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SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI13F | |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | |
Last update 2024-10-18 | 150 Stocks (6 new) |
Value $1.25 Bil | Turnover 2 % |
Portfolio Report |
SCHAPER BENZ & WISE INVESTMENT... Top Holdings of 2024-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 218,804 | 50981.300 | +1.49% | 4.070 | +0.06% | 0.000 | +7.24% | +21.89% | 3554423.148 | Hardware | |
SYK | Stryker Corp | 108,909 | 39344.500 | +1.26% | 3.140 | +0.04% | 0.030 | +7.96% | +20.71% | 136809.866 | Medical Devices & Instruments | |
WAT | Waters Corp | 107,601 | 38724.520 | +2.29% | 3.090 | +0.07% | 0.180 | +0.97% | -1.39% | 19273.037 | Medical Diagnostics & Research | |
ADBE | Adobe Inc | 69,578 | 36026.100 | +4.51% | 2.870 | +0.12% | 0.020 | -9.55% | -18.64% | 213668.678 | Software | |
AXP | American Express Co | 130,719 | 35451.100 | +0.51% | 2.830 | +0.01% | 0.020 | +9.38% | +46.08% | 190503.032 | Credit Services | |
GOOG | Alphabet Inc | 209,377 | 35005.740 | +0.69% | 2.790 | +0.02% | 0.000 | +0.14% | +21.73% | 2096914.900 | Interactive Media | |
BRK.B | Berkshire Hathaway Inc | 66,454 | 30586.120 | +2.07% | 2.440 | +0.05% | 0.000 | +3.72% | +27.47% | 980273.581 | Insurance | |
CSCO | Cisco Systems Inc | 543,935 | 28948.230 | +0.89% | 2.310 | +0.02% | 0.010 | +16.89% | +13.78% | 221901.619 | Hardware | |
LIN | Linde PLC | 60,259 | 28735.110 | +1.42% | 2.290 | +0.03% | 0.010 | +5.80% | +16.63% | 226651.449 | Chemicals | |
ORCL | Oracle Corp | 168,498 | 28712.060 | +0.39% | 2.290 | +0.01% | 0.010 | +25.67% | +66.51% | 480585.475 | Software |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI's Historical Top Holdings Breakdowns
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
PLTR | Palantir Technologies Inc | 2024-09-30 | Add | +0.31% | 24.09 ($30.69) 37.95 | $44.93 | 46.40% | Add 1028.85% | 115,425 | 105,200 | |
BEN | Franklin Resources Inc | 2024-09-30 | Reduce | -0.29% | 19.13 ($21.55) 23.97 | $20.83 | -3.34% | Reduce -41.35% | 214,027 | -150,908 | |
ADBE | Adobe Inc | 2024-09-30 | Add | +0.12% | 508.13 ($548.46) 586.55 | $485.39 | -11.50% | Add 4.51% | 69,578 | 3,001 | |
NKE | Nike Inc | 2024-09-30 | Add | +0.11% | 71.09 ($78.43) 89.44 | $78.40 | -0.04% | Add 14.75% | 115,542 | 14,853 | |
VEEV | Veeva Systems Inc | 2024-09-30 | New Buy | +0.08% | 180.43 ($197.67) 223.9 | $213.85 | 8.19% | New holding | 4,519 | 4,519 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2024-09-30 | New Buy | +0.08% | 41.9 ($44.52) 48.26 | $47.01 | 5.59% | New holding | 20,373 | 20,373 | |
WAT | Waters Corp | 2024-09-30 | Add | +0.07% | 282.7 ($325.56) 359.89 | $324.67 | -0.27% | Add 2.29% | 107,601 | 2,407 | |
PAYC | Paycom Software Inc | 2024-09-30 | Reduce | -0.07% | 140.16 ($160.02) 173.72 | $167.54 | 4.70% | Reduce -19.58% | 24,947 | -6,074 | |
PLXS | Plexus Corp | 2024-09-30 | Add | +0.06% | 102.17 ($121.36) 136.71 | $145.35 | 19.77% | Add 62.6% | 13,346 | 5,138 | |
SLB | Schlumberger Ltd | 2024-09-30 | Add | +0.06% | 39.57 ($44.52) 49.67 | $40.43 | -9.19% | Add 8.08% | 253,225 | 18,924 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI Total Holding History ($B)
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI's Asset Allocation
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI's Hypothetical Growth since 2024-09-30
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI's Yearly Returns
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SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI's Holdings Heat Map
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SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI's Holdings Bubble Chart
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI News
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