Sfe Investment Counsel - Q22026 Holdings

Sfe Investment Counsel holds 149 stocks with a total portfolio value of $ 741.51M as of Q22026. In Q22026, Sfe Investment Counsel added 14 new positions, increased stakes in 49 stocks, reduced 69 holdings, and fully exited 5 positions. The largest holding is Nvidia Corporation (NVDA), representing 3.75% of the total portfolio.