SFE INVESTMENT COUNSEL
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CVX | 14K | $2.25M |
 | ETN | 13K | $4.85M |
 | GE | 13K | $3.89M |
 | CRSP | 12K | $749.20K |
 | EIX | 11K | $615.54K |
 | EWBC | 11K | $1.18M |
 | COST | 11K | $9.78M |
 | ROP | 11K | $5.26M |
 | URI | 10K | $9.99M |
 | VUZI | 10K | $31.30K |
 | XEL | 10K | $800.05K |
 | CRM | 10K | $2.26M |
 | EMR | 6K | $848.34K |
 | THO | 6K | $649.00K |
 | LLY | 6K | $4.76M |
 | AZN | 6K | $466.84K |
 | DE | 6K | $2.68M |
 | GEV | 6K | $3.45M |
 | ULTA | 5K | $2.99M |
 | SHOP | 5K | $755.68K |
Chevron Corporation
CVX
Shares Held
14K
Value
$2.25M
Eaton Corporation plc
ETN
Shares Held
13K
Value
$4.85M
GE Aerospace
GE
Shares Held
13K
Value
$3.89M
CRISPR Therapeutics AG
CRSP
Shares Held
12K
Value
$749.20K
Edison International
EIX
Shares Held
11K
Value
$615.54K
East West Bancorp, Inc.
EWBC
Shares Held
11K
Value
$1.18M
Costco Wholesale Corporation
COST
Shares Held
11K
Value
$9.78M
Roper Technologies, Inc.
ROP
Shares Held
11K
Value
$5.26M
United Rentals, Inc.
URI
Shares Held
10K
Value
$9.99M
Vuzix Corporation
VUZI
Shares Held
10K
Value
$31.30K
Xcel Energy Inc.
XEL
Shares Held
10K
Value
$800.05K
Salesforce, Inc.
CRM
Shares Held
10K
Value
$2.26M
Emerson Electric Co.
EMR
Shares Held
6K
Value
$848.34K
Thor Industries, Inc.
THO
Shares Held
6K
Value
$649.00K
Eli Lilly and Company
LLY
Shares Held
6K
Value
$4.76M
AstraZeneca PLC
AZN
Shares Held
6K
Value
$466.84K
Deere & Company
DE
Shares Held
6K
Value
$2.68M
GE Vernova Inc.
GEV
Shares Held
6K
Value
$3.45M
Ulta Beauty, Inc.
ULTA
Shares Held
5K
Value
$2.99M
Shopify Inc.
SHOP
Shares Held
5K
Value
$755.68K