Stock Taper 
SFE INVESTMENT COUNSEL
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cleveland-Cliffs Inc. | CLF | 911.8K | $8.56M |
 U.S. Bancorp | USB | 223.3K | $13.49M |
 ONEOK, Inc. | OKE | 204.61K | $17.79M |
 Weyerhaeuser Company | WY | 198.24K | $4.75M |
 Tetra Tech, Inc. | TTEK | 176.86K | $5.11M |
 NextEra Energy, Inc. | NEE | 174.99K | $15.36M |
 HA Sustainable Infrastructure Capital, Inc. | HASI | 154.76K | $6.04M |
 Kinder Morgan, Inc. | KMI | 151.4K | $4.84M |
 NVIDIA Corporation | NVDA | 139K | $27.81M |
 Chewy, Inc. | CHWY | 124.59K | $2.45M |
 Pfizer Inc. | PFE | 122.53K | $2.95M |
 QUALCOMM Incorporated | QCOM | 92.2K | $17.04M |
 Prudential Financial, Inc. | PRU | 90.3K | $9.75M |
 Abbott Laboratories | ABT | 90.25K | $8.19M |
 Uber Technologies, Inc. | UBER | 87.11K | $6.29M |
 Apple Inc. | AAPL | 86.02K | $24.89M |
 Amazon.com, Inc. | AMZN | 81.33K | $19.38M |
 Palo Alto Networks, Inc. | PANW | 80.53K | $27.46M |
 Ford Motor Company | F | 76.21K | $1.06M |
 Blackstone Inc. | BX | 75.59K | $8.89M |