Fund Holdings

SFE Investment Counsel

Filing Period:

Comparing Q4 2025 vs Q3 2025

Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.

Showing 1100 of 158 holdings (page size 100)
Issuer
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Change
KIMBERLY-CLARK CORP(Put)016,700+16,70008,076,454+8,076,454
ISHARES TR08,024+8,02405,495,959+5,495,959
KLA CORP(Put)02,000+2,00002,430,160+2,430,160
SALESFORCE INC017,394+17,39404,607,845+4,607,845
ALPHABET INC038,286+38,286012,014,093+12,014,093
ELI LILLY & CO06,086+6,08606,540,513+6,540,513
KIMBERLY-CLARK CORP016,305+16,30501,645,011+1,645,011
IQVIA HLDGS INC048,019+48,019010,823,963+10,823,963
EXPEDIA GROUP INC024,797+24,79707,025,288+7,025,288
FIRST SOLAR INC064,059+64,059016,734,133+16,734,133
UBER TECHNOLOGIES INC049,331+49,33104,030,836+4,030,836
CUMMINS INC022,664+22,664011,568,839+11,568,839
ADVANCED MICRO DEVICES INC029,615+29,61506,342,348+6,342,348
PRUDENTIAL FINL INC080,330+80,33009,067,650+9,067,650
ONEOK INC NEW0206,515+206,515015,178,853+15,178,853
INVESCO EXCH TRD SLF IDX FD068,348+68,34801,824,892+1,824,892
US BANCORP DEL0231,758+231,758012,366,607+12,366,607
DANAHER CORPORATION027,190+27,19006,224,443+6,224,443
ALPHABET INC047,283+47,283014,799,625+14,799,625
ISHARES TR(Put)04,000+4,00001,027,960+1,027,960
APPLIED MATLS INC020,593+20,59305,292,195+5,292,195
FEDEX CORP017,252+17,25204,983,486+4,983,486
NEXTERA ENERGY INC0183,320+183,320014,716,930+14,716,930
TETRA TECH INC NEW0102,422+102,42203,435,234+3,435,234
BLACKSTONE INC052,492+52,49208,091,117+8,091,117
INVESCO EXCH TRD SLF IDX FD0242,794+242,79406,338,138+6,338,138
MARVELL TECHNOLOGY INC030,106+30,10602,558,408+2,558,408
INVESCO EXCH TRD SLF IDX FD091,362+91,36201,525,289+1,525,289
KINDER MORGAN INC DEL0150,285+150,28504,131,335+4,131,335
INVESCO EXCH TRD SLF IDX FD0283,194+283,19405,590,250+5,590,250
INVESCO EXCH TRD SLF IDX FD0234,944+234,94403,975,252+3,975,252
JOHNSON & JOHNSON027,564+27,56405,704,370+5,704,370
CISCO SYS INC059,443+59,44304,578,908+4,578,908
VANGUARD INTL EQUITY INDEX F05,816+5,8160427,825+427,825
HONEYWELL INTL INC024,298+24,29804,740,297+4,740,297
QUALCOMM INC096,107+96,107016,439,039+16,439,039
INVESCO EXCH TRD SLF IDX FD0307,038+307,03805,783,061+5,783,061
PFIZER INC086,545+86,54502,154,971+2,154,971
SELECT SECTOR SPDR TR06,595+6,5950361,200+361,200
QUANTA SVCS INC017,373+17,37307,332,448+7,332,448
INTUITIVE SURGICAL INC0594+5940336,418+336,418
INTERNATIONAL BUSINESS MACHS034,119+34,119010,106,389+10,106,389
VANGUARD BD INDEX FDS04,383+4,3830324,649+324,649
SELECT SECTOR SPDR TR06,935+6,9350314,483+314,483
WORKDAY INC04,615+4,6150991,210+991,210
KLA CORP02,000+2,00002,430,160+2,430,160
