SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI

RIA/Wealth

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI is a RIA/Wealth based in Neenah, WI led by Bradley Everett Benz, reporting $1.6B in AUM as of Q3 2025 with AAPL as the largest holding (4% allocation).

ChairmanBradley Everett Benz

Portfolio Value: $1.3B
Positions: 152
Top Holding: AAPL at 3.82%
Last Reported: Q3 2025

Address40 Jewelers Park Dr, Ste 200, Neenah, WI, 54956, United States

Top Holdings

Largest long holdings in SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI's portfolio (28.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$51.4M	3.82%	-$1.6M Sold	0.00% 201.9K shares	≤ Q2 2013 Held for 12y 5m+
2 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$46.1M	3.43%	-$1.3M Sold	0.00% 189.2K shares	Q2 2014 Held for 11y 5m
3 Oracle ORCL	Software - Infrastructure Technology	$41.4M	3.08%	-$458.4K Sold	0.01% 147.3K shares	≤ Q2 2013 Held for 12y 5m+
4 American Express AXP	Financial - Credit Services Financial Services	$40.1M	2.98%	-$750.3K Sold	0.02% 120.6K shares	≤ Q2 2013 Held for 12y 5m+
5 Stryker SYK	Medical - Devices Healthcare	$40.0M	2.97%	+$167.1K Bought	0.03% 108.1K shares	≤ Q2 2013 Held for 12y 5m+
6 Cisco Systems, Inc. CSCO	Communication Equipment Technology	$35.6M	2.65%	-$382.7K Sold	0.01% 520.3K shares	≤ Q2 2013 Held for 12y 5m+
7 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$33.6M	2.50%	+$223.7K Bought	0.00% 66.8K shares	Q4 2019 Held for 5y 11m
8 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$33.2M	2.47%	-$338.6K Sold	0.00% 136.5K shares	≤ Q2 2013 Held for 12y 5m+
9 Waters Corporation WAT	Medical - Diagnostics & Research Healthcare	$31.7M	2.36%	+$340.9K Bought	0.18% 105.7K shares	≤ Q2 2013 Held for 12y 5m+
10 Idexx Laboratories IDXX	Medical - Diagnostics & Research Healthcare	$31.7M	2.35%	-$394.8K Sold	0.06% 49.6K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI's latest filing

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Market Value

$1.3B

Prior: $1.3B

Q/Q Change

+3.14%

+$41.0M

Net Flows % of MV

-1.17%

Turnover Ratio

1.91%

New Purchases

7 stocks

$9.0M

Added To

31 stocks

+$8.7M

Sold Out Of

9 stocks

$15.5M

Reduced Holdings

76 stocks

-$18.0M

Increased Positions

Position	Shares Δ	Change
1 Synopsys SNPS	New	0 → 7.6K +$3.7M
2 Robinhood Markets, Inc. HOOD	New	0 → 16.2K +$2.3M
3 Arm Holdings ARM	New	0 → 9.3K +$1.3M
4 Teledyne Technologies TDY	New	0 → 1.2K +$719.7K
5 Oshkosh OSK	New	0 → 3.1K +$395.6K

Decreased Positions

Position	Shares Δ	Change
1 Ansys ANSS	Sold	29.7K → 0 −$10.4M
2 General Electric GEV	Sold	3.7K → 0 −$2.0M
3 Walgreens Boots Alliance WBA	Sold	143.9K → 0 −$1.7M
4 iShares Core MSCI EAFE ETF IEFA	Sold	5.4K → 0 −$448.3K
5 Hubbell HUBB	Sold	692.0 → 0 −$282.6K