SFE Investment Counsel as of Sept. 30, 2024
Portfolio Holdings for SFE Investment Counsel
SFE Investment Counsel holds 116 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 4.2 | $20M | 86k | 233.00 | |
NVIDIA Corporation (NVDA) | 3.7 | $18M | 147k | 121.44 | |
Qualcomm (QCOM) | 3.0 | $15M | 86k | 170.05 | |
JPMorgan Chase & Co. (JPM) | 2.9 | $14M | 67k | 210.86 | |
Oneok (OKE) | 2.8 | $14M | 148k | 91.13 | |
Lowe's Companies (LOW) | 2.8 | $13M | 49k | 270.85 | |
Nextera Energy (NEE) | 2.7 | $13M | 155k | 84.53 | |
Palo Alto Networks (PANW) | 2.6 | $12M | 36k | 341.80 | |
Broadcom (AVGO) | 2.6 | $12M | 71k | 172.50 | |
First Solar (FSLR) | 2.5 | $12M | 49k | 249.44 | |
Amazon (AMZN) | 2.5 | $12M | 64k | 186.33 | |
Cleveland-cliffs (CLF) | 2.3 | $11M | 869k | 12.77 | |
Costco Wholesale Corporation (COST) | 2.1 | $10M | 12k | 886.52 | |
Us Bancorp Del Com New (USB) | 2.0 | $9.5M | 208k | 45.73 | |
Microsoft Corporation (MSFT) | 1.9 | $8.9M | 21k | 430.30 | |
Cummins (CMI) | 1.8 | $8.7M | 27k | 323.79 | |
International Business Machines (IBM) | 1.8 | $8.5M | 39k | 221.08 | |
Abbott Laboratories (ABT) | 1.7 | $8.2M | 72k | 114.01 | |
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 1.5 | $7.2M | 309k | 23.45 | |
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 1.5 | $7.1M | 314k | 22.70 | |
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 1.4 | $6.9M | 313k | 22.16 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $6.8M | 41k | 165.85 | |
Labcorp Holdings Com Shs (LH) | 1.3 | $6.4M | 29k | 223.48 | |
Hannon Armstrong (HASI) | 1.3 | $6.4M | 186k | 34.47 | |
Blackstone Group Inc Com Cl A (BX) | 1.3 | $6.3M | 41k | 153.13 | |
American Water Works (AWK) | 1.3 | $6.3M | 43k | 146.24 | |
Williams-Sonoma (WSM) | 1.3 | $6.2M | 40k | 154.92 | |
Abbvie (ABBV) | 1.3 | $6.2M | 32k | 197.48 | |
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 1.3 | $6.2M | 268k | 23.12 | |
Donaldson Company (DCI) | 1.3 | $6.1M | 83k | 73.70 | |
Prudential Financial (PRU) | 1.3 | $6.1M | 50k | 121.10 | |
Fiserv (FI) | 1.3 | $6.0M | 34k | 179.65 | |
Alphabet Cap Stk Cl C (GOOG) | 1.2 | $5.8M | 35k | 167.19 | |
United Rentals (URI) | 1.2 | $5.8M | 7.1k | 809.73 | |
Ford Motor Company (F) | 1.1 | $5.4M | 514k | 10.56 | |
L3harris Technologies (LHX) | 1.1 | $5.4M | 23k | 237.87 | |
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) | 1.1 | $5.4M | 246k | 21.86 | |
Zoetis Cl A (ZTS) | 1.1 | $5.4M | 28k | 195.38 | |
Becton, Dickinson and (BDX) | 1.1 | $5.4M | 22k | 241.10 | |
Roper Industries (ROP) | 1.0 | $4.9M | 8.9k | 556.44 | |
Jacobs Engineering Group (J) | 1.0 | $4.9M | 37k | 130.90 | |
Danaher Corporation (DHR) | 1.0 | $4.7M | 17k | 278.02 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 1.0 | $4.6M | 135k | 33.86 | |
Honeywell International (HON) | 0.9 | $4.4M | 21k | 206.71 | |
Johnson & Johnson (JNJ) | 0.9 | $4.1M | 25k | 162.06 | |
Iqvia Holdings (IQV) | 0.8 | $4.0M | 17k | 236.97 | |
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.8 | $3.9M | 188k | 20.56 | |
Edison International (EIX) | 0.8 | $3.7M | 43k | 87.09 | |
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.7 | $3.4M | 174k | 19.56 | |
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.7 | $3.4M | 173k | 19.72 | |
FedEx Corporation (FDX) | 0.7 | $3.4M | 12k | 273.68 | |
Cisco Systems (CSCO) | 0.7 | $3.4M | 63k | 53.22 | |
Eaton Corp SHS (ETN) | 0.7 | $3.3M | 10k | 331.44 | |
Advanced Micro Devices (AMD) | 0.7 | $3.1M | 19k | 164.08 | |
Applied Materials (AMAT) | 0.6 | $3.0M | 15k | 202.05 | |
Ge Aerospace Com New (GE) | 0.6 | $3.0M | 16k | 188.59 | |
Quanta Services (PWR) | 0.6 | $2.7M | 9.2k | 298.15 | |
Chevron Corporation (CVX) | 0.5 | $2.6M | 18k | 147.27 | |
