HoldingsChannel.com
SFE Investment Counsel Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
APPLE INC 33,837 -5,974 $8,604
     AAPL33,837-5,974$8,604
INVESCO EXCH TRD SLF IDX FD 281,059 +5,194 $6,223
     BSJL281,059+5,194$6,223
QUALCOMM INC 83,784 -1,679 $5,668
     QCOM83,784-1,679$5,668
INVESCO EXCH TRD SLF IDX FD 257,085 +13,597 $5,568
     BSJM257,085+13,597$5,568
INVESCO EXCH TRD SLF IDX FD 236,720 -35,192 $5,445
     BSJK236,720-35,192$5,445
AMAZON COM INC 2,774 +3 $5,409
     AMZN2,774+3$5,409
BECTON DICKINSON & CO 22,135 -1,195 $5,086
     BDX22,135-1,195$5,086
LOWES COS INC 53,876 -2,675 $4,636
     LOW53,876-2,675$4,636
ABBOTT LABS 56,762 -22,849 $4,479
     ABT56,762-22,849$4,479
INVESCO EXCH TRD SLF IDX FD 197,733 +62,213 $4,440
     BSJN197,733+62,213$4,440
NVIDIA CORP 16,417 -3,046 $4,328
     NVDA16,417-3,046$4,328
CLEVELAND CLIFFS INC 1,073,427 +162,604 $4,240
     CLF1,073,427+162,604$4,240
MESABI TR 282,119 +70,536 $4,037
     MSB282,119+70,536$4,037
TAKE TWO INTERACTIVE SOFTWAR 32,638 +1,187 $3,871
     TTWO32,638+1,187$3,871
WEYERHAEUSER CO 210,721 -12,321 $3,572
     WY210,721-12,321$3,572
PALO ALTO NETWORKS INC 21,714 +487 $3,560
     PANW21,714+487$3,560
JPMORGAN CHASE & CO 38,469 -1,699 $3,463
     JPM38,469-1,699$3,463
DONALDSON INC 89,112 -3,455 $3,442
     DCI89,112-3,455$3,442
BRISTOL MYERS SQUIBB CO 58,725 +1,320 $3,273
     BMY58,725+1,320$3,273
COSTCO WHSL CORP NEW 11,237 -5,250 $3,204
     COST11,237-5,250$3,204
THOR INDS INC 74,312 -6,348 $3,134
     THO74,312-6,348$3,134
FIRST REP BK SAN FRANCISCO C 36,246 -940 $2,982
     FRC36,246-940$2,982
NEXTERA ENERGY INC 12,341 -1,726 $2,969
     NEE12,341-1,726$2,969
CUMMINS INC 19,754 +320 $2,673
     CMI19,754+320$2,673
INVESCO EXCH TRD SLF IDX FD 119,883 +43,236 $2,663
     BSJO119,883+43,236$2,663
ALPHABET INC 2,249 -209 $2,615
     GOOG2,249-209$2,615
VARIAN MED SYS INC 23,791 -1,025 $2,442
     VAR23,791-1,025$2,442
INVESCO EXCH TRD SLF IDX FD 111,800 +22,700 $2,368
     BSCM111,800+22,700$2,368
ABBVIE INC 31,063 -4,235 $2,367
     ABBV31,063-4,235$2,367
ONEOK INC NEW 106,833 +33,324 $2,330
     OKE106,833+33,324$2,330
INTEL CORP 40,704 -2,715 $2,203
     INTC40,704-2,715$2,203
ALPHABET INC 1,893 +75 $2,200
     GOOGL1,893+75$2,200
CVS HEALTH CORP 33,605 -360 $1,994
     CVS33,605-360$1,994
JACOBS ENGR GROUP INC 24,995 -2,030 $1,981
     JEC24,995-2,030$1,981
INVESCO EXCH TRD SLF IDX FD 93,083 +20,300 $1,929
     BSCN93,083+20,300$1,929
FIRST SOLAR INC 50,518 +14,163 $1,822
     FSLR50,518+14,163$1,822
INVESCO EXCH TRD SLF IDX FD 84,380 +6,270 $1,769
     BSCL84,380+6,270$1,769
AMERICAN WTR WKS CO INC NEW 14,566 -1,780 $1,742
     AWK14,566-1,780$1,742
BLACKSTONE GROUP INC 37,790 +1,125 $1,722
     BX37,790+1,125$1,722
FEDEX CORP 14,028 +374 $1,701
     FDX14,028+374$1,701
HONEYWELL INTL INC 12,113 +1,820 $1,621
     HON12,113+1,820$1,621
EAST WEST BANCORP INC 62,805 +20,315 $1,617
     EWBC62,805+20,315$1,617
BROOKFIELD RENEWABLE PARTNER 36,650 -1,890 $1,557
     BEP36,650-1,890$1,557
HANNON ARMSTRONG SUST INFR C 74,283 -6,937 $1,516
     HASI74,283-6,937$1,516
NEW RELIC INC 32,370 +8,360 $1,497
     NEWR32,370+8,360$1,497
JOHNSON & JOHNSON 10,886 -915 $1,427
     JNJ10,886-915$1,427
APPLIED MATLS INC 28,745 -1,880 $1,317
     AMAT28,745-1,880$1,317
EATON CORP PLC 16,700 -840 $1,297
     ETN16,700-840$1,297
MICROSOFT CORP 8,210 -370 $1,295
     MSFT8,210-370$1,295
INVESCO EXCH TRD SLF IDX FD 59,450 -6,850 $1,249
     BSCK59,450-6,850$1,249

See Full List: All Stocks Held By SFE Investment Counsel
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By SFE Investment Counsel

Size ($ in 1000's)
At 03/31/2020: $182,054
At 12/31/2019: $244,512

SFE Investment Counsel holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from SFE Investment Counsel 13F filings. Link to 13F filings: SEC filings

SFE Investment Counsel Top Holdings 13F Filings | www.HoldingsChannel.com

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