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

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%
$139B
$17.9 Million 2.99% of portfolio
54,297
Q3 2025 Reduced 10.03%
$2.39T
$16.8 Million 2.81% of portfolio
76,586
Q3 2025 Reduced 5.5%
$187B
$16 Million 2.68% of portfolio
96,457
Q3 2025 Added 1.74%
$61.4B
$15.7 Million 2.62% of portfolio
76,960
Q3 2025 Added 1.77%
$27B
$15.4 Million 2.57% of portfolio
69,813
Q3 2025 Added 0.0%
$31.5B
$14 Million 2.34% of portfolio
191,627
Q3 2025 Added 16.8%
$168B
$13.8 Million 2.31% of portfolio
182,855
Q3 2025 Added 2.62%
$1.65T
$13.7 Million 2.29% of portfolio
56,353
Q3 2025 Added 1.26%
$140B
$13.5 Million 2.26% of portfolio
53,837
Q3 2025 Added 0.44%
$5.53B
$12.2 Million 2.04% of portfolio
1,003,105
Q3 2025 Reduced 4.95%
$67.6B
$11.2 Million 1.88% of portfolio
232,185
Q3 2025 Added 0.05%
$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%
$55.9B
$9.99 Million 1.67% of portfolio
10,467
Q3 2025 Reduced 5.22%
$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%
$41B
$9.29 Million 1.55% of portfolio
48,898
Q3 2025 Added 12.43%
$0
$8.14 Million 1.36% of portfolio
368,478
Q3 2025 Added 3.62%
$79.5B
$8.06 Million 1.35% of portfolio
64,401
Q3 2025 Added 71.6%
$55.4B
$8.01 Million 1.34% of portfolio
26,236
Q3 2025 Reduced 1.71%
$0
$7.85 Million 1.31% of portfolio
345,299
Q3 2025 Added 3.22%
$39.9B
$7.78 Million 1.3% of portfolio
74,983
Q3 2025 Added 1.71%
$0
$7.69 Million 1.29% of portfolio
356,720
Q3 2025 Added 5.66%
$98.1B
$7.44 Million 1.24% of portfolio
43,560
Q3 2025 Reduced 1.31%
$0
$7.29 Million 1.22% of portfolio
311,239
Q3 2025 Reduced 1.81%
$61.4B
$6.99 Million 1.17% of portfolio
16,865
Q3 2025 Reduced 1.62%
$25.7B
$6.39 Million 1.07% of portfolio
43,332
Q3 2025 Added 0.89%
$0
$6.27 Million 1.05% of portfolio
304,914
Q3 2025 Added 6.79%
$10.5B
$6.28 Million 1.05% of portfolio
76,672
Q3 2025 Reduced 2.01%
$23.9B
$6.27 Million 1.05% of portfolio
45,040
Q3 2025 Reduced 1.35%
$12.2B
$6.2 Million 1.04% of portfolio
31,740
Q3 2025 Reduced 0.28%
$414B
$6.03 Million 1.01% of portfolio
26,029
Q3 2025 Reduced 0.79%
$40.2B
$5.61 Million 0.94% of portfolio
26,249
Q3 2025 Added 12.29%
$0
$5.41 Million 0.9% of portfolio
287,562
Q3 2025 Added 8.42%
$47.7B
$5.26 Million 0.88% of portfolio
10,545
Q3 2025 Added 4.61%
$522B
$5.19 Million 0.87% of portfolio
27,999
Q3 2025 Reduced 0.16%
$54.5B
$5.2 Million 0.87% of portfolio
27,767
Q3 2025 Reduced 0.73%
$160B
$5.1 Million 0.85% of portfolio
25,742
Q3 2025 Added 2.37%
$2.95B
$5.02 Million 0.84% of portfolio
163,577
Q3 2025 Reduced 0.77%
$0
$5.06 Million 0.84% of portfolio
256,556
Q3 2025 Added 4.53%
$388B
$5.03 Million 0.84% of portfolio
31,096
Q3 2025 Reduced 3.57%
$140B
$4.85 Million 0.81% of portfolio
12,950
Q3 2025 Reduced 3.37%
$971B
$4.76 Million 0.8% of portfolio
6,242
Q3 2025 Added 28.73%
$16.4B
$4.37 Million 0.73% of portfolio
176,108
Q3 2025 Reduced 9.62%
$197B
$4.3 Million 0.72% of portfolio
21,004
Q3 2025 Added 0.96%

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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