Stock Taper 
SFE INVESTMENT COUNSEL
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Netflix, Inc. | NFLX | 19.65K | $1.4M |
 KLA Corporation | KLAC | 20K | $6.03M |
 Fervo Energy Company | FRVO | 22.46K | $656.51K |
 Pinnacle West Capital Corporation | PNW | 22.59K | $2.42M |
 Circle Internet Group | CRCL | 22.64K | $1.42M |
 Advanced Micro Devices, Inc. | AMD | 23.76K | $13.8M |
 L3Harris Technologies, Inc. | LHX | 23.78K | $6.91M |
 Johnson & Johnson | JNJ | 26.62K | $6.76M |
 ServiceNow, Inc. | NOW | 31.59K | $3.14M |
 Alphabet Inc. | GOOG | 32.23K | $11.39M |
 American Water Works Company, Inc. | AWK | 33.77K | $4.44M |
 AT&T Inc. | T | 36.35K | $752.42K |
 Labcorp Holdings Inc. | LH | 36.48K | $10.21M |
 International Business Machines Corporation | IBM | 38.65K | $10.87M |
 Danaher Corporation | DHR | 38.72K | $7.38M |
 Williams-Sonoma, Inc. | WSM | 41.39K | $9.65M |
 Alphabet Inc. | GOOGL | 43.61K | $15.58M |
 Kimberly-Clark Corporation | KMB | 48.06K | $5.28M |
 Xylem Inc. | XYL | 48.84K | $5.77M |
 Marvell Technology, Inc. | MRVL | 48.89K | $14.56M |