SFE INVESTMENT COUNSEL
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CLF | 907K | $12.05M |
 | USB | 232K | $12.37M |
 | OKE | 207K | $15.18M |
 | NEE | 183K | $14.72M |
 | HASI | 166K | $5.22M |
 | WY | 158K | $3.75M |
 | KMI | 150K | $4.13M |
 | NVDA | 136K | $25.29M |
 | VRME | 127K | $76.11K |
 | TTEK | 102K | $3.44M |
 | QCOM | 96K | $16.44M |
 | AAPL | 87K | $23.65M |
 | PFE | 87K | $2.15M |
 | F | 82K | $1.08M |
 | PRU | 80K | $9.07M |
 | PANW | 79K | $14.61M |
 | ABT | 77K | $9.58M |
 | AMZN | 73K | $16.91M |
 | DCI | 69K | $6.10M |
 | BEP | 66K | $1.78M |
Cleveland-Cliffs Inc.
CLF
Shares Held
907K
Value
$12.05M
U.S. Bancorp
USB
Shares Held
232K
Value
$12.37M
ONEOK, Inc.
OKE
Shares Held
207K
Value
$15.18M
NextEra Energy, Inc.
NEE
Shares Held
183K
Value
$14.72M
HA Sustainable Infrastructure Capital, Inc.
HASI
Shares Held
166K
Value
$5.22M
Weyerhaeuser Company
WY
Shares Held
158K
Value
$3.75M
Kinder Morgan, Inc.
KMI
Shares Held
150K
Value
$4.13M
NVIDIA Corporation
NVDA
Shares Held
136K
Value
$25.29M
VerifyMe, Inc.
VRME
Shares Held
127K
Value
$76.11K
Tetra Tech, Inc.
TTEK
Shares Held
102K
Value
$3.44M
QUALCOMM Incorporated
QCOM
Shares Held
96K
Value
$16.44M
Apple Inc.
AAPL
Shares Held
87K
Value
$23.65M
Pfizer Inc.
PFE
Shares Held
87K
Value
$2.15M
Ford Motor Company
F
Shares Held
82K
Value
$1.08M
Prudential Financial, Inc.
PRU
Shares Held
80K
Value
$9.07M
Palo Alto Networks, Inc.
PANW
Shares Held
79K
Value
$14.61M
Abbott Laboratories
ABT
Shares Held
77K
Value
$9.58M
Amazon.com, Inc.
AMZN
Shares Held
73K
Value
$16.91M
Donaldson Company, Inc.
DCI
Shares Held
69K
Value
$6.10M
Brookfield Renewable Partners L.P.
BEP
Shares Held
66K
Value
$1.78M