Fund HoldingsSFE Investment Counsel

Total Portfolio Value
$480.05M
Total Bought
$33.37M
Total Sold
$22.62M
Net Transaction
+$10.75M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
LOWES COS INC(LOW)049,018+49,018013,2772.77%+13,277
NEXTERA ENERGY INC(NEE)157,484155,212-2,27211,15113,1202.73%+1,969
INTERNATIONAL BUSINESS MACHS(IBM)038,518+38,51808,5161.77%+8,516
APPLE INC(AAPL)87,07185,984-1,08718,33920,0344.17%+1,695
LABCORP HOLDINGS INC(LH)23,67828,779+5,1014,8196,4321.34%+1,613
ULTA BEAUTY INC(ULTA)1,2055,123+3,9184651,9930.42%+1,528
IQVIA HLDGS INC(IQV)12,37216,939+4,5672,6164,0140.84%+1,398
UNITED RENTALS INC(URI)07,105+7,10505,7531.20%+5,753
US BANCORP DEL(USB)0207,732+207,73209,5001.98%+9,500
CUMMINS INC(CMI)026,889+26,88908,7061.81%+8,706
AMENTUM HOLDINGS INC037,090+37,09001,1960.25%+1,196
ONEOK INC NEW(OKE)151,141148,299-2,84212,32613,5142.82%+1,189
BLACKSTONE INC(BX)41,72741,407-3205,1666,3411.32%+1,175
FISERV INC(FISV)033,489+33,48906,0161.25%+6,016
HA SUSTAINABLE INFRA CAP INC(HASI)182,820186,224+3,4045,4116,4191.34%+1,008
ABBOTT LABS69,89072,343+2,4537,2628,2481.72%+986
FIRST SOLAR INC(FSLR)49,39748,580-81711,13712,1182.52%+981
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029 HG
210,191246,294+36,1034,4065,3841.12%+978
AMERICAN WTR WKS CO INC NEW41,59243,010+1,4185,3726,2901.31%+918
GE VERNOVA INC(GEV)7,5658,640+1,0751,2972,2030.46%+906
ABBVIE INC(ABBV)031,478+31,47806,2161.29%+6,216
WEYERHAEUSER CO MTN BE(WY)0135,120+135,12004,5750.95%+4,575
DANAHER CORPORATION(DHR)15,97016,870+9003,9904,6900.98%+700
ZOETIS INC(ZTS)26,94727,461+5144,6725,3651.12%+694
MICROSOFT CORP(MSFT)18,37920,664+2,2858,2148,8921.85%+677
EDISON INTL(EIX)42,60042,730+1303,0593,7210.78%+662
QUANTA SVCS INC8,2759,184+9092,1032,7380.57%+636
EATON CORP PLC(ETN)8,5509,956+1,4062,6813,3000.69%+619
WILLIAMS SONOMA INC(WSM)040,195+40,19506,2271.30%+6,227
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
94,242117,482+23,2401,7112,2100.46%+498
JOHNSON & JOHNSON(JNJ)24,88625,391+5053,6374,1150.86%+478
XYLEM INC(XYL)15,30018,750+3,4502,0752,5320.53%+457
INVESCO EXCH TRD SLF IDX FD
INVSCO 28 HYCORP
302,301312,884+10,5836,4906,9341.44%+443
BECTON DICKINSON & CO(BDX)022,222+22,22205,3581.12%+5,358
CISCO SYS INC(CSCO)62,62063,320+7002,9753,3700.70%+395
GE AEROSPACE(GE)16,34215,860-4822,5982,9910.62%+393
JPMORGAN CHASE & CO.(JPM)066,599+66,599014,0432.93%+14,043
L3HARRIS TECHNOLOGIES INC(LHX)22,58722,779+1925,0735,4181.13%+346
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2027
306,798313,629+6,8316,7757,1191.48%+344
LIMONEIRA CO60,01060,01001,2491,5900.33%+341
IMPINJ INC(PI)7,7607,140-6201,2171,5460.32%+329
ADVANCED MICRO DEVICES INC(AMD)17,22019,026+1,8062,7933,1220.65%+329
PRUDENTIAL FINL INC(PFH)49,26950,173+9045,7746,0761.27%+302
DEERE & CO(DE)5,8775,897+202,1962,4610.51%+265
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 2030
21,64630,256+8,6105507980.17%+249
BROADCOM INC(AVGO)7,51771,399+63,88212,06912,3162.57%+247
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
165,498172,924+7,4263,1813,4100.71%+229
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
