SFE Investment Counsel
SFE Investment Counsel reported 152 positions worth $741.5M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: NVDA (3.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $27.8M | 3.75% | 138,995 | — | — | |
| ▸ 2 | PANW | SH | $27.5M | 3.70% | 80,533 | — | — | |
| ▸ 3 | AAPL | SH | $24.9M | 3.36% | 86,015 | — | — | |
| ▸ 4 | MSFT | SH | $21.7M | 2.93% | 58,178 | — | — | |
| ▸ 5 | AVGO | SH | $21.5M | 2.90% | 56,951 | — | — | |
| ▸ 6 | JPM | SH | $19.4M | 2.61% | 59,236 | — | — | |
| ▸ 7 | AMZN | SH | $19.4M | 2.61% | 81,327 | — | — | |
| ▸ 8 | OKE | SH | $17.8M | 2.40% | 204,610 | — | — | |
| ▸ 9 | QCOM | SH | $17.0M | 2.30% | 92,200 | — | — | |
| ▸ 10 | GOOGL | SH | $15.6M | 2.10% | 43,607 | — | — |
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Frequently Asked Questions
What stocks does SFE Investment Counsel hold as of Q2 2026?
SFE Investment Counsel reported 152 positions worth $741.5M in its Q2 2026 13F filing. Largest positions: NVDA (3.8%), PANW (3.7%), AAPL (3.4%), MSFT (2.9%) and AVGO (2.9%).
What did SFE Investment Counsel buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SFE Investment Counsel sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.