SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI

CIK

1033974

Location

NEENAH, WI

Portfolio Value

Mid $1,233,583,890

Diversification

Diversified

Filing Date

Global Rank

#1,567 / 8,616 ▲ 12 · as of Mar 2026

Top Industry

Software - Application 8.8%

3Y Alpha vs SPY

-7.6%

Period ended 4 months ago

Filed Apr 28, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+43.9%

SPY

+72.4%

Annualised alpha

-7.0%

Max drawdown

−17.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

137 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

4.1%

−0.2 pts

Top 5

16.1%

−0.9 pts

Top 10

28.1%

−1.8 pts

HHI

165

Diversified−11

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.3%	$374,283,699	31
Healthcare	17.3%	$213,464,464	19
Financial Services	17.1%	$210,343,848	19
Industrials	7.4%	$91,092,434	12
Communication Services	6.3%	$77,576,940	9
Consumer Cyclical	5.9%	$72,600,511	13
Energy	4.8%	$59,781,066	7
Consumer Defensive	4.1%	$50,128,841	11
Basic Materials	3.4%	$41,532,939	2
Utilities	2.0%	$24,790,646	4
Unclassified	0.8%	$10,135,132	7
Real Estate	0.6%	$7,853,370	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VEEV	Veeva Systems Inc	+28,872	62,674	$11,009,314
HOOD	Robinhood Markets, Inc.	+19,336	40,712	$2,821,341
PYPL	PayPal Holdings, Inc.	+15,669	210,415	$9,517,070
PAYC	Paycom Software, Inc.	+13,835	55,216	$6,710,952
PAYX	Paychex Inc	+12,501	208,140	$19,173,856
NKE	NIKE, Inc.	+10,547	173,191	$9,147,948
SSNC	SS&C Technologies Holdings Inc	+6,811	204,673	$13,829,754
DEO	Diageo PLC	+6,672	71,233	$5,303,296
UBER	Uber Technologies, Inc	+6,468	225,456	$16,217,050
ARM	Arm Holdings PLC /Uk	+4,979	37,603	$5,688,581
SLM	SLM Corp	+4,975	290,069	$6,210,377
INTU	Intuit Inc.	+4,879	36,095	$15,606,756
ADP	Automatic Data Processing Inc	+3,903	86,248	$17,523,868
GE	General Electric Co	+3,383	38,479	$10,919,185
SIVR	abrdn Silver ETF Trust	+3,325	14,875	$1,065,198
ENB	Enbridge Inc	+3,136	236,707	$12,815,316
TROW	Price T Rowe Group Inc	+2,984	132,841	$11,974,287
ABT	Abbott Laboratories	+2,700	152,420	$15,648,961
AVGO	Broadcom Inc.	+2,671	10,849	$3,357,873
PG	PROCTER & GAMBLE Co	+2,605	27,793	$4,014,420
DUK	Duke Energy CORP	+2,435	51,841	$6,788,060
TFC	Truist Financial Corp	+2,001	260,448	$11,972,794
AMZN	Amazon Com Inc	+1,956	69,217	$14,415,824
MSFT	Microsoft Corp	+1,907	47,978	$17,760,016
MRSH	Marsh & Mclennan Companies, Inc.	+1,769	27,736	$4,810,809
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	−28,646	334,027	$14,740,611
MRK	Merck & Co., Inc.	−8,225	82,835	$9,964,222
CSCO	Cisco Systems, Inc.	−6,650	511,861	$39,715,294
CMCSA	Comcast Corp	−5,650	312,985	$8,985,799
MDT	Medtronic plc	−5,163	92,949	$8,054,030
OVV	Ovintiv Inc.	−4,737	95,326	$5,658,551
SBUX	Starbucks Corp	−4,154	157,239	$14,087,042
PFE	Pfizer Inc	−3,905	198,200	$5,565,456
KMB	Kimberly Clark Corp	−3,456	101,232	$9,765,851
AAPL	Apple Inc.	−3,264	197,962	$50,240,775
AFL	Aflac Inc	−3,216	199,783	$21,918,192
GOOGL	Alphabet Inc.	−3,209	130,076	$37,404,654
ASB	Associated Banc-Corp	−2,421	109,449	$2,830,351
SYY	Sysco Corp	−2,414	255,591	$18,231,306
JNJ	Johnson & Johnson	−2,409	90,576	$22,140,397
ORCL	Oracle Corp	−1,912	143,393	$21,094,544
KIM	Kimco Realty Corp	−1,813	185,150	$4,160,320
USB	US Bancorp De	−1,809	283,312	$14,735,057
AXP	American Express Co	−1,639	116,255	$35,164,812
ADI	Analog Devices Inc	−1,622	77,157	$24,546,727
AMD	Advanced Micro Devices Inc	−1,572	126,581	$25,750,372
NVDA	Nvidia Corp	−1,525	65,577	$11,436,628
WFC	Wells Fargo & Company/Mn	−1,462	346,986	$27,623,555
ETSY	Etsy Inc	−1,322	29,451	$1,471,960
BEN	Franklin Resources Inc	−985	210,415	$4,970,002
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
AMCR	Amcor plc	234,324	$9,314,379
COP	Conocophillips	2,376	$313,632
INDV	Indivior Pharmaceuticals, Inc.	10,003	$304,891
IAU	Ishares Gold Trust	3,328	$293,396
VSNT	Versant Media Group, Inc.	7,491	$277,316
VZ	Verizon Communications Inc	4,861	$244,022
CDNS	Cadence Design Systems Inc	825	$229,242
GEV	GE Vernova Inc.	249	$217,352
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
WTFC	Wintrust Financial Corp	3,000	$419,460
EXAS	EXACT SCIENCES CORP	3,000	$304,680
EMR	Emerson Electric Co	1,515	$201,070
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

