SFE INVESTMENT COUNSEL
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CLF | 895K | $7.57M |
 | USB | 224K | $11.63M |
 | WY | 209K | $5.11M |
 | OKE | 205K | $18.53M |
 | NEE | 175K | $16.25M |
 | HASI | 159K | $5.83M |
 | KMI | 152K | $5.09M |
 | TTEK | 147K | $4.44M |
 | NVDA | 136K | $23.79M |
 | VRME | 127K | $102.61K |
 | QCOM | 101K | $13.00M |
 | PFE | 92K | $2.57M |
 | AAPL | 87K | $22.05M |
 | PRU | 86K | $8.37M |
 | PANW | 85K | $13.55M |
 | ABT | 82K | $8.39M |
 | F | 81K | $929.26K |
 | AMZN | 80K | $16.59M |
 | UBER | 73K | $5.28M |
 | J | 68K | $8.61M |
Cleveland-Cliffs Inc.
CLF
Shares Held
895K
Value
$7.57M
U.S. Bancorp
USB
Shares Held
224K
Value
$11.63M
Weyerhaeuser Company
WY
Shares Held
209K
Value
$5.11M
ONEOK, Inc.
OKE
Shares Held
205K
Value
$18.53M
NextEra Energy, Inc.
NEE
Shares Held
175K
Value
$16.25M
HA Sustainable Infrastructure Capital, Inc.
HASI
Shares Held
159K
Value
$5.83M
Kinder Morgan, Inc.
KMI
Shares Held
152K
Value
$5.09M
Tetra Tech, Inc.
TTEK
Shares Held
147K
Value
$4.44M
NVIDIA Corporation
NVDA
Shares Held
136K
Value
$23.79M
VerifyMe, Inc.
VRME
Shares Held
127K
Value
$102.61K
QUALCOMM Incorporated
QCOM
Shares Held
101K
Value
$13.00M
Pfizer Inc.
PFE
Shares Held
92K
Value
$2.57M
Apple Inc.
AAPL
Shares Held
87K
Value
$22.05M
Prudential Financial, Inc.
PRU
Shares Held
86K
Value
$8.37M
Palo Alto Networks, Inc.
PANW
Shares Held
85K
Value
$13.55M
Abbott Laboratories
ABT
Shares Held
82K
Value
$8.39M
Ford Motor Company
F
Shares Held
81K
Value
$929.26K
Amazon.com, Inc.
AMZN
Shares Held
80K
Value
$16.59M
Uber Technologies, Inc.
UBER
Shares Held
73K
Value
$5.28M
Jacobs Solutions Inc.
J
Shares Held
68K
Value
$8.61M