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