Sfe Investment Counsel - Q42025 Holdings

Sfe Investment Counsel holds 143 stocks with a total portfolio value of $ 652.87M as of Q42025. In Q42025, Sfe Investment Counsel added 6 new positions, increased stakes in 66 stocks, reduced 57 holdings, and fully exited 10 positions. The largest holding is Microsoft Corp (MSFT), representing 4.07% of the total portfolio.