Instuitional Investor - Sfe Investment Counsel

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	138,995	$27,811,534	3.75%
2.	Palo Alto Networks Inc	PANW	80,533	$27,463,364	3.7%
3.	Apple Inc.	AAPL	86,015	$24,889,332	3.36%
4.	Microsoft Corp	MSFT	58,178	$21,701,624	2.93%
5.	Broadcom Inc.	AVGO	56,951	$21,513,162	2.9%