Schaper Benz & Wise Investment Counsel Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Schaper Benz & Wise Investment Counsel Inc. reported 160 stock positions worth $1.5 billion. Its top holding was Advanced Micro Devices (AMD) at 4.6% of the portfolio, followed by Alphabet Class C (GOOG, 4.0%) and Cisco Systems (CSCO, 3.9%). Compared with Q1 2026, it opened 6 new positions, sold out of 4, added to 64 and reduced 59. The biggest buy was Axon Enterprise (AXON, shares +6%) and the biggest sale SLB (SLB, shares −1%).

Most Recent 13F
Q2 2026
Location
NEENAH, WI
CIK
0001033974
Portfolio Value
$1.5B (Q2 2026)
SEC Filing
0001033974-26-000003 ↗ filed Jul 21, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.2B Q1 2024 Q2 2024: $1.2B Q2 2024 Q3 2024: $1.3B Q3 2024 Q4 2024: $1.2B Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $1.3B Q2 2025 Q3 2025: $1.3B Q3 2025 Q4 2025: $1.4B Q4 2025 Q1 2026: $1.3B Q1 2026 Q2 2026: $1.5B $1.5B Q2 2026

Holdings 160 stocks · $1.5B

AMD Advanced Micro Devices 4.56% 117,406 $68.2M Reduce -7.3%
GOOG Alphabet Inc. Class C 4.00% 169,420 $59.9M Reduce -0.5%
CSCO Cisco Systems Inc. 3.90% 496,983 $58.4M Reduce -2.9%
AAPL Apple Inc. 3.80% 196,680 $56.9M Reduce -0.7%
GOOGL Alphabet Inc. Class A 3.06% 128,084 $45.8M Reduce -1.5%
INTC Intel Corp. 2.82% 302,157 $42.2M Reduce -9.5%
AXP American Express Co. 2.63% 116,247 $39.3M Reduce -0.0%
WAT Waters Corp. 2.62% 104,525 $39.2M Reduce -0.1%
BRK.B Berkshire Hathaway Inc. Class B 2.37% 70,882 $35.5M Add +3.8%
SYK Stryker Corp. 2.35% 111,941 $35.2M Add +1.6%
LIN Linde PLC 2.02% 58,123 $30.2M Reduce -0.8%
ADI Analog Devices Inc. 2.01% 75,748 $30.1M Reduce -1.8%
WFC Wells Fargo & Co. 1.92% 347,471 $28.7M Add +0.1%
UNP Union Pacific Corp. 1.83% 100,948 $27.5M Reduce -0.4%
AME Ametek Inc. 1.74% 107,693 $26.1M Reduce -0.7%
IDXX Idexx Laboratories Inc. 1.73% 49,206 $25.9M Add +0.1%
AFL Aflac Inc. 1.53% 195,745 $23.0M Reduce -2.0%
V Visa Inc. Class A 1.53% 66,672 $22.9M Add +0.5%
JNJ Johnson & Johnson 1.52% 89,831 $22.8M Reduce -0.8%
HD Home Depot Inc. 1.45% 61,635 $21.7M Add +3.5%
SYY Sysco Corp. 1.44% 258,042 $21.6M Add +1.0%
PAYX Paychex Inc. 1.42% 216,327 $21.3M Add +3.9%
ORCL Oracle Corp. 1.39% 142,136 $20.8M Reduce -0.9%
