Schaper Benz & Wise Investment Counsel Inc 13F 持仓 · 2026年Q3
Schaper Benz & Wise Investment Counsel 在 2026年Q3(报告期截至 2026-09-30)的 SEC 13F 申报中报告了 160 只证券,申报市值合计 15.10 亿美元。前几大持仓:AMD(4.62%)、AAPL(4.28%)、GOOG(3.81%)。本季前 25 大持仓中:增持 4 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | $69.8M | 4.62% | 114,162 | 减持 |
| 2 | AAPL | Apple | $64.7M | 4.28% | 194,155 | 减持 |
| 3 | GOOG | Alphabet C | $57.5M | 3.81% | 168,823 | 减持 |
| 4 | CSCO | Cisco Systems | $52.5M | 3.48% | 487,946 | 减持 |
| 5 | WAT | Waters | $45.2M | 2.99% | 102,776 | 减持 |
| 6 | GOOGL | Alphabet A | $43.4M | 2.88% | 126,190 | 减持 |
| 7 | BRKB | Berkshire Hathaway Class B | $35.3M | 2.34% | 70,878 | 减持 |
| 8 | AXP | American Express | $35.2M | 2.33% | 115,749 | 减持 |
| 9 | INTC | Intel | $35.1M | 2.32% | 291,561 | 减持 |
| 10 | SYK | Stryker | $31.7M | 2.10% | 115,003 | 增持 |
| 11 | ADI | Analog Devices | $29.9M | 1.98% | 75,438 | 减持 |
| 12 | LIN | Linde | $27.7M | 1.84% | 58,459 | 增持 |
| 13 | WFC | Wells Fargo | $27.6M | 1.82% | 344,260 | 减持 |
| 14 | UNP | Union Pacific | $27.2M | 1.80% | 99,936 | 减持 |
| 15 | AME | Ametek | $26.6M | 1.76% | 107,413 | 减持 |
| 16 | IDXX | Idexx Laboratories | $26.0M | 1.72% | 49,884 | 增持 |
| 17 | MSFT | Microsoft | $25.3M | 1.67% | 49,296 | 增持 |
| 18 | PLTR | Palantir Technologies | $24.7M | 1.63% | 131,907 | 减持 |
| 19 | V | Visa | $23.9M | 1.58% | 66,468 | 减持 |
| 20 | CVX | Chevron | $23.7M | 1.57% | 115,884 | 减持 |
| 21 | JNJ | Johnson & Johnson | $23.4M | 1.55% | 88,311 | 减持 |
| 22 | ADP | Automatic Data Processing | $22.8M | 1.51% | 88,392 | 减持 |
| 23 | VEEV | Veeva Systems | $22.8M | 1.51% | 79,761 | 减持 |
| 24 | AFL | Aflac | $21.5M | 1.42% | 192,520 | 减持 |
| 25 | PAYX | Paychex | $21.2M | 1.40% | 215,241 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR