Schaper Benz & Wise Investment Counsel Inc has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.21 Billion distributed in 150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $51M, Stryker Corp with a value of $39.3M, Waters Corp with a value of $38.7M, Adobe Inc. with a value of $36M, and American Express CO with a value of $35.4M.

Examining the 13F form we can see an increase of $94.3M in the current position value, from $1.12B to 1.21B.

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

Portfolio value $1.21 Billion
Technology: $315 Million
Healthcare: $216 Million
Financial Services: $213 Million
Industrials: $127 Million
Communication Services: $106 Million
Consumer Cyclical: $79.1 Million
Consumer Defensive: $58 Million
Energy: $45 Million
Other: $55.9 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 150
  • Current Value $1.21 Billion
  • Prior Value $1.12 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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