SFE Investment Counsel, a registered investment adviser based in Los Angeles, has filed its Form 13F-HR for the period ending September 30, 2026. The filing discloses the firm's equity holdings as of the close of the third quarter.
The report lists 153 separate equity positions held by the firm. The largest position disclosed in the filing is NVIDIA Corporation, which SFE Investment Counsel holds 14,237,300 shares. This position accounts for a significant portion of the firm's portfolio.
The filing also details several other major holdings. These include Oneok Inc (20,103,700 shares), Taiwan Semiconductor Manufacturing Company Sponsored ADS (1,093,000 shares), and Procter & Gamble Co (226,500 shares). The report provides specific share counts for each of the 153 disclosed positions.
The filing was signed by Gerardo Martinez, a Regulatory Consultant for the firm, on October 28, 2026.
