SFE Investment Counsel Diversified Active

CIK: 0001317784 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 9, 2016

Total Value ($000): $216,509 (100.0% shares, 0.0% debt)

Holdings (98)

HCP INC 3.9%
Value ($000) $8,354 Shares 256,400 Est. Cost $38.28 Unrealized
AAPL APPLE INC 3.8%
Value ($000) $8,274 Shares 75,914 Est. Cost $19.32 Unrealized +16.7%
WY WEYERHAEUSER CO 3.6%
Value ($000) $7,743 Shares 249,922 Est. Cost $18.15 Unrealized 0.0%
E M C CORP MASS 3.5%
Value ($000) $7,635 Shares 286,503 Est. Cost $24.26 Unrealized
FLY LEASING LTD 3.3%
Value ($000) $7,223 Shares 568,311 Est. Cost $14.53 Unrealized
VERIZON COMMUNICATIONS INC 3.3%
Value ($000) $7,195 Shares 133,044 Est. Cost $48.58 Unrealized
KAYNE ANDERSON MLP INVT CO 3.3%
Value ($000) $7,168 Shares 432,605 Est. Cost $28.80 Unrealized
WALGREENS BOOTS ALLIANCE INC 3.2%
Value ($000) $7,029 Shares 83,445 Est. Cost $76.38 Unrealized
THO THOR INDS INC 3.1%
Value ($000) $6,754 Shares 105,911 Est. Cost $45.04 Unrealized +0.1%
ABBVIE INC 3.0%
Value ($000) $6,593 Shares 115,415 Est. Cost $45.87 Unrealized
GENERAL ELECTRIC CO 2.8%
Value ($000) $6,168 Shares 194,032 Est. Cost $24.03 Unrealized
BDX BECTON DICKINSON & CO 2.8%
Value ($000) $6,030 Shares 39,716 Est. Cost $78.11 Unrealized +56.5%
CHICAGO BRIDGE & IRON CO N V 2.6%
Value ($000) $5,564 Shares 152,055 Est. Cost $44.07 Unrealized
DLX DELUXE CORP 2.5%
Value ($000) $5,310 Shares 84,980 Est. Cost $28.03 Unrealized +33.1%
QCOM QUALCOMM INC 2.4%
Value ($000) $5,210 Shares 101,868 Est. Cost $44.77 Unrealized -17.5%
WFC WELLS FARGO & CO NEW 2.2%
Value ($000) $4,847 Shares 100,221 Est. Cost $28.56 Unrealized +29.9%
LOW LOWES COS INC 2.2%
Value ($000) $4,693 Shares 61,948 Est. Cost $32.16 Unrealized +83.1%
AZZ AZZ INC 2.0%
Value ($000) $4,283 Shares 75,663 Est. Cost $35.07 Unrealized +29.1%
ABT ABBOTT LABS 1.9%
Value ($000) $4,137 Shares 98,898 Est. Cost $29.01 Unrealized +13.8%
DCI DONALDSON INC 1.9%
Value ($000) $4,092 Shares 128,238 Est. Cost $29.64 Unrealized -15.6%
COSTCO WHSL CORP NEW 1.9%
Value ($000) $4,039 Shares 25,633 Est. Cost $153.74 Unrealized
B/E AEROSPACE INC 1.8%
Value ($000) $3,998 Shares 86,695 Est. Cost $59.84 Unrealized
GLW CORNING INC 1.7%
Value ($000) $3,657 Shares 175,050 Est. Cost $10.73 Unrealized +32.8%
TBRG COMPUTER PROGRAMS & SYS INC 1.6%
Value ($000) $3,554 Shares 68,195 Est. Cost $46.28 Unrealized +2.5%
NEXTERA ENERGY INC 1.4%
Value ($000) $3,036 Shares 25,655 Est. Cost $103.98 Unrealized
VARIAN MED SYS INC 1.4%
Value ($000) $2,947 Shares 36,823 Est. Cost $86.67 Unrealized
INTC INTEL CORP 1.4%
Value ($000) $2,942 Shares 90,947 Est. Cost $17.34 Unrealized +40.7%
LMNR LIMONEIRA CO 1.3%
Value ($000) $2,847 Shares 187,290 Est. Cost $12.17 Unrealized -5.2%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $2,739 Shares 25,318 Est. Cost $67.08 Unrealized +17.4%
USB US BANCORP DEL 1.2%
Value ($000) $2,514 Shares 61,948 Est. Cost $22.41 Unrealized +24.0%
ONEOK PARTNERS LP 1.2%
Value ($000) $2,498 Shares 79,540 Est. Cost $45.33 Unrealized
