Stock Taper

SFE INVESTMENT COUNSEL

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Caterpillar Inc.CAT208$221.06K
MercadoLibre, Inc.MELI285$483.76K
The Home Depot, Inc.HD570$201.03K
Ulta Beauty, Inc.ULTA595$268.33K
Mastercard IncorporatedMA643$330.2K
Waters CorporationWAT743$278.65K
Meta Platforms, Inc.META743$418.59K
Northrop Grumman CorporationNOC788$401.34K
Deere & CompanyDE834$529.03K
Texas Instruments IncorporatedTXN922$274.86K
Taiwan Semiconductor Manufacturing Company LimitedTSM1.1K$526.76K
The Boeing CompanyBA1.27K$274.27K
Tesla, Inc.TSLA1.3K$548.04K
Space Exploration Technologies Corp.SPCX1.53K$262.27K
Amphenol CorporationAPH1.63K$286.52K
Philip Morris International Inc.PM1.76K$319.31K
The Procter & Gamble CompanyPG2.31K$338K
Hexcel CorporationHXL2.36K$235.84K
Intuitive Surgical, Inc.ISRG2.41K$958.01K
Starbucks CorporationSBUX2.94K$300.13K