GE VERNOVA INC05,672+5,67203,707,049+3,707,049
BROADCOM INC052,509+52,509018,173,484+18,173,484
INVESCO EXCH TRD SLF IDX FD0316,637+316,63706,522,722+6,522,722
SHERWIN WILLIAMS CO02,788+2,7880903,396+903,396
ISHARES TR02,720+2,7200243,331+243,331
INVESCO EXCH TRD SLF IDX FD0379,636+379,63608,351,992+8,351,992
MESABI TR05,540+5,5400213,345+213,345
EDISON INTL013,700+13,7000822,274+822,274
EATON CORP PLC015,840+15,84005,045,198+5,045,198
HA SUSTAINABLE INFRA CAP INC0165,957+165,95705,216,029+5,216,029
GOLDMAN SACHS ETF TR05,017+5,0170664,121+664,121
BROOKFIELD RENEWABLE PARTNER066,045+66,04501,781,234+1,781,234
DARDEN RESTAURANTS INC05,125+5,1250943,103+943,103
INVESCO EXCH TRD SLF IDX FD0352,387+352,38707,969,091+7,969,091
PROCTER AND GAMBLE CO02,870+2,8700411,296+411,296
INVESCO EXCH TRD SLF IDX FD0362,072+362,07207,788,169+7,788,169
AMAZON COM INC073,257+73,257016,909,066+16,909,066
ASTRAZENECA PLC06,085+6,0850559,394+559,394
FORD MTR CO082,295+82,29501,079,710+1,079,710
CHEVRON CORP NEW015,302+15,30202,332,178+2,332,178
INVESCO EXCH TRD SLF IDX FD0196,655+196,65503,849,522+3,849,522
GOLDMAN SACHS ETF TR09,443+9,4430405,482+405,482
GE AEROSPACE012,853+12,85303,959,088+3,959,088
WILLIAMS SONOMA INC035,133+35,13306,274,402+6,274,402
ISHARES GOLD TR09,532+9,5320773,712+773,712
TAIWAN SEMICONDUCTOR MFG LTD01,193+1,1930362,541+362,541
ISHARES TR02,283+2,2830385,224+385,224
EMERSON ELEC CO06,742+6,7420894,798+894,798
INVESCO EXCH TRADED FD TR II026,785+26,78501,409,985+1,409,985
WELLS FARGO CO NEW03,468+3,4680323,209+323,209
INVESCO QQQ TR0399+3990244,924+244,924
VERTIV HOLDINGS CO03,020+3,0200489,270+489,270
NORTHROP GRUMMAN CORP0892+8920508,627+508,627
INVESCO EXCHANGE TRADED FD T014,667+14,6670667,482+667,482
EAST WEST BANCORP INC010,685+10,68501,200,887+1,200,887
AMPHENOL CORP NEW01,807+1,8070244,198+244,198
BERKSHIRE HATHAWAY INC DEL04,510+4,51002,266,952+2,266,952
ISHARES TR02,248+2,2480333,137+333,137
SPDR S&P 500 ETF TR0750+7500511,440+511,440
CAPITAL GROUP DIVIDEND VALUE04,973+4,9730217,022+217,022
META PLATFORMS INC0898+8980592,819+592,819
VUZIX CORP010,000+10,000037,800+37,800
VISA INC0685+6850240,065+240,065
CAPITAL GROUP CORE EQUITY ET05,207+5,2070209,478+209,478
ISHARES TR05,375+5,3750373,186+373,186
ISHARES TR03,997+3,9970229,668+229,668
NUVEEN PFD & INCOME OPPORTUN012,816+12,8160103,938+103,938
STARBUCKS CORP02,990+2,9900251,788+251,788
PROSHARES TR02,600+2,6000203,899+203,899
BOOKING HOLDINGS INC040+400214,213+214,213
ISHARES TR03,359+3,3590322,956+322,956
CME GROUP INC0872+8720238,126+238,126
BROOKFIELD CORP04,993+4,9930229,129+229,129
TESLA INC01,352+1,3520608,021+608,021
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