SFE Investment Counsel as of Dec. 31, 2024
Portfolio Holdings for SFE Investment Counsel
SFE Investment Counsel holds 114 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 4.5 | $21M | 85k | 250.42 | |
NVIDIA Corporation (NVDA) | 3.9 | $19M | 138k | 134.29 | |
JPMorgan Chase & Co. (JPM) | 3.3 | $16M | 65k | 239.71 | |
Broadcom (AVGO) | 3.3 | $15M | 66k | 231.84 | |
Amazon (AMZN) | 3.0 | $14M | 65k | 219.39 | |
Oneok (OKE) | 3.0 | $14M | 140k | 100.40 | |
Qualcomm (QCOM) | 2.8 | $13M | 85k | 153.62 | |
Palo Alto Networks (PANW) | 2.7 | $13M | 70k | 181.96 | |
Lowe's Companies (LOW) | 2.6 | $12M | 49k | 246.80 | |
Nextera Energy (NEE) | 2.3 | $11M | 151k | 71.69 | |
Costco Wholesale Corporation (COST) | 2.2 | $10M | 11k | 916.27 | |
Us Bancorp Del Com New (USB) | 2.1 | $9.8M | 206k | 47.83 | |
First Solar (FSLR) | 1.9 | $9.1M | 52k | 176.24 | |
Microsoft Corporation (MSFT) | 1.9 | $9.1M | 22k | 421.50 | |
Cummins (CMI) | 1.9 | $9.0M | 26k | 348.60 | |
Abbott Laboratories (ABT) | 1.8 | $8.4M | 74k | 113.11 | |
International Business Machines (IBM) | 1.8 | $8.4M | 38k | 219.83 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $8.1M | 43k | 189.30 | |
Cleveland-cliffs (CLF) | 1.7 | $7.9M | 836k | 9.40 | |
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 1.6 | $7.7M | 330k | 23.27 | |
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 1.6 | $7.6M | 341k | 22.40 | |
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 1.6 | $7.5M | 347k | 21.68 | |
Williams-Sonoma (WSM) | 1.6 | $7.3M | 40k | 185.18 | |
Fiserv (FI) | 1.4 | $6.6M | 32k | 205.42 | |
Alphabet Cap Stk Cl C (GOOG) | 1.4 | $6.6M | 35k | 190.44 | |
Blackstone Group Inc Com Cl A (BX) | 1.4 | $6.6M | 38k | 172.42 | |
Labcorp Holdings Com Shs (LH) | 1.4 | $6.5M | 29k | 229.32 | |
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) | 1.3 | $6.3M | 297k | 21.39 | |
Prudential Financial (PRU) | 1.3 | $6.1M | 51k | 118.53 | |
Donaldson Company (DCI) | 1.1 | $5.4M | 80k | 67.35 | |
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 1.1 | $5.3M | 229k | 23.07 | |
American Water Works (AWK) | 1.1 | $5.2M | 42k | 124.49 | |
Becton, Dickinson and (BDX) | 1.1 | $5.2M | 23k | 226.87 | |
Jacobs Engineering Group (J) | 1.1 | $5.1M | 38k | 133.62 | |
United Rentals (URI) | 1.1 | $5.0M | 7.1k | 704.44 | |
Abbvie (ABBV) | 1.0 | $4.9M | 28k | 177.70 | |
Roper Industries (ROP) | 1.0 | $4.8M | 9.3k | 519.85 | |
Honeywell International (HON) | 1.0 | $4.8M | 21k | 225.89 | |
L3harris Technologies (LHX) | 1.0 | $4.8M | 23k | 210.28 | |
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.9 | $4.2M | 210k | 20.13 | |
Hannon Armstrong (HASI) | 0.9 | $4.2M | 156k | 26.83 | |
Zoetis Cl A (ZTS) | 0.9 | $4.2M | 26k | 162.93 | |
Johnson & Johnson (JNJ) | 0.9 | $4.1M | 29k | 144.62 | |
Ford Motor Company (F) | 0.9 | $4.1M | 414k | 9.90 | |
Danaher Corporation (DHR) | 0.8 | $4.0M | 17k | 229.55 | |
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.8 | $3.8M | 197k | 19.48 | |
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.8 | $3.7M | 193k | 19.43 | |
Cisco Systems (CSCO) | 0.8 | $3.7M | 63k | 59.20 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.8 | $3.7M | 131k | 28.15 | |
Iqvia Holdings (IQV) | 0.7 | $3.5M | 18k | 196.51 | |
Edison International (EIX) | 0.7 | $3.4M | 43k | 79.84 | |
FedEx Corporation (FDX) | 0.7 | $3.4M | 12k | 281.33 | |
Xylem (XYL) | 0.7 | $3.2M | 28k | 116.02 | |
Eaton Corp SHS (ETN) | 0.7 | $3.1M | 9.2k | 331.87 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.6 | $3.0M | 7.0k | 434.93 | |
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.6 | $2.9M | 158k | 18.34 | |
