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Schaper Benz & Wise Investment Counsel, Inc.
Bradley E. Benz · Investment Advisor · Growth
Schaper Benz & Wise Investment Counsel, Inc. is an independent, employee-owned investment advisory firm headquartered in Neenah, Wisconsin. Founded in 1992, the firm provides personalized portfolio management and family wealth counsel to high-net-worth individuals, families, foundations, and businesses. With over $1.5 billion in assets under management, it emphasizes a long-term approach and builds close relationships with its clients, many of whom span multiple generations. The firm prides itself on being 100% independent, with revenue derived solely from client-generated fees, ensuring its advice remains unbiased and focused on the client's best interests.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +20.9% |
| YTD return | +11.3% |
| Sharpe ratio | 3.12 |
| Win rate | 44% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://sbw-invest.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 13.3% | +34.7% |
| AAPL | Apple Inc | 8.5% | +29.0% |
| AMD | Advanced Micro Devices Inc | 8.0% | +138.0% |
| CSCO | Cisco Systems Inc | 7.3% | +49.0% |
| WAT | Waters Corporation | 5.7% | +30.2% |
| BRK-A | Berkshire Hathaway Inc | 5.2% | +3.2% |
| AXP | American Express Company | 5.0% | -4.5% |
| WFC | Wells Fargo & Company | 4.2% | +6.3% |
| SYK | Stryker Corporation | 4.1% | -22.1% |
| INTC | Intel Corporation | 4.1% | +44.6% |
| UNP | Union Pacific Corporation | 3.9% | +15.6% |
| ADI | Analog Devices Inc | 3.7% | +37.5% |
| LIN | Linde plc Ordinary Shares | 3.6% | -1.8% |
| AME | Ametek Inc | 3.4% | +21.5% |
| IDXX | IDEXX Laboratories Inc | 3.4% | -16.7% |
| PAYX | Paychex Inc | 3.4% | +7.6% |
| CVX | Chevron Corp | 3.4% | -1.9% |
| V | Visa Inc. Class A | 3.3% | +19.7% |
| MSFT | Microsoft Corporation | 3.3% | -4.1% |
| JNJ | Johnson & Johnson | 3.2% | -2.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | LIN | 3.7% → 3.6% |
| Sep 14, 2026 | SELL | BRK-A | 5.2% → 5.2% |
| Sep 14, 2026 | BUY | AMD | 7.1% → 8.0% |
| Sep 14, 2026 | BUY | INTC | 3.6% → 4.1% |
| Sep 14, 2026 | SELL | AAPL | 8.6% → 8.5% |
Investment Style Analysis
Schaper Benz & Wise Investment Counsel, Inc. is widely recognized for employing a Growth strategy. As of Sep 18, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Schaper Benz & Wise Investment Counsel, Inc. made a significant move by increasing exposure to LIN. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's investment philosophy focuses on investing in high-quality companies with sustainable long-term growth prospects to achieve capital and income appreciation. Their strategy is rooted in thorough internal fundamental research, including direct contact with company management to understand profitability drivers and secular growth trends. They typically construct diversified equity portfolios of 40 to 50 companies, balancing core holdings with emerging growth and special situation investments while avoiding market-timing or active trading. Fixed income strategies emphasize principal preservation and inflation protection, generally utilizing laddered maturities of investment-grade corporate and municipal issues.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Schaper Benz & Wise Investment Counsel, Inc..
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Frequently asked questions
How is the simulated portfolio for Schaper Benz & Wise Investment Counsel, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Schaper Benz & Wise Investment Counsel, Inc.'s largest holding?
As of the latest filing, Schaper Benz & Wise Investment Counsel, Inc.'s top position is Alphabet Inc Class A (GOOGL), representing 13.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Schaper Benz & Wise Investment Counsel, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +20.9% with a win rate of 44%. Notably, the portfolio maintains a Sharpe Ratio of 3.12, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Schaper Benz & Wise Investment Counsel, Inc. primarily invest in?
Schaper Benz & Wise Investment Counsel, Inc. has a strong preference for the Semiconductors sector, which makes up 15.9% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Schaper Benz & Wise Investment Counsel, Inc.'s portfolio concentrated or diversified?
Schaper Benz & Wise Investment Counsel, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 29.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Schaper Benz & Wise Investment Counsel, Inc. performed in 2026?
Our AI-simulated model portfolio for Schaper Benz & Wise Investment Counsel, Inc. tracks a Year-to-Date (YTD) return of +11.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Bradley E. Benz manage Schaper Benz & Wise Investment Counsel, Inc. directly?
Yes, Bradley E. Benz serves as the key portfolio manager for Schaper Benz & Wise Investment Counsel, Inc., overseeing the investment strategy and final capital allocation decisions.