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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 $567,935,549
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 53,411 $26,567,038 4.68%
2.
Nvidia Corp
 NVDA 142,312 $22,483,899 3.96%
3.
Jpmorgan Chase & Co
 JPM 64,092 $18,580,790 3.27%
4.
Apple Inc.
 AAPL 89,398 $18,341,796 3.23%
5.
Amazon Com Inc
 AMZN 81,046 $17,780,573 3.13%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)