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Home > Institutional Investor > Sfe Investment Counsel > Profile

Instuitional Investor - Sfe Investment Counsel

Fund Profile
Filing Period:
Fund Name: Sfe Investment Counsel
Portfolio Value $470,913,229
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 84,931 $21,268,384 4.51%
2.
Nvidia Corp
 NVDA 137,742 $18,497,429 3.92%
3.
Jpmorgan Chase & Co
 JPM 65,433 $15,684,944 3.33%
4.
Broadcom Inc.
 AVGO 66,346 $15,381,740 3.26%
5.
Amazon Com Inc
 AMZN 65,425 $14,353,591 3.04%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)