SFE Investment Counsel

Est. AUM

$634.5M

13F long equity, this entity only

Positions

142

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$23.8M	136385	3.75%	SOLE
2	APPLE INC	COM	$22.0M	86876	3.48%	SOLE
3	MICROSOFT CORP	COM	$21.2M	57256	3.34%	SOLE
4	ONEOK INC NEW	COM	$18.5M	204984	2.92%	SOLE
5	BROADCOM INC	COM	$17.9M	57940	2.83%	SOLE
6	JPMORGAN CHASE & CO	COM	$17.5M	59557	2.76%	SOLE
7	AMAZON COM INC	COM	$16.6M	79642	2.61%	SOLE
8	NEXTERA ENERGY INC	COM	$16.2M	174906	2.56%	SOLE
9	PALO ALTO NETWORKS INC	COM	$13.6M	84546	2.14%	SOLE
10	ALPHABET INC	CAP STK CL A	$13.1M	45600	2.07%	SOLE
11	QUALCOMM INC	COM	$13.0M	100982	2.05%	SOLE
12	LOWES COS INC	COM	$12.9M	54553	2.03%	SOLE
13	FIRST SOLAR INC	COM	$12.5M	63292	1.97%	SOLE
14	US BANCORP	COM NEW	$11.6M	223650	1.83%	SOLE
15	COSTCO WHOLESALE CORPORATION	COM	$11.1M	11177	1.76%	SOLE
16	QUANTA SVCS INC	COM	$10.5M	19184	1.66%	SOLE
17	CUMMINS INC	COM	$10.4M	19353	1.64%	SOLE
18	ALPHABET INC	CAP STK CL C	$9.6M	33492	1.51%	SOLE
19	IQVIA HLDGS INC	COM	$8.9M	51922	1.40%	SOLE
20	LABCORP HOLDINGS INC	COM SHS	$8.8M	32924	1.38%	SOLE
21	JACOBS SOLUTIONS INC	COM	$8.6M	67647	1.36%	SOLE
22	INTERNATIONAL BUSINESS MACHS	COM	$8.4M	34693	1.33%	SOLE
23	ABBOTT LABORATORIES	COM	$8.4M	81738	1.32%	SOLE
24	PRUDENTIAL FINL INC	COM	$8.4M	85685	1.32%	SOLE
25	INVESCO EXCH TRD SLF IDX FD	INVSCO 28 HYCORP	$8.3M	384000	1.31%	SOLE
26	L3HARRIS TECHNOLOGIES INC	COM	$8.2M	23672	1.29%	SOLE
27	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$8.1M	360230	1.27%	SOLE
28	UNITED RENTALS INC	COM	$8.0M	11013	1.26%	SOLE
29	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029 HG	$7.7M	366124	1.21%	SOLE
30	BLACKSTONE INC	COM	$7.7M	66700	1.21%	SOLE
31	CLEVELAND-CLIFFS INC NEW	COM	$7.6M	895489	1.19%	SOLE
32	WILLIAMS SONOMA INC	COM	$7.4M	40816	1.17%	SOLE
33	ISHARES TR	CORE S&P500 ETF	$7.3M	11114	1.14%	SOLE
34	EATON CORP PLC	SHS	$7.2M	20009	1.13%	SOLE
35	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$7.0M	340798	1.10%	SOLE
36	DANAHER CORP DEL	COM	$6.8M	36120	1.08%	SOLE
37	APPLIED MATLS INC	COM	$6.6M	19257	1.04%	SOLE
38	JOHNSON & JOHNSON	COM	$6.5M	26557	1.02%	SOLE
39	INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2030	$6.4M	250489	1.01%	SOLE
40	ADVANCED MICRO DEVICES INC	COM	$6.3M	31138	1.00%	SOLE
41	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$6.2M	267933	0.98%	SOLE
42	CHEVRON CORPORATIONPUT	COM	$6.2M	16700	0.97%	SOLE
43	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$6.1M	311240	0.96%	SOLE
44	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$6.1M	324359	0.95%	SOLE
45	HA SUSTAINABLE INFRA CAP INC	COM	$5.8M	158637	0.92%	SOLE
46	MARVELL TECHNOLOGY INC	COM	$5.6M	56859	0.89%	SOLE
47	DONALDSON INC	COM	$5.6M	65783	0.88%	SOLE
48	HONEYWELL INTL INC	COM	$5.5M	24235	0.86%	SOLE
49	ELI LILLY & CO	COM	$5.4M	5827	0.84%	SOLE
50	UBER TECHNOLOGIES INC	COM	$5.3M	73388	0.83%	SOLE

1–50 of 142

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.