137 positions · $1,233,583,890 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 137 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	197,962	-3,264	$50,240,775	−8.2%	4.07%
CSCO	Cisco Systems, Inc. Technology	Reduced	511,861	-6,650	$39,715,294	−0.6%	3.22%
GOOGL	Alphabet Inc. Communication Services	Reduced	130,076	-3,209	$37,404,654	−10.3%	3.03%
SYK	Stryker Corp Healthcare	Added	110,160	+1,351	$36,197,474	−5.3%	2.93%
AXP	American Express Co Financial Services	Reduced	116,255	-1,639	$35,164,812	−19.4%	2.85%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	68,287	+1,070	$32,723,130	−3.1%	2.65%
WAT	Waters Corp /De/ Healthcare	Added	104,675	+625	$31,172,215	−21.1%	2.53%
LIN	Linde PLC Basic Materials	Reduced	58,563	-251	$29,033,192	+15.8%	2.35%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	346,986	-1,462	$27,623,555	−14.9%	2.24%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	49,145	-353	$27,614,084	−17.5%	2.24%
AMD	Advanced Micro Devices Inc Technology	Reduced	126,581	-1,572	$25,750,372	−6.2%	2.09%
UNP	Union Pacific Corp Industrials	Reduced	101,347	-657	$24,588,809	+4.2%	1.99%
ADI	Analog Devices Inc Technology	Reduced	77,157	-1,622	$24,546,727	+14.9%	1.99%
AME	Ametek Inc/ Industrials	Added	108,479	+515	$23,253,558	+4.9%	1.89%
CVX	Chevron Corp Energy	Reduced	111,436	-64	$23,056,108	+35.7%	1.87%
JNJ	Johnson & Johnson Healthcare	Reduced	90,576	-2,409	$22,140,397	+15.1%	1.79%
AFL	Aflac Inc Financial Services	Reduced	199,783	-3,216	$21,918,192	−2.1%	1.78%
ORCL	Oracle Corp Technology	Reduced	143,393	-1,912	$21,094,544	−25.5%	1.71%
V	Visa Inc. Financial Services	Added	66,334	+1,541	$20,048,788	−11.8%	1.63%
HD	Home Depot, Inc. Consumer Cyclical	Added	59,581	+1,290	$19,595,595	−2.3%	1.59%
PAYX	Paychex Inc Technology	Added	208,140	+12,501	$19,173,856	−12.6%	1.55%
PLTR	Palantir Technologies Inc. Technology	Added	130,901	+889	$19,148,198	−17.1%	1.55%
SYY	Sysco Corp Consumer Defensive	Reduced	255,591	-2,414	$18,231,306	−4.1%	1.48%
MSFT	Microsoft Corp Technology	Added	47,978	+1,907	$17,760,016	−20.3%	1.44%
