SFE Investment Counsel
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 741,514
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 152 | 741,514 | 13F-HR | SFE Investment Counsel |
| 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):
15.16 K
(2.0% of total reported value)
· QoQ Δ:
+4.662 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 638.3 K | 87.9% | 99.18 K | 0 | 99.18 K |
| ETFs | 87.87 K | 12.1% | 2.947 K | 0 | 2.947 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
741,514
Holdings
152
QoQ value change ($000)
106,789
(16.8%)
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.