Stock Taper 
SFE INVESTMENT COUNSEL
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Jacobs Solutions Inc. | J | 75.09K | $9.46M |
 Donaldson Company, Inc. | DCI | 64.96K | $5.83M |
 Brookfield Renewable Partners L.P. | BEP | 64.14K | $2.23M |
 First Solar, Inc. | FSLR | 62.79K | $14.82M |
 Limoneira Company | LMNR | 60.01K | $787.93K |
 JPMorgan Chase & Co. | JPM | 59.24K | $19.39M |
 IQVIA Holdings Inc. | IQV | 59.04K | $11.41M |
 Microsoft Corporation | MSFT | 58.18K | $21.7M |
 Broadcom Inc. | AVGO | 56.95K | $21.51M |
 Lowe's Companies, Inc. | LOW | 55.73K | $12.29M |
 Cisco Systems, Inc. | CSCO | 53.58K | $6.29M |
 Marvell Technology, Inc. | MRVL | 48.89K | $14.56M |
 Xylem Inc. | XYL | 48.84K | $5.77M |
 Kimberly-Clark Corporation | KMB | 48.06K | $5.28M |
 Alphabet Inc. | GOOGL | 43.61K | $15.58M |
 Williams-Sonoma, Inc. | WSM | 41.39K | $9.65M |
 Danaher Corporation | DHR | 38.72K | $7.38M |
 International Business Machines Corporation | IBM | 38.65K | $10.87M |
 Labcorp Holdings Inc. | LH | 36.48K | $10.21M |
 AT&T Inc. | T | 36.35K | $752.42K |