Sfe Investment Counsel Purchases and Sells in Q2 2025

Sfe Investment Counsel

$543 Million
Q2 2025

Top Buys

Incresed Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	26.3K + 97.16%	$354.56 - $497.45 $9.33M - $13.1M	53.4K $26.6M
NVDA	564 + 0.4%	$94.31 - $157.99 $53.2K - $89.1K	142K $22.5M
AMZN	7.87K + 10.75%	$167.32 - $223.3 $1.32M - $1.76M	81K $17.8M
JPM	3.02K + 4.94%	$210.28 - $289.91 $634K - $874K	64.1K $18.6M
FSLR	5.85K + 9.15%	$120.38 - $192.98 $704K - $1.13M	69.8K $11.6M
PANW	2.7K + 3.7%	$152.44 - $204.64 $411K - $552K	75.6K $15.5M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KLAC	2K New	$576.53 - $902.94 $1.15M - $1.81M	2K $1.79M
XEL	10.9K New	$65.65 - $72.39 $714K - $787K	10.9K $740K
BSCV	33.2K New	$15.97 - $16.53 $530K - $549K	33.2K $548K
JPST	9.91K New	$50.36 - $50.68 $499K - $502K	9.91K $502K
VTV	2.41K New	$153.67 - $176.74 $370K - $425K	2.41K $425K
BKNG	40 New	$4164.15 - $5789.24 $167K - $232K	40 $231K

Top Sells

Reduced Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-3.94K - 56.1%	$498.8 - $620.9 $1.96M - $2.44M	3.08K $1.91M
F	-207K - 69.62%	$8.69 - $10.85 $1.8M - $2.24M	90.2K $978K
BSJP	-80.1K - 49.15%	$22.87 - $23.14 $1.83M - $1.85M	82.9K $1.91M
GSLC	-16.7K - 80.85%	$97.68 - $121.38 $1.63M - $2.03M	3.96K $480K
JEPI	-22.4K - 31.32%	$51.14 - $57.0 $1.15M - $1.28M	49.2K $2.79M
IEF	-13.2K - 60.59%	$93.15 - $96.56 $1.23M - $1.28M	8.6K $823K

Activity Summary All Purchases 82 New Holdings 12 Increased Positions 70 All Sells 51 Reductions 51 Sold out 0 Calls 0 Puts 0

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