SFE Investment Counsel
Top Portfolio Positions
110 positions ·
$535,954,827 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
136,385 | $23,785,544 | 4.44% | |
| AAPL |
Apple Inc.
Technology
|
86,876 | $22,048,260 | 4.11% | |
| MSFT |
Microsoft Corp
Technology
|
57,256 | $21,194,453 | 3.95% | |
| OKE |
Oneok Inc /New/
Energy
|
204,984 | $18,528,503 | 3.46% | |
| AVGO |
Broadcom Inc.
Technology
|
57,940 | $17,933,009 | 3.35% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
59,557 | $17,519,287 | 3.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
79,642 | $16,587,039 | 3.09% | |
| NEE |
Nextera Energy Inc
Utilities
|
174,906 | $16,245,269 | 3.03% | |
| PANW |
Palo Alto Networks Inc
Technology
|
84,546 | $13,554,414 | 2.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
45,600 | $13,112,736 | 2.45% |
Portfolio Trend
25 quarters · across all stocks
Holdings in TNC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $874,488 | 13,170 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,053,910 | 14,300 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,578,238 | 19,470 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,675,117 | 21,620 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,387,650 | 17,400 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,392,287 | 17,077 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,807,856 | 18,824 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,863,370 | 18,929 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,350,964 | 19,332 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,933,235 | 20,857 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,597,042 | 21,538 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,836,817 | 22,646 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,558,303 | 22,739 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,361,558 | 22,114 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,270,167 | 22,457 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,330,577 | 22,457 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,686,477 | 21,402 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,708,323 | 21,080 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,535,645 | 20,766 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,660,560 | 20,796 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,675,213 | 20,969 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,313,231 | 18,715 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $966,967 | 16,020 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,075,590 | 16,545 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $941,687 | 16,250 | Shares | Sole | 2020-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||