SFE INVESTMENT COUNSEL
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SYY | 5K | $406.84K |
 | BRK-B | 4K | $2.25M |
 | DRI | 4K | $814.74K |
 | CLH | 4K | $921.91K |
 | PI | 4K | $647.99K |
 | BN | 4K | $245.10K |
 | WFC | 3K | $290.65K |
 | VRT | 3K | $460.88K |
 | SBUX | 3K | $252.95K |
 | WDAY | 3K | $700.52K |
 | BA | 3K | $540.01K |
 | KLAC | 2K | $2.16M |
 | PG | 2K | $301.88K |
 | SHW | 2K | $656.16K |
 | PM | 2K | $299.10K |
 | APH | 2K | $223.62K |
 | NFLX | 1K | $1.75M |
 | TSLA | 1K | $624.39K |
 | PLTR | 1K | $204.31K |
 | TSM | 1K | $298.28K |
Sysco Corporation
SYY
Shares Held
5K
Value
$406.84K
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$2.25M
Darden Restaurants, Inc.
DRI
Shares Held
4K
Value
$814.74K
Clean Harbors, Inc.
CLH
Shares Held
4K
Value
$921.91K
Impinj, Inc.
PI
Shares Held
4K
Value
$647.99K
Brookfield Corporation
BN
Shares Held
4K
Value
$245.10K
Wells Fargo & Company
WFC
Shares Held
3K
Value
$290.65K
Vertiv Holdings Co
VRT
Shares Held
3K
Value
$460.88K
Starbucks Corporation
SBUX
Shares Held
3K
Value
$252.95K
Workday, Inc.
WDAY
Shares Held
3K
Value
$700.52K
The Boeing Company
BA
Shares Held
3K
Value
$540.01K
KLA Corporation
KLAC
Shares Held
2K
Value
$2.16M
The Procter & Gamble Company
PG
Shares Held
2K
Value
$301.88K
The Sherwin-Williams Company
SHW
Shares Held
2K
Value
$656.16K
Philip Morris International Inc.
PM
Shares Held
2K
Value
$299.10K
Amphenol Corporation
APH
Shares Held
2K
Value
$223.62K
Netflix, Inc.
NFLX
Shares Held
1K
Value
$1.75M
Tesla, Inc.
TSLA
Shares Held
1K
Value
$624.39K
Palantir Technologies Inc.
PLTR
Shares Held
1K
Value
$204.31K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
1K
Value
$298.28K