SFE Investment Counsel Diversified Active

CIK: 0001317784 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Apr 19, 2017

Total Value ($000): $272,551 (100.0% shares, 0.0% debt)

Holdings (111)

AAPL APPLE INC 4.2%
Value ($000) $11,509 Shares 80,111 Est. Cost $20.37 Unrealized +49.4%
KAYNE ANDERSON MLP INVT CO 3.2%
Value ($000) $8,812 Shares 419,640 Est. Cost $28.43 Unrealized
QCOM QUALCOMM INC 2.9%
Value ($000) $7,904 Shares 137,846 Est. Cost $44.84 Unrealized +1.5%
WFC WELLS FARGO & CO NEW 2.9%
Value ($000) $7,831 Shares 140,694 Est. Cost $31.61 Unrealized +40.3%
WY WEYERHAEUSER CO 2.8%
Value ($000) $7,690 Shares 226,308 Est. Cost $18.22 Unrealized +26.4%
ABBV ABBVIE INC 2.7%
Value ($000) $7,346 Shares 112,740 Est. Cost $41.79 Unrealized +4.0%
CLAYMORE EXCHANGE TRD FD TR 2.7%
Value ($000) $7,257 Shares 286,515 Est. Cost $25.31 Unrealized
HCP INC 2.7%
Value ($000) $7,234 Shares 231,253 Est. Cost $30.33 Unrealized
DLX DELUXE CORP 2.6%
Value ($000) $7,208 Shares 99,869 Est. Cost $32.14 Unrealized +55.4%
ABT ABBOTT LABS 2.5%
Value ($000) $6,810 Shares 153,343 Est. Cost $30.84 Unrealized +19.8%
THO THOR INDS INC 2.5%
Value ($000) $6,729 Shares 69,996 Est. Cost $45.04 Unrealized +92.8%
CLAYMORE EXCHANGE TRD FD TR 2.5%
Value ($000) $6,724 Shares 274,565 Est. Cost $24.33 Unrealized
LOW LOWES COS INC 2.4%
Value ($000) $6,629 Shares 80,633 Est. Cost $38.95 Unrealized +66.9%
WALGREENS BOOTS ALLIANCE INC 2.4%
Value ($000) $6,623 Shares 79,748 Est. Cost $76.59 Unrealized
BDX BECTON DICKINSON & CO 2.4%
Value ($000) $6,470 Shares 35,271 Est. Cost $78.11 Unrealized +95.4%
CLAYMORE EXCHANGE TRD FD TR 2.2%
Value ($000) $6,063 Shares 235,925 Est. Cost $25.86 Unrealized
GENERAL ELECTRIC CO 2.1%
Value ($000) $5,852 Shares 196,371 Est. Cost $24.40 Unrealized
CLAYMORE EXCHANGE TRD FD TR 2.1%
Value ($000) $5,712 Shares 231,835 Est. Cost $24.55 Unrealized
FLY LEASING LTD 2.1%
Value ($000) $5,596 Shares 426,531 Est. Cost $13.90 Unrealized
COST COSTCO WHSL CORP NEW 2.0%
Value ($000) $5,578 Shares 33,264 Est. Cost $129.79 Unrealized +10.1%
CHICAGO BRIDGE & IRON CO N V 2.0%
Value ($000) $5,564 Shares 180,935 Est. Cost $42.30 Unrealized
DCI DONALDSON INC 2.0%
Value ($000) $5,519 Shares 121,233 Est. Cost $29.69 Unrealized +26.5%
WSM WILLIAMS SONOMA INC 1.8%
Value ($000) $4,920 Shares 91,762 Est. Cost $20.73 Unrealized -4.5%
MSB MESABI TR 1.7%
Value ($000) $4,718 Shares 314,555 Est. Cost $12.61 Unrealized
VARIAN MED SYS INC 1.5%
Value ($000) $4,142 Shares 45,447 Est. Cost $90.42 Unrealized
ONEOK PARTNERS LP 1.4%
Value ($000) $3,949 Shares 73,150 Est. Cost $44.28 Unrealized
PANW PALO ALTO NETWORKS INC 1.3%
Value ($000) $3,430 Shares 30,442 Est. Cost $23.90 Unrealized -6.4%
BA BOEING CO 1.2%
Value ($000) $3,354 Shares 18,965 Est. Cost $110.23 Unrealized +44.0%
INTC INTEL CORP 1.2%
Value ($000) $3,206 Shares 88,889 Est. Cost $17.62 Unrealized +68.4%
USB US BANCORP DEL 1.1%
Value ($000) $3,108 Shares 60,342 Est. Cost $22.41 Unrealized +69.8%
JACOBS ENGR GROUP INC DEL 1.1%
Value ($000) $2,937 Shares 53,124 Est. Cost $55.06 Unrealized
GLW CORNING INC 1.1%
Value ($000) $2,923 Shares 108,250 Est. Cost $10.73 Unrealized +95.4%
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $2,896 Shares 22,560 Est. Cost $23.72 Unrealized +6.0%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $2,858 Shares 22,944 Est. Cost $67.08 Unrealized +39.2%
PATTERSON COMPANIES INC 1.0%
Value ($000) $2,834 Shares 62,650 Est. Cost $45.52 Unrealized
TNC TENNANT CO 1.0%
Value ($000) $2,767 Shares 38,091 Est. Cost $46.54 Unrealized +34.5%
