SFE INVESTMENT COUNSEL
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FI | 64K | $8.30M |
 | BEP | 64K | $1.64M |
 | JPM | 62K | $19.67M |
 | LMNR | 60K | $891.15K |
 | CSCO | 60K | $4.07M |
 | GOOGL | 56K | $13.70M |
 | AVGO | 54K | $17.91M |
 | MSFT | 54K | $28.01M |
 | LOW | 54K | $13.53M |
 | J | 49K | $7.34M |
 | IQV | 49K | $9.29M |
 | AWK | 45K | $6.27M |
 | T | 45K | $1.27M |
 | BX | 44K | $7.44M |
 | XYL | 43K | $6.39M |
 | GOOG | 41K | $10.03M |
 | QUIK | 41K | $247.62K |
 | IBM | 35K | $9.78M |
 | WSM | 32K | $6.20M |
 | LH | 31K | $9.02M |
Fiserv, Inc.
FI
Shares Held
64K
Value
$8.30M
Brookfield Renewable Partners L.P.
BEP
Shares Held
64K
Value
$1.64M
JPMorgan Chase & Co.
JPM
Shares Held
62K
Value
$19.67M
Limoneira Company
LMNR
Shares Held
60K
Value
$891.15K
Cisco Systems, Inc.
CSCO
Shares Held
60K
Value
$4.07M
Alphabet Inc.
GOOGL
Shares Held
56K
Value
$13.70M
Broadcom Inc.
AVGO
Shares Held
54K
Value
$17.91M
Microsoft Corporation
MSFT
Shares Held
54K
Value
$28.01M
Lowe's Companies, Inc.
LOW
Shares Held
54K
Value
$13.53M
Jacobs Solutions Inc.
J
Shares Held
49K
Value
$7.34M
IQVIA Holdings Inc.
IQV
Shares Held
49K
Value
$9.29M
American Water Works Company, Inc.
AWK
Shares Held
45K
Value
$6.27M
AT&T Inc.
T
Shares Held
45K
Value
$1.27M
Blackstone Inc.
BX
Shares Held
44K
Value
$7.44M
Xylem Inc.
XYL
Shares Held
43K
Value
$6.39M
Alphabet Inc.
GOOG
Shares Held
41K
Value
$10.03M
QuickLogic Corporation
QUIK
Shares Held
41K
Value
$247.62K
International Business Machines Corporation
IBM
Shares Held
35K
Value
$9.78M
Williams-Sonoma, Inc.
WSM
Shares Held
32K
Value
$6.20M
Labcorp Holdings Inc.
LH
Shares Held
31K
Value
$9.02M