SFE Investment Counsel Diversified Active

CIK: 0001317784 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 3, 2017

Total Value ($000): $246,249 (100.0% shares, 0.0% debt)

Holdings (108)

AAPL APPLE INC 3.7%
Value ($000) $9,039 Shares 62,759 Est. Cost $20.37 Unrealized +68.5%
QCOM QUALCOMM INC 3.0%
Value ($000) $7,400 Shares 134,016 Est. Cost $44.84 Unrealized -1.3%
HCP INC 3.0%
Value ($000) $7,316 Shares 228,906 Est. Cost $30.33 Unrealized
KAYNE ANDERSON MLP INVT CO 3.0%
Value ($000) $7,285 Shares 386,476 Est. Cost $28.43 Unrealized
ABT ABBOTT LABS 2.9%
Value ($000) $7,101 Shares 146,085 Est. Cost $30.84 Unrealized +26.1%
THO THOR INDS INC 2.9%
Value ($000) $7,044 Shares 67,393 Est. Cost $45.04 Unrealized +80.6%
DLX DELUXE CORP 2.7%
Value ($000) $6,766 Shares 97,745 Est. Cost $32.14 Unrealized +48.5%
WFC WELLS FARGO CO NEW 2.7%
Value ($000) $6,764 Shares 122,064 Est. Cost $31.61 Unrealized +33.4%
ABBV ABBVIE INC 2.7%
Value ($000) $6,731 Shares 92,826 Est. Cost $41.79 Unrealized +12.4%
WY WEYERHAEUSER CO 2.7%
Value ($000) $6,726 Shares 200,783 Est. Cost $18.22 Unrealized +31.9%
CLAYMORE EXCHANGE TRD FD TR 2.7%
Value ($000) $6,597 Shares 259,835 Est. Cost $25.31 Unrealized
CLAYMORE EXCHANGE TRD FD TR 2.6%
Value ($000) $6,479 Shares 262,745 Est. Cost $24.33 Unrealized
BDX BECTON DICKINSON & CO 2.4%
Value ($000) $5,941 Shares 30,451 Est. Cost $78.11 Unrealized +105.6%
CLAYMORE EXCHANGE TRD FD TR 2.3%
Value ($000) $5,683 Shares 228,680 Est. Cost $24.55 Unrealized
CLAYMORE EXCHANGE TRD FD TR 2.2%
Value ($000) $5,312 Shares 206,525 Est. Cost $25.86 Unrealized
LOW LOWES COS INC 2.1%
Value ($000) $5,272 Shares 68,005 Est. Cost $38.95 Unrealized +79.0%
WALGREENS BOOTS ALLIANCE INC 2.1%
Value ($000) $5,063 Shares 64,658 Est. Cost $76.59 Unrealized
FLY LEASING LTD 2.0%
Value ($000) $4,979 Shares 370,215 Est. Cost $13.90 Unrealized
GENERAL ELECTRIC CO 1.9%
Value ($000) $4,755 Shares 176,037 Est. Cost $24.40 Unrealized
COST COSTCO WHSL CORP NEW 1.9%
Value ($000) $4,695 Shares 29,356 Est. Cost $129.79 Unrealized +16.3%
PANW PALO ALTO NETWORKS INC 1.7%
Value ($000) $4,242 Shares 31,705 Est. Cost $23.75 Unrealized -14.9%
DCI DONALDSON INC 1.7%
Value ($000) $4,232 Shares 92,935 Est. Cost $29.69 Unrealized +35.0%
WSM WILLIAMS SONOMA INC 1.7%
Value ($000) $4,213 Shares 86,875 Est. Cost $20.73 Unrealized +0.7%
VARIAN MED SYS INC 1.7%
Value ($000) $4,207 Shares 40,770 Est. Cost $90.42 Unrealized
MSB MESABI TR 1.6%
Value ($000) $4,022 Shares 294,631 Est. Cost $12.61 Unrealized
CHICAGO BRIDGE & IRON CO N V 1.3%
Value ($000) $3,271 Shares 165,787 Est. Cost $42.30 Unrealized
USB US BANCORP DEL 1.2%
Value ($000) $3,059 Shares 58,910 Est. Cost $22.41 Unrealized +65.0%
NEE NEXTERA ENERGY INC 1.2%
Value ($000) $2,862 Shares 20,425 Est. Cost $23.72 Unrealized +16.1%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $2,754 Shares 20,820 Est. Cost $67.08 Unrealized +49.7%
BA BOEING CO 1.1%
Value ($000) $2,718 Shares 13,745 Est. Cost $110.23 Unrealized +58.7%
INTC INTEL CORP 1.1%
Value ($000) $2,606 Shares 77,245 Est. Cost $17.62 Unrealized +67.8%
ONEOK PARTNERS LP 1.0%
Value ($000) $2,533 Shares 49,600 Est. Cost $44.28 Unrealized
FRCB FIRST REP BK SAN FRANCISCO C 1.0%
Value ($000) $2,531 Shares 25,280 Est. Cost $90.43 Unrealized +0.5%
JACOBS ENGR GROUP INC DEL 1.0%
Value ($000) $2,393 Shares 43,994 Est. Cost $55.06 Unrealized
TNC TENNANT CO 1.0%
Value ($000) $2,374 Shares 32,165 Est. Cost $46.54 Unrealized +38.8%
