account_balance
Investment manager · 13F filer · SEC CIK 1317784
SFE Investment Counsel
Reported value$732Mas of Sep 30, 2026
Positions150 12 new, 11 sold out
Top 10 weight31.4%NVDA alone is 4%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
4.4%Added +2%
MSFTMicrosoft Corp
4.1%
PANWPalo Alto Networks Inc
3.9%Trimmed −10%
AAPLApple Inc.
3.9%
AVGOBroadcom Inc.
2.8%Added +4%
AMZNAmazon.com Inc
2.8%
JPMJPMorgan Chase & Co
2.6%
QCOMQualcomm Inc
2.4%Added +3%
OKEOneok Inc
2.3%
MRVLMarvell Technology, Inc.
2.1%Added +17%
GOOGLAlphabet Inc.
2.1%
IQVIQVIA Holdings Inc.
2.0%Trimmed −6%
NVDANVIDIA Corp
4.4%+2%
MSFTMicrosoft Corp
4.1%
PANWPalo Alto Networks Inc
3.9%
AAPLApple Inc.
3.9%
AVGOBroadcom Inc.
2.8%+4%
AMZNAmazon.com Inc
2.8%
JPMJPMorgan Chase & Co
2.6%
QCOMQualcomm Inc
2.4%
OKEOneok Inc
2.3%
MRVLMarvell Technology, Inc.
2.1%
GOOGLAlphabet Inc.
2.1%
IQVIQVIA Holdings Inc.
2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 4.4% Added +2%MSFT Microsoft Corp 4.1% HeldPANW Palo Alto Networks Inc 3.9% Trimmed −10%AAPL Apple Inc. 3.9% HeldAVGO Broadcom Inc. 2.8% Added +4%AMZN Amazon.com Inc 2.8% HeldJPM JPMorgan Chase & Co 2.6% HeldQCOM Qualcomm Inc 2.4% Added +3%OKE Oneok Inc 2.3% HeldMRVL Marvell Technology, Inc. 2.1% Added +17%GOOGL Alphabet Inc. 2.1% HeldIQV IQVIA Holdings Inc. 2.0% Trimmed −6%
What changed
Biggest moves since Jun 30, 2026
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