HP HELMERICH & PAYNE INC 1.0%
Value ($000) $2,736 Shares 41,106 Est. Cost $65.83 Unrealized +8.1%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $2,617 Shares 53,678 Est. Cost $30.99 Unrealized +1.4%
CLAYMORE EXCHANGE TRD FD TR 0.9%
Value ($000) $2,393 Shares 105,811 Est. Cost $22.62 Unrealized
ENBRIDGE ENERGY MANAGEMENT L 0.9%
Value ($000) $2,336 Shares 126,829 Est. Cost $23.44 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.8%
Value ($000) $2,263 Shares 90,560 Est. Cost $24.95 Unrealized
AZZ AZZ INC 0.7%
Value ($000) $1,886 Shares 31,692 Est. Cost $35.07 Unrealized +48.5%
CLAYMORE EXCHANGE TRD FD TR 0.7%
Value ($000) $1,883 Shares 88,690 Est. Cost $21.23 Unrealized
FRCB FIRST REP BK SAN FRANCISCO C 0.7%
Value ($000) $1,864 Shares 19,875 Est. Cost $90.31 Unrealized 0.0%
PFE PFIZER INC 0.6%
Value ($000) $1,749 Shares 51,115 Est. Cost $20.58 Unrealized +4.0%
HCSG HEALTHCARE SVCS GRP INC 0.6%
Value ($000) $1,692 Shares 39,263 Est. Cost $23.57 Unrealized +74.4%
CLAYMORE EXCHANGE TRD FD TR 0.6%
Value ($000) $1,665 Shares 78,450 Est. Cost $21.21 Unrealized
HASI HANNON ARMSTRONG SUST INFR C 0.6%
Value ($000) $1,662 Shares 82,254 Est. Cost $12.75 Unrealized -5.0%
OXY OCCIDENTAL PETE CORP DEL 0.6%
Value ($000) $1,652 Shares 26,080 Est. Cost $56.55 Unrealized -7.9%
CVS CVS HEALTH CORP 0.6%
Value ($000) $1,631 Shares 20,774 Est. Cost $60.59 Unrealized 0.0%
COP CONOCOPHILLIPS 0.6%
Value ($000) $1,615 Shares 32,390 Est. Cost $34.77 Unrealized +5.2%
CLH CLEAN HARBORS INC 0.6%
Value ($000) $1,572 Shares 28,268 Est. Cost $54.78 Unrealized +1.0%
BEP BROOKFIELD RENEWABLE PARTNER 0.6%
Value ($000) $1,527 Shares 51,360 Est. Cost $29.55 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.6%
Value ($000) $1,520 Shares 19,546 Est. Cost $31.94 Unrealized +96.4%
MMM 3M CO 0.5%
Value ($000) $1,473 Shares 7,700 Est. Cost $84.27 Unrealized +34.9%
TBRG COMPUTER PROGRAMS & SYS INC 0.5%
Value ($000) $1,383 Shares 49,385 Est. Cost $39.07 Unrealized -39.8%
TTEK TETRA TECH INC NEW 0.5%
Value ($000) $1,361 Shares 33,326 Est. Cost $8.08 Unrealized +2.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,337 Shares 8,020 Est. Cost $156.09 Unrealized +7.2%
BEN FRANKLIN RES INC 0.5%
Value ($000) $1,306 Shares 31,000 Est. Cost $22.86 Unrealized +14.4%
FSLR FIRST SOLAR INC 0.5%
Value ($000) $1,272 Shares 46,941 Est. Cost $44.30 Unrealized -26.0%
GOOG ALPHABET INC 0.5%
Value ($000) $1,252 Shares 1,509 Est. Cost $38.94 Unrealized +4.6%
RPM RPM INTL INC 0.5%
Value ($000) $1,234 Shares 22,417 Est. Cost $38.77 Unrealized +37.5%
LABORATORY CORP AMER HLDGS 0.5%
Value ($000) $1,227 Shares 8,553 Est. Cost $139.74 Unrealized
ETN EATON CORP PLC 0.4%
Value ($000) $1,207 Shares 16,284 Est. Cost $54.15 Unrealized +9.0%
MSFT MICROSOFT CORP 0.4%
Value ($000) $1,143 Shares 17,354 Est. Cost $29.40 Unrealized +96.8%
KMI KINDER MORGAN INC DEL 0.4%
Value ($000) $1,132 Shares 52,087 Est. Cost $13.20 Unrealized +3.2%
CSCO CISCO SYS INC 0.4%
Value ($000) $1,094 Shares 32,375 Est. Cost $15.85 Unrealized +56.0%
ZTS ZOETIS INC 0.3%
Value ($000) $928 Shares 17,385 Est. Cost $47.43 Unrealized +6.4%
BAKER HUGHES INC 0.3%
Value ($000) $923 Shares 15,430 Est. Cost $60.89 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $908 Shares 1,071 Est. Cost $39.77 Unrealized +4.9%
HAIN HAIN CELESTIAL GROUP INC 0.3%
Value ($000) $897 Shares 24,114 Est. Cost $37.47 Unrealized +0.4%
VERIFONE SYS INC 0.3%
Value ($000) $889 Shares 47,480 Est. Cost $18.56 Unrealized
MICHAEL KORS HLDGS LTD 0.3%
Value ($000) $878 Shares 23,050 Est. Cost $41.27 Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.3%
