SFE Investment Counsel
CIK 1317784
13F filing for Q2 2026・No. 3,103
- Holdings
- US$741.51M
- Quarter change
- +US$106.79M
- Entries
- 152
- Net bought (estimate)
- +US$1.33M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 15
- Sold out 6
- Cut 67
- Added 49
- Corporate actions 2
- Unchanged 18
Largest holdings
149 stocks worth US$726.36M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 138,995 | US$27.81M | 3.83% |
| PANWPALO ALTO NETWORKS INCCOM | Cut | 80,533 | US$27.46M | 3.78% |
| AAPLAppleCOM | Cut | 86,015 | US$24.89M | 3.43% |
| MSFTMicrosoftCOM | Added | 58,178 | US$21.7M | 2.99% |
| AVGOBroadcomCOM | Cut | 56,951 | US$21.51M | 2.96% |
| JPMJPMORGAN CHASE & COCOM | Cut | 59,236 | US$19.39M | 2.67% |
| AMZNAmazonCOM | Added | 81,327 | US$19.38M | 2.67% |
| 9666690DONEOK INC NEWCOM | Cut | 204,610 | US$17.79M | 2.45% |
| QCOMQUALCOMM INCCOM | Cut | 92,200 | US$17.04M | 2.35% |
| GOOGLAlphabetCAP STK CL A | Cut | 43,607 | US$15.58M | 2.15% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.