SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI opened 4 positions, added to 54, reduced 48, sold out of 4 and left 24 unchanged. The largest increase in value was AMD (+$42,451,762); the largest decrease was XOMXXXX (-$4,092,539).
- AMD: Country of operation United States; Class Stock; Shares 2026-03-31 126,581; Shares 2026-06-30 117,406.
- INTC: Country of operation United States; Class Stock; Shares 2026-03-31 334,027; Shares 2026-06-30 302,157.
- CSCO: Country of operation United States; Class Stock; Shares 2026-03-31 511,861; Shares 2026-06-30 496,983.
- GOOG: Country of operation United States; Class Stock; Shares 2026-03-31 170,324; Shares 2026-06-30 169,420.
Two Form 13F-HR filings compared (SEC CIK 1033974): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-07-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
AMD
Advanced Micro Devices | United States | Stock | 126,581 | 117,406 | -9,175 | $25,750,273 | $68,202,035 | +$42,451,762 |
|---|
INTC
Intel | United States | Stock | 334,027 | 302,157 | -31,870 | $14,740,612 | $42,190,182 | +$27,449,570 |
|---|
CSCO
Cisco Systems | United States | Stock | 511,861 | 496,983 | -14,878 | $39,715,307 | $58,375,641 | +$18,660,334 |
|---|
GOOG
Alphabet C | United States | Stock | 170,324 | 169,420 | -904 | $48,859,143 | $59,861,169 | +$11,002,026 |
|---|
GOOGL
Alphabet A | United States | Stock | 130,076 | 128,084 | -1,992 | $37,404,688 | $45,773,426 | +$8,368,738 |
|---|
WAT
Waters | United States | Stock | 104,675 | 104,525 | -150 | $31,172,215 | $39,201,056 | +$8,028,841 |
|---|
AAPL
Apple | United States | Stock | 197,962 | 196,680 | -1,282 | $50,240,751 | $56,911,245 | +$6,670,494 |
|---|
ADI
Analog Devices | United States | Stock | 77,157 | 75,748 | -1,409 | $24,546,858 | $30,084,996 | +$5,538,138 |
|---|
AXP
American Express | United States | Stock | 116,255 | 116,247 | -8 | $35,164,722 | $39,320,467 | +$4,155,745 |
|---|
TROW
T. Rowe Price Group | United States | Stock | 132,841 | 131,551 | -1,290 | $11,974,288 | $14,956,033 | +$2,981,745 |
|---|
UNP
Union Pacific | United States | Stock | 101,347 | 100,948 | -399 | $24,588,794 | $27,457,872 | +$2,869,078 |
|---|
AME
Ametek | United States | Stock | 108,479 | 107,693 | -786 | $23,253,558 | $26,055,244 | +$2,801,686 |
|---|
ROK
Rockwell Automation | United States | Stock | 20,618 | 20,538 | -80 | $7,399,388 | $10,167,953 | +$2,768,565 |
|---|
GE
GE Aerospace | United States | Stock | 38,479 | 36,010 | -2,469 | $10,919,196 | $13,458,031 | +$2,538,835 |
|---|
USB
U.S. Bancorp | United States | Stock | 283,312 | 281,367 | -1,945 | $14,735,061 | $16,994,577 | +$2,259,516 |
|---|
BEN
Franklin Resources | United States | Stock | 210,415 | 209,860 | -555 | $4,970,002 | $6,982,042 | +$2,012,040 |
|---|
SBUX
Starbucks | United States | Stock | 157,239 | 156,210 | -1,029 | $14,087,025 | $15,963,107 | +$1,876,082 |
|---|
AMZN
Amazon.com | United States | Stock | 69,217 | 68,189 | -1,028 | $14,415,825 | $16,252,166 | +$1,836,341 |
|---|
SLB
SLB | | Stock | 264,767 | 263,385 | -1,382 | $13,606,388 | $12,244,779 | -$1,361,609 |
|---|
IBM
IBM | United States | Stock | 33,191 | 33,159 | -32 | $8,045,166 | $9,324,642 | +$1,279,476 |
