0001085146-14-001695.txt : 20140814 0001085146-14-001695.hdr.sgml : 20140814 20140813194757 ACCESSION NUMBER: 0001085146-14-001695 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140814 DATE AS OF CHANGE: 20140813 EFFECTIVENESS DATE: 20140814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SFE Investment Counsel CENTRAL INDEX KEY: 0001317784 IRS NUMBER: 953176708 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11318 FILM NUMBER: 141039042 BUSINESS ADDRESS: STREET 1: 1000 WILSHIRE BOULEVARD STREET 2: SUITE 1950 CITY: LOS ANGELES STATE: CA ZIP: 90017 BUSINESS PHONE: 213-612-0220 MAIL ADDRESS: STREET 1: 1000 WILSHIRE BOULEVARD STREET 2: SUITE 1950 CITY: LOS ANGELES STATE: CA ZIP: 90017 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001317784 XXXXXXXX 06-30-2014 06-30-2014 false SFE Investment Counsel

1000 WILSHIRE BOULEVARD SUITE 1950 LOS ANGELES CA 90017

13F HOLDINGS REPORT 028-11318 N Jon Michael Kmett 213-612-0220 /s/ Jon Michael Kmett Los Angeles CA 08-08-2014 0 88 245000 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBOTT LABS COM 002824100 4549 111218 SH SOLE 111218 0 0 ABBVIE INC COM 00287y109 7549 133761 SH SOLE 133761 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 1642 33210 SH SOLE 33210 0 0 ANTARES PHARMA INC COM 036642106 67 25000 SH SOLE 25000 0 0 APPLE INC COM 037833100 9123 98167 SH SOLE 98167 0 0 APPLIED MATLS INC COM 038222105 232 10305 SH SOLE 10305 0 0 AZZ INC COM 002474104 5484 119002 SH SOLE 119002 0 0 B/E AEROSPACE INC COM 073302101 885 9572 SH SOLE 9572 0 0 BAKER HUGHES INC COM 057224107 1600 21485 SH SOLE 21485 0 0 BECTON DICKINSON & CO COM 075887109 6591 55711 SH SOLE 55711 0 0 BED BATH & BEYOND INC COM 075896100 2940 51240 SH SOLE 51240 0 0 BLACKHAWK NETWORK HLDGS INC CL A 09238e104 1162 41160 SH SOLE 41160 0 0 BOEING CO COM 097023105 690 5425 SH SOLE 5425 0 0 BREITBURN ENERGY PARTNERS LP COM UT LTD PTN 106776107 6905 312142 SH SOLE 312142 0 0 BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 358 4305 SH SOLE 4305 0 0 CAPSTEAD MTG CORP COM NO PAR 14067E506 210 15945 SH SOLE 15945 0 0 CHEVRON CORP NEW COM 166764100 518 3970 SH SOLE 3970 0 0 CHICAGO BRIDGE & IRON CO N V COM 167250109 238 3485 SH SOLE 3485 0 0 CISCO SYS INC COM 17275R102 805 32378 SH SOLE 32378 0 0 CLEAN ENERGY FUELS CORP COM 184499101 673 57405 SH SOLE 57405 0 0 CLEAN HARBORS INC COM 184496107 2299 35781 SH SOLE 35781 0 0 COLGATE PALMOLIVE CO COM 194162103 699 10259 SH SOLE 10259 0 0 COMPUTER PROGRAMS & SYS INC COM 205306103 2604 40945 SH SOLE 40945 0 0 CONOCOPHILLIPS COM 20825C104 5309 61925 SH SOLE 61925 0 0 CONSOLIDATED EDISON INC COM 209115104 284 4925 SH SOLE 4925 0 0 CORNING INC COM 219350105 5536 252195 SH SOLE 252195 0 0 COSTCO WHSL CORP NEW COM 22160K105 2394 20790 SH SOLE 20790 0 0 CUMMINS INC COM 231021106 557 3610 SH SOLE 3610 0 0 DELUXE CORP COM 248019101 4862 83005 SH SOLE 83005 0 0 DISNEY WALT CO COM DISNEY 254687106 242 2820 SH SOLE 2820 0 0 DOMINION RES INC VA NEW COM 25746u109 841 11764 SH SOLE 11764 0 0 DONALDSON INC COM 257651109 6573 155308 SH SOLE 155308 0 0 E M C CORP MASS COM 268648102 8854 336158 SH SOLE 336158 0 0 EATON CORP PLC SHS g29183103 1056 13679 SH SOLE 13679 0 0 EGA EMERGING GLOBAL SHS TR EGS EMKTCONS ETF 268461779 372 13415 SH SOLE 13415 0 0 ENBRIDGE ENERGY MANAGEMENT L SHS UNITS LLI 29250x103 598 