SFE Investment Counsel

SFE Investment Counsel as of March 31, 2011

Portfolio Holdings for SFE Investment Counsel

SFE Investment Counsel holds 75 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
BreitBurn Energy Partners 4.7 $7.2M 333k 21.73
Fly Leasing 4.7 $7.2M 521k 13.83
Jacobs Engineering 3.7 $5.6M 109k 51.43
Verizon Communications (VZ) 3.5 $5.4M 140k 38.54
Becton, Dickinson and (BDX) 3.5 $5.4M 68k 79.62
Plum Creek Timber 3.4 $5.2M 118k 43.61
Donaldson Company (DCI) 3.2 $4.9M 80k 61.29
Nordic American Tanker Shippin (NAT) 3.1 $4.7M 189k 24.84
Apple (AAPL) 3.0 $4.6M 13k 348.52
Kayne Anderson MLP Investment (KYN) 3.0 $4.5M 138k 32.67
Oneok Partners 2.9 $4.4M 54k 82.35
Sigma-Aldrich Corporation 2.9 $4.4M 69k 63.64
Corning Incorporated (GLW) 2.7 $4.1M 201k 20.63
Wells Fargo & Company (WFC) 2.6 $3.9M 124k 31.71
Qualcomm (QCOM) 2.5 $3.8M 69k 54.84
Provident Energy 2.3 $3.6M 384k 9.27
Walgreen Company 2.3 $3.5M 88k 40.14
Abbott Laboratories (ABT) 2.2 $3.4M 69k 49.05
Kinder Morgan Energy Partners 2.2 $3.4M 45k 74.09
Nextera Energy (NEE) 2.2 $3.3M 61k 55.12
EMC Corporation 2.1 $3.3M 123k 26.56
Dominion Resources (D) 2.0 $3.1M 68k 44.70
Boeing Company (BA) 2.0 $3.0M 41k 73.94
Lowe's Companies (LOW) 1.9 $2.8M 108k 26.43
Suburban Propane Partners (SPH) 1.7 $2.7M 47k 56.44
Penn Virginia Resource Partners 1.7 $2.6M 93k 27.70
U.S. Bancorp (USB) 1.6 $2.4M 91k 26.44
United Natural Foods (UNFI) 1.5 $2.3M 52k 44.81
3M Company (MMM) 1.5 $2.3M 25k 93.49
Intel Corporation (INTC) 1.4 $2.1M 106k 20.18
H.J. Heinz Company 1.3 $2.0M 42k 48.82
Cisco Systems (CSCO) 1.2 $1.9M 108k 17.15
Volcano Corporation 1.2 $1.9M 73k 25.60
Nokia Corporation (NOK) 1.2 $1.8M 212k 8.51
AZZ Incorporated (AZZ) 1.1 $1.7M 37k 45.59
Johnson & Johnson (JNJ) 1.1 $1.6M 27k 59.24
BE Aerospace 1.0 $1.5M 43k 35.54
Costco Wholesale Corporation (COST) 1.0 $1.5M 21k 73.31
Genco Shipping & Trading 1.0 $1.5M 138k 10.77
Chesapeake Energy Corporation 0.9 $1.5M 43k 33.52
Buckeye Partners 0.9 $1.4M 22k 63.54
Steris Corporation 0.8 $1.2M 36k 34.53
International Business Machines (IBM) 0.8 $1.2M 7.1k 163.14
RPM International (RPM) 0.6 $877k 37k 23.73
Occidental Petroleum Corporation (OXY) 0.5 $825k 7.9k 104.43
Google 0.5 $745k 1.3k 586.61
Consolidated Edison (ED) 0.5 $733k 14k 50.74
Helmerich & Payne (HP) 0.5 $737k 11k 68.72
Exxon Mobil Corporation (XOM) 0.5 $727k 8.6k 84.09
Tennant Company (TNC) 0.4 $607k 14k 42.02
Healthcare Services (HCSG) 0.4 $601k 34k 17.58
Varian Medical Systems 0.4 $560k 8.3k 67.59
Eaton Corporation 0.3 $512k 9.2k 55.48
First Solar (FSLR) 0.3 $498k 3.1k 160.96
Xcel Energy (XEL) 0.3 $494k 21k 23.90
ITC Holdings 0.3 $480k 6.9k 69.85
Whole Foods Market 0.3 $442k 6.7k 65.97
General Electric Company 0.3 $431k 22k 20.07
Colgate-Palmolive Company (CL) 0.3 $431k 5.3k 80.68
Deluxe Corporation (DLX) 0.3 $404k 15k 26.54
Bed Bath & Beyond 0.2 $390k 8.1k 48.27
Chevron Corporation (CVX) 0.2 $375k 3.5k 107.60
Rli (RLI) 0.2 $329k 5.7k 57.62
Morgan Stanley India Investment Fund (IIF) 0.2 $292k 12k 24.05
Clean Harbors (CLH) 0.1 $210k 2.1k 98.45
At&t (T) 0.1 $215k 7.0k 30.56
Harley-Davidson (HOG) 0.1 $209k 4.9k 42.57
Capstead Mortgage Corporation 0.1 $214k 17k 12.78
Citi 0.1 $195k 44k 4.43
Chicago Bridge & Iron Company 0.1 $201k 5.0k 40.61
Applied Materials (AMAT) 0.1 $182k 12k 15.62
Bank of America Corporation (BAC) 0.1 $176k 13k 13.33
Key (KEY) 0.1 $112k 13k 8.89
Antares Pharma 0.1 $81k 45k 1.80
Towerstream Corporation 0.0 $68k 18k 3.89