Sfe Investment Counsel Portfolio Holdings
Sfe Investment Counsel
- $451 Million
- Q4 2024
Sfe Investment Counsel has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $451 Million distributed in 114 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.3M, Nvidia Corp with a value of $18.5M, Jpmorgan Chase & CO with a value of $15.7M, Broadcom Inc. with a value of $15.4M, and Amazon Com Inc with a value of $14.4M.
Examining the 13F form we can see an decrease of $11.4M in the current position value, from $462M to 451M.
Sfe Investment Counsel is based out at Los Angeles, CA
Below you can find more details about Sfe Investment Counsel portfolio as well as his latest detailed transactions.
Portfolio value
$451 Million
Technology: $123 Million
Industrials: $57 Million
ETFs: $55.4 Million
Consumer Cyclical: $44.2 Million
Healthcare: $41.6 Million
Financial Services: $41.3 Million
Utilities: $22.2 Million
Energy: $18.7 Million
Other: $46.9 Million