SEC 13F Intelligence

Managers / Q4 2024 · view latest →

SFE Investment Counsel

CIK 0001317784 · 801 SOUTH FIGUEROA STREET, SUITE 610, LOS ANGELES, CA, 90017 · 213-612-0220

Reported Value
$471M
Q4 2024
Positions
114
Filings on Record
30
2019–present window
Filed
Jan 30, 2025
original filing

Summary

Sfe Investment Counsel reported $471M in U.S.-listed holdings across 114 positions for Q4 2024.

Its largest position, AAPL, represents 4.5% of the portfolio.

Compared with Q3 2024, the fund opened 7 new positions and exited 9.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $195MQ4 ’18Q1 ’19: $222MQ2 ’19: $234MQ3 ’19: $237MQ4 ’19: $245MQ4 ’19Q1 ’20: $182MQ2 ’20: $226MQ3 ’20: $251MQ4 ’20: $315MQ4 ’20Q1 ’21: $344MQ2 ’21: $364MQ3 ’21: $357MQ4 ’21: $389MQ4 ’21Q1 ’22: $395MQ2 ’22: $335MQ3 ’22: $317MQ4 ’22: $321.5BQ4 ’22Q1 ’23: $323MQ2 ’23: $353MQ3 ’23: $344MQ4 ’23: $384MQ4 ’23Q1 ’24: $441MQ2 ’24: $451MQ3 ’24: $480MQ4 ’24: $471MQ4 ’24Q1 ’25: $501MQ2 ’25: $568MQ3 ’25: $626MQ4 ’25: $653MQ4 ’25Q1 ’26: $635Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$635M143May 1, 202613F-HRchanges · EDGAR ↗
Q4 2025$653M146Feb 5, 202613F-HRchanges · EDGAR ↗
Q3 2025$626M147Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$568M141Aug 7, 202513F-HRchanges · EDGAR ↗
Q1 2025$501M140May 6, 202513F-HRchanges · EDGAR ↗
Q4 2024$471M114Jan 30, 202513F-HRchanges · EDGAR ↗
Q3 2024$480M116Oct 25, 202413F-HRchanges · EDGAR ↗
Q2 2024$451M119Aug 5, 202413F-HRchanges · EDGAR ↗
Q1 2024$441M117May 6, 202413F-HRchanges · EDGAR ↗
Q4 2023$384M112Jan 31, 202413F-HRchanges · EDGAR ↗
Q3 2023$344M117Oct 25, 202313F-HRchanges · EDGAR ↗
Q2 2023$353M113Jul 24, 202313F-HRchanges · EDGAR ↗
Q1 2023$323M111May 9, 202313F-HRchanges · EDGAR ↗
Q4 2022$321.5B112Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$317M113Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$335M120Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$395M122May 6, 202213F-HRchanges · EDGAR ↗
Q4 2021$389M119Feb 7, 202213F-HRchanges · EDGAR ↗
Q3 2021$357M118Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$364M118Aug 10, 202113F-HRchanges · EDGAR ↗
Q1 2021$344M117Apr 30, 202113F-HRchanges · EDGAR ↗
Q4 2020$315M111Feb 4, 202113F-HRchanges · EDGAR ↗
Q3 2020$251M108Nov 9, 202013F-HRchanges · EDGAR ↗
Q2 2020$226M104Aug 5, 202013F-HRchanges · EDGAR ↗
Q1 2020$182M101May 4, 202013F-HRchanges · EDGAR ↗
Q4 2019$245M113Jan 17, 202013F-HRchanges · EDGAR ↗
Q3 2019$237M118Oct 31, 201913F-HRchanges · EDGAR ↗
Q2 2019$234M111Jul 26, 201913F-HRchanges · EDGAR ↗
Q1 2019$222M116May 8, 201913F-HRchanges · EDGAR ↗
Q4 2018$195M119Feb 7, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.