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SFE Investment Counsel Top Holdings
As of  09/30/2022, below is a summary of the SFE Investment Counsel top holdings by largest position size, as per the latest 13f filing made by SFE Investment Counsel. In the SFE Investment Counsel-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by SFE Investment Counsel in that top holding, then the share count change between reporting periods, and finally the SFE Investment Counsel top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
APPLE INC 96,835 -589 $13,383
     AAPL96,835-589$13,383
QUALCOMM INC 88,210 +2,854 $9,966
     QCOM88,210+2,854$9,966
CLEVELAND CLIFFS INC NEW 713,131 +49,048 $9,606
     CLF713,131+49,048$9,606
INVESCO EXCH TRD SLF IDX FD 423,767 +34,057 $9,162
     BSJO423,767+34,057$9,162
ONEOK INC NEW 163,397 +5,266 $8,372
     OKE163,397+5,266$8,372
PALO ALTO NETWORKS INC 50,016 +33,336 $8,192
     PANW50,016+33,336$8,192
JPMORGAN CHASE & CO 77,119 +2,994 $8,059
     JPM77,119+2,994$8,059
BRISTOL MYERS SQUIBB CO 112,698 -4,615 $8,012
     BMY112,698-4,615$8,012
INVESCO EXCH TRD SLF IDX FD 349,310 -11,072 $7,971
     BSJN349,310-11,072$7,971
INVESCO EXCH TRD SLF IDX FD 364,252 +40,523 $7,922
     BSJP364,252+40,523$7,922
LOWES COS INC 41,702 -950 $7,832
     LOW41,702-950$7,832
AMAZON COM INC 63,244 +1,052 $7,147
     AMZN63,244+1,052$7,147
FISERV INC 72,633 -2,943 $6,796
     FISV72,633-2,943$6,796
BECTON DICKINSON & CO 28,628 +122 $6,379
     BDX28,628+122$6,379
CUMMINS INC 28,079 +917 $5,714
     CMI28,079+917$5,714
ABBOTT LABS 57,828 +280 $5,595
     ABT57,828+280$5,595
FIRST SOLAR INC 39,886 -18,354 $5,276
     FSLR39,886-18,354$5,276
ABBVIE INC 38,354 -811 $5,147
     ABBV38,354-811$5,147
US BANCORP DEL 127,077 +4,844 $5,124
     USB127,077+4,844$5,124
BROADCOM INC 11,375 +5,893 $5,051
     AVGO11,375+5,893$5,051
THOR INDS INC 67,582 -4,717 $4,729
     THO67,582-4,717$4,729
PFIZER INC 103,785 -330 $4,542
     PFE103,785-330$4,542
DONALDSON INC 91,764 -200 $4,497
     DCI91,764-200$4,497
COSTCO WHSL CORP NEW 9,488 -522 $4,481
     COST9,488-522$4,481
INVESCO EXCH TRD SLF IDX FD 204,558 +68,658 $4,476
     BSJQ204,558+68,658$4,476
NVIDIA CORPORATION 36,640 +2,974 $4,448
     NVDA36,640+2,974$4,448
WEYERHAEUSER CO MTN BE 146,095 -15,815 $4,172
     WY146,095-15,815$4,172
BLACKSTONE INC 48,508 +13,162 $4,060
     BX48,508+13,162$4,060
INVESCO EXCH TRD SLF IDX FD 191,122 -4,119 $3,989
     BSCN191,122-4,119$3,989
ALPHABET INC 40,843 +38,815 $3,927
     GOOG40,843+38,815$3,927
ALPHABET INC 40,860 +38,864 $3,908
     GOOGL40,860+38,864$3,908
TAKE TWO INTERACTIVE SOFTWAR 35,388 +122 $3,857
     TTWO35,388+122$3,857
WILLIAMS SONOMA INC 31,712 +333 $3,737
     WSM31,712+333$3,737
EAST WEST BANCORP INC 55,395 +3,845 $3,719
     EWBC55,395+3,845$3,719
NEXTERA ENERGY INC 47,287 -3,680 $3,708
     NEE47,287-3,680$3,708
L3HARRIS TECHNOLOGIES INC 17,745 -1 $3,688
     LHX17,745-1$3,688
INVESCO EXCH TRD SLF IDX FD 175,509 +831 $3,579
     BSCO175,509+831$3,579
FORD MTR CO DEL 297,081 +24,810 $3,327
     F297,081+24,810$3,327
ROPER TECHNOLOGIES INC 8,809 +314 $3,168
     ROP8,809+314$3,168
FIRST REP BK SAN FRANCISCO C 23,638 -900 $3,086
     FRC23,638-900$3,086
VMWARE INC 28,697 -26,799 $3,055
     VMW28,697-26,799$3,055
FEDEX CORP 20,215 +1,193 $3,001
     FDX20,215+1,193$3,001
INTERNATIONAL BUSINESS MACHS 24,775 -575 $2,944
     IBM24,775-575$2,944
JOHNSON & JOHNSON 17,664 -326 $2,886
     JNJ17,664-326$2,886
HONEYWELL INTL INC 17,140 +55 $2,862
     HON17,140+55$2,862
LABORATORY CORP AMER HLDGS 12,959 +122 $2,654
     LH12,959+122$2,654
CAMPING WORLD HLDGS INC 103,260 +16,010 $2,615
     CWH103,260+16,010$2,615
INVESCO EXCH TRD SLF IDX FD 126,390 +7,153 $2,521
     BSCP126,390+7,153$2,521
HANNON ARMSTRONG SUST INFR C 83,730 -11,145 $2,506
     HASI83,730-11,145$2,506
AMERICAN WTR WKS CO INC NEW 19,118 +177 $2,488
     AWK19,118+177$2,488

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

See Details: Top 10 Stocks Held By SFE Investment Counsel

Size ($ in 1000's)
At 09/30/2022: $317,424
At 06/30/2022: $335,381

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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