SFE Investment Counsel

Position in NVDA — Nvidia Corp

CIK 1317784 LOS ANGELES, CA

Position in NVDA

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$27,811,509

+$4,025,965 QoQ

Shares Held

138,995

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.34%

of 13F equity value

Holder Rank

#1,532

of 5,878 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 37% Shared 0% None 63%

Technology · as of Jun 30, 2026

SFE Investment Counsel holds $96,269,832 across 9 Semiconductors names. NVDA ranks #1 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp This page	138,995	$27,811,509
2	AVGO	Broadcom Inc.	56,951	$21,513,240
3	QCOM	Qualcomm Inc/De	92,200	$17,037,638
4	MRVL	Marvell Technology, Inc.	48,888	$14,563,246
5	AMD	Advanced Micro Devices Inc	23,759	$13,801,840
6	TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,103	$526,759
7	PI	Impinj Inc	3,220	$461,200
8	QUIK	QUICKLOGIC Corp	14,000	$279,580

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,811,509	138,995	+1.9%	Shares	Sole	2026-08-05
2026-03-31	$23,785,544	136,385	+0.6%	Shares	Sole	2026-05-01
2025-12-31	$25,292,943	135,619	-1.7%	Shares	Sole	2026-02-05
2025-09-30	$25,752,891	138,026	-3.0%	Shares	Sole	2025-11-14
2025-06-30	$22,483,872	142,312	+0.4%	Shares	Sole	2025-08-07
2025-03-31	$15,362,648	141,748	+2.9%	Shares	Sole	2025-05-06
2024-12-31	$18,497,373	137,742	-6.0%	Shares	Sole	2025-01-30
2024-09-30	$17,789,988	146,492	-4.5%	Shares	Sole	2024-10-25
2024-06-30	$18,958,324	153,459	+810.1%	Shares	Sole	2024-08-05
2024-03-31	$15,234,925	16,861	-24.2%	Shares	Sole	2024-05-06
2023-12-31	$11,016,168	22,245	-7.3%	Shares	Sole	2024-01-31
2023-09-30	$10,439,760	24,000	-12.7%	Shares	Sole	2023-10-25
2023-06-30	$11,633,473	27,501	-13.9%	Shares	Sole	2023-07-24
2023-03-31	$8,875,862	31,954	-13.9%	Shares	Sole	2023-05-09
2022-12-31	$5,426,470	37,132	+1.3%	Shares	Sole	2023-02-10
2022-09-30	$4,447,729	36,640	+8.8%	Shares	Sole	2022-11-14
2022-06-30	$5,103,428	33,666	+12.2%	Shares	Sole	2022-08-10
2022-03-31	$8,188,528	30,010	-13.7%	Shares	Sole	2022-05-06
2021-12-31	$10,226,498	34,771	-15.7%	Shares	Sole	2022-02-07
2021-09-30	$8,547,421	41,260	+331.5%	Shares	Sole	2021-11-12
2021-06-30	$7,651,356	9,563	-7.2%	Shares	Sole	2021-08-10
2021-03-31	$5,500,033	10,301	+1.2%	Shares	Sole	2021-04-30
2020-12-31	$5,316,518	10,181	+3.6%	Shares	Sole	2021-02-04
2020-09-30	$5,320,733	9,831	-13.6%	Shares	Sole	2020-11-09
2020-06-30	$4,324,918	11,384	-30.7%	Shares	Sole	2020-08-05
2020-03-31	$4,327,521	16,417	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.