SFE Investment Counsel Diversified Active

CIK: 0001317784 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 1, 2017

Total Value ($000): $237,835 (100.0% shares, 0.0% debt)

Holdings (114)

AAPL APPLE INC 3.7%
Value ($000) $8,765 Shares 56,871 Est. Cost $20.37 Unrealized +77.5%
THO THOR INDS INC 3.3%
Value ($000) $7,768 Shares 61,693 Est. Cost $45.04 Unrealized +101.6%
ABBV ABBVIE INC 3.0%
Value ($000) $7,212 Shares 81,166 Est. Cost $41.79 Unrealized +28.4%
DLX DELUXE CORP 2.9%
Value ($000) $7,014 Shares 96,132 Est. Cost $32.14 Unrealized +49.2%
QCOM QUALCOMM INC 2.9%
Value ($000) $6,785 Shares 130,893 Est. Cost $44.84 Unrealized -5.7%
ABT ABBOTT LABS 2.8%
Value ($000) $6,769 Shares 126,855 Est. Cost $30.84 Unrealized +40.6%
KAYNE ANDERSON MLP INVT CO 2.8%
Value ($000) $6,740 Shares 370,931 Est. Cost $28.43 Unrealized
WY WEYERHAEUSER CO 2.8%
Value ($000) $6,707 Shares 197,079 Est. Cost $18.22 Unrealized +29.9%
CLAYMORE EXCHANGE TRD FD TR 2.8%
Value ($000) $6,580 Shares 259,785 Est. Cost $25.31 Unrealized
CLAYMORE EXCHANGE TRD FD TR 2.7%
Value ($000) $6,540 Shares 264,665 Est. Cost $24.33 Unrealized
HCP INC 2.5%
Value ($000) $6,018 Shares 216,246 Est. Cost $30.33 Unrealized
CLAYMORE EXCHANGE TRD FD TR 2.5%
Value ($000) $5,963 Shares 238,895 Est. Cost $24.57 Unrealized
MSB MESABI TR 2.4%
Value ($000) $5,705 Shares 248,026 Est. Cost $12.61 Unrealized
LOW LOWES COS INC 2.3%
Value ($000) $5,458 Shares 68,270 Est. Cost $38.95 Unrealized +68.5%
BDX BECTON DICKINSON & CO 2.3%
Value ($000) $5,370 Shares 27,405 Est. Cost $78.11 Unrealized +119.0%
CLAYMORE EXCHANGE TRD FD TR 2.1%
Value ($000) $4,943 Shares 192,235 Est. Cost $25.86 Unrealized
WFC WELLS FARGO CO NEW 2.0%
Value ($000) $4,847 Shares 87,887 Est. Cost $31.61 Unrealized +33.3%
COST COSTCO WHSL CORP NEW 1.9%
Value ($000) $4,635 Shares 28,212 Est. Cost $129.79 Unrealized +8.0%
GENERAL ELECTRIC CO 1.9%
Value ($000) $4,439 Shares 183,569 Est. Cost $24.39 Unrealized
PANW PALO ALTO NETWORKS INC 1.8%
Value ($000) $4,222 Shares 29,299 Est. Cost $23.75 Unrealized -4.1%
WALGREENS BOOTS ALLIANCE INC 1.7%
Value ($000) $4,160 Shares 53,878 Est. Cost $76.59 Unrealized
DCI DONALDSON INC 1.6%
Value ($000) $3,695 Shares 80,432 Est. Cost $29.69 Unrealized +36.3%
VARIAN MED SYS INC 1.5%
Value ($000) $3,598 Shares 35,959 Est. Cost $90.42 Unrealized
USB US BANCORP DEL 1.4%
Value ($000) $3,221 Shares 60,105 Est. Cost $22.72 Unrealized +66.2%
FLY LEASING LTD 1.3%
Value ($000) $3,199 Shares 228,145 Est. Cost $13.90 Unrealized
BA BOEING CO 1.3%
Value ($000) $3,037 Shares 11,945 Est. Cost $110.23 Unrealized +100.0%
OKE ONEOK INC NEW 1.2%
Value ($000) $2,916 Shares 52,628 Est. Cost $31.85 Unrealized +0.6%
INTC INTEL CORP 1.2%
