SFE Investment Counsel — 13F holdings

SFE Investment Counsel reported 152 holdings worth $742M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $27.8M (3.8%)
2. PANW PALO ALTO NETWORKS INC — $27.5M (3.7%)
3. AAPL APPLE INC — $24.9M (3.4%)
4. MSFT MICROSOFT CORP — $21.7M (2.9%)
5. AVGO BROADCOM INC — $21.5M (2.9%)
6. JPM JPMorgan Chase & Co. — $19.4M (2.6%)
7. AMZN AMAZON COM INC — $19.4M (2.6%)
8. OKE ONEOK INC NEW — $17.8M (2.4%)
9. QCOM QUALCOMM INC — $17.0M (2.3%)
10. GOOGL ALPHABET INC — $15.6M (2.1%)