Sfe Investment Counsel - Q12026 Holdings

Sfe Investment Counsel holds 140 stocks with a total portfolio value of $ 634.73M as of Q12026. In Q12026, Sfe Investment Counsel added 7 new positions, increased stakes in 58 stocks, reduced 60 holdings, and fully exited 10 positions. The largest holding is Nvidia Corporation (NVDA), representing 3.75% of the total portfolio.