Value ($000) $2,867 Shares 75,285 Est. Cost $17.62 Unrealized +67.9%
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $2,669 Shares 18,210 Est. Cost $23.72 Unrealized +25.3%
CLAYMORE EXCHANGE TRD FD TR 1.1%
Value ($000) $2,664 Shares 105,440 Est. Cost $25.01 Unrealized
FRCB FIRST REP BK SAN FRANCISCO C 1.1%
Value ($000) $2,573 Shares 24,630 Est. Cost $90.43 Unrealized +5.8%
CHICAGO BRIDGE & IRON CO N V 1.1%
Value ($000) $2,523 Shares 150,180 Est. Cost $42.30 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $2,396 Shares 18,431 Est. Cost $67.08 Unrealized +56.5%
JACOBS ENGR GROUP INC DEL 1.0%
Value ($000) $2,366 Shares 40,609 Est. Cost $55.06 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.9%
Value ($000) $2,117 Shares 93,600 Est. Cost $22.62 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.9%
Value ($000) $2,097 Shares 25,913 Est. Cost $40.60 Unrealized +70.1%
HASI HANNON ARMSTRONG SUST INFR C 0.9%
Value ($000) $2,082 Shares 85,450 Est. Cost $12.91 Unrealized +18.0%
TNC TENNANT CO 0.8%
Value ($000) $2,011 Shares 30,381 Est. Cost $46.54 Unrealized +28.7%
KBE SPDR SERIES TRUST 0.8%
Value ($000) $1,841 Shares 40,825 Est. Cost $43.78 Unrealized
GLW CORNING INC 0.7%
Value ($000) $1,770 Shares 59,155 Est. Cost $10.73 Unrealized +119.8%
ENBRIDGE ENERGY MANAGEMENT L 0.7%
Value ($000) $1,716 Shares 111,028 Est. Cost $23.44 Unrealized
TBRG COMPUTER PROGRAMS & SYS INC 0.7%
Value ($000) $1,715 Shares 58,052 Est. Cost $37.66 Unrealized -24.2%
CLAYMORE EXCHANGE TRD FD TR 0.7%
Value ($000) $1,701 Shares 80,290 Est. Cost $21.23 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.7%
Value ($000) $1,699 Shares 79,950 Est. Cost $21.21 Unrealized
LABORATORY CORP AMER HLDGS 0.7%
Value ($000) $1,697 Shares 11,239 Est. Cost $143.83 Unrealized
GOOG ALPHABET INC 0.7%
Value ($000) $1,696 Shares 1,768 Est. Cost $41.15 Unrealized +12.3%
FDX FEDEX CORP 0.7%
Value ($000) $1,648 Shares 7,304 Est. Cost $172.37 Unrealized +7.3%
PATTERSON COMPANIES INC 0.7%
Value ($000) $1,595 Shares 41,270 Est. Cost $45.52 Unrealized
PFE PFIZER INC 0.7%
Value ($000) $1,577 Shares 44,166 Est. Cost $20.58 Unrealized +8.1%
TTEK TETRA TECH INC NEW 0.6%
Value ($000) $1,454 Shares 31,235 Est. Cost $8.08 Unrealized +8.7%
CLH CLEAN HARBORS INC 0.6%
Value ($000) $1,449 Shares 25,555 Est. Cost $54.78 Unrealized -0.6%
AMZN AMAZON COM INC 0.6%
Value ($000) $1,443 Shares 1,501 Est. Cost $49.12 Unrealized 0.0%
CLF CLEVELAND CLIFFS INC 0.6%
Value ($000) $1,431 Shares 200,086 Est. Cost $7.07 Unrealized 0.0%
BEP BROOKFIELD RENEWABLE PARTNER 0.6%
Value ($000) $1,424 Shares 42,490 Est. Cost $29.55 Unrealized
MMM 3M CO 0.6%
Value ($000) $1,403 Shares 6,685 Est. Cost $84.27 Unrealized +54.1%
VREX VAREX IMAGING CORP 0.6%
Value ($000) $1,372 Shares 40,552 Est. Cost $34.05 Unrealized -8.2%