Deere & Company (DE) | 0.6 | $2.7M | 6.4k | 423.70 | |
Ge Aerospace Com New (GE) | 0.6 | $2.7M | 16k | 166.79 | |
Advanced Micro Devices (AMD) | 0.6 | $2.7M | 22k | 120.79 | |
Quanta Services (PWR) | 0.6 | $2.6M | 8.4k | 316.05 | |
Ge Vernova (GEV) | 0.6 | $2.6M | 7.9k | 328.93 | |
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU) | 0.5 | $2.5M | 98k | 25.68 | |
Eli Lilly & Co. (LLY) | 0.5 | $2.5M | 3.2k | 772.00 | |
Chevron Corporation (CVX) | 0.5 | $2.5M | 17k | 144.84 | |
Applied Materials (AMAT) | 0.5 | $2.4M | 15k | 162.63 | |
Bristol Myers Squibb (BMY) | 0.5 | $2.3M | 41k | 56.56 | |
Kinder Morgan (KMI) | 0.5 | $2.2M | 80k | 27.40 | |
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.4 | $2.0M | 95k | 20.65 | |
Thor Industries (THO) | 0.4 | $1.8M | 18k | 95.71 | |
Pfizer (PFE) | 0.3 | $1.6M | 60k | 26.53 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.6M | 3.5k | 453.28 | |
Pinnacle West Capital Corporation (PNW) | 0.3 | $1.6M | 18k | 84.77 | |
Limoneira Company (LMNR) | 0.3 | $1.5M | 60k | 24.46 | |
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 0.3 | $1.4M | 30k | 48.30 | |
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.3 | $1.4M | 85k | 16.37 | |
Tennant Company (TNC) | 0.3 | $1.4M | 17k | 81.53 | |
At&t (T) | 0.3 | $1.3M | 58k | 22.77 | |
Corning Incorporated (GLW) | 0.3 | $1.2M | 25k | 47.52 | |
Brookfield Renewable Partner Partnership Unit (BEP) | 0.2 | $1.2M | 51k | 22.79 | |
Tetra Tech (TTEK) | 0.2 | $1.2M | 29k | 39.84 | |
Netflix (NFLX) | 0.2 | $1.1M | 1.2k | 891.32 | |
East West Ban (EWBC) | 0.2 | $1.0M | 11k | 95.76 | |
Clean Harbors (CLH) | 0.2 | $1.0M | 4.4k | 230.14 | |
Digital Realty Trust (DLR) | 0.2 | $997k | 5.6k | 177.33 | |
Workday Cl A (WDAY) | 0.2 | $747k | 2.9k | 258.03 | |
Emerson Electric (EMR) | 0.2 | $744k | 6.0k | 123.93 | |
Darden Restaurants (DRI) | 0.1 | $667k | 3.6k | 186.69 | |
Sherwin-Williams Company (SHW) | 0.1 | $637k | 1.9k | 339.93 | |
Impinj (PI) | 0.1 | $614k | 4.2k | 145.26 | |
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $596k | 16k | 37.42 | |
SYSCO Corporation (SYY) | 0.1 | $489k | 6.4k | 76.46 | |
Boeing Company (BA) | 0.1 | $476k | 2.7k | 177.00 | |
Northrop Grumman Corporation (NOC) | 0.1 | $374k | 796.00 | 469.29 | |
Select Sector Spdr Tr Financial (XLF) | 0.1 | $362k | 7.5k | 48.33 | |
Starbucks Corporation (SBUX) | 0.1 | $333k | 3.6k | 91.25 | |
Ishares Tr Us Industrials (IYJ) | 0.1 | $332k | 2.5k | 133.51 | |
Ishares Tr Ishares Biotech (IBB) | 0.1 | $312k | 2.4k | 132.23 | |
Intuitive Surgical Com New (ISRG) | 0.1 | $304k | 582.00 | 521.96 | |
Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $291k | 3.5k | 84.14 | |
Tesla Motors (TSLA) | 0.1 | $285k | 705.00 | 403.84 | |
Amentum Holdings (AMTM) | 0.1 | $270k | 13k | 21.03 | |
Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $242k | 6.2k | 39.36 | |
UnitedHealth (UNH) | 0.1 | $240k | 475.00 | 505.86 | |
Wells Fargo & Company (WFC) | 0.1 | $239k | 3.4k | 70.24 | |
Shopify Cl A (SHOP) | 0.0 | $229k | 2.2k | 106.33 | |
Take-Two Interactive Software (TTWO) | 0.0 | $226k | 1.2k | 184.08 | |
Vertiv Holdings Com Cl A (VRT) | 0.0 | $213k | 1.9k | 113.61 | |
Visa Com Cl A (V) | 0.0 | $212k | 671.00 | 316.04 | |
Waters Corporation (WAT) | 0.0 | $212k | 570.00 | 370.98 | |
Home Depot (HD) | 0.0 | $210k | 540.00 | 388.99 | |
Proshares Tr Invt Int Rt Hg (IGHG) | 0.0 | $203k | 2.6k | 78.17 | |
Verifyme Com New (VRME) | 0.0 | $136k | 100k | 1.36 | |
Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $101k | 13k | 7.86 | |
The Real Good Food Company I Com Cl A (RGF) | 0.0 | $9.1k | 24k | 0.38 |