SFE Investment Counsel

SFE Investment Counsel as of Dec. 31, 2010

Portfolio Holdings for SFE Investment Counsel

SFE Investment Counsel holds 66 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Fly Leasing 4.9 $6.6M 486k 13.66
BreitBurn Energy Partners 4.8 $6.5M 321k 20.14
Becton, Dickinson and (BDX) 4.1 $5.5M 65k 84.52
Jacobs Engineering 4.0 $5.3M 116k 45.85
Donaldson Company (DCI) 3.7 $5.0M 86k 58.28
Verizon Communications (VZ) 3.6 $4.9M 136k 35.78
Sigma-Aldrich Corporation 3.4 $4.6M 68k 66.55
Apple (AAPL) 3.3 $4.5M 14k 322.59
Oneok Partners 3.3 $4.4M 55k 79.50
Corning Incorporated (GLW) 3.2 $4.3M 225k 19.32
Plum Creek Timber 3.0 $4.1M 108k 37.45
Nordic American Tanker Shippin (NAT) 2.9 $3.8M 148k 26.02
Kayne Anderson MLP Investment (KYN) 2.9 $3.8M 121k 31.47
Wells Fargo & Company (WFC) 2.8 $3.7M 120k 30.99
Walgreen Company 2.8 $3.7M 95k 38.96
Qualcomm (QCOM) 2.7 $3.6M 73k 49.49
Kinder Morgan Energy Partners 2.4 $3.2M 46k 70.26
Dominion Resources (D) 2.2 $3.0M 70k 42.72
Penn Virginia Resource Partners 2.2 $2.9M 104k 28.32
Nextera Energy (NEE) 2.2 $2.9M 56k 51.99
Johnson & Johnson (JNJ) 2.1 $2.8M 45k 61.85
EMC Corporation 2.0 $2.7M 118k 22.90
Suburban Propane Partners (SPH) 2.0 $2.7M 48k 56.10
Lowe's Companies (LOW) 1.9 $2.6M 103k 25.08
Boeing Company (BA) 1.9 $2.5M 38k 65.27
Provident Energy Trust (PVX) 1.8 $2.4M 302k 7.95
United Natural Foods (UNFI) 1.5 $2.1M 56k 36.68
Volcano Corporation 1.4 $2.0M 71k 27.31
H.J. Heinz Company 1.4 $1.9M 38k 49.45
Genco Shipping & Trading 1.2 $1.7M 117k 14.40
Costco Wholesale Corporation (COST) 1.1 $1.5M 21k 72.19
Chesapeake Energy Corporation 1.1 $1.5M 58k 25.92
AZZ Incorporated (AZZ) 1.1 $1.5M 37k 40.00
Buckeye Partners 1.1 $1.4M 22k 66.85
BE Aerospace 1.1 $1.4M 38k 37.02
Cisco Systems (CSCO) 1.0 $1.4M 67k 20.24
Nokia Corporation (NOK) 0.8 $1.1M 107k 10.32
Intel Corporation (INTC) 0.8 $1.1M 52k 21.02
3M Company (MMM) 0.8 $1.0M 12k 86.34
Power Integrations (POWI) 0.8 $1.1M 26k 40.18
International Business Machines (IBM) 0.8 $1.0M 7.1k 146.74
RPM International (RPM) 0.6 $797k 36k 22.11
Google 0.5 $701k 1.2k 594.07
Consolidated Edison (ED) 0.5 $636k 13k 49.53
Steris Corporation 0.4 $590k 16k 36.46
Varian Medical Systems 0.4 $590k 8.5k 69.34
Helmerich & Payne (HP) 0.4 $577k 12k 48.51
Abbott Laboratories (ABT) 0.4 $560k 12k 47.95
Occidental Petroleum Corporation (OXY) 0.4 $521k 5.3k 98.12
Tennant Company (TNC) 0.4 $498k 13k 38.41
Exxon Mobil Corporation (XOM) 0.3 $441k 6.0k 73.05
General Electric Company 0.3 $422k 23k 18.31
ITC Holdings 0.3 $389k 6.3k 62.00
First Solar (FSLR) 0.3 $383k 2.9k 130.14
Eaton Corporation 0.3 $373k 3.7k 101.39
Bed Bath & Beyond 0.3 $363k 7.4k 49.19
Whole Foods Market 0.3 $369k 7.3k 50.55
Deluxe Corporation (DLX) 0.3 $367k 16k 23.05
Colgate-Palmolive Company (CL) 0.2 $334k 4.2k 80.48
Morgan Stanley India Investment Fund (IIF) 0.2 $307k 12k 25.64
Rli (RLI) 0.2 $296k 5.6k 52.53
Xcel Energy (XEL) 0.2 $296k 13k 23.59
Capstead Mortgage Corporation 0.2 $237k 19k 12.61
Citi 0.2 $222k 47k 4.73
Chicago Bridge & Iron Company 0.2 $212k 6.5k 32.87
Bank of America Corporation (BAC) 0.1 $176k 13k 13.33