Value ($000) $815 Shares 30,224 Est. Cost $45.03 Unrealized
BUCKEYE PARTNERS L P 0.3%
Value ($000) $752 Shares 10,975 Est. Cost $72.68 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $741 Shares 10,125 Est. Cost $47.53 Unrealized +19.6%
CLAYMORE EXCHANGE TRD FD TR 0.3%
Value ($000) $717 Shares 33,500 Est. Cost $21.34 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $661 Shares 4,373 Est. Cost $83.67 Unrealized +40.1%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $601 Shares 2,528 Est. Cost $141.52 Unrealized +45.4%
PSA PUBLIC STORAGE 0.2%
Value ($000) $584 Shares 2,670 Est. Cost $154.24 Unrealized 0.0%
KBE SPDR SERIES TRUST 0.2%
Value ($000) $554 Shares 12,890 Est. Cost $42.98 Unrealized
BED BATH & BEYOND INC 0.2%
Value ($000) $552 Shares 14,000 Est. Cost $67.38 Unrealized
LMNR LIMONEIRA CO 0.2%
Value ($000) $533 Shares 25,513 Est. Cost $12.17 Unrealized +31.4%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $516 Shares 6,289 Est. Cost $58.17 Unrealized -3.5%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $501 Shares 4,665 Est. Cost $68.86 Unrealized +11.5%
XEL XCEL ENERGY INC 0.2%
Value ($000) $494 Shares 11,120 Est. Cost $30.13 Unrealized +7.0%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $486 Shares 5,528 Est. Cost $49.16 Unrealized +41.7%
HXL HEXCEL CORP NEW 0.2%
Value ($000) $462 Shares 8,465 Est. Cost $38.50 Unrealized +36.7%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $462 Shares 2,651 Est. Cost $109.06 Unrealized +4.9%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $445 Shares 5,735 Est. Cost $38.98 Unrealized +40.2%
FDX FEDEX CORP 0.2%
Value ($000) $436 Shares 2,235 Est. Cost $129.95 Unrealized +27.1%
RLI RLI CORP 0.2%
Value ($000) $415 Shares 6,920 Est. Cost $15.87 Unrealized +39.1%
NUE NUCOR CORP 0.2%
Value ($000) $411 Shares 6,890 Est. Cost $50.16 Unrealized 0.0%
ECON COLUMBIA ETF TR II 0.1%
Value ($000) $398 Shares 16,040 Est. Cost $23.39 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $374 Shares 2,996 Est. Cost $91.92 Unrealized 0.0%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $372 Shares 4,790 Est. Cost $49.43 Unrealized +3.6%
OMCL OMNICELL INC 0.1%
Value ($000) $332 Shares 8,176 Est. Cost $36.85 Unrealized 0.0%
ITRI ITRON INC 0.1%
Value ($000) $310 Shares 5,113 Est. Cost $62.15 Unrealized 0.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $307 Shares 5,135 Est. Cost $42.86 Unrealized +11.8%
SRE SEMPRA ENERGY 0.1%
Value ($000) $291 Shares 2,635 Est. Cost $37.62 Unrealized +6.2%
SBUX STARBUCKS CORP 0.1%
Value ($000) $260 Shares 4,455 Est. Cost $49.33 Unrealized -5.2%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $258 Shares 3,197 Est. Cost $60.64 Unrealized 0.0%
DTE DTE ENERGY CO 0.1%
Value ($000) $239 Shares 2,345 Est. Cost $51.98 Unrealized +21.2%
UNFI UNITED NAT FOODS INC 0.1%
Value ($000) $225 Shares 5,212 Est. Cost $54.02 Unrealized -16.7%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $222 Shares 2,475 Est. Cost $66.97 Unrealized +4.6%
BLACKHAWK NETWORK HLDGS INC 0.1%
Value ($000) $219 Shares 5,400 Est. Cost $36.72 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $207 Shares 1,400 Est. Cost $14.03 Unrealized 0.0%
HEZU ISHARES TR 0.1%
Value ($000) $204 Shares 7,130 Est. Cost $28.61 Unrealized
ANTARES PHARMA INC 0.1%
Value ($000) $170 Shares 60,000 Est. Cost $2.95 Unrealized
CLIFFS NAT RES INC 0.0%
Value ($000) $112 Shares 13,585 Est. Cost $8.24 Unrealized
MIDCOAST ENERGY PARTNERS L P 0.0%
Value ($000) $104 Shares 12,950 Est. Cost $8.60 Unrealized