SFE INVESTMENT COUNSEL
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CLF | 1.00M | $12.24M |
 | USB | 232K | $11.22M |
 | OKE | 192K | $13.98M |
 | NEE | 183K | $13.80M |
 | WY | 176K | $4.37M |
 | HASI | 164K | $5.02M |
 | NVDA | 138K | $25.75M |
 | VRME | 127K | $112.44K |
 | KMI | 127K | $3.59M |
 | QCOM | 96K | $16.05M |
 | AAPL | 93K | $23.76M |
 | F | 83K | $987.24K |
 | TTEK | 82K | $2.73M |
 | ABT | 80K | $10.71M |
 | PANW | 77K | $15.67M |
 | DCI | 77K | $6.28M |
 | AMZN | 77K | $16.82M |
 | PRU | 75K | $7.78M |
 | PFE | 70K | $1.79M |
 | FSLR | 70K | $15.40M |
Cleveland-Cliffs Inc.
CLF
Shares Held
1.00M
Value
$12.24M
U.S. Bancorp
USB
Shares Held
232K
Value
$11.22M
ONEOK, Inc.
OKE
Shares Held
192K
Value
$13.98M
NextEra Energy, Inc.
NEE
Shares Held
183K
Value
$13.80M
Weyerhaeuser Company
WY
Shares Held
176K
Value
$4.37M
HA Sustainable Infrastructure Capital, Inc.
HASI
Shares Held
164K
Value
$5.02M
NVIDIA Corporation
NVDA
Shares Held
138K
Value
$25.75M
VerifyMe, Inc.
VRME
Shares Held
127K
Value
$112.44K
Kinder Morgan, Inc.
KMI
Shares Held
127K
Value
$3.59M
QUALCOMM Incorporated
QCOM
Shares Held
96K
Value
$16.05M
Apple Inc.
AAPL
Shares Held
93K
Value
$23.76M
Ford Motor Company
F
Shares Held
83K
Value
$987.24K
Tetra Tech, Inc.
TTEK
Shares Held
82K
Value
$2.73M
Abbott Laboratories
ABT
Shares Held
80K
Value
$10.71M
Palo Alto Networks, Inc.
PANW
Shares Held
77K
Value
$15.67M
Donaldson Company, Inc.
DCI
Shares Held
77K
Value
$6.28M
Amazon.com, Inc.
AMZN
Shares Held
77K
Value
$16.82M
Prudential Financial, Inc.
PRU
Shares Held
75K
Value
$7.78M
Pfizer Inc.
PFE
Shares Held
70K
Value
$1.79M
First Solar, Inc.
FSLR
Shares Held
70K
Value
$15.40M