its top 50 Disney Walt Co (DIS), cut from its top 50 Spotify Technology S A (SPOT), cut from its top 50 Merck & Co. Inc (MRK), Intel Corp (INTC) (-9.5% shares), Advanced Micro Devices Inc (AMD) (-7.2% shares) and Ge Aerospace (GE) (-6.4% shares), compared with its Q1 2026 filing.
How has Schaper Benz & Wise Investment Counsel Inc/wi's portfolio performed?
A portfolio copying Schaper Benz & Wise Investment Counsel Inc/wi's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.4% against +20.1%. Over 5 years: +5.5% a year against +11.6%.
When is Schaper Benz & Wise Investment Counsel Inc/wi's next 13F filing due?
13F filings are due 45 days after each quarter ends. Schaper Benz & Wise Investment Counsel Inc/wi's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.