ADP Automatic Data Processing 1.33% 88,810 $19.9M Add +3.0%
CVX Chevron Corp. 1.29% 116,569 $19.3M Add +4.6%
MSFT Microsoft Corp. 1.22% 49,145 $18.3M Add +2.4%
USB US Bancorp 1.14% 281,367 $17.0M Reduce -0.7%
UBER Uber Technologies Inc. 1.11% 230,918 $16.7M Add +2.4%
AMZN Amazon.com Inc. 1.09% 68,189 $16.3M Reduce -1.5%
SBUX Starbucks Corp. 1.07% 156,210 $16.0M Reduce -0.7%
ISRG Intuitive Surgical Inc. 1.04% 39,130 $15.6M Add +3.7%
PLTR Palantir Technologies Inc. Class A 1.03% 132,752 $15.5M Add +1.4%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 1.00% 131,551 $15.0M Reduce -1.0%
ABT Abbott Laboratories 0.98% 160,875 $14.6M Add +5.5%
ADBE Adobe Inc. 0.97% 70,849 $14.5M Add +1.7%
VEEV Veeva Systems Inc. Class A 0.95% 80,438 $14.3M Add +28.3%
GE General Electric filed as GE AEROSPACE 0.90% 36,010 $13.5M Reduce -6.4%
AXON Axon Enterprise Inc. 0.89% 23,682 $13.3M Add +6.1%
ARM Arm Holdings PLC-ADR 0.88% 37,258 $13.2M Reduce -0.9%
ECL Ecolab Inc. 0.88% 47,392 $13.2M Add +0.9%
SSNC Ss&c Technologies Holdings 0.88% 212,688 $13.2M Add +3.9%
NVDA Nvidia Corp. 0.88% 65,585 $13.1M Add +0.0%
ENB Enbridge Inc. 0.87% 239,212 $13.0M Add +1.1%
TFC Truist Financial Corp. 0.86% 258,713 $12.9M Reduce -0.7%
REGN Regeneron Pharmaceuticals 0.83% 19,928 $12.4M Add +0.4%
SLB SLB Ltd. filed as SLB LIMITED 0.82% 263,385 $12.2M Reduce -0.5%
INTU Intuit Inc. 0.81% 46,714 $12.2M Add +29.4%
EVRG Evergy Inc. 0.81% 139,420 $12.1M Add +1.4%
KMB Kimberly-Clark Corp. 0.78% 105,710 $11.6M Add +4.4%
IPGP Ipg Photonics Corp. 0.75% 95,904 $11.3M Reduce -0.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.74% 115,769 $11.1M Add +0.6%
SPOT Spotify Technology SA 0.72% 23,417 $10.8M Add +6.7%
MRK Merck & Co. Inc. 0.69% 80,680 $10.4M Reduce -2.6%
AMCR Amcor PLC 0.68% 235,554 $10.2M Add +0.5%
ROK Rockwell Automation Inc. 0.68% 20,538 $10.2M Reduce -0.4%
PYPL PayPal Holdings Inc. 0.68% 234,041 $10.1M Add +11.2%
ALGN Align Technology Inc. 0.65% 57,945 $9.8M Add +2.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.62% 33,159 $9.3M Reduce -0.1%
NKE Nike Inc. Class B 0.54% 196,447 $8.1M Add +13.4%
CP Canadian Pacific Kansas City 0.53% 91,970 $8.0M Reduce -0.3%