51,92753,708+1,7811,2861,5130.32%+227
PINNACLE WEST CAP CORP(PNW)18,43018,395-351,4081,6300.34%+222
THOR INDS INC(THO)018,728+18,72802,0580.43%+2,058
TESLA INC(TSLA)0785+78502050.04%+205
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
183,598187,504+3,9063,6633,8550.80%+192
COSTCO WHSL CORP NEW(COST)11,75411,470-2849,99110,1682.12%+178
BERKSHIRE HATHAWAY INC DEL3,5373,497-401,4391,6100.34%+171
KINDER MORGAN INC DEL(KMI)85,99584,995-1,0001,7091,8780.39%+169
CORNING INC(GLW)24,35624,35609461,1000.23%+153
DONALDSON INC(DCI)83,60883,245-3635,9836,1351.28%+152
SHERWIN WILLIAMS CO(SHW)1,8901,875-155647160.15%+152
TETRA TECH INC NEW(TTEK)7,65136,330+28,6791,5641,7130.36%+149
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
171,574174,420+2,8463,2903,4120.71%+122
PALO ALTO NETWORKS INC(PANW)36,21736,241+2412,27812,3872.58%+109
EAST WEST BANCORP INC(EWBC)10,67510,755+807828900.19%+108
AT&T INC(T)65,85461,674-4,1801,2581,3570.28%+98
BRISTOL-MYERS SQUIBB CO(BMY)045,631+45,63102,3610.49%+2,361
WATERS CORP(WAT)1,3301,279-513864600.10%+74
NORTHROP GRUMMAN CORP(NOC)773778+53374110.09%+74
WORKDAY INC(WDAY)2,8402,895+556357080.15%+73
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
33,48636,354+2,8685446160.13%+72
EMERSON ELEC CO(EMR)5,1085,775+6675636320.13%+69
ENERGY RECOVERY INC17,33016,433-8972302860.06%+55
NETFLIX INC(NFLX)1,3351,33509019470.20%+46
UNITEDHEALTH GROUP INC(UNH)56556502883300.07%+43
STARBUCKS CORP(SBUX)4,1903,765-4253263670.08%+41
INTUITIVE SURGICAL INC1,4041,354-506256650.14%+41
INVESCO EXCH TRADED FD TR II34,76632,533-2,2331,5521,5830.33%+30
HONEYWELL INTL INC(HON)20,61321,438+8254,4024,4310.92%+30
ROPER TECHNOLOGIES INC(ROP)8,7148,879+1654,9124,9411.03%+29
ISHARES TR2,9002,725-1753463640.08%+18
SELECT SECTOR SPDR TR
ST STR FINL ETF
8,8938,353-5403663790.08%+13
SELECT SECTOR SPDR TR
ST STR MATER ETF
3,9653,736-2293503600.08%+10
ECOLAB INC(ECL)1,5991,516-833813870.08%+7
VERIFYME INC100,000100,00001411430.03%+2
ISHARES TR2,7692,600-1693803790.08%-2
THE REAL GOOD FOOD COMPANY I23,80923,809012100.00%-2
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
17,88017,067-8136556430.13%-12
CLEAN HARBORS INC(CLH)6,7946,297-4971,5361,5220.32%-14
CRISPR THERAPEUTICS AG(CRSP)5,8466,312+4663162970.06%-19
INVESCO EXCH TRD SLF IDX FD125,178122,607-2,5712,5602,5320.53%-28
TENNANT CO(TNC)018,824+18,82401,8080.38%+1,808
ALBEMARLE CORP(ALB)3,0202,405-6152882280.05%-61
ELI LILLY & CO(LLY)510450-604623990.08%-63
DIGITAL RLTY TR INC(DLR)6,8646,054-8101,0449800.20%-64
PFIZER INC(PFE)94,57989,065-5,5142,6462,5780.54%-69
MICROCHIP TECHNOLOGY INC.(MCHP)5,3235,143-1804874130.09%-74
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)2,0901,540-5503252370.05%-88
STMICROELECTRONICS N V(STM)9,5519,219-3323752740.06%-101
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 26
320,043308,774-11,2697,3827,2421.51%-139
PROSHARES TR
INVT INT RT HG
4,6002,600-2,0003512000.04%-151
INVESCO EXCH TRD SLF IDX FD276,906267,508-9,3986,3446,1851.29%-159
FEDEX CORP(FDX)11,83712,387+5503,5493,3900.71%-159
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