CLAYMORE EXCHANGE TRD FD TR 0.9%
Value ($000) $2,165 Shares 95,750 Est. Cost $22.62 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.9%
Value ($000) $2,151 Shares 85,460 Est. Cost $24.95 Unrealized
PATTERSON COMPANIES INC 0.9%
Value ($000) $2,099 Shares 44,715 Est. Cost $45.52 Unrealized
GLW CORNING INC 0.8%
Value ($000) $2,021 Shares 67,250 Est. Cost $10.73 Unrealized +112.2%
HP HELMERICH & PAYNE INC 0.8%
Value ($000) $2,008 Shares 36,955 Est. Cost $65.83 Unrealized -10.9%
ENBRIDGE ENERGY MANAGEMENT L 0.8%
Value ($000) $1,938 Shares 125,737 Est. Cost $23.44 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.8%
Value ($000) $1,920 Shares 24,630 Est. Cost $39.11 Unrealized +70.5%
TBRG COMPUTER PROGRAMS & SYS INC 0.8%
Value ($000) $1,897 Shares 57,835 Est. Cost $37.66 Unrealized -21.9%
CLAYMORE EXCHANGE TRD FD TR 0.8%
Value ($000) $1,874 Shares 88,190 Est. Cost $21.23 Unrealized
LABORATORY CORP AMER HLDGS 0.7%
Value ($000) $1,843 Shares 11,959 Est. Cost $143.83 Unrealized
HASI HANNON ARMSTRONG SUST INFR C 0.7%
Value ($000) $1,831 Shares 80,063 Est. Cost $12.75 Unrealized +11.3%
VREX VAREX IMAGING CORP 0.7%
Value ($000) $1,761 Shares 52,107 Est. Cost $34.05 Unrealized 0.0%
CLAYMORE EXCHANGE TRD FD TR 0.7%
Value ($000) $1,710 Shares 80,450 Est. Cost $21.21 Unrealized
FSLR FIRST SOLAR INC 0.7%
Value ($000) $1,602 Shares 40,169 Est. Cost $44.30 Unrealized -23.3%
CVS CVS HEALTH CORP 0.6%
Value ($000) $1,517 Shares 18,855 Est. Cost $60.59 Unrealized -0.4%
MMM 3M CO 0.6%
Value ($000) $1,506 Shares 7,235 Est. Cost $84.27 Unrealized +47.9%
PFE PFIZER INC 0.6%
Value ($000) $1,499 Shares 44,631 Est. Cost $20.58 Unrealized +4.9%
CLIFFS NAT RES INC 0.6%
Value ($000) $1,487 Shares 214,930 Est. Cost $7.00 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 0.6%
Value ($000) $1,439 Shares 45,045 Est. Cost $29.55 Unrealized
CLH CLEAN HARBORS INC 0.6%
Value ($000) $1,433 Shares 25,675 Est. Cost $54.78 Unrealized +5.0%
TTEK TETRA TECH INC NEW 0.6%
Value ($000) $1,420 Shares 31,046 Est. Cost $8.08 Unrealized +10.2%
AZZ AZZ INC 0.5%
Value ($000) $1,351 Shares 24,207 Est. Cost $35.07 Unrealized +43.3%
VERIFONE SYS INC 0.5%
Value ($000) $1,350 Shares 74,560 Est. Cost $18.40 Unrealized
KBE SPDR SERIES TRUST 0.5%
Value ($000) $1,279 Shares 29,400 Est. Cost $43.27 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.5%
Value ($000) $1,240 Shares 20,713 Est. Cost $56.55 Unrealized -14.2%
BEN FRANKLIN RES INC 0.5%
Value ($000) $1,154 Shares 25,765 Est. Cost $22.86 Unrealized +18.3%
GOOG ALPHABET INC 0.5%
Value ($000) $1,119 Shares 1,231 Est. Cost $38.94 Unrealized +16.7%
COP CONOCOPHILLIPS 0.5%
Value ($000) $1,111 Shares 25,275 Est. Cost $34.77 Unrealized +2.1%
MSFT MICROSOFT CORP 0.4%
Value ($000) $1,094 Shares 15,875 Est. Cost $29.40 Unrealized +112.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,089 Shares 6,428 Est. Cost $156.09 Unrealized +6.6%
RPM RPM INTL INC 0.4%
Value ($000) $1,077 Shares 19,745 Est. Cost $38.77 Unrealized +37.9%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,030 Shares 23,055 Est. Cost $30.99 Unrealized -4.7%
KMI KINDER MORGAN INC DEL 0.4%
Value ($000) $1,010 Shares 52,702 Est. Cost $13.19 Unrealized -5.5%
HCSG HEALTHCARE SVCS GRP INC 0.4%
Value ($000) $998 Shares 21,315 Est. Cost $23.57 Unrealized +96.0%
ETN EATON CORP PLC 0.4%
Value ($000) $886 Shares 11,379 Est. Cost $54.15 Unrealized +18.1%
CLAYMORE EXCHANGE TRD FD TR 0.4%