FSLR FIRST SOLAR INC 0.5%
Value ($000) $1,273 Shares 27,745 Est. Cost $44.30 Unrealized +4.7%
VERIFONE SYS INC 0.5%
Value ($000) $1,263 Shares 62,287 Est. Cost $18.40 Unrealized
CVS CVS HEALTH CORP 0.5%
Value ($000) $1,259 Shares 15,485 Est. Cost $60.59 Unrealized +0.4%
AZZ AZZ INC 0.5%
Value ($000) $1,128 Shares 23,172 Est. Cost $35.07 Unrealized +26.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,126 Shares 6,143 Est. Cost $156.09 Unrealized +13.2%
HCSG HEALTHCARE SVCS GRP INC 0.5%
Value ($000) $1,075 Shares 19,915 Est. Cost $23.57 Unrealized +118.1%
CMI CUMMINS INC 0.4%
Value ($000) $1,038 Shares 6,177 Est. Cost $96.31 Unrealized +34.9%
RPM RPM INTL INC 0.4%
Value ($000) $1,022 Shares 19,905 Est. Cost $38.77 Unrealized +32.1%
SQM SOCIEDAD QUIMICA MINERA DE C 0.4%
Value ($000) $1,020 Shares 18,319 Est. Cost $55.68 Unrealized
WAT WATERS CORP 0.4%
Value ($000) $1,010 Shares 5,624 Est. Cost $175.10 Unrealized +3.6%
MKSI MKS INSTRUMENT INC 0.4%
Value ($000) $980 Shares 10,378 Est. Cost $72.66 Unrealized +5.3%
MSFT MICROSOFT CORP 0.4%
Value ($000) $974 Shares 13,074 Est. Cost $29.40 Unrealized +126.8%
KMI KINDER MORGAN INC DEL 0.4%
Value ($000) $931 Shares 48,537 Est. Cost $13.19 Unrealized -6.8%
ITRI ITRON INC 0.4%
Value ($000) $923 Shares 11,912 Est. Cost $64.14 Unrealized +13.1%
COP CONOCOPHILLIPS 0.4%
Value ($000) $899 Shares 17,970 Est. Cost $34.77 Unrealized -0.9%
CLAYMORE EXCHANGE TRD FD TR 0.4%
Value ($000) $893 Shares 41,500 Est. Cost $21.37 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $850 Shares 25,270 Est. Cost $16.36 Unrealized +51.0%
ETN EATON CORP PLC 0.4%
Value ($000) $837 Shares 10,894 Est. Cost $54.15 Unrealized +17.9%
OXY OCCIDENTAL PETE CORP DEL 0.3%
Value ($000) $826 Shares 12,860 Est. Cost $56.55 Unrealized -13.6%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $804 Shares 8,965 Est. Cost $63.44 Unrealized +2.8%
NUE NUCOR CORP 0.3%
Value ($000) $789 Shares 14,075 Est. Cost $48.99 Unrealized -4.0%
HAIN HAIN CELESTIAL GROUP INC 0.3%
Value ($000) $777 Shares 18,881 Est. Cost $37.47 Unrealized +10.3%
OMCL OMNICELL INC 0.3%
Value ($000) $776 Shares 15,194 Est. Cost $39.14 Unrealized +22.4%
HP HELMERICH & PAYNE INC 0.3%
Value ($000) $710 Shares 13,620 Est. Cost $65.83 Unrealized -24.8%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $662 Shares 2,300 Est. Cost $141.52 Unrealized +66.0%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $660 Shares 13,340 Est. Cost $30.99 Unrealized -2.5%
SPH SUBURBAN PROPANE PARTNERS L 0.3%
Value ($000) $622 Shares 23,839 Est. Cost $45.03 Unrealized
BEN FRANKLIN RES INC 0.3%
Value ($000) $608 Shares 13,670 Est. Cost $22.86 Unrealized +21.9%
LMNR LIMONEIRA CO 0.2%
Value ($000) $591 Shares 25,513 Est. Cost $12.17 Unrealized +58.4%