Pfizer (PFE) | 0.5 | $2.6M | 89k | 28.94 | |
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.5 | $2.5M | 123k | 20.65 | |
Xylem (XYL) | 0.5 | $2.5M | 19k | 135.03 | |
Deere & Company (DE) | 0.5 | $2.5M | 5.9k | 417.33 | |
Bristol Myers Squibb (BMY) | 0.5 | $2.4M | 46k | 51.74 | |
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.5 | $2.2M | 118k | 18.81 | |
Ge Vernova (GEV) | 0.5 | $2.2M | 8.6k | 254.98 | |
Camping World Hldgs Cl A (CWH) | 0.5 | $2.2M | 89k | 24.22 | |
Thor Industries (THO) | 0.4 | $2.1M | 19k | 109.89 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.4 | $2.0M | 5.1k | 389.12 | |
Kinder Morgan (KMI) | 0.4 | $1.9M | 85k | 22.09 | |
Tennant Company (TNC) | 0.4 | $1.8M | 19k | 96.04 | |
Tetra Tech (TTEK) | 0.4 | $1.7M | 36k | 47.16 | |
Pinnacle West Capital Corporation (PNW) | 0.3 | $1.6M | 18k | 88.59 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.6M | 3.5k | 460.26 | |
Limoneira Company (LMNR) | 0.3 | $1.6M | 60k | 26.50 | |
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 0.3 | $1.6M | 33k | 48.65 | |
Impinj (PI) | 0.3 | $1.5M | 7.1k | 216.52 | |
Clean Harbors (CLH) | 0.3 | $1.5M | 6.3k | 241.71 | |
Brookfield Renewable Partner Partnership Unit (BEP) | 0.3 | $1.5M | 54k | 28.18 | |
At&t (T) | 0.3 | $1.4M | 62k | 22.00 | |
Amentum Holdings (AMTM) | 0.2 | $1.2M | 37k | 32.25 | |
SYSCO Corporation (SYY) | 0.2 | $1.1M | 14k | 78.06 | |
Corning Incorporated (GLW) | 0.2 | $1.1M | 24k | 45.15 | |
Digital Realty Trust (DLR) | 0.2 | $980k | 6.1k | 161.83 | |
Netflix (NFLX) | 0.2 | $947k | 1.3k | 709.27 | |
East West Ban (EWBC) | 0.2 | $890k | 11k | 82.74 | |
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU) | 0.2 | $799k | 30k | 26.39 | |
Boeing Company (BA) | 0.2 | $758k | 5.0k | 152.04 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Hy | 0.2 | $740k | 33k | 22.72 | |
Sherwin-Williams Company (SHW) | 0.1 | $716k | 1.9k | 381.67 | |
Workday Cl A (WDAY) | 0.1 | $708k | 2.9k | 244.41 | |
Intuitive Surgical Com New (ISRG) | 0.1 | $665k | 1.4k | 491.27 | |
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $643k | 17k | 37.70 | |
Emerson Electric (EMR) | 0.1 | $632k | 5.8k | 109.37 | |
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $616k | 36k | 16.95 | |
Invesco Exch Trd Slf Idx Bulshs 2024 Cb | 0.1 | $552k | 26k | 21.12 | |
Waters Corporation (WAT) | 0.1 | $460k | 1.3k | 359.89 | |
Microchip Technology (MCHP) | 0.1 | $413k | 5.1k | 80.29 | |
Northrop Grumman Corporation (NOC) | 0.1 | $411k | 778.00 | 528.07 | |
Eli Lilly & Co. (LLY) | 0.1 | $399k | 450.00 | 885.94 | |
Ecolab (ECL) | 0.1 | $387k | 1.5k | 255.33 | |
Ishares Tr Ishares Biotech (IBB) | 0.1 | $379k | 2.6k | 145.62 | |
Select Sector Spdr Tr Financial (XLF) | 0.1 | $379k | 8.4k | 45.32 | |
Starbucks Corporation (SBUX) | 0.1 | $367k | 3.8k | 97.49 | |
Ishares Tr Us Industrials (IYJ) | 0.1 | $364k | 2.7k | 133.65 | |
Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $360k | 3.7k | 96.38 | |
CVS Caremark Corporation (CVS) | 0.1 | $358k | 5.7k | 62.88 | |
UnitedHealth (UNH) | 0.1 | $330k | 565.00 | 584.68 | |
Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $297k | 6.3k | 46.98 | |
Energy Recovery (ERII) | 0.1 | $286k | 16k | 17.39 | |
Stmicroelectronics N V Ny Registry (STM) | 0.1 | $274k | 9.2k | 29.73 | |
Take-Two Interactive Software (TTWO) | 0.0 | $237k | 1.5k | 153.71 | |
Albemarle Corporation (ALB) | 0.0 | $228k | 2.4k | 94.71 | |
Tesla Motors (TSLA) | 0.0 | $205k | 785.00 | 261.63 | |
Proshares Tr Invt Int Rt Hg (IGHG) | 0.0 | $200k | 2.6k | 77.02 | |
Verifyme Com New (VRME) | 0.0 | $143k | 100k | 1.43 | |
The Real Good Food Company I Com Cl A (RGF) | 0.0 | $9.5k | 24k | 0.40 |