Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SFE Investment Counsel (CIK 1317784) reported $741.5M across 149 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($27.8M, 3.75%), PANW ($27.5M, 3.70%), AAPL ($24.9M, 3.36%), MSFT ($21.7M, 2.93%), AVGO ($21.5M, 2.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $27.8M | 3.75% | 138,995 | Added |
| 2 | PANW | PALO ALTO NETWORKS INC | $27.5M | 3.70% | 80,533 | Trimmed |
| 3 | AAPL | APPLE INC | $24.9M | 3.36% | 86,015 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $21.7M | 2.93% | 58,178 | Added |
| 5 | AVGO | BROADCOM INC | $21.5M | 2.90% | 56,951 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO | $19.4M | 2.61% | 59,236 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $19.4M | 2.61% | 81,327 | Added |
| 8 | OKE | ONEOK INC NEW | $17.8M | 2.40% | 204,610 | Trimmed |
| 9 | QCOM | QUALCOMM INC | $17.0M | 2.30% | 92,200 | Trimmed |
| 10 | GOOGL | ALPHABET INC | $15.6M | 2.10% | 43,607 | Trimmed |
| 11 | NEE | NEXTERA ENERGY INC | $15.4M | 2.07% | 174,989 | Added |
| 12 | FSLR | FIRST SOLAR INC | $14.8M | 2.00% | 62,790 | Trimmed |
| 13 | MRVL | MARVELL TECHNOLOGY INC | $14.6M | 1.96% | 48,888 | Trimmed |
| 14 | AMD | ADVANCED MICRO DEVICES INC | $13.8M | 1.86% | 23,759 | Trimmed |
| 15 | USB | US BANCORP | $13.5M | 1.82% | 223,299 | Trimmed |
| 16 | CMI | CUMMINS INC | $13.0M | 1.75% | 18,235 | Trimmed |
| 17 | URI | UNITED RENTALS INC | $12.8M | 1.72% | 11,268 | Added |
| 18 | AMAT | APPLIED MATLS INC | $12.6M | 1.70% | 17,438 | Trimmed |
| 19 | PWR | QUANTA SVCS INC | $12.4M | 1.68% | 17,252 | Trimmed |
| 20 | LOW | LOWES COS INC | $12.3M | 1.66% | 55,726 | Added |
| 21 | KLAC | KLA CORP | $12.1M | 1.63% | 40,000 | Added |
| 22 | IQV | IQVIA HLDGS INC | $11.4M | 1.54% | 59,043 | Added |
| 23 | GOOG | ALPHABET INC | $11.4M | 1.54% | 32,233 | Trimmed |
| 24 | IBM | INTERNATIONAL BUSINESS MACHS | $10.9M | 1.47% | 38,650 | Added |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $10.4M | 1.40% | 11,067 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30