16964 SH SOLE 16964 0 0 EXXON MOBIL CORP COM 30231G102 654 6495 SH SOLE 6495 0 0 FIRST SOLAR INC COM 336433107 904 12720 SH SOLE 12720 0 0 FLY LEASING LTD SPONSORED ADR 34407D109 9297 641605 SH SOLE 641605 0 0 GENERAL ELECTRIC CO COM 369604103 5304 201820 SH SOLE 201820 0 0 GOOGLE INC CL A 38259p508 686 1173 SH SOLE 1173 0 0 GOOGLE INC CL C 38259p706 721 1253 SH SOLE 1253 0 0 HARMAN INTL INDS INC COM 413086109 1151 10710 SH SOLE 10710 0 0 HCP INC COM 40414l109 6574 158875 SH SOLE 158875 0 0 HEALTHCARE SVCS GRP INC COM 421906108 4114 139745 SH SOLE 139745 0 0 HELMERICH & PAYNE INC COM 423452101 3790 32645 SH SOLE 32645 0 0 HEXCEL CORP NEW COM 428291108 271 6625 SH SOLE 6625 0 0 INTEL CORP COM 458140100 3935 127338 SH SOLE 127338 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 596 3289 SH SOLE 3289 0 0 INTUITIVE SURGICAL INC COM NEW 46120e602 226 550 SH SOLE 550 0 0 ISHARES MSCI AUST ETF 464286103 296 11343 SH SOLE 11343 0 0 ITC HLDGS CORP COM 465685105 1550 42486 SH SOLE 42486 0 0 JACOBS ENGR GROUP INC DEL COM 469814107 5071 95177 SH SOLE 95177 0 0 JOHNSON & JOHNSON COM 478160104 1439 13750 SH SOLE 13750 0 0 K12 INC COM 48273u102 317 13150 SH SOLE 13150 0 0 KAYNE ANDERSON MLP INVT CO COM 486606106 7875 199820 SH SOLE 199820 0 0 KEYCORP NEW COM 493267108 216 15053 SH SOLE 15053 0 0 KINDER MORGAN ENERGY PARTNER UT LTD PARTNER 494550106 2522 30672 SH SOLE 30672 0 0 KINDER MORGAN MANAGEMENT LLC SHS 49455u100 4081 51709 SH SOLE 51709 0 0 LOWES COS INC COM 548661107 4642 96720 SH SOLE 96720 0 0 MESABI TR CTF BEN INT 590672101 8562 437515 SH SOLE 437515 0 0 MICROSOFT CORP COM 594918104 1576 37788 SH SOLE 37788 0 0 NEWELL RUBBERMAID INC COM 651229106 393 12670 SH SOLE 12670 0 0 NEXTERA ENERGY INC COM 65339F101 3428 33452 SH SOLE 33452 0 0 NORDIC AMERICAN TANKERS LIMI COM G65773106 4662 489210 SH SOLE 489210 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 3478 33885 SH SOLE 33885 0 0 ONEOK PARTNERS LP UNIT LTD PARTN 68268n103 2879 49133 SH SOLE 49133 0 0 PLUM CREEK TIMBER CO INC COM 729251108 7915 175490 SH SOLE 175490 0 0 QUALCOMM INC COM 747525103 7028 88732 SH SOLE 88732 0 0 RLI CORP COM 749607107 372 8126 SH SOLE 8126 0 0 RPM INTL INC COM 749685103 998 21606 SH SOLE 21606 0 0 SIGMA ALDRICH CORP COM 826552101 5604 55219 SH SOLE 55219 0 0 SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 864482104 1525 33149 SH SOLE 33149 0 0 TENNANT CO COM 880345103 3265 42785 SH SOLE 42785 0 0 TETRA TECH INC NEW COM 88162G103 1446 52600 SH SOLE 52600 0 0 THOR INDS INC COM 885160101 1525 26820 SH SOLE 26820 0 0 TOWERSTREAM CORP COM 892000100 22 11250 SH SOLE 11250 0 0 UNITED NAT FOODS INC COM 911163103 3296 50627 SH SOLE 50627 0 0 US BANCORP DEL COM NEW 902973304 3933 90787 SH SOLE 90787 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 200 2023 SH SOLE 2023 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 345 4268 SH SOLE 4268 0 0 VARIAN MED SYS INC COM 92220P105 2170 26105 SH SOLE 26105 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 5328 108897 SH SOLE 108897 0 0 WALGREEN CO COM 931422109 7128 96150 SH SOLE 96150 0 0 WELLS FARGO & CO NEW COM 949746101 5450 103685 SH SOLE 103685 0 0 WHOLE FOODS MKT INC COM 966837106 301 7795 SH SOLE 7795 0 0 XCEL ENERGY INC COM 98389b100 428 13270 SH SOLE 13270 0 0 ZOETIS INC CL A 98978v103 210 6515 SH SOLE 6515 0 0