SFE Investment Counsel Diversified Active

CIK: 0001317784 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 10, 2017

Total Value ($000): $259,140 (100.0% shares, 0.0% debt)

Holdings (103)

AAPL APPLE INC 3.9%
Value ($000) $10,196 Shares 84,991 Est. Cost $20.37 Unrealized +28.1%
KAYNE ANDERSON MLP INVT CO 3.3%
Value ($000) $8,512 Shares 420,780 Est. Cost $28.43 Unrealized
WFC WELLS FARGO & CO NEW 2.9%
Value ($000) $7,599 Shares 138,924 Est. Cost $31.45 Unrealized +24.1%
THO THOR INDS INC 2.9%
Value ($000) $7,526 Shares 74,216 Est. Cost $45.04 Unrealized +67.0%
WY WEYERHAEUSER CO 2.7%
Value ($000) $7,083 Shares 227,522 Est. Cost $18.22 Unrealized +19.0%
WALGREENS BOOTS ALLIANCE INC 2.7%
Value ($000) $7,077 Shares 87,125 Est. Cost $76.59 Unrealized
ABBV ABBVIE INC 2.7%
Value ($000) $6,879 Shares 113,546 Est. Cost $41.79 Unrealized 0.0%
QCOM QUALCOMM INC 2.7%
Value ($000) $6,877 Shares 125,042 Est. Cost $44.77 Unrealized +16.7%
CLAYMORE EXCHANGE TRD FD TR 2.7%
Value ($000) $6,876 Shares 271,690 Est. Cost $25.31 Unrealized
DLX DELUXE CORP 2.7%
Value ($000) $6,869 Shares 93,287 Est. Cost $30.89 Unrealized +47.6%
FLY LEASING LTD 2.5%
Value ($000) $6,410 Shares 461,131 Est. Cost $13.90 Unrealized
HCP INC 2.5%
Value ($000) $6,379 Shares 210,953 Est. Cost $30.24 Unrealized
CLAYMORE EXCHANGE TRD FD TR 2.4%
Value ($000) $6,109 Shares 236,225 Est. Cost $25.86 Unrealized
BDX BECTON DICKINSON & CO 2.3%
Value ($000) $6,079 Shares 35,684 Est. Cost $78.11 Unrealized +85.2%
GENERAL ELECTRIC CO 2.3%
Value ($000) $5,933 Shares 197,762 Est. Cost $24.40 Unrealized
VZ VERIZON COMMUNICATIONS INC 2.3%
Value ($000) $5,885 Shares 117,413 Est. Cost $30.99 Unrealized 0.0%
LOW LOWES COS INC 2.3%
Value ($000) $5,874 Shares 79,383 Est. Cost $38.54 Unrealized +55.2%
ABT ABBOTT LABS 2.2%
Value ($000) $5,789 Shares 143,623 Est. Cost $30.42 Unrealized +10.6%
CLAYMORE EXCHANGE TRD FD TR 2.2%
Value ($000) $5,755 Shares 236,830 Est. Cost $24.30 Unrealized
CHICAGO BRIDGE & IRON CO N V 2.2%
Value ($000) $5,723 Shares 174,326 Est. Cost $42.74 Unrealized
COST COSTCO WHSL CORP NEW 2.1%
Value ($000) $5,404 Shares 33,019 Est. Cost $129.79 Unrealized 0.0%
DCI DONALDSON INC 2.0%
Value ($000) $5,229 Shares 122,554 Est. Cost $29.69 Unrealized +15.4%
MSB MESABI TR 1.8%
Value ($000) $4,693 Shares 358,254 Est. Cost $12.61 Unrealized
CLAYMORE EXCHANGE TRD FD TR 1.4%
Value ($000) $3,716 Shares 151,625 Est. Cost $24.51 Unrealized
WSM WILLIAMS SONOMA INC 1.3%
Value ($000) $3,491 Shares 71,471 Est. Cost $21.00 Unrealized -2.2%
VARIAN MED SYS INC 1.3%
Value ($000) $3,487 Shares 38,618 Est. Cost $90.29 Unrealized
PANW PALO ALTO NETWORKS INC 1.3%
Value ($000) $3,419 Shares 23,747 Est. Cost $24.33 Unrealized -1.5%
INTC INTEL CORP 1.3%
Value ($000) $3,414 Shares 90,741 Est. Cost $17.62 Unrealized +65.4%
ONEOK PARTNERS LP 1.3%
Value ($000) $3,331 Shares 75,220 Est. Cost $44.28 Unrealized
GLW CORNING INC 1.3%
Value ($000) $3,325 Shares 127,007 Est. Cost $10.73 Unrealized +73.7%
BA BOEING CO 1.3%
Value ($000) $3,259 Shares 20,300 Est. Cost $110.23 Unrealized +22.5%
JACOBS ENGR GROUP INC DEL 1.2%
Value ($000) $3,235 Shares 53,809 Est. Cost $55.06 Unrealized
HP HELMERICH & PAYNE INC 1.2%
Value ($000) $3,194 Shares 39,972 Est. Cost $65.67 Unrealized +8.2%
USB US BANCORP DEL 1.2%
