Sfe Investment Counsel Incresed Positions in Q2 2025

Sfe Investment Counsel

  • $543 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
26.3K
+ 97.16%
$354.56 - $497.45 $9.33M - $13.1M
53.4K $26.6M
NVDA
Nvidia Corp

Technology
564
+ 0.4%
$94.31 - $157.99 $53.2K - $89.1K
142K $22.5M
AMZN
Amazon Com Inc

Consumer Cyclical
7.87K
+ 10.75%
$167.32 - $223.3 $1.32M - $1.76M
81K $17.8M
JPM
Jpmorgan Chase & CO

Financial Services
3.02K
+ 4.94%
$210.28 - $289.91 $634K - $874K
64.1K $18.6M
FSLR
First Solar, Inc.

Technology
5.85K
+ 9.15%
$120.38 - $192.98 $704K - $1.13M
69.8K $11.6M
PANW
Palo Alto Networks Inc

Technology
2.7K
+ 3.7%
$152.44 - $204.64 $411K - $552K
75.6K $15.5M
GOOGL
Alphabet Inc.

Communication Services
11K
+ 24.77%
$144.7 - $178.6 $1.6M - $1.97M
55.7K $9.81M
URI
United Rentals, Inc.

Industrials
1.91K
+ 20.95%
$551.94 - $753.4 $1.06M - $1.44M
11K $8.32M
PWR
Quanta Services, Inc.

Industrials
1.21K
+ 7.58%
$239.47 - $381.26 $289K - $461K
17.1K $6.48M
EXPE
Expedia Group, Inc.

Consumer Cyclical
12.5K
+ 114.06%
$136.63 - $176.62 $1.7M - $2.2M
23.4K $3.94M
LHX
L3 Harris Technologies, Inc.

Industrials
1.18K
+ 4.63%
$200.21 - $256.99 $237K - $304K
26.7K $6.7M
AMAT
Applied Materials Inc

Technology
3.72K
+ 21.77%
$126.95 - $183.52 $472K - $683K
20.8K $3.81M
ETN
Eaton Corp PLC

Industrials
685
+ 5.39%
$246.52 - $356.99 $169K - $245K
13.4K $4.78M
UBER
Uber Technologies, Inc

Technology
10.4K
+ 98.83%
$64.62 - $93.3 $673K - $972K
20.9K $1.95M
USB
Us Bancorp \De\

Financial Services
10.4K
+ 4.71%
$36.4 - $45.76 $380K - $478K
232K $10.5M
BX
Blackstone Inc.

Financial Services
4.68K
+ 11.85%
$120.07 - $151.11 $562K - $707K
44.1K $6.6M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
55.4K
+ 26.4%
$18.28 - $18.7 $1.01M - $1.04M
265K $4.96M
QCOM
Qualcomm Inc

Technology
3.43K
+ 3.76%
$124.66 - $159.48 $428K - $547K
94.8K $15.1M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
47.9K
+ 20.15%
$20.16 - $20.49 $965K - $981K
286K $5.85M
FISV
Fiserv Inc

Technology
7.96K
+ 26.92%
N/A
37.5K $4.7M
WSM
Williams Sonoma Inc

Consumer Cyclical
4.81K
+ 17.81%
$137.62 - $174.44 $662K - $839K
31.8K $5.2M
BSCU
Invesco Exc Self Ind Tr

ETFs
53K
+ 40.08%
$16.31 - $16.78 $865K - $890K
185K $3.11M
ABT
Abbott Laboratories

Healthcare
4.56K
+ 6.04%
$123.95 - $138.08 $565K - $630K
80.1K $10.9M
PRU
Prudential Financial Inc

Financial Services
8.9K
+ 13.72%
$95.12 - $112.71 $846K - $1M
73.7K $7.92M
KMI
Kinder Morgan, Inc.

Energy
17.9K
+ 17.6%
$25.21 - $29.4 $451K - $526K
120K $3.52M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
30.2K
+ 14.01%
$19.49 - $19.66 $588K - $593K
245K $4.82M
NFLX
Netflix Inc

Communication Services
6
+ 0.41%
$855.86 - $1339.13 $5.14K - $8.03K
1.46K $1.96M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
19.1K
+ 5.99%
$20.29 - $21.52 $387K - $411K
338K $7.27M
NEE
Nextera Energy Inc

Utilities
11.5K
+ 6.87%
$64.11 - $75.0 $734K - $859K
178K $12.4M
DCI
Donaldson CO Inc

Industrials
5.4K
+ 7.41%
$59.18 - $71.02 $319K - $383K
78.2K $5.43M
CMI
Cummins Inc

Industrials
192
+ 0.79%
$267.12 - $336.65 $51.3K - $64.6K
24.5K $8.03M
WY
Weyerhaeuser CO

Real Estate
37.5K
+ 23.87%
$24.69 - $29.48 $927K - $1.11M
195K $5.01M
ABBV
Abb Vie Inc.

Healthcare
4.86K
+ 22.75%
$170.16 - $206.27 $827K - $1M
26.2K $4.87M
BEP
Brookfield Renewable Partners L.P.

Utilities
5.97K
+ 11.25%
$20.16 - $26.41 $120K - $158K
59.1K $1.51M
PNW
Pinnacle West Capital Corp

Utilities
4.78K
+ 25.76%
$88.3 - $95.43 $422K - $456K
23.3K $2.09M
BA
Boeing CO

Industrials
1.2K
+ 84.99%
$136.59 - $217.51 $164K - $261K
2.61K $547K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
7.15K
+ 2.05%
$20.93 - $22.05 $150K - $158K
356K $7.84M
IQV
Iqvia Holdings Inc.

Healthcare
6.31K
+ 16.98%
$137.0 - $174.37 $865K - $1.1M
43.5K $6.85M
TNC
Tennant CO

Industrials
4.22K
+ 24.25%
$68.18 - $81.07 $288K - $342K
21.6K $1.68M
GLW
Corning Inc

Technology
1.41K
+ 5.73%
$39.07 - $52.59 $55.2K - $74.3K
26.1K $1.37M
LLY
Eli Lilly & CO

Healthcare
566
+ 13.22%
$713.71 - $898.95 $404K - $509K
4.85K $3.78M
BSJR
Invesco Indx Tr

ETFs
3.39K
+ 1.02%
$21.81 - $22.71 $73.9K - $76.9K
335K $7.6M
EMR
Emerson Electric CO

Industrials
210
+ 3.36%
$94.15 - $133.33 $19.8K - $28K
6.46K $861K
EWBC
East West Bancorp Inc

Financial Services
390
+ 3.61%
$71.03 - $101.75 $27.7K - $39.7K
11.2K $1.13M
META
Meta Platforms, Inc.

Communication Services
25
+ 2.89%
$484.66 - $738.09 $12.1K - $18.5K
891 $657K
CRSP
Crispr Therapeutics Ag

Healthcare
725
+ 11.14%
$31.27 - $48.64 $22.7K - $35.3K
7.23K $351K
PI
Impinj Inc

Technology
300
+ 6.67%
$62.54 - $125.05 $18.8K - $37.5K
4.8K $533K
DHR
Danaher Corp

Healthcare
1.4K
+ 5.9%
$174.64 - $205.16 $245K - $287K
25.1K $4.97M
FDX
Fedex Corp

Industrials
1.33K
+ 9.06%
$198.07 - $245.17 $264K - $326K
16K $3.64M
Activity Summary
Buys All Purchases 82 New Holdings 12 Increased Positions 70 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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