Sfe Investment Counsel Portfolio Holdings
Sfe Investment Counsel
- $479 Million
- Q1 2025
Sfe Investment Counsel has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $479 Million distributed in 140 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.5M, Nvidia Corp with a value of $15.4M, Jpmorgan Chase & CO with a value of $15M, Oneok Inc with a value of $14M, and Qualcomm Inc with a value of $14M.
Examining the 13F form we can see an increase of $28.1M in the current position value, from $451M to 479M.
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
$479 Million
Technology: $116 Million
ETFs: $74.4 Million
Industrials: $62.7 Million
Healthcare: $51.6 Million
Financial Services: $42.4 Million
Consumer Cyclical: $40.8 Million
Utilities: $22.9 Million
Energy: $20 Million
Other: $48 Million