Value ($000) $3,130 Shares 60,465 Est. Cost $22.41 Unrealized +50.7%
AZZ AZZ INC 1.1%
Value ($000) $2,802 Shares 47,137 Est. Cost $35.07 Unrealized +51.4%
B/E AEROSPACE INC 1.1%
Value ($000) $2,797 Shares 45,485 Est. Cost $59.84 Unrealized
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $2,690 Shares 22,640 Est. Cost $23.72 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $2,655 Shares 23,758 Est. Cost $67.08 Unrealized +33.7%
TNC TENNANT CO 1.0%
Value ($000) $2,470 Shares 37,570 Est. Cost $46.32 Unrealized +31.8%
CLAYMORE EXCHANGE TRD FD TR 0.9%
Value ($000) $2,436 Shares 107,696 Est. Cost $22.62 Unrealized
ENBRIDGE ENERGY MANAGEMENT L 0.9%
Value ($000) $2,259 Shares 88,074 Est. Cost $25.65 Unrealized
PATTERSON COMPANIES INC 0.8%
Value ($000) $2,184 Shares 53,055 Est. Cost $45.57 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.7%
Value ($000) $1,805 Shares 26,595 Est. Cost $56.55 Unrealized -2.7%
CLAYMORE EXCHANGE TRD FD TR 0.7%
Value ($000) $1,777 Shares 83,690 Est. Cost $21.23 Unrealized
COP CONOCOPHILLIPS 0.6%
Value ($000) $1,683 Shares 33,480 Est. Cost $34.77 Unrealized 0.0%
MIDCOAST ENERGY PARTNERS L P 0.6%
Value ($000) $1,679 Shares 195,235 Est. Cost $8.60 Unrealized
HCSG HEALTHCARE SVCS GRP INC 0.6%
Value ($000) $1,592 Shares 39,649 Est. Cost $23.57 Unrealized +62.1%
BEP BROOKFIELD RENEWABLE PARTNER 0.6%
Value ($000) $1,556 Shares 52,660 Est. Cost $29.55 Unrealized
FSLR FIRST SOLAR INC 0.6%
Value ($000) $1,539 Shares 47,304 Est. Cost $44.30 Unrealized -20.8%
PFE PFIZER INC 0.6%
Value ($000) $1,523 Shares 48,896 Est. Cost $20.55 Unrealized -0.2%
CLH CLEAN HARBORS INC 0.6%
Value ($000) $1,489 Shares 27,672 Est. Cost $54.77 Unrealized -8.0%
HASI HANNON ARMSTRONG SUST INFR C 0.6%
Value ($000) $1,485 Shares 77,907 Est. Cost $12.78 Unrealized 0.0%
MMM 3M CO 0.6%
Value ($000) $1,448 Shares 8,230 Est. Cost $84.27 Unrealized +26.0%
AWK AMERICAN WTR WKS CO INC NEW 0.5%
Value ($000) $1,406 Shares 19,546 Est. Cost $31.94 Unrealized +90.3%
TTEK TETRA TECH INC NEW 0.5%
Value ($000) $1,396 Shares 32,320 Est. Cost $8.08 Unrealized 0.0%
BEN FRANKLIN RES INC 0.5%
Value ($000) $1,300 Shares 31,580 Est. Cost $22.86 Unrealized +2.7%
MSFT MICROSOFT CORP 0.5%
Value ($000) $1,200 Shares 18,894 Est. Cost $29.40 Unrealized +83.5%
ETN EATON CORP PLC 0.4%
Value ($000) $1,149 Shares 16,614 Est. Cost $54.15 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,083 Shares 6,740 Est. Cost $153.96 Unrealized 0.0%
GOOG ALPHABET INC 0.4%
Value ($000) $1,077 Shares 1,307 Est. Cost $38.66 Unrealized 0.0%
CLAYMORE EXCHANGE TRD FD TR 0.4%
Value ($000) $1,075 Shares 50,700 Est. Cost $21.20 Unrealized
BAKER HUGHES INC 0.4%
Value ($000) $1,052 Shares 16,780 Est. Cost $60.89 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $991 Shares 32,371 Est. Cost $15.85 Unrealized +45.5%
KMI KINDER MORGAN INC DEL 0.4%
Value ($000) $967 Shares 42,744 Est. Cost $13.10 Unrealized 0.0%
SPH SUBURBAN PROPANE PARTNERS L 0.4%
Value ($000) $953 Shares 30,224 Est. Cost $45.03 Unrealized
RPM RPM INTL INC 0.4%
Value ($000) $943 Shares 17,927 Est. Cost $35.12 Unrealized +45.8%
HAIN HAIN CELESTIAL GROUP INC 0.4%
Value ($000) $931 Shares 22,712 Est. Cost $37.46 Unrealized 0.0%
ZTS ZOETIS INC 0.4%
Value ($000) $915 Shares 17,010 Est. Cost $47.37 Unrealized 0.0%