CMCSA Comcast Corp. Class A 0.53% 320,469 $7.9M Add +2.4%
SLM SLM Corp. 0.51% 293,069 $7.6M Add +1.0%
MDT Medtronic PLC 0.50% 95,188 $7.4M Add +2.4%
META Meta Platforms Inc. Class A 0.50% 13,160 $7.4M Add +5.3%
DUK Duke Energy Corp. 0.49% 57,544 $7.3M Add +11.0%
BEN Franklin Templeton Inc. 0.47% 209,860 $7.0M Reduce -0.3%
PAYC Paycom Software Inc. 0.46% 54,974 $6.9M Reduce -0.4%
VWO Vanguard Ftse Emerging Marke 0.44% 111,277 $6.6M Add +14.7%
SO The Southern Co. 0.41% 64,390 $6.2M Add +0.3%
PG The Procter & Gamble Co. 0.40% 40,769 $6.0M Add +46.7%
GPN Global Payments Inc. 0.38% 79,340 $5.8M Reduce -0.2%
DEO Diageo PLC-Sponsored ADR 0.37% 69,626 $5.6M Reduce -2.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.35% 7,064 $5.3M Reduce -0.4%
MRSH Marsh & McLennan Cos 0.35% 31,304 $5.2M Add +12.9%
OVV Ovintiv Inc. 0.33% 93,556 $4.9M Reduce -1.9%
KIM Kimco Realty Corp. 0.31% 183,793 $4.7M Reduce -0.7%
KO The Coca-Cola Co. 0.31% 56,821 $4.6M Reduce -1.3%
PFE Pfizer Inc. 0.30% 187,450 $4.5M Reduce -5.4%
COST Costco Wholesale Corp. 0.30% 4,820 $4.5M Add +1.3%
AVGO Broadcom Inc. 0.28% 10,985 $4.1M Add +1.3%
VRSN Verisign Inc. 0.25% 14,954 $3.8M Reduce -0.2%
TDY Teledyne Technologies Inc. 0.24% 5,418 $3.6M Add +0.2%
HOOD Robinhood Markets Inc. Class A 0.23% 34,401 $3.4M Reduce -15.5%
ASB Associated Banc-Corp. 0.22% 109,033 $3.4M Reduce -0.4%
XOM Exxonmobil Holdings Corp. 0.22% 24,222 $3.3M Add +0.4%
IWD iShares Russell 1000 Value E 0.20% 12,555 $3.0M No change
BRK.A Berkshire Hathaway Inc. Class A 0.20% 4 $3.0M No change
BKNG Booking Holdings Inc. 0.18% 14,975 $2.7M No change
LAMR Lamar Advertising Co. Class A 0.17% 16,422 $2.6M Add +0.3%
PLXS Plexus Corp. 0.16% 8,174 $2.5M No change
VTI VG Morningstar TS MKT ETF-US 0.15% 6,246 $2.3M Reduce -4.9%
ETSY Etsy Inc. 0.14% 27,261 $2.1M Reduce -7.4%
CWB SS SPDR BB Conv Sec ETF 0.14% 18,743 $2.0M No change
GLD SPDR Gold Shares 0.13% 5,197 $1.9M Reduce -0.3%
SNPS Synopsys Inc. 0.13% 4,238 $1.9M Reduce -24.1%
VFC VF Corp. 0.12% 103,410 $1.7M Reduce -1.9%
PEP Pepsico Inc. 0.11% 12,348 $1.7M No change
O Realty Income Corp. 0.11% 26,549 $1.6M Add +0.3%
ANET Arista Networks Inc. 0.11% 9,639 $1.6M No change
VEA Vanguard Ftse Developed ETF 0.10% 21,590 $1.5M Add +15.3%

