SFE Investment Counsel
RIA/Wealth
SFE Investment Counsel is a RIA/Wealth based in Boston, MA led by James Thomas Moylan, managing $626.3M across 147 long positions as of Q3 2025 with MSFT as the largest holding (4% allocation).
PresidentJames Thomas Moylan
- Portfolio Value
- $626.3M
- Positions
- 147
- Top Holding
- MSFT at 4.47%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SFE Investment Counsel's portfolio (30.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $28.0M | 4.47% | +$344.4K Bought | 0.00% 54.1K shares | |
Semiconductors Technology | $25.8M | 4.11% | -$799.7K Sold | 0.00% 138.0K shares | |
Consumer Electronics Technology | $23.8M | 3.79% | +$993.3K Bought | 0.00% 93.3K shares | |
Banks - Diversified Financial Services | $19.7M | 3.14% | -$543.2K Sold | 0.00% 62.4K shares | |
Semiconductors Technology | $17.9M | 2.86% | -$2.0M Sold | 0.00% 54.3K shares | |
Specialty Retail Consumer Cyclical | $16.8M | 2.68% | -$979.3K Sold | 0.00% 76.6K shares | |
Semiconductors Technology | $16.0M | 2.56% | +$274.5K Bought | 0.01% 96.5K shares | |
Software - Infrastructure Technology | $15.7M | 2.50% | +$272.2K Bought | 0.01% 77.0K shares | |
Solar Energy | $15.4M | 2.46% | +$661.6 Bought | 0.07% 69.8K shares | |
Oil & Gas Midstream Energy | $14.0M | 2.23% | +$2.0M Bought | 0.03% 191.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SFE Investment Counsel's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for SFE Investment Counsel
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