SFE INVESTMENT COUNSEL
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMD | 31K | $5.03M |
 | JNJ | 28K | $5.19M |
 | BDX | 28K | $5.20M |
 | UBER | 28K | $2.70M |
 | GLW | 27K | $2.22M |
 | EXPE | 26K | $5.61M |
 | LHX | 26K | $8.01M |
 | ABBV | 26K | $6.03M |
 | INVZ | 26K | $53.04K |
 | DHR | 26K | $5.10M |
 | CMI | 24K | $10.24M |
 | PNW | 24K | $2.11M |
 | ZTS | 23K | $3.40M |
 | MRVL | 23K | $1.94M |
 | AMAT | 21K | $4.30M |
 | HON | 20K | $4.31M |
 | TNC | 19K | $1.58M |
 | BMY | 19K | $861.82K |
 | FDX | 17K | $4.05M |
 | PWR | 17K | $6.99M |
Advanced Micro Devices, Inc.
AMD
Shares Held
31K
Value
$5.03M
Johnson & Johnson
JNJ
Shares Held
28K
Value
$5.19M
Becton, Dickinson and Company
BDX
Shares Held
28K
Value
$5.20M
Uber Technologies, Inc.
UBER
Shares Held
28K
Value
$2.70M
Corning Incorporated
GLW
Shares Held
27K
Value
$2.22M
Expedia Group, Inc.
EXPE
Shares Held
26K
Value
$5.61M
L3Harris Technologies, Inc.
LHX
Shares Held
26K
Value
$8.01M
AbbVie Inc.
ABBV
Shares Held
26K
Value
$6.03M
Innoviz Technologies Ltd.
INVZ
Shares Held
26K
Value
$53.04K
Danaher Corporation
DHR
Shares Held
26K
Value
$5.10M
Cummins Inc.
CMI
Shares Held
24K
Value
$10.24M
Pinnacle West Capital Corporation
PNW
Shares Held
24K
Value
$2.11M
Zoetis Inc.
ZTS
Shares Held
23K
Value
$3.40M
Marvell Technology, Inc.
MRVL
Shares Held
23K
Value
$1.94M
Applied Materials, Inc.
AMAT
Shares Held
21K
Value
$4.30M
Honeywell International Inc.
HON
Shares Held
20K
Value
$4.31M
Tennant Company
TNC
Shares Held
19K
Value
$1.58M
Bristol-Myers Squibb Company
BMY
Shares Held
19K
Value
$861.82K
FedEx Corporation
FDX
Shares Held
17K
Value
$4.05M
Quanta Services, Inc.
PWR
Shares Held
17K
Value
$6.99M