Institutional Fund
Sfe Investment Counsel
Los Angeles, CACIK 13177845 filings on record
Portfolio Value
$624.23M
Q1 2026
Holdings
140
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-2.7%
from $641.34M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation3.8%
- Apple Inc3.5%
- Microsoft Corp3.4%
- Oneok Inc New3.0%
- Broadcom Inc2.9%
- Jpmorgan Chase & Co.2.8%
- Other80.6%
Portfolio Holdings
140 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 136.4K | $23.79M | 3.8% | +766 | Added |
| 2 | Apple Inc | 86.9K | $22.05M | 3.5% | −121 | Reduced |
| 3 | Microsoft Corp | 57.3K | $21.19M | 3.4% | +2.3K | Added |
| 4 | Oneok Inc New | 205.0K | $18.53M | 3.0% | −1.5K | Reduced |
| 5 | Broadcom Inc | 57.9K | $17.93M | 2.9% | +5.4K | Added |
| 6 | Jpmorgan Chase & Co. | 59.6K | $17.52M | 2.8% | −1.2K | Reduced |
| 7 | Amazon Com Inc | 79.6K | $16.59M | 2.7% | +6.4K | Added |
| 8 | Nextera Energy Inc | 174.9K | $16.25M | 2.6% | −8.4K | Reduced |
| 9 | Palo Alto Networks Inc | 84.5K | $13.55M | 2.2% | +5.2K | Added |
| 10 | Alphabet Inc | 45.6K | $13.11M | 2.1% | −1.7K | Reduced |
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