13F Insight
DOSSIER · 13F-HR · Q2 2026

SFE Investment Counsel

$742M in tracked AUM across 152 positions as of Q2 2026.

SI
CIK 0001317784 · last filed Jun 30, 2026
Total AUM
$742M
as of Q2 2026
Holdings
152
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SFE Investment Counsel filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$28M139K3.8%02
PANW
PALO ALTO NETWORKS INC
$27M81K3.7%03
AAPL
APPLE INC
$25M86K3.4%04
MSFT
MICROSOFT CORP
$22M58K2.9%05
AVGO
BROADCOM INC
$22M57K2.9%06
JPM
JPMORGAN CHASE & CO
$19M59K2.6%07
AMZN
AMAZON COM INC
$19M81K2.6%08
OKE
ONEOK INC NEW
$18M205K2.4%09
QCOM
QUALCOMM INC
$17M92K2.3%10
GOOGL
ALPHABET INC
$16M44K2.1%

Filing history

2026Q2Jun 30
$742M▲ 16.8%
152 positionsView →2026Q1Mar 31
$635M▼ 2.8%
143 positionsView →2025Q4Dec 31
$653M▲ 4.2%
146 positionsView →2025Q3Sep 30
$626M▲ 10.3%
147 positionsView →2025Q2Jun 30
$568M▲ 13.5%
141 positionsLocked2025Q1Mar 31
$501M▲ 6.3%
140 positionsLocked2024Q4Dec 31
$471M▼ 1.9%
114 positionsLocked2024Q3Sep 30
$480M▲ 6.5%
116 positionsLocked2024Q2Jun 30
$451M▲ 2.2%
119 positionsLocked2024Q1Mar 31
$441M▲ 14.9%
117 positionsLocked2023Q4Dec 31
$384M▲ 11.8%
112 positionsLocked2023Q3Sep 30
$344M▼ 2.8%
117 positionsLocked
Showing 12 of 75