Dark
Light
System
Institutional Investment Manager
SFE Investment Counsel
SFE Investment Counsel (CIK: 0001317784), located at 801 South Figueroa Street, Los Angeles, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Original 13F HR (0001085146-16-004124) filed in 2016.08.02
#
Name
Shares
Value ($)
%
Options
Notes
1 H C P INC REIT 252,210 8,923 4.15%
2 KAYNE ANDERSON MLP INVT CO 402,600 8,193 3.81%
3 WALGREENS BOOTS ALLIANCE INC 83,274 6,934 3.23%
4 APPLE INC 71,815 6,866 3.19%
5 AbbVie Inc 109,900 6,804 3.16%
6 Verizon Communications Inc 120,409 6,724 3.13%
7 WEYERHAEUSER CO 223,283 6,647 3.09%
8 E M C CORP MASS COM 244,090 6,632 3.08%
9 QUALCOMM INC 116,293 6,230 2.90%
10 BECTON DICKINSON & CO 36,624 6,211 2.89%
11 THOR INDS INC 93,975 6,084 2.83%
12 GENERAL ELECTRIC CO 185,412 5,837 2.72%
13 CHICAGO BRIDGE & IRON CO N V 161,775 5,602 2.61%
14 DELUXE CORP COM 78,105 5,184 2.41%
15 WELLS FARGO & CO NEW 102,304 4,842 2.25%
16 LOWES COS INC 61,048 4,833 2.25%
17 COSTCO WHSL CORP NEW 29,610 4,650 2.16%
18 Fly Leasing Ltd Sp ADR 458,461 4,553 2.12%
19 ABBOTT LABS 112,803 4,434 2.06%
20 AZZ INC 73,702 4,421 2.06%
21 COMPUTER PROGRAMS & SYS INC COM 108,915 4,348 2.02%
22 DONALDSON INC 121,147 4,163 1.94%
23 B/E AEROSPACE INC 83,740 3,867 1.80%
24 MESABI TR 308,355 3,309 1.54%
25 LIMONEIRA CO 187,290 3,300 1.54%
26 CORNING INC 156,782 3,211 1.49%
27 Oneok Partners LP 77,125 3,090 1.44%
28 Nextera Energy Inc 22,965 2,995 1.39%
29 VARIAN MEDICAL 36,168 2,974 1.38%
30 JOHNSON & JOHNSON 24,018 2,913 1.36%
31 INTEL CORP 88,552 2,905 1.35%
32 JACOBS ENGR GROUP INC 55,149 2,747 1.28%
33 US BANCORP DEL 61,848 2,494 1.16%
34 BOEING CO 16,740 2,174 1.01%
35 Enbridge Energy Management LLC 87,467 2,013 0.94%
36 PATTERSON COS INC 41,255 1,976 0.92%
37 TENNANT CO 36,125 1,946 0.91%
38 HEALTHCARE SVCS GRP INC 43,395 1,796 0.84%
39 HELMERICH & PAYNE INC 25,350 1,702 0.79%
40 PALO ALTO NETWORKS INC 13,530 1,659 0.77%
41 AMERICAN WTR WKS CO INC NEW 19,609 1,657 0.77%
42 HANNON ARMSTRONG SUST COM 75,600 1,633 0.76%
43 Brookfield Renewable Ptnrs LP 51,630 1,538 0.72%
44 WILLIAMS SONOMA INC 28,740 1,498 0.70%
45 MIDCOAST ENERGY PARTNERS LP 173,915 1,485 0.69%
46 3M CO 8,195 1,435 0.67%
47 ConocoPhillips 32,910 1,435 0.67%
48 CLEAN HARBORS INC 27,121 1,413 0.66%
49 Nordic American Tankers LTD 100,410 1,395 0.65%
50 FIRST SOLAR INC 24,805 1,203 0.56%
Page 1 of 2