CIK 1317784
SFE Investment Counsel
Institutional 13F holdings & portfolio
Holdings
143
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 143
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 55K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 136K | $1M+ | SH |
| AAPL | APPLE INC | 87K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 61K | $1M+ | SH |
| AVGO | BROADCOM INC | 53K | $1M+ | SH |
| AMZN | AMAZON COM INC | 73K | $1M+ | SH |
| FSLR | FIRST SOLAR INC | 64K | $1M+ | SH |
| QCOM | QUALCOMM INC | 96K | $1M+ | SH |
| OKE | ONEOK INC NEW | 207K | $1M+ | SH |
| GOOGL | ALPHABET INC | 47K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 183K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 79K | $1M+ | SH |
| LOW | LOWES COS INC | 55K | $1M+ | SH |
| USB | US BANCORP DEL | 232K | $1M+ | SH |
| CLF | CLEVELAND-CLIFFS INC NEW | 907K | $1M+ | SH |
| GOOG | ALPHABET INC | 38K | $1M+ | SH |
| CMI | CUMMINS INC | 23K | $1M+ | SH |
| IQV | IQVIA HLDGS INC | 48K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 34K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 11K | $1M+ | SH |
| ABT | ABBOTT LABS | 77K | $1M+ | SH |
| PRU | PRUDENTIAL FINL INC | 80K | $1M+ | SH |
| URI | UNITED RENTALS INC | 11K | $1M+ | SH |
| BSJS | INVESCO EXCH TRD SLF IDX FD | 380K | $1M+ | SH |
| LH | LABCORP HOLDINGS INC | 33K | $1M+ | SH |
| BX | BLACKSTONE INC | 52K | $1M+ | SH |
| BSJR | INVESCO EXCH TRD SLF IDX FD | 352K | $1M+ | SH |
| BSJT | INVESCO EXCH TRD SLF IDX FD | 362K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 26K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 17K | $1M+ | SH |
| J | JACOBS SOLUTIONS INC | 55K | $1M+ | SH |
| EXPE | EXPEDIA GROUP INC | 25K | $1M+ | SH |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 301K | $1M+ | SH |
| LLY | ELI LILLY & CO | 6K | $1M+ | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 317K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 30K | $1M+ | SH |
| BSJU | INVESCO EXCH TRD SLF IDX FD | 243K | $1M+ | SH |
| WSM | WILLIAMS SONOMA INC | 35K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 27K | $1M+ | SH |
| DCI | DONALDSON INC | 69K | $1M+ | SH |
| XYL | XYLEM INC | 43K | $1M+ | SH |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 307K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 28K | $1M+ | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 283K | $1M+ | SH |
| IVV | ISHARES TR | 8K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 21K | $1M+ | SH |
| HASI | HA SUSTAINABLE INFRA CAP INC | 166K | $1M+ | SH |
| ETN | EATON CORP PLC | 16K | $1M+ | SH |
| FDX | FEDEX CORP | 17K | $1M+ | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 38K | $1M+ | SH |