ADP	Automatic Data Processing Inc Technology	Added	86,248	+3,903	$17,523,868	−17.3%	1.42%
ISRG	Intuitive Surgical Inc Healthcare	Added	37,729	+835	$17,392,691	−16.8%	1.41%
ADBE	Adobe Inc. Technology	Added	69,669	+433	$16,935,140	−30.1%	1.37%
UBER	Uber Technologies, Inc Technology	Added	225,456	+6,468	$16,217,050	−9.4%	1.31%
ABT	Abbott Laboratories Healthcare	Added	152,420	+2,700	$15,648,961	−16.6%	1.27%
INTU	Intuit Inc. Technology	Added	36,095	+4,879	$15,606,756	−24.5%	1.27%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	19,849	-675	$15,336,131	−3.2%	1.24%
INTC	Intel Corp Technology	Reduced	334,027	-28,646	$14,740,611	+10.1%	1.19%
USB	US Bancorp De Financial Services	Reduced	283,312	-1,809	$14,735,057	−3.1%	1.19%
AMZN	Amazon Com Inc Consumer Cyclical	Added	69,217	+1,956	$14,415,824	−7.1%	1.17%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	157,239	-4,154	$14,087,042	+3.7%	1.14%
SSNC	SS&C Technologies Holdings Inc Technology	Added	204,673	+6,811	$13,829,754	−20.0%	1.12%
SLB	Slb Limited/Nv Energy	Reduced	264,767	-644	$13,606,376	+33.6%	1.10%
ENB	Enbridge Inc Energy	Added	236,707	+3,136	$12,815,316	+14.7%	1.04%
ECL	Ecolab Inc. Basic Materials	Reduced	46,988	-489	$12,499,747	+0.3%	1.01%
TROW	Price T Rowe Group Inc Financial Services	Added	132,841	+2,984	$11,974,287	−9.9%	0.97%
TFC	Truist Financial Corp Financial Services	Added	260,448	+2,001	$11,972,794	−5.9%	0.97%
NVDA	Nvidia Corp Technology	Reduced	65,577	-1,525	$11,436,628	−8.6%	0.93%
EVRG	Evergy, Inc. Utilities	Reduced	137,424	-802	$11,257,774	+12.4%	0.91%
DIS	Walt Disney Co Communication Services	Reduced	115,083	-741	$11,091,699	−15.8%	0.90%
IPGP	Ipg Photonics Corp Technology	Added	96,662	+58	$11,076,498	+60.1%	0.90%
VEEV	Veeva Systems Inc Healthcare	Added	62,674	+28,872	$11,009,314	+45.9%	0.89%
GE	General Electric Co Industrials	Added	38,479	+3,383	$10,919,185	+1.0%	0.89%
SPOT	Spotify Technology S.A. Communication Services	Added	21,946	+1,052	$10,641,834	−12.3%	0.86%
MRK	Merck & Co., Inc. Healthcare	Reduced	82,835	-8,225	$9,964,222	+4.0%	0.81%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	101,232	-3,456	$9,765,851	−7.5%	0.79%