SFE Investment Counsel 13F Holdings

CIK 0001317784 · LOS ANGELES, CA

As of Sep 30, 2025, SFE Investment Counsel reported 147 positions worth $626.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology54,076$28.0M4.47%
NVIDIA CORPNVDATechnology138,026$25.8M4.11%
APPLE INCAAPLTechnology93,299$23.8M3.79%
JPMORGAN CHASE & COJPMFinancial Services62,370 9.7M3.14%
BROADCOM INCAVGOTechnology54,297 7.9M2.86%
AMAZON.COM INCAMZNEquity76,586 6.8M2.68%
QUALCOMM INCQCOMTechnology96,457 6.0M2.56%
PALO ALTO NETWORKS INCPANWTechnology76,960 5.7M2.50%
FIRST SOLAR INCFSLRTechnology69,813 5.4M2.46%
ONEOK INCOKEEnergy191,627 4.0M2.23%
NEXTERA ENERGY INCNEEUtilities182,855 3.8M2.20%
ALPHABET INCGOOGLEquity56,353 3.7M2.19%
LOWES COMPANIES INCLOWConsumer Cyclical53,837 3.5M2.16%
CLEVELAND-CLIFFS INCCLFBasic Materials1,003,105 2.2M1.95%
US BANCORPUSBFinancial Services232,185 1.2M1.79%
ABBOTT LABORATORIESABTHealthcare79,954 0.7M1.71%
CUMMINS INCCMIIndustrials24,249 0.2M1.64%
ALPHABET INCGOOGEquity41,168 0.0M1.60%
UNITED RENTALS INCURIIndustrials10,467 0.0M1.60%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology34,667$9.8M1.56%
COSTCO WHOLESALE CORPCOSTConsumer Defensive10,567$9.8M1.56%
IQVIA HOLDINGS INCIQVHealthcare48,898$9.3M1.48%
LABCORP HOLDINGS INCLHHealthcare31,439$9.0M1.44%
FISERV INCFISVTechnology64,401$8.3M1.33%
INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETFBSJS—368,478$8.1M1.30%