PSA PUBLIC STORAGE 0.2%
Value ($000) $571 Shares 2,670 Est. Cost $154.24 Unrealized -4.9%
BUCKEYE PARTNERS L P 0.2%
Value ($000) $530 Shares 9,305 Est. Cost $72.68 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.2%
Value ($000) $528 Shares 20,775 Est. Cost $25.42 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $501 Shares 4,265 Est. Cost $68.86 Unrealized +10.7%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $492 Shares 5,150 Est. Cost $51.46 Unrealized +43.2%
ZTS ZOETIS INC 0.2%
Value ($000) $489 Shares 7,670 Est. Cost $47.43 Unrealized +23.8%
GOOGL ALPHABET INC 0.2%
Value ($000) $478 Shares 491 Est. Cost $39.77 Unrealized +18.4%
HXL HEXCEL CORP NEW 0.2%
Value ($000) $478 Shares 8,330 Est. Cost $39.25 Unrealized +37.3%
RYDEX ETF TRUST 0.2%
Value ($000) $466 Shares 3,450 Est. Cost $135.07 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $463 Shares 6,350 Est. Cost $47.53 Unrealized +24.6%
ECON COLUMBIA ETF TR II 0.2%
Value ($000) $432 Shares 15,670 Est. Cost $23.39 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $410 Shares 5,007 Est. Cost $58.17 Unrealized -6.6%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $353 Shares 3,929 Est. Cost $35.91 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 0.1%
Value ($000) $347 Shares 6,965 Est. Cost $20.73 Unrealized -7.4%
D DOMINION ENERGY INC 0.1%
Value ($000) $337 Shares 4,375 Est. Cost $49.43 Unrealized +8.6%
HON HONEYWELL INTL INC 0.1%
Value ($000) $323 Shares 2,280 Est. Cost $91.92 Unrealized +13.5%
EMR EMERSON ELEC CO 0.1%
Value ($000) $300 Shares 4,775 Est. Cost $43.31 Unrealized +13.7%
DIN DINEEQUITY INC 0.1%
Value ($000) $294 Shares 6,831 Est. Cost $28.92 Unrealized 0.0%
CLAYMORE EXCHANGE TRD FD TR 0.1%
Value ($000) $288 Shares 13,500 Est. Cost $21.33 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $254 Shares 1,400 Est. Cost $14.03 Unrealized +24.3%
SRE SEMPRA ENERGY 0.1%
Value ($000) $253 Shares 2,220 Est. Cost $37.62 Unrealized +17.4%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $243 Shares 3,815 Est. Cost $43.12 Unrealized 0.0%
DTE DTE ENERGY CO 0.1%
Value ($000) $215 Shares 2,000 Est. Cost $51.98 Unrealized +34.6%
HEZU ISHARES TR 0.1%
Value ($000) $215 Shares 7,130 Est. Cost $28.61 Unrealized
KAPSTONE PAPER & PACKAGING C 0.1%
Value ($000) $215 Shares 10,000 Est. Cost $21.50 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $207 Shares 3,850 Est. Cost $49.33 Unrealized -6.3%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $204 Shares 992 Est. Cost $166.44 Unrealized 0.0%
ANTARES PHARMA INC 0.1%
Value ($000) $194 Shares 60,000 Est. Cost $2.95 Unrealized
NAT NORDIC AMERICAN TANKERS LIMI 0.1%
Value ($000) $127 Shares 23,800 Est. Cost $7.03 Unrealized -21.9%