Schaper-Benz--Wise-Investment-Counsel-Incwi
AI_NATIVE detailed information: This accession holds the following tickers:[ "MTCH", "ASB", null, "NIC", "PLXS", "TROW", null, "MMM", "ABT", "ABBV", "ADBE", "GOOGL", "AXP", "CAT", "LOW", "CP.TO", "BGS", "DUK", null, "HD", "MCD", "INTU", "BEN", "UNP", "IPGP", "LAMR", "ISRG", "HUBB", "BKNG", null, "META", "LIN", "MMC", "MA", "MDT", "MSFT", "ETSY", "EVRG", "FICO", "GE", "HQY", "AMP", "FAST", "ANSS", "IJR", "ANET", "IWD", "ORCL", "PAYX", "PANW", "PYPL", "PEP", "UNH", "AAPL", "SPY", "ECL", "NVDA", "ENB", "INTC", "GEHC", "PLTR", "PFE", "PG", "MRK", "VZ", "AMGN", "REGN", "FNDX", "ROK", null, "IEFA", "SHOP", "SLB", "O", "SHEL", "RTX", "GLD", "IBM", "SSNC", "SYK", "SBUX", "TFC", "TRV", "UBER", "VWO", "SIVR", "INDV.L", "TSCO", "GPN", "SLM", "ALGN", "AMCR", "AFL", "AXON", "AMD", "VFC", "WEC", "DEO", "IDXX", "AMZN", "OVV", "CEF", "USB", "ESGV", "VEA", "VOO", "VEEV", "VRSN", "V", "WMT", "WBA", "WAT", "WFC", "WTFC", "GNTX", "KIM", "SO", "SYY", "SEE", "SPOT", "UHS", "GEV", "PAYC", "AME", "KMB", "ADP", "BRK-A", "BRK-B", "CVX", "CSCO", "KO", "CMCSA", "CL", "COP", "COST", "IJJ", "ADI", "NKE", "QQQ", "DIS", "GOOG", "XOM", "JNJ", "TSLA", "NFLX", "PM", "MO", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-17
- Total Holdings
- 149
- Total Value
- 1232274094
- Accession Number
- 0001033974-25-000003
- Form Type
- 13F-HR
- Manager Name
- Schaper-Benz--Wise-Investment-Counsel-Incwi
Data Enrichment
97% identified144 identified5 unidentified
Holdings
149 positions
Manager:
Search and click to pin securities to the top
Page 4 of 8
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
35.4K | All Managers (Combined) | $7.1M | |||
100.4K | All Managers (Combined) | $7.0M | |||
25.5K | All Managers (Combined) | $6.2M | |||
Duke Energy CORP(DUKcusip26441C204) | 48.7K | All Managers (Combined) | $5.9M | ||
SOUTHERN CO(SOcusip842587107) | 63.7K | All Managers (Combined) | $5.9M | ||
DIAGEO PLC(DEOcusip25243Q205) | 55.3K | All Managers (Combined) | $5.8M | ||
25.6K | All Managers (Combined) | $5.6M | |||
PFIZER INC(PFEcusip717081103) | 200.8K | All Managers (Combined) | $5.1M | ||
19.3K | All Managers (Combined) | $5.0M | |||
78.5K | All Managers (Combined) | $5.0M | |||
Ovintiv Inc.(OVVcusip69047Q102) | 105.5K | All Managers (Combined) | $4.5M | ||
COCA COLA CO(KOcusip191216100) | 58.1K | QoQ -0.43% (-256)YoY +0.40% (+234) | All Managers (Combined) | $4.2M | |
7.4K | QoQ -1.66% (-125)YoY -4.85% (-376) | All Managers (Combined) | $4.1M | ||
213.6K | All Managers (Combined) | $4.1M | |||
23.8K | All Managers (Combined) | $4.1M | |||
191.1K | All Managers (Combined) | $4.1M | |||
5 | QoQ 0.00% (+0)YoY -16.66% (-1) | All Managers (Combined) | $4.0M | ||
VERISIGN INC/CA(VRSNcusip92343E102) | 14.6K | All Managers (Combined) | $3.7M | ||
3.4K | All Managers (Combined) | $3.2M | |||
EXXON MOBIL CORP(XOMcusip30231G102) | 24.9K | All Managers (Combined) | $3.0M |