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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 $384,146,770
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 84,107 $16,193,214 4.21%
2.
Cleveland-Cliffs Inc.
 CLF 727,612 $14,857,837 3.86%
3.
Qualcomm Inc
 QCOM 93,927 $13,584,733 3.53%
4.
Jpmorgan Chase & Co
 JPM 71,317 $12,131,022 3.15%
5.
Palo Alto Networks Inc
 PANW 39,542 $11,660,145 3.03%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)