SFE Investment Counsel
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 634,725
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/1/2026 | 143 | 634,725 | 13F-HR | SFE Investment Counsel |
| Q4 2025 | 2/5/2026 | 146 | 652,870 | 13F-HR | SFE Investment Counsel |
| Q3 2025 | 11/14/2025 | 147 | 626,305 | 13F-HR | SFE Investment Counsel |
| Q2 2025 | 8/7/2025 | 141 | 567,936 | 13F-HR | SFE Investment Counsel |
| Q1 2014 | 5/8/2014 | 86 | 230,628 | 13F-HR | SFE Investment Counsel |
| Q4 2013 | 2/3/2014 | 88 | 229,775 | 13F-HR | SFE Investment Counsel |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
10.49 K
(1.7% of total reported value)
· QoQ Δ:
-1.041 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 539.1 K | 86.4% | 0 | 93.31 K | -93.31 K |
| ETFs | 84.92 K | 13.6% | 76.21 K | 0 | 76.21 K |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
634,725
Holdings
143
QoQ value change ($000)
-18,145
(-2.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.