VERIFONE SYS INC 0.3%
Value ($000) $873 Shares 47,035 Est. Cost $18.56 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $870 Shares 1,024 Est. Cost $39.68 Unrealized 0.0%
BED BATH & BEYOND INC 0.3%
Value ($000) $869 Shares 21,600 Est. Cost $67.38 Unrealized
TBRG COMPUTER PROGRAMS & SYS INC 0.3%
Value ($000) $838 Shares 36,840 Est. Cost $44.37 Unrealized -47.8%
MICHAEL KORS HLDGS LTD 0.3%
Value ($000) $833 Shares 19,200 Est. Cost $41.90 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.3%
Value ($000) $796 Shares 32,000 Est. Cost $24.88 Unrealized
BUCKEYE PARTNERS L P 0.3%
Value ($000) $749 Shares 11,355 Est. Cost $72.68 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $681 Shares 9,970 Est. Cost $47.39 Unrealized +16.8%
NAT NORDIC AMERICAN TANKERS LIMI 0.2%
Value ($000) $627 Shares 72,100 Est. Cost $8.89 Unrealized 0.0%
CMI CUMMINS INC 0.2%
Value ($000) $612 Shares 4,218 Est. Cost $82.44 Unrealized +27.7%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $598 Shares 2,569 Est. Cost $141.52 Unrealized +41.8%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $595 Shares 5,117 Est. Cost $68.86 Unrealized +7.2%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $581 Shares 6,827 Est. Cost $58.17 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $534 Shares 6,304 Est. Cost $49.16 Unrealized +21.8%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $466 Shares 2,651 Est. Cost $109.06 Unrealized -5.5%
XEL XCEL ENERGY INC 0.2%
Value ($000) $454 Shares 11,120 Est. Cost $30.13 Unrealized 0.0%
FDX FEDEX CORP 0.2%
Value ($000) $440 Shares 2,295 Est. Cost $129.95 Unrealized +21.8%
LMNR LIMONEIRA CO 0.2%
Value ($000) $434 Shares 25,513 Est. Cost $12.17 Unrealized +36.7%
HXL HEXCEL CORP NEW 0.2%
Value ($000) $426 Shares 8,345 Est. Cost $38.30 Unrealized +25.6%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $417 Shares 5,735 Est. Cost $38.98 Unrealized +33.5%
RLI RLI CORP 0.2%
Value ($000) $415 Shares 6,955 Est. Cost $15.87 Unrealized +42.1%
LABORATORY CORP AMER HLDGS 0.2%
Value ($000) $400 Shares 3,010 Est. Cost $132.89 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.2%
Value ($000) $394 Shares 18,500 Est. Cost $21.30 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $377 Shares 4,990 Est. Cost $49.43 Unrealized 0.0%
ECON COLUMBIA ETF TR II 0.1%
Value ($000) $377 Shares 16,120 Est. Cost $23.39 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $337 Shares 5,695 Est. Cost $42.86 Unrealized 0.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $329 Shares 3,045 Est. Cost $90.71 Unrealized 0.0%
SRE SEMPRA ENERGY 0.1%
Value ($000) $271 Shares 2,635 Est. Cost $37.62 Unrealized +1.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $264 Shares 4,509 Est. Cost $49.33 Unrealized -7.6%
UNFI UNITED NAT FOODS INC 0.1%
Value ($000) $247 Shares 5,212 Est. Cost $54.02 Unrealized -16.9%
DTE DTE ENERGY CO 0.1%
Value ($000) $230 Shares 2,345 Est. Cost $51.98 Unrealized +14.0%
BLACKHAWK NETWORK HLDGS INC 0.1%
Value ($000) $213 Shares 5,800 Est. Cost $36.72 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $204 Shares 2,321 Est. Cost $66.77 Unrealized 0.0%
T AT&T INC 0.1%
Value ($000) $202 Shares 4,877 Est. Cost $15.12 Unrealized +2.2%
ANTARES PHARMA INC 0.0%
Value ($000) $123 Shares 60,000 Est. Cost $2.95 Unrealized