13F Filings History of SFE Investment Counsel
- Latest 13F filing
- Q2 2026 - 05 Aug 2026
- Latest reported 13F value
- $726,358,705
- Largest 13F holdings
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NVDA PANW AAPL MSFT AVGO JPM AMZN OKE QCOM GOOGL NEE FSLR
+8 more
MRVL AMD USB CMI URI AMAT PWR LOW - Form 13F summary
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- SFE Investment Counsel Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- SFE Investment Counsel reported 149 equity holdings with a total reported market value of $726,358,705 for Q2 2026. Top reported holdings included NVDA, PANW, AAPL, MSFT, and AVGO.
- Manager signature
- Gerardo Martinez - Regulatory Consultant
- Manager location
- Los Angeles, CA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$726,358,705
Quarter delta
+$102,127,480
Accepted
05 Aug 2026, 17:01
Rows shown
1-25 of 51
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 149 | $726,358,705 | +$38,218,552 | -$34,090,337 | +$4,128,215 | NVDA, PANW, AAPL, MSFT, AVGO | 13F-HR | 05 Aug 2026, 17:01 |
| Q1 2026 | 140 | $624,231,225 | +$38,674,235 | -$26,741,583 | +$11,932,652 | NVDA, AAPL, MSFT, OKE, AVGO | 13F-HR | 01 May 2026, 15:14 |
| Q4 2025 | 143 | $641,335,815 | +$30,200,995 | -$28,987,279 | +$1,213,716 | MSFT, NVDA, AAPL, JPM, AVGO | 13F-HR | 04 Feb 2026, 18:40 |
| Q3 2025 | 147 | $626,304,577 | +$24,219,152 | -$16,724,730 | +$7,494,422 | MSFT, NVDA, AAPL, JPM, AVGO | 13F-HR | 14 Nov 2025, 14:59 |
| Q2 2025 | 141 | $567,935,549 | +$52,906,370 | -$22,728,889 | +$30,177,481 | MSFT, NVDA, JPM, AAPL, AMZN | 13F-HR | 07 Aug 2025, 16:01 |
| Q1 2025 | 140 | $500,504,607 | +$69,152,332 | -$16,016,151 | +$53,136,181 | AAPL, NVDA, JPM, QCOM, OKE | 13F-HR | 06 May 2025, 14:20 |
| Q4 2024 | 114 | $470,913,229 | +$23,516,996 | -$22,912,002 | +$604,994 | AAPL, NVDA, JPM, AVGO, AMZN | 13F-HR | 29 Jan 2025, 21:50 |
| Q3 2024 | 116 | $480,051,007 | +$30,231,985 | -$11,247,848 | +$18,984,137 | AAPL, NVDA, QCOM, JPM, OKE | 13F-HR | 24 Oct 2024, 18:14 |
| Q2 2024 | 119 | $450,852,351 | +$41,223,783 | -$19,915,575 | +$21,308,208 | NVDA, AAPL, QCOM, JPM, AMZN | 13F-HR | 05 Aug 2024, 17:20 |
| Q1 2024 | 117 | $441,355,565 | +$37,747,321 | -$20,578,639 | +$17,168,682 | CLF, QCOM, NVDA, AAPL, JPM | 13F-HR | 03 May 2024, 20:16 |
| Q4 2023 | 112 | $384,146,770 | +$15,403,101 | -$18,756,081 | -$3,352,980 | AAPL, CLF, QCOM, JPM, PANW | 13F-HR | 31 Jan 2024, 15:49 |
| Q3 2023 | 117 | $343,705,215 | +$17,880,376 | -$12,635,460 | +$5,244,916 | AAPL, CLF, QCOM, JPM, NVDA | 13F-HR | 24 Oct 2023, 21:45 |
| Q2 2023 | 113 | $353,479,230 | +$12,060,258 | -$11,791,698 | +$268,560 | AAPL, CLF, NVDA, QCOM, PANW | 13F-HR | 24 Jul 2023, 14:01 |
| Q1 2023 | 111 | $322,836,774 | +$14,444,782 | -$18,102,791 | -$3,658,009 | AAPL, QCOM, CLF, JPM, OKE | 13F-HR | 08 May 2023, 17:32 |
| Q4 2022 | 112 | $306,682,774 | +$11,082,622 | -$38,796,263 | -$27,713,641 | AAPL, OKE, QCOM, JPM, LOW | 13F-HR | 09 Feb 2023, 20:54 |
| Q3 2022 | 113 | $317,424,000 | +$28,583,768 | -$17,874,004 | +$10,709,764 | AAPL, QCOM, CLF, BSJO, OKE | 13F-HR | 14 Nov 2022, 14:52 |
| Q2 2022 | 120 | $335,381,000 | +$19,117,094 | -$9,449,650 | +$9,667,444 | AAPL, QCOM, CLF, BMY, OKE | 13F-HR | 09 Aug 2022, 17:41 |
| Q1 2022 | 122 | $395,102,000 | +$39,805,963 | -$23,639,932 | +$16,166,031 | CLF, AAPL, QCOM, PANW, OKE | 13F-HR | 05 May 2022, 19:16 |
| Q4 2021 | 119 | $389,315,000 | +$23,619,535 | -$19,802,054 | +$3,817,481 | AAPL, CLF, QCOM, PANW, LOW | 13F-HR | 04 Feb 2022, 18:59 |
| Q3 2021 | 118 | $356,964,000 | +$15,176,203 | -$13,586,347 | +$1,589,856 | AAPL, CLF, JPM, QCOM, PANW | 13F-HR | 12 Nov 2021, 09:53 |
| Q2 2021 | 118 | $363,607,000 | +$14,974,781 | -$14,026,151 | +$948,630 | CLF, AAPL, QCOM, JPM, MSB | 13F-HR | 10 Aug 2021, 17:03 |
| Q1 2021 | 117 | $343,633,000 | +$28,265,195 | -$21,801,555 | +$6,463,640 | CLF, AAPL, JPM, QCOM, MSB | 13F-HR | 30 Apr 2021, 17:14 |
| Q4 2020 | 111 | $314,767,000 | +$35,163,844 | -$15,299,464 | +$19,864,380 | CLF, AAPL, QCOM, MSB, JPM | 13F-HR | 04 Feb 2021, 12:58 |
| Q3 2020 | 108 | $250,913,000 | +$29,454,205 | -$16,033,059 | +$13,421,146 | AAPL, QCOM, CLF, LOW, MSB | 13F-HR | 09 Nov 2020, 15:51 |
| Q2 2020 | 104 | $226,031,000 | +$14,748,751 | -$12,062,973 | +$2,685,778 | AAPL, QCOM, LOW, CLF, BSJL | 13F-HR | 05 Aug 2020, 10:41 |