Value ($000) $870 Shares 40,500 Est. Cost $21.37 Unrealized
CMI CUMMINS INC 0.3%
Value ($000) $853 Shares 5,256 Est. Cost $90.41 Unrealized +36.9%
WAT WATERS CORP 0.3%
Value ($000) $852 Shares 4,632 Est. Cost $173.76 Unrealized 0.0%
ITRI ITRON INC 0.3%
Value ($000) $821 Shares 12,120 Est. Cost $64.14 Unrealized +2.3%
ZTS ZOETIS INC 0.3%
Value ($000) $774 Shares 12,400 Est. Cost $47.43 Unrealized +16.6%
CSCO CISCO SYS INC 0.3%
Value ($000) $745 Shares 23,795 Est. Cost $15.85 Unrealized +58.1%
HAIN HAIN CELESTIAL GROUP INC 0.3%
Value ($000) $736 Shares 18,969 Est. Cost $37.47 Unrealized -3.6%
OMCL OMNICELL INC 0.3%
Value ($000) $690 Shares 16,012 Est. Cost $39.14 Unrealized +6.1%
NUE NUCOR CORP 0.3%
Value ($000) $646 Shares 11,160 Est. Cost $49.50 Unrealized -2.1%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $635 Shares 2,475 Est. Cost $141.52 Unrealized +53.7%
SPH SUBURBAN PROPANE PARTNERS L 0.3%
Value ($000) $620 Shares 26,079 Est. Cost $45.03 Unrealized
BUCKEYE PARTNERS L P 0.2%
Value ($000) $611 Shares 9,565 Est. Cost $72.68 Unrealized
LMNR LIMONEIRA CO 0.2%
Value ($000) $603 Shares 25,513 Est. Cost $12.17 Unrealized +44.2%
GOOGL ALPHABET INC 0.2%
Value ($000) $596 Shares 641 Est. Cost $39.77 Unrealized +16.7%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $573 Shares 6,270 Est. Cost $51.46 Unrealized +33.2%
PSA PUBLIC STORAGE 0.2%
Value ($000) $557 Shares 2,670 Est. Cost $154.24 Unrealized -2.0%
HXL HEXCEL CORP NEW 0.2%
Value ($000) $474 Shares 8,975 Est. Cost $39.25 Unrealized +31.8%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $471 Shares 6,350 Est. Cost $47.53 Unrealized +27.6%
BAKER HUGHES INC 0.2%
Value ($000) $468 Shares 8,590 Est. Cost $60.89 Unrealized
MKSI MKS INSTRUMENT INC 0.2%
Value ($000) $466 Shares 6,923 Est. Cost $70.74 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $455 Shares 4,365 Est. Cost $68.86 Unrealized +6.3%
ECON COLUMBIA ETF TR II 0.2%
Value ($000) $422 Shares 16,170 Est. Cost $23.39 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $410 Shares 5,077 Est. Cost $58.17 Unrealized -4.6%
HON HONEYWELL INTL INC 0.2%
Value ($000) $395 Shares 2,960 Est. Cost $91.92 Unrealized +7.4%
FDX FEDEX CORP 0.1%
Value ($000) $362 Shares 1,665 Est. Cost $129.95 Unrealized +31.6%
D DOMINION ENERGY INC 0.1%
Value ($000) $361 Shares 4,705 Est. Cost $49.43 Unrealized +8.7%
EMR EMERSON ELEC CO 0.1%
Value ($000) $336 Shares 5,633 Est. Cost $43.31 Unrealized +10.8%
OKE ONEOK INC NEW 0.1%
Value ($000) $321 Shares 6,160 Est. Cost $30.31 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $289 Shares 3,760 Est. Cost $61.02 Unrealized +3.5%
SRE SEMPRA ENERGY 0.1%
Value ($000) $252 Shares 2,235 Est. Cost $37.62 Unrealized +13.8%
BED BATH & BEYOND INC 0.1%
Value ($000) $252 Shares 8,300 Est. Cost $67.38 Unrealized
NWL NEWELL BRANDS INC 0.1%
Value ($000) $226 Shares 4,220 Est. Cost $34.55 Unrealized 0.0%
SBUX STARBUCKS CORP 0.1%
Value ($000) $224 Shares 3,850 Est. Cost $49.33 Unrealized +1.8%
DTE DTE ENERGY CO 0.1%
Value ($000) $212 Shares 2,000 Est. Cost $51.98 Unrealized +30.7%
NFLX NETFLIX INC 0.1%
Value ($000) $209 Shares 1,400 Est. Cost $14.03 Unrealized +9.6%
HEZU ISHARES TR 0.1%
Value ($000) $209 Shares 7,130 Est. Cost $28.61 Unrealized
ANTARES PHARMA INC 0.1%
Value ($000) $193 Shares 60,000 Est. Cost $2.95 Unrealized
NAT NORDIC AMERICAN TANKERS LIMI 0.1%
Value ($000) $186 Shares 29,300 Est. Cost $7.03 Unrealized 0.0%