Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SFE Investment Counsel (CIK 1317784) reported $634.7M across 137 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($23.8M, 3.75%), AAPL ($22.0M, 3.47%), MSFT ($21.2M, 3.34%), OKE ($18.5M, 2.92%), AVGO ($17.9M, 2.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $23.8M | 3.75% | 136,385 | Added |
| 2 | AAPL | APPLE INC | $22.0M | 3.47% | 86,876 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $21.2M | 3.34% | 57,256 | Added |
| 4 | OKE | ONEOK INC NEW | $18.5M | 2.92% | 204,984 | Trimmed |
| 5 | AVGO | BROADCOM INC | $17.9M | 2.83% | 57,940 | Added |
| 6 | JPM | JPMORGAN CHASE & CO | $17.5M | 2.76% | 59,557 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $16.6M | 2.61% | 79,642 | Added |
| 8 | NEE | NEXTERA ENERGY INC | $16.2M | 2.56% | 174,906 | Trimmed |
| 9 | PANW | PALO ALTO NETWORKS INC | $13.6M | 2.14% | 84,546 | Added |
| 10 | GOOGL | ALPHABET INC | $13.1M | 2.07% | 45,600 | Trimmed |
| 11 | QCOM | QUALCOMM INC | $13.0M | 2.05% | 100,982 | Added |
| 12 | LOW | LOWES COS INC | $12.9M | 2.03% | 54,553 | Trimmed |
| 13 | FSLR | FIRST SOLAR INC | $12.5M | 1.97% | 63,292 | Trimmed |
| 14 | USB | US BANCORP | $11.6M | 1.83% | 223,650 | Trimmed |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $11.1M | 1.75% | 11,177 | Trimmed |
| 16 | PWR | QUANTA SVCS INC | $10.5M | 1.66% | 19,184 | Added |
| 17 | CMI | CUMMINS INC | $10.4M | 1.64% | 19,353 | Trimmed |
| 18 | GOOG | ALPHABET INC | $9.6M | 1.51% | 33,492 | Trimmed |
| 19 | CVX | CHEVRON CORPORATION | $9.3M | 1.47% | 31,862 | Added |
| 20 | IQV | IQVIA HLDGS INC | $8.9M | 1.40% | 51,922 | Added |
| 21 | LH | LABCORP HOLDINGS INC | $8.8M | 1.38% | 32,924 | Added |
| 22 | J | JACOBS SOLUTIONS INC | $8.6M | 1.36% | 67,647 | Added |
| 23 | IBM | INTERNATIONAL BUSINESS MACHS | $8.4M | 1.32% | 34,693 | Added |
| 24 | ABT | ABBOTT LABORATORIES | $8.4M | 1.32% | 81,738 | Added |
| 25 | PRU | PRUDENTIAL FINL INC | $8.4M | 1.32% | 85,685 | Added |
Source: SEC Form 13F filings · as of 2026-03-31