SFE Investment Counsel
•CIK: 1317784•Filing: Q4 2025
**SFE Investment Counsel** manages $648M across a diversified portfolio of 143 positions. The fund exhibits significant concentration in mega-cap technology names, notably holding MSFT ($26.6M), NVDA ($25.3M), and AAPL ($23.7M). Further allocations include substantial positions in JPM ($19.6M), AVGO ($18.2M), and AMZN ($16.9M), indicating a strategic blend of software, semiconductor, and financial sector exposure. This top-quartile weighting suggests a conviction in established market leaders across key growth verticals.
Total AUM
$637.3M
+ $10.5M in options
QoQ Performance
+1.8%
Positions
121
+ 2 options
Top 10 Concentration
29.8%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT4.1%
NVDA3.9%
AAPL3.7%
JPM3.0%
AVGO2.8%
AMZN2.6%
FSLR2.6%
QCOM2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other51.2%
Technology25.2%
Consumer7.0%
Healthcare5.5%
Financial5.0%
Industrial2.4%
Utilities2.3%
ETF0.9%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW6 new positions
↑64 increased
↓57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023