SEC 13F Intelligence

Sfe Investment Counsel / NVDA

Sfe Investment Counsel’s Nvidia Corporation Position

Does Sfe Investment Counsel own Nvidia Corporation (NVDA)? Yes136.4K shares worth $24M (+3.75% of its 13F portfolio) as of Q1 2026, up from 135.6K shares the prior filed quarter.

Position Value
$24M
Q1 2026
Shares
136.4K
% of Portfolio
+3.75%
Quarters Held
30
currently held

Position History NVDA

Reported value by quarter
Q4 ’18: $778,000Q4 ’18Q1 ’19: $2MQ2 ’19: $3MQ3 ’19: $4MQ4 ’19: $5MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ3 ’20: $5MQ4 ’20: $5MQ4 ’20Q1 ’21: $6MQ2 ’21: $8MQ3 ’21: $9MQ4 ’21: $10MQ4 ’21Q1 ’22: $8MQ2 ’22: $5MQ3 ’22: $4MQ4 ’22: $6MQ4 ’22Q1 ’23: $9MQ2 ’23: $12MQ3 ’23: $10MQ4 ’23: $11MQ4 ’23Q1 ’24: $15MQ2 ’24: $19MQ3 ’24: $18MQ4 ’24: $18MQ4 ’24Q1 ’25: $15MQ2 ’25: $22MQ3 ’25: $26MQ4 ’25: $25MQ4 ’25Q1 ’26: $24Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026136.4K$24M+3.75%
Q4 2025135.6K$25M+3.87%
Q3 2025138.0K$26M+4.11%
Q2 2025142.3K$22M+3.96%
Q1 2025141.7K$15M+3.07%
Q4 2024137.7K$18M+3.93%
Q3 2024146.5K$18M+3.71%
Q2 2024153.5K$19M+4.21%
Q1 202416.9K$15M+3.45%
Q4 202322.2K$11M+2.87%
Q3 202324.0K$10M+3.04%
Q2 202327.5K$12M+3.29%
Q1 202332.0K$9M+2.79%
Q4 202237.1K$6M+1.94%
Q3 202236.6K$4M+1.40%
Q2 202233.7K$5M+1.52%
Q1 202230.0K$8M+2.07%
Q4 202134.8K$10M+2.63%
Q3 202141.3K$9M+2.39%
Q2 20219.6K$8M+2.10%
Q1 202110.3K$6M+1.60%
Q4 202010.2K$5M+1.69%
Q3 20209.8K$5M+2.12%
Q2 202011.4K$4M+1.91%
Q1 202016.4K$4M+2.38%
Q4 201919.5K$5M+1.87%
Q3 201920.8K$4M+1.53%
Q2 201917.9K$3M+1.26%
Q1 201913.5K$2M+1.09%
Q4 20185.8K$778,000+0.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sfe Investment Counsel’s full portfolio or all institutional holders of NVDA.