Long-term investor
Sfe Investment Counsel @sfeinvestmentcounsel
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001317784).
Record
- Tracked since 2025-06-30 (448 days), 76 trades recorded
- Returns: week n/a · month n/a · 90 days +9.0% · 6 months n/a · 1 year +15.3% · all +15.3%
- Max drawdown n/a · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 3.8% · long · since 2025-06-30
- PANW · 3.7% · long · since 2025-06-30
- AAPL · 3.4% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- AVGO · 2.9% · long · since 2025-06-30
- JPM · 2.6% · long · since 2025-06-30
- AMZN · 2.6% · long · since 2025-06-30
- OKE · 2.4% · long · since 2025-06-30
- QCOM · 2.3% · long · since 2025-06-30
- GOOGL · 2.1% · long · since 2025-06-30
- NEE · 2.1% · long · since 2025-06-30
- FSLR · 2.0% · long · since 2025-06-30