SFE Investment Counsel: 13F holdings
CIK 13177842026Q2
| Positions | 149 |
|---|
| Reported value | $741.5m |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 149 (+9 vs prior quarter) |
|---|
| Reported value | $741.5m (+16.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 138,995 | $27.8m | 3.8% |
| PANW PALO ALTO NETWORKS INC | 80,533 | $27.5m | 3.7% |
| AAPL APPLE INC | 86,015 | $24.9m | 3.4% |
| MSFT MICROSOFT CORP | 58,178 | $21.7m | 2.9% |
| AVGO BROADCOM INC | 56,951 | $21.5m | 2.9% |
| JPM JPMORGAN CHASE & CO | 59,236 | $19.4m | 2.6% |
| AMZN AMAZON COM INC | 81,327 | $19.4m | 2.6% |
| ONEOK INC NEW | 204,610 | $17.8m | 2.4% |
| QCOM QUALCOMM INC | 92,200 | $17.0m | 2.3% |
| GOOGL ALPHABET INC | 43,607 | $15.6m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1317784")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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