JACOBS ENGR GROUP INC DEL 1.1%
Value ($000) $2,476 Shares 56,845 Est. Cost $55.06 Unrealized
BA BOEING CO 0.9%
Value ($000) $2,034 Shares 16,025 Est. Cost $104.35 Unrealized +7.2%
TNC TENNANT CO 0.9%
Value ($000) $2,019 Shares 39,225 Est. Cost $45.73 Unrealized -0.5%
MSB MESABI TR 0.9%
Value ($000) $1,886 Shares 316,444 Est. Cost $12.53 Unrealized
PATTERSON COMPANIES INC 0.9%
Value ($000) $1,861 Shares 39,990 Est. Cost $46.79 Unrealized
BED BATH & BEYOND INC 0.9%
Value ($000) $1,851 Shares 37,292 Est. Cost $67.38 Unrealized
BROOKFIELD RENEWABLE ENRGY P 0.8%
Value ($000) $1,777 Shares 59,340 Est. Cost $31.05 Unrealized
PANW PALO ALTO NETWORKS INC 0.8%
Value ($000) $1,648 Shares 10,100 Est. Cost $25.10 Unrealized -2.1%
NORDIC AMERICAN TANKERS LIMI 0.8%
Value ($000) $1,641 Shares 116,445 Est. Cost $11.91 Unrealized
ENBRIDGE ENERGY MANAGEMENT L 0.7%
Value ($000) $1,611 Shares 89,768 Est. Cost $22.63 Unrealized
HCSG HEALTHCARE SVCS GRP INC 0.7%
Value ($000) $1,549 Shares 42,085 Est. Cost $23.11 Unrealized +50.3%
FSLR FIRST SOLAR INC 0.7%
Value ($000) $1,509 Shares 22,045 Est. Cost $52.57 Unrealized +27.5%
HANNON ARMSTRONG SUST INFR C 0.7%
Value ($000) $1,496 Shares 77,840 Est. Cost $17.23 Unrealized
MICHAEL KORS HLDGS LTD 0.7%
Value ($000) $1,484 Shares 26,050 Est. Cost $41.90 Unrealized
MMM 3M CO 0.7%
Value ($000) $1,478 Shares 8,870 Est. Cost $84.27 Unrealized +10.1%
AWK AMERICAN WTR WKS CO INC NEW 0.7%
Value ($000) $1,441 Shares 20,899 Est. Cost $31.94 Unrealized +68.6%
CLH CLEAN HARBORS INC 0.6%
Value ($000) $1,374 Shares 27,841 Est. Cost $54.86 Unrealized -20.2%
CONOCOPHILLIPS 0.6%
Value ($000) $1,339 Shares 33,240 Est. Cost $61.44 Unrealized
DKS DICKS SPORTING GOODS INC 0.6%
Value ($000) $1,313 Shares 28,085 Est. Cost $37.30 Unrealized -17.1%
HP HELMERICH & PAYNE INC 0.6%
Value ($000) $1,284 Shares 21,865 Est. Cost $62.71 Unrealized -15.7%
MIDCOAST ENERGY PARTNERS L P 0.6%
Value ($000) $1,283 Shares 249,660 Est. Cost $11.34 Unrealized
TETRA TECH INC NEW 0.6%
Value ($000) $1,266 Shares 42,440 Est. Cost $24.19 Unrealized
ITC HLDGS CORP 0.6%
Value ($000) $1,233 Shares 28,292 Est. Cost $54.31 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $1,154 Shares 20,900 Est. Cost $29.40 Unrealized +56.7%
CSCO CISCO SYS INC 0.5%
Value ($000) $991 Shares 34,805 Est. Cost $15.85 Unrealized +19.5%
EATON CORP PLC 0.5%
Value ($000) $990 Shares 15,819 Est. Cost $68.18 Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.4%
Value ($000) $962 Shares 32,192 Est. Cost $45.03 Unrealized
RPM RPM INTL INC 0.4%
Value ($000) $938 Shares 19,823 Est. Cost $34.79 Unrealized +19.0%
OXY OCCIDENTAL PETE CORP DEL 0.4%
Value ($000) $822 Shares 12,013 Est. Cost $58.60 Unrealized -14.0%
BUCKEYE PARTNERS L P 0.4%
Value ($000) $787 Shares 11,580 Est. Cost $72.68 Unrealized
BAKER HUGHES INC 0.3%
Value ($000) $757 Shares 17,270 Est. Cost $61.30 Unrealized
ALPHABET INC 0.3%
Value ($000) $729 Shares 956 Est. Cost $778.23 Unrealized
DOMINION RES INC VA NEW 0.3%
