Schaper Benz & Wise Investment Counsel Inc has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.19 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $47.5M, Stryker Corp with a value of $40.5M, Waters Corp with a value of $38.6M, Berkshire Hathaway Inc Class B with a value of $35.7M, and American Express CO with a value of $34.2M.

Examining the 13F form we can see an decrease of $16.2M in the current position value, from $1.21B to 1.19B.

Below you can find more details about Schaper Benz & Wise Investment Counsel Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.19 Billion
Technology: $298 Million
Financial Services: $222 Million
Healthcare: $206 Million
Industrials: $130 Million
Communication Services: $98.3 Million
Consumer Cyclical: $77 Million
Consumer Defensive: $56.8 Million
Energy: $46.6 Million
Other: $58 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $1.19 Billion
  • Prior Value $1.21 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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