Data as of Q4 2025 (Dec 31, 2025)

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI

โ€ขCIK: 1033974โ€ขFiling: Q4 2025

**SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI** manages $1.4B across a diversified portfolio of 154 positions. The fund exhibits significant concentration in mega-cap technology and financial names, notably holding GOOG ($56.0M) and AAPL ($54.7M). Further top holdings include AXP ($43.6M), GOOGL ($41.7M), and CSCO ($39.9M). This structure suggests a conviction-driven approach targeting established market leaders.

Total AUM
$1.4B
QoQ Performance
+2.9%
Positions
154
Top 10 Concentration
29.9%
Latest Filing
Q4 2025

Top Holdings Allocation

GOOG4.0%
AAPL4.0%
AXP3.2%
GOOGL3.0%
CSCO2.9%
WAT2.9%
SYK2.8%
BRK/B2.4%

๐Ÿ“ˆ Biggest Buys

VEEV
Veeva Systems
+132.3%
0.5% of portfolio
AVGO
Broadcom
NEW
0.2% of portfolio
PAYC
Paycom Software
+67.4%
0.5% of portfolio
ARM
Arm Holdings
+252.2%
0.3% of portfolio
TDY
Teledyne Technologies
+321.0%
0.2% of portfolio

๐Ÿ“‰ Biggest Sells

GOOG
Alphabet C
-5.6%
4.0% of portfolio
NVDA
NVIDIA
-9.9%
0.9% of portfolio
AFL
Aflac
-4.4%
1.6% of portfolio
AXP
American Express
-2.3%
3.2% of portfolio
GOOGL
Alphabet A
-2.4%
3.0% of portfolio

Sector Breakdown

Other42.5%
Technology26.2%
Financial9.9%
Consumer6.3%
Healthcare4.6%
Materials2.7%
Communication2.6%
Industrial2.5%

๐Ÿšช Exited Positionssold since Q3 2025

SEE
Sealed Air
SOLD
$345.9K
COP
ConocoPhillips
SOLD
$294.5K
TRV
The Travelers Companies
SOLD
$279.2K
MMM
3M Company
SOLD
$255.0K
BAC
Verizon
SOLD
$231.9K

Changes from Q3 2025

NEW7 new positions
โ†‘72 increased
โ†“52 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023