Show all 160 holdings

Portfolio Sells Q1 2026 → Q2 2026

SLB SLB Ltd. Reduce -0.5% 0.82% −0.22
ORCL Oracle Corp. Reduce -0.9% 1.39% −0.22
LIN Linde PLC Reduce -0.8% 2.02% −0.20
JNJ Johnson & Johnson Reduce -0.8% 1.52% −0.17
AFL Aflac Inc. Reduce -2.0% 1.53% −0.14
PFE Pfizer Inc. Reduce -5.4% 0.30% −0.12
OVV Ovintiv Inc. Reduce -1.9% 0.33% −0.10
IPGP Ipg Photonics Corp. Reduce -0.8% 0.75% −0.09
MRK Merck & Co. Inc. Reduce -2.6% 0.69% −0.07
AXP American Express Co. Reduce -0.0% 2.63% −0.06
TFC Truist Financial Corp. Reduce -0.7% 0.86% −0.05
PAYC Paycom Software Inc. Reduce -0.4% 0.46% −0.05
UNP Union Pacific Corp. Reduce -0.4% 1.83% −0.04
GLD SPDR Gold Shares Reduce -0.3% 0.13% −0.04
SNPS Synopsys Inc. Reduce -24.1% 0.13% −0.04
AAPL Apple Inc. Reduce -0.7% 3.80% −0.04
AME Ametek Inc. Reduce -0.7% 1.74% −0.04
VRSN Verisign Inc. Reduce -0.2% 0.25% −0.03
DEO Diageo PLC-Sponsored ADR Reduce -2.3% 0.37% −0.03
KO The Coca-Cola Co. Reduce -1.3% 0.31% −0.03
GPN Global Payments Inc. Reduce -0.2% 0.38% −0.02
CP Canadian Pacific Kansas City Reduce -0.3% 0.53% −0.02
VFC VF Corp. Reduce -1.9% 0.12% −0.02
VSNT Versant Media Group Inc. Sold out 0.00% −0.02
SHEL Shell PLC-ADR Sold out 0.00% −0.02
GEHC GE Healthcare Technology Sold out 0.00% −0.02
ESGV Vanguard ESG US Stock ETF Reduce -21.6% 0.07% −0.02
MCK McKesson Corp. Sold out 0.00% −0.02
AMZN Amazon.com Inc. Reduce -1.5% 1.09% −0.02
SBUX Starbucks Corp. Reduce -0.7% 1.07% −0.01
KIM Kimco Realty Corp. Reduce -0.7% 0.31% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -4.9% 0.15% −0.01
TCAF T Rowe PRC Cap Appreciation Reduce -8.0% 0.08% −0.01
HQY Healthequity Inc. Reduce -0.3% 0.09% −0.01
VOO Vanguard S&P 500 ETF Reduce -8.4% 0.05% −0.00
SHOP Shopify Inc. Class A Reduce -1.6% 0.02% −0.00
MOAT Vaneck Morningstar Wide Moat Reduce -10.8% 0.02% −0.00
JPM JPMorgan Chase & Co. Reduce -1.5% 0.05% −0.00
AMP Ameriprise Financial Inc. Reduce -0.2% 0.02% −0.00
VXUS Vanguard Total Intl Stock Reduce -2.9% 0.02% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -14.8% 0.02% −0.00
VUG Vanguard Mrngstar GR ETF-Sui Reduce -4.1% 0.03% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.4% 0.35% −0.00
GEV GE Vernova Inc. Reduce -8.0% 0.02% +0.00
MTCH Match Group Inc. Reduce -0.1% 0.10% +0.01
ASB Associated Banc-Corp. Reduce -0.4% 0.22% +0.01
IBM Intl Business Machines Corp. Reduce -0.1% 0.62% +0.01
USB US Bancorp Reduce -0.7% 1.14% +0.01
CAT Caterpillar Inc. Reduce -0.4% 0.05% +0.01
HOOD Robinhood Markets Inc. Class A Reduce -15.5% 0.23% +0.01

