
SFE INVESTMENT COUNSEL
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | CME | 938 | $253.44K |
![]() | META | 798 | $586.09K |
![]() | NOC | 792 | $482.58K |
![]() | VEEV | 728 | $216.88K |
![]() | ORCL | 727 | $204.46K |
![]() | V | 684 | $233.67K |
![]() | MA | 679 | $385.94K |
![]() | HD | 647 | $262.16K |
![]() | BKNG | 40 | $215.97K |

CME Group Inc.
CME
Shares Held
938
Value
$253.44K

Meta Platforms, Inc.
META
Shares Held
798
Value
$586.09K

Northrop Grumman Corporation
NOC
Shares Held
792
Value
$482.58K

Veeva Systems Inc.
VEEV
Shares Held
728
Value
$216.88K

Oracle Corporation
ORCL
Shares Held
727
Value
$204.46K

Visa Inc.
V
Shares Held
684
Value
$233.67K

Mastercard Incorporated
MA
Shares Held
679
Value
$385.94K

The Home Depot, Inc.
HD
Shares Held
647
Value
$262.16K

Booking Holdings Inc.
BKNG
Shares Held
40
Value
$215.97K
