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SFE Investment Counsel - Portfolio Stock Holdings

SFE Investment Counsel disclosed 153 stock positions in a recent SEC 13F filing. $726,359,648 of stock holdings were filed, with the largest holdings including NVDA, PANW, and AAPL. This filing represented positions held on June 30, 2026, and was filed yesterday.

Report Period:

June 30, 2026

No. of Stocks:

153

Est. Stock Holding Value:

$726,359,648

Top Stock Holdings By Sector

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Portfolio Stock Holdings - SFE Investment Counsel

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - SFE Investment Counsel

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.