Holdings
SFE Investment Counsel
As of Jun 30, 2026, SFE Investment Counsel reported 107 positions worth US$621M. Largest: Nvidia Corporation, Palo Alto Networks, Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 139K | US$27.8M | +2,610 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 80,533 | US$27.5M | −4,013 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 75,476 | US$27M | −3,535 | Jun 30, 2026 |
| Apple Inc | 86,015 | US$24.9M | −861 | Jun 30, 2026 |
| Microsoft Corp. | 58,178 | US$21.7M | +922 | Jun 30, 2026 |
| Broadcom Inc. | 56,951 | US$21.5M | −989 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 59,236 | US$19.4M | −321 | Jun 30, 2026 |
| Amazon.com, Inc. | 81,327 | US$19.4M | +1,685 | Jun 30, 2026 |
| Oneok, Inc. | 205K | US$17.8M | −374 | Jun 30, 2026 |
| Qualcomm Incorporated | 92,200 | US$17M | −8,782 | Jun 30, 2026 |