|---|
LIN
Linde | United Kingdom | Stock | 58,563 | 58,123 | -440 | $29,033,193 | $30,162,350 | +$1,129,157 |
|---|
PFE
Pfizer | United States | Stock | 198,200 | 187,450 | -10,750 | $5,565,461 | $4,513,800 | -$1,051,661 |
|---|
AFL
Aflac | United States | Stock | 199,783 | 195,745 | -4,038 | $21,918,193 | $22,951,101 | +$1,032,908 |
|---|
TFC
Truist Financial | United States | Stock | 260,448 | 258,713 | -1,735 | $11,972,795 | $12,889,082 | +$916,287 |
|---|
OVV
Ovintiv | | Stock | 95,326 | 93,556 | -1,770 | $5,658,551 | $4,925,723 | -$732,828 |
|---|
CP
Canadian Pacific Kansas City | | Stock | 92,200 | 91,970 | -230 | $7,252,452 | $7,969,201 | +$716,749 |
|---|
JNJ
Johnson & Johnson | United States | Stock | 90,576 | 89,831 | -745 | $22,140,400 | $22,814,381 | +$673,981 |
|---|
HOOD
Robinhood Markets | United States | Stock | 40,712 | 34,401 | -6,311 | $2,821,342 | $3,449,732 | +$628,390 |
|---|
ETSY
Etsy | United States | Stock | 29,451 | 27,261 | -2,190 | $1,471,961 | $2,053,571 | +$581,610 |
|---|
ASB
Associated Banc-Corp | United States | Stock | 109,449 | 109,033 | -416 | $2,830,351 | $3,354,945 | +$524,594 |
|---|
KIM
Kimco Realty | United States | REIT | 185,150 | 183,793 | -1,357 | $4,160,321 | $4,659,153 | +$498,832 |
|---|
GPN
Global Payments | United States | Stock | 79,531 | 79,340 | -191 | $5,352,436 | $5,756,910 | +$404,474 |
|---|
MRK
Merck & Co. | United States | Stock | 82,835 | 80,680 | -2,155 | $9,964,231 | $10,367,389 | +$403,158 |
|---|
GLD
SPDR Gold Shares | United States | ETF | 5,213 | 5,197 | -16 | $2,243,102 | $1,914,471 | -$328,631 |
|---|
SNPS
Synopsys | United States | Stock | 5,587 | 4,238 | -1,349 | $2,215,134 | $1,890,445 | -$324,689 |
|---|
MTCH
Match Group | United States | Stock | 40,028 | 40,001 | -27 | $1,229,260 | $1,522,038 | +$292,778 |
|---|
ORCL
Oracle | United States | Stock | 143,393 | 142,136 | -1,257 | $21,094,544 | $20,830,031 | -$264,513 |
|---|
CAT
Caterpillar | United States | Stock | 706 | 703 | -3 | $500,363 | $748,911 | +$248,548 |
|---|
KO
Coca-Cola | United States | Stock | 57,592 | 56,821 | -771 | $4,379,842 | $4,617,811 | +$237,969 |
|---|
PAYC
Paycom Software | United States | Stock | 55,216 | 54,974 | -242 | $6,710,989 | $6,909,175 | +$198,186 |
|---|
IPGP
IPG Photonics | United States | Stock | 96,662 | 95,904 | -758 | $11,076,499 | $11,251,457 | +$174,958 |
|---|
HQY
HealthEquity | United States | Stock | 14,784 | 14,732 | -52 | $1,235,499 | $1,330,594 | +$95,095 |
|---|
VFC
V.F. Corporation | United States | Stock | 105,430 | 103,410 | -2,020 | $1,791,256 | $1,724,879 | -$66,377 |
|---|
JPM
JPMorgan Chase | United States | Stock | 2,175 | 2,143 | -32 | $639,726 | $701,374 | +$61,648 |
|---|
GEV
GE Vernova | United States | Stock | 249 | 229 | -20 | $217,352 | $269,043 | +$51,691 |
|---|
VRSN
Verisign | United States | Stock | 14,989 | 14,954 | -35 | $3,722,668 | $3,761,828 | +$39,160 |
|---|
SHOP
Shopify | | Stock | 2,631 | 2,590 | -41 | $312,089 | $295,726 | -$16,363 |
|---|
AMP
Ameriprise Financial | United States | Stock | 526 | 525 | -1 | $233,649 | $240,849 | +$7,200 |
|---|