Value ($000) $676 Shares 9,005 Est. Cost $62.51 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $610 Shares 8,640 Est. Cost $46.00 Unrealized +14.9%
VMWARE INC 0.3%
Value ($000) $566 Shares 10,815 Est. Cost $56.54 Unrealized
EGA EMERGING GLOBAL SHS TR 0.3%
Value ($000) $554 Shares 24,510 Est. Cost $26.24 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $523 Shares 5,480 Est. Cost $68.86 Unrealized -16.6%
ZOETIS INC 0.2%
Value ($000) $522 Shares 11,765 Est. Cost $38.14 Unrealized
XCEL ENERGY INC 0.2%
Value ($000) $507 Shares 12,120 Est. Cost $27.64 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $472 Shares 4,290 Est. Cost $82.37 Unrealized -9.9%
EXXON MOBIL CORP 0.2%
Value ($000) $467 Shares 5,587 Est. Cost $83.21 Unrealized
KINDER MORGAN INC DEL 0.2%
Value ($000) $464 Shares 25,984 Est. Cost $40.91 Unrealized
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $462 Shares 6,025 Est. Cost $38.69 Unrealized +28.7%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $455 Shares 2,300 Est. Cost $134.61 Unrealized +19.6%
FDX FEDEX CORP 0.2%
Value ($000) $452 Shares 2,775 Est. Cost $129.95 Unrealized -8.3%
WSM WILLIAMS SONOMA INC 0.2%
Value ($000) $443 Shares 8,090 Est. Cost $21.42 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $434 Shares 7,329 Est. Cost $49.16 Unrealized -8.8%
WHITEWAVE FOODS CO 0.2%
Value ($000) $411 Shares 10,110 Est. Cost $40.65 Unrealized
BLACKHAWK NETWORK HLDGS INC 0.2%
Value ($000) $409 Shares 11,920 Est. Cost $25.58 Unrealized
UNFI UNITED NAT FOODS INC 0.2%
Value ($000) $393 Shares 9,747 Est. Cost $54.50 Unrealized -32.3%
HXL HEXCEL CORP NEW 0.2%
Value ($000) $350 Shares 8,015 Est. Cost $37.76 Unrealized +11.3%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $350 Shares 2,310 Est. Cost $111.16 Unrealized -24.4%
ALPHABET INC 0.2%
Value ($000) $332 Shares 445 Est. Cost $758.83 Unrealized
RLI RLI CORP 0.1%
Value ($000) $317 Shares 4,740 Est. Cost $12.51 Unrealized +79.3%
DIS DISNEY WALT CO 0.1%
Value ($000) $299 Shares 3,006 Est. Cost $100.90 Unrealized -11.8%
SRE SEMPRA ENERGY 0.1%
Value ($000) $287 Shares 2,755 Est. Cost $37.62 Unrealized -6.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $271 Shares 4,540 Est. Cost $49.41 Unrealized -4.0%
ADEPTUS HEALTH INC 0.1%
Value ($000) $253 Shares 4,560 Est. Cost $74.15 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $250 Shares 8,436 Est. Cost $20.76 Unrealized -10.0%
PSX PHILLIPS 66 0.1%
Value ($000) $216 Shares 2,500 Est. Cost $53.68 Unrealized +4.4%
EMR EMERSON ELEC CO 0.1%
Value ($000) $215 Shares 3,955 Est. Cost $37.38 Unrealized 0.0%
DTE DTE ENERGY CO 0.1%
Value ($000) $213 Shares 2,345 Est. Cost $51.98 Unrealized 0.0%
NWL NEWELL RUBBERMAID INC 0.1%
Value ($000) $208 Shares 4,700 Est. Cost $18.18 Unrealized +44.0%
ANTARES PHARMA INC 0.0%
Value ($000) $52 Shares 60,000 Est. Cost $2.95 Unrealized
GOLDEN OCEAN GROUP LTD 0.0%
Value ($000) $11 Shares 15,740 Est. Cost $3.85 Unrealized
BREITBURN ENERGY PARTNERS LP 0.0%
Value ($000) $7 Shares 11,625 Est. Cost $18.10 Unrealized
TOWERSTREAM CORP 0.0%
Value ($000) $2 Shares 20,250 Est. Cost $2.22 Unrealized