Portfolio Buys Q1 2026 → Q2 2026

AXON Axon Enterprise Inc. Add +6.1% 0.89% +0.16
VEEV Veeva Systems Inc. Class A Add +28.3% 0.95% +0.11
PG The Procter & Gamble Co. Add +46.7% 0.40% +0.09
CDNS Cadence Design SYS Inc. Add +387.8% 0.10% +0.08
SYY Sysco Corp. Add +1.0% 1.44% +0.05
VTV Vanguard Mrngstr Val ETF-Aui New 0.04% +0.04
VWO Vanguard Ftse Emerging Marke Add +14.7% 0.44% +0.04
SLM SLM Corp. Add +1.0% 0.51% +0.03
KMB Kimberly-Clark Corp. Add +4.4% 0.78% +0.03
VIG Vanguard Dividend Apprec ETF Add +151.5% 0.05% +0.03
AVGO Broadcom Inc. Add +1.3% 0.28% +0.02
GLW Corning Inc. New 0.02% +0.02
VYM Vanguard High DVD Yield ETF New 0.02% +0.02
IVV iShares Core S&P 500 ETF Add +67.1% 0.04% +0.02
MRVL Marvell Technology Inc. New 0.02% +0.02
EMR Emerson Electric Co. New 0.01% +0.01
VTWO Vanguard Russell 2000 ETF New 0.01% +0.01
LAMR Lamar Advertising Co. Class A Add +0.3% 0.17% +0.01
VEA Vanguard Ftse Developed ETF Add +15.3% 0.10% +0.01
TSLA Tesla Inc. Add +6.8% 0.08% +0.00
FNDX Schwab Fndmntl US LRG Co. ETF Add +10.6% 0.05% +0.00
IJR iShares Core S&P Small-Cap E Add +2.4% 0.04% +0.00
NVDA Nvidia Corp. Add +0.0% 0.88% +0.00
TDVG T Rowe Price Dividend Growth Add +4.5% 0.06% +0.00
MO Altria Group Inc. Add +0.0% 0.02% −0.00
SCHD Schwab US DVD Equity ETF Add +0.0% 0.01% −0.00
V Visa Inc. Class A Add +0.5% 1.53% −0.00
IAU iShares Gold Trust Add +9.9% 0.02% −0.00
TSCO Tractor Supply Company Add +33.8% 0.03% −0.01
TDY Teledyne Technologies Inc. Add +0.2% 0.24% −0.01
GRMN Garmin Ltd. Add +0.1% 0.08% −0.01
WMT Walmart Inc. Add +2.1% 0.04% −0.01
ADP Automatic Data Processing Add +3.0% 1.33% −0.01
GLTR Abrdn Precious Metals Basket Add +5.2% 0.04% −0.01
O Realty Income Corp. Add +0.3% 0.11% −0.01
MRSH Marsh & McLennan Cos Add +12.9% 0.35% −0.02
SIVR Abrdn Physical Silver Shares Add +1.6% 0.06% −0.02
SLV iShares Silver Trust Add +0.3% 0.06% −0.03
AMCR Amcor PLC Add +0.5% 0.68% −0.03
DUK Duke Energy Corp. Add +11.0% 0.49% −0.03
PAYX Paychex Inc. Add +3.9% 1.42% −0.04
HD Home Depot Inc. Add +3.5% 1.45% −0.05
META Meta Platforms Inc. Class A Add +5.3% 0.50% −0.05
PYPL PayPal Holdings Inc. Add +11.2% 0.68% −0.05
EVRG Evergy Inc. Add +1.4% 0.81% −0.06
COST Costco Wholesale Corp. Add +1.3% 0.30% −0.06
SO The Southern Co. Add +0.3% 0.41% −0.06
ECL Ecolab Inc. Add +0.9% 0.88% −0.07
ALGN Align Technology Inc. Add +2.7% 0.65% −0.09
XOM Exxonmobil Holdings Corp. Add +0.4% 0.22% −0.09

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 160$1.5BAMD, GOOG, CSCO, AAPL, GOOGL
Q1 2026 158$1.3BAAPL, GOOG, CSCO, GOOGL, SYK
Q4 2025 154$1.4BGOOG, AAPL, AXP, GOOGL, CSCO
Q3 2025 152$1.3BAAPL, GOOG, ORCL, AXP, SYK
Q2 2025 153$1.3BAAPL, SYK, AXP, WAT, CSCO
Q1 2025 149$1.2BAAPL, SYK, WAT, BRK.B, AXP
Q4 2024 149$1.2BAAPL, WAT, SYK, GOOG, AXP
Q3 2024 150$1.3BAAPL, SYK, WAT, ADBE, AXP
Q2 2024 146$1.2BAAPL, GOOG, ADBE, SYK, WAT
Q1 2024 143$1.2BSYK, AAPL, WAT, ADBE, GOOG