Portfolio (Quarterly)
Guide ↗
SFE Investment Counsel
· CIK 0001317784| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CVX PUT | CHEVRON CORPORATION | Energy | 16,700 | $6.2M | 0.97% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 24,235 | $5.5M | 0.86% | SOLD |
| 3 | FISV | FISERV INC | Technology | 9,285 | $518K | 0.08% | SOLD |
| 4 | WDAY | WORKDAY INC | Technology | 2,435 | $316K | 0.05% | SOLD |
| 5 | CME | CME GROUP INC | Financial Services | 872 | $258K | 0.04% | SOLD |
| 6 | IEF | ISHARES TR | — | 2,499 | $238K | 0.04% | SOLD |
| 7 | XOM | EXXON MOBIL CORP | Energy | 1,370 | $232K | 0.04% | SOLD |
Sector Allocation
Technology
36.8%
Industrials
15.7%
Financial Services
10.4%
Healthcare
8.9%
Consumer Cyclical
8.3%
Energy
6.6%
Utilities
5.1%
Communication Services
3.0%
Consumer Defensive
2.8%
Basic Materials
1.6%