Sfe Investment Counsel Portfolio Holdings

Sfe Investment Counsel

  • $598 Million
  • Q3 2025

Sfe Investment Counsel has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $598 Million distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $28M, Nvidia Corp with a value of $25.8M, Apple Inc. with a value of $23.8M, Jpmorgan Chase & CO with a value of $19.7M, and Broadcom Inc. with a value of $17.9M.

Examining the 13F form we can see an increase of $55.9M in the current position value, from $543M to 598M.

Sfe Investment Counsel is based out at Los Angeles, CA

Below you can find more details about Sfe Investment Counsel portfolio as well as his latest detailed transactions.

Portfolio value $598 Million
Technology: $188 Million
Industrials: $80.4 Million
ETFs: $68.5 Million
Healthcare: $53.8 Million
Financial Services: $50.8 Million
Consumer Cyclical: $49 Million
Communication Services: $27.3 Million
Utilities: $25.2 Million
Other: $53.8 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$28 Million 4.68% of portfolio
54,076
Q3 2025 Added 1.25%
$465B
$25.8 Million 4.3% of portfolio
138,026
Q3 2025 Reduced 3.01%
$4.3T
$23.8 Million 3.97% of portfolio
93,299
Q3 2025 Added 4.36%
$881B
$19.7 Million 3.29% of portfolio
62,370
Q3 2025 Reduced 2.69%
$2.39T
$16.8 Million 2.81% of portfolio
76,586
Q3 2025 Reduced 5.5%
$1.65T
$13.7 Million 2.29% of portfolio
56,353
Q3 2025 Added 1.26%
$228B
$10.7 Million 1.79% of portfolio
79,954
Q3 2025 Reduced 0.14%
$1.74T
$10 Million 1.68% of portfolio
41,168
Q3 2025 Reduced 0.06%
$404B
$9.78 Million 1.63% of portfolio
10,567
Q3 2025 Reduced 0.81%
$266B
$9.78 Million 1.63% of portfolio
34,667
Q3 2025 Reduced 0.65%
$414B
$6.03 Million 1.01% of portfolio
26,029
Q3 2025 Reduced 0.79%
$522B
$5.19 Million 0.87% of portfolio
27,999
Q3 2025 Reduced 0.16%
$388B
$5.03 Million 0.84% of portfolio
31,096
Q3 2025 Reduced 3.57%
$971B
$4.76 Million 0.8% of portfolio
6,242
Q3 2025 Added 28.73%
$319B
$4.07 Million 0.68% of portfolio
59,523
Q3 2025 Reduced 0.92%
$328B
$3.89 Million 0.65% of portfolio
12,921
Q3 2025 Reduced 5.54%
$237B
$2.26 Million 0.38% of portfolio
9,523
Q3 2025 New
$303B
$2.25 Million 0.38% of portfolio
14,479
Q3 2025 Reduced 3.58%
$1.37T
$586,000 0.1% of portfolio
798
Q3 2025 Reduced 10.44%
$1.29T
$624,000 0.1% of portfolio
1,404
Q3 2025 Added 36.05%
$277B
$466,000 0.08% of portfolio
6,085
Q2 2025 Reduced 14.55%
$512B
$386,000 0.06% of portfolio
679
Q3 2025 Reduced 27.77%
$1.46T
$298,000 0.05% of portfolio
1,068
Q3 2025 Added 12.66%
$317B
$290,000 0.05% of portfolio
3,468
Q3 2025 Added 0.03%
$237B
$299,000 0.05% of portfolio
1,844
Q3 2025 Reduced 1.5%
$346B
$301,000 0.05% of portfolio
1,965
Q3 2025 Reduced 2.48%
$533B
$233,000 0.04% of portfolio
684
Q2 2025 Reduced 15.56%
$367B
$262,000 0.04% of portfolio
647
Q3 2025 Reduced 22.24%
$593B
$204,000 0.03% of portfolio
727
Q3 2025 New
$342B
$204,000 0.03% of portfolio
1,120
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $598 Million
  • Prior Value $543 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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