Q3 2026 13F · SEC CIK 1033974
Schaper Benz & Wise Investment Counsel Inc/wi
Investment managerFiled 2026-10-09 for Q3 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
- 10.7 yrs
Schaper Benz & Wise Investment Counsel Inc/wi is an investment manager that reported 160 positions worth $1.5B in its Q3 2026 13F, filed 2026-10-09. Its largest holdings were Advanced Micro Devices Inc (AMD, 4.6%), Apple Inc (AAPL, 4.3%), Alphabet Inc (GOOG, 3.8%). 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 Q2 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 Q3 2026, against Q2 2026.
New positions
Q2 2026's filing was too long to tell new positions apart.
Added to
- INTU Intuit+13.0% shares
- ISRG Intuitive Surgical Inc+6.4% shares
Reduced
No position shrank by more than 5%.
Left the top 50
- AXON Axon Enterprise Incwas 0.9%
- EVRG Evergy Incwas 0.8%
- KMB Kimberly-Clark Corpwas 0.8%
- IPGP Ipg Photonics Corpwas 0.8%
Share counts compared with the Q2 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
- +5.9% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 |
|---|---|---|
| Q3 2026 | $1.5B | 160 |
| 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 |
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 Q3 2026 and filed Oct 9, 2026, lists 160 positions worth $1.5B. The largest are Advanced Micro Devices Inc (AMD) at 4.6%, Apple Inc (AAPL) at 4.3%, Alphabet Inc (GOOG) at 3.8%, Cisco Sys Inc (CSCO) at 3.5% and Waters Corp (WAT) at 3.0%.
What did Schaper Benz & Wise Investment Counsel Inc/wi buy last quarter?
In Q3 2026, Schaper Benz & Wise Investment Counsel Inc/wi added Intuit (INTU) (+13.0% shares) and Intuitive Surgical Inc (ISRG) (+6.4% shares), compared with its Q2 2026 filing.
What did Schaper Benz & Wise Investment Counsel Inc/wi sell last quarter?
In Q3 2026, Schaper Benz & Wise Investment Counsel Inc/wi cut from its top 50 Axon Enterprise Inc (AXON), cut from its top 50 Evergy Inc (EVRG), cut from its top 50 Kimberly-Clark Corp (KMB) and cut from its top 50 Ipg Photonics Corp (IPGP), compared with its Q2 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: +5.9% 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 Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.