13F Insight
DOSSIER · 13F-HR · Q1 2026

SFE Investment Counsel

$635M in tracked AUM across 143 positions as of Q1 2026.

SI
CIK 0001317784 · last filed Mar 31, 2026
Total AUM
$635M
as of Q1 2026
Holdings
143
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

SFE Investment Counsel filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$24M136K3.7%02
AAPL
APPLE INC
$22M87K3.5%03
MSFT
MICROSOFT CORP
$21M57K3.3%04
OKE
ONEOK INC NEW
$19M205K2.9%05
AVGO
BROADCOM INC
$18M58K2.8%06
JPM
JPMORGAN CHASE & CO
$18M60K2.8%07
AMZN
AMAZON COM INC
$17M80K2.6%08
NEE
NEXTERA ENERGY INC
$16M175K2.6%09
PANW
PALO ALTO NETWORKS INC
$14M85K2.1%10
GOOGL
ALPHABET INC
$13M46K2.1%

Filing history

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 positionsLocked2023Q2Jun 30
$353M▲ 9.3%
113 positionsLocked
Showing 12 of 74