Stock Taper 
SFE INVESTMENT COUNSEL
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cisco Systems, Inc. | CSCO | 53.58K | $6.29M |
 Lowe's Companies, Inc. | LOW | 55.73K | $12.29M |
 Broadcom Inc. | AVGO | 56.95K | $21.51M |
 Microsoft Corporation | MSFT | 58.18K | $21.7M |
 IQVIA Holdings Inc. | IQV | 59.04K | $11.41M |
 JPMorgan Chase & Co. | JPM | 59.24K | $19.39M |
 Limoneira Company | LMNR | 60.01K | $787.93K |
 First Solar, Inc. | FSLR | 62.79K | $14.82M |
 Brookfield Renewable Partners L.P. | BEP | 64.14K | $2.23M |
 Donaldson Company, Inc. | DCI | 64.96K | $5.83M |
 Jacobs Solutions Inc. | J | 75.09K | $9.46M |
 Blackstone Inc. | BX | 75.59K | $8.89M |
 Ford Motor Company | F | 76.21K | $1.06M |
 Palo Alto Networks, Inc. | PANW | 80.53K | $27.46M |
 Amazon.com, Inc. | AMZN | 81.33K | $19.38M |
 Apple Inc. | AAPL | 86.02K | $24.89M |
 Uber Technologies, Inc. | UBER | 87.11K | $6.29M |
 Abbott Laboratories | ABT | 90.25K | $8.19M |
 Prudential Financial, Inc. | PRU | 90.3K | $9.75M |
 QUALCOMM Incorporated | QCOM | 92.2K | $17.04M |