SFE Investment Counsel
CIK: 0001317784SEC EDGAR →
Portfolio Value
$652.9M
Holdings
143
As of
Q4 2025
New Positions
11
Closed Positions
5
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 54,968 | $26.6M | 4.07% |
| 2 | NVIDIA CORPORATION | 135,619 | $25.3M | 3.87% |
| 3 | APPLE INC | 86,997 | $23.6M | 3.62% |
| 4 | JPMORGAN CHASE & CO. | 60,778 | $19.6M | 3.00% |
| 5 | BROADCOM INC | 52,509 | $18.2M | 2.78% |
| 6 | AMAZON COM INC | 73,257 | $16.9M | 2.59% |
| 7 | FIRST SOLAR INC | 64,059 | $16.7M | 2.56% |
| 8 | QUALCOMM INC | 96,107 | $16.4M | 2.52% |
| 9 | ONEOK INC NEW | 206,515 | $15.2M | 2.32% |
| 10 | ALPHABET INC | 47,283 | $14.8M | 2.27% |
Quarterly Changes
Top Buys
New Positions (8)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 23 | $174.3M | 26.7% |
| Financial Services | 43 | $138.6M | 21.2% |
| Industrials | 20 | $86.4M | 13.2% |
| Healthcare | 14 | $63.5M | 9.7% |
| Consumer Cyclical | 12 | $49.6M | 7.6% |
| Energy | 4 | $38.4M | 5.9% |
| Communication Services | 5 | $30.1M | 4.6% |
| Utilities | 5 | $23.1M | 3.5% |
| Consumer Defensive | 4 | $20.5M | 3.1% |
| Basic Materials | 3 | $13.2M | 2.0% |
| Unknown | 9 | $11.4M | 1.7% |
| Real Estate | 1 | $3.7M | 0.6% |