SFE Investment Counsel
Top Portfolio Positions
111 positions ·
$538,078,162 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
136,385 | $23,785,544 | 4.42% | |
| AAPL |
Apple Inc.
Technology
|
86,876 | $22,048,260 | 4.10% | |
| MSFT |
Microsoft Corp
Technology
|
57,256 | $21,194,453 | 3.94% | |
| OKE |
Oneok Inc /New/
Energy
|
204,984 | $18,528,503 | 3.44% | |
| AVGO |
Broadcom Inc.
Technology
|
57,940 | $17,933,009 | 3.33% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
59,557 | $17,519,287 | 3.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
79,642 | $16,587,039 | 3.08% | |
| NEE |
Nextera Energy Inc
Utilities
|
174,906 | $16,245,269 | 3.02% | |
| PANW |
Palo Alto Networks Inc
Technology
|
84,546 | $13,554,414 | 2.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
45,600 | $13,112,736 | 2.44% |
Portfolio Trend
25 quarters · across all stocks
Holdings in QUIK
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $168,840 | 18,000 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $179,470 | 29,862 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $247,623 | 40,862 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||