Universe · entity
SFE Investment Counsel
Institutional manager (13F) · CIK 1317784
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $497M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $24M | 136,385 |
| 2 | APPLE INC | $22M | 86,876 |
| 3 | MICROSOFT CORP | $21M | 57,256 |
| 4 | ONEOK INC NEW | $19M | 204,984 |
| 5 | BROADCOM INC | $18M | 57,940 |
| 6 | JPMORGAN CHASE & CO | $18M | 59,557 |
| 7 | AMAZON COM INC | $17M | 79,642 |
| 8 | NEXTERA ENERGY INC | $16M | 174,906 |
| 9 | PALO ALTO NETWORKS INC | $14M | 84,546 |
| 10 | ALPHABET INC | $13M | 45,600 |
| 11 | QUALCOMM INC | $13M | 100,982 |
| 12 | LOWES COS INC | $13M | 54,553 |
| 13 | FIRST SOLAR INC | $12M | 63,292 |
| 14 | US BANCORP | $12M | 223,650 |
| 15 | COSTCO WHOLESALE CORPORATION | $11M | 11,177 |
| 16 | QUANTA SVCS INC | $11M | 19,184 |
| 17 | CUMMINS INC | $10M | 19,353 |
| 18 | ALPHABET INC | $10M | 33,492 |
| 19 | IQVIA HLDGS INC | $9M | 51,922 |
| 20 | LABCORP HOLDINGS INC | $9M | 32,924 |
| 21 | JACOBS SOLUTIONS INC | $9M | 67,647 |
| 22 | INTERNATIONAL BUSINESS MACHS | $8M | 34,693 |
| 23 | ABBOTT LABORATORIES | $8M | 81,738 |
| 24 | PRUDENTIAL FINL INC | $8M | 85,685 |
| 25 | INVESCO EXCH TRD SLF IDX FD | $8M | 384,000 |
| 26 | L3HARRIS TECHNOLOGIES INC | $8M | 23,672 |
| 27 | INVESCO EXCH TRD SLF IDX FD | $8M | 360,230 |
| 28 | UNITED RENTALS INC | $8M | 11,013 |
| 29 | INVESCO EXCH TRD SLF IDX FD | $8M | 366,124 |
| 30 | BLACKSTONE INC | $8M | 66,700 |
| 31 | CLEVELAND-CLIFFS INC NEW | $8M | 895,489 |
| 32 | WILLIAMS SONOMA INC | $7M | 40,816 |
| 33 | ISHARES TR | $7M | 11,114 |
| 34 | EATON CORP PLC | $7M | 20,009 |
| 35 | INVESCO EXCH TRD SLF IDX FD | $7M | 340,798 |
| 36 | DANAHER CORP DEL | $7M | 36,120 |
| 37 | APPLIED MATLS INC | $7M | 19,257 |
| 38 | JOHNSON & JOHNSON | $6M | 26,557 |
| 39 | INVESCO EXCH TRD SLF IDX FD | $6M | 250,489 |
| 40 | ADVANCED MICRO DEVICES INC | $6M | 31,138 |
| 41 | INVESCO EXCH TRD SLF IDX FD | $6M | 267,933 |
| 42 | INVESCO EXCH TRD SLF IDX FD | $6M | 311,240 |
| 43 | INVESCO EXCH TRD SLF IDX FD | $6M | 324,359 |
| 44 | HA SUSTAINABLE INFRA CAP INC | $6M | 158,637 |
| 45 | MARVELL TECHNOLOGY INC | $6M | 56,859 |
| 46 | DONALDSON INC | $6M | 65,783 |
| 47 | HONEYWELL INTL INC | $5M | 24,235 |
| 48 | ELI LILLY & CO | $5M | 5,827 |
| 49 | UBER TECHNOLOGIES INC | $5M | 73,388 |
| 50 | XYLEM INC | $5M | 43,111 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.