Eliot Finkel Investment Counsel, LLC

CIK 1641643 · View on SEC EDGAR ↗

Portfolio value
$213.9M
#6,242 of 9,443 by 13F value · top 66.1%
Positions
33
As of
June 30, 2026

Portfolio value QoQ: +16.3% 13F does not disclose cash

Top 10 holdings weight
57.42%
Top 25 holdings weight
93.22%
Positions above 1%
28
Effective number of positions
20.1

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 5.33% Est. buys $10,593,472 · sells $13,159,422

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 84.6% still held

New positions
2
Increased
7
Decreased
12
Closed
1
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+54.0%
S&P 500 total return (same window)
+28.1%
Excess return
+25.9%

Annualized: +33.5% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Industrials
49.5%
Technology
11.0%
Healthcare
7.9%
Logistics & Transportation
5.1%
Utilities
4.7%
Energy
3.8%
Consumer Discretionary
2.9%
Financials
2.8%
Materials
2.5%
Communications
2.2%
Consumer Staples
2.2%
Communication Services
2.1%
Consumer products
1.2%
Real Estate
1.1%
Packaging
0.9%
Other/Unmapped
0.2%

Full portfolio 33 positions

Type Streak 8Q trend
GLW Corning Incorporated Common Stock $26,909,551 12.58% 105,350 $7,744,579 Down ×6
AMAT Applied Materials, Inc. - Common Stock $15,967,455 7.46% 22,085 $8,411,503 Down ×1
ETN Eaton Corporation, PLC Ordinary Shares $15,604,088 7.29% 36,619 $2,506,570
DE Deere & Company Common Stock $13,600,035 6.36% 21,440 $1,480,635 Down ×6
NSC Norfolk Southern Corporation Common Stock $9,933,179 4.64% 31,575 $862,544 Down ×6
GD General Dynamics Corporation Common Stock $9,092,987 4.25% 25,669 $282,873
AMGN Amgen Inc. - Common Stock $8,949,072 4.18% 24,713 $239,729 Down ×6
MRK Merck & Company, Inc. Common Stock (new) $7,985,633 3.73% 62,145 $510,211
PCAR PACCAR Inc. - Common Stock $7,802,274 3.65% 64,954 $300,087
ITW Illinois Tool Works Inc. Common Stock $7,005,173 3.27% 25,900 $253,250 Down ×6
CHRW C.H. Robinson Worldwide, Inc. - Common Stock $6,363,067 2.97% 33,785 $751,562 Down ×5
MCD McDonald's Corporation Common Stock $6,131,982 2.87% 22,685 $-919,843 Down ×6
USB U.S. Bancorp Common Stock $6,075,455 2.84% 100,587 $875,651 Up ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $6,002,297 2.81% 47,419 $-231,625 Down ×6
OTIS Otis Worldwide Corporation Common Stock $5,533,606 2.59% 77,285 Up ×1
ADI Analog Devices, Inc. - Common Stock $5,518,677 2.58% 13,895 $1,053,582 Down ×6
DVN Devon Energy Corporation Common Stock $5,461,264 2.55% 132,170 $-1,189,530
APD Air Products and Chemicals, Inc. Common Stock $5,305,092 2.48% 18,095 $48,675
MAS Masco Corporation Common Stock $4,723,935 2.21% 58,055 Up ×1
CSCO Cisco Systems, Inc. - Common Stock $4,658,464 2.18% 39,660 $1,581,245
UPS United Parcel Service, Inc. Common Stock $4,585,413 2.14% 42,655 $453,945 Up ×2
OMC Omnicom Group Inc. Common Stock $4,528,569 2.12% 62,180 $-116,552 Up ×2
AEP American Electric Power Company, Inc. - Common Stock $4,036,442 1.89% 29,504 $162,504 Down ×6
LMT Lockheed Martin Corporation Common Stock $3,994,166 1.87% 7,840 $-720,076 Up ×2
HSY The Hershey Company Common Stock $3,660,764 1.71% 20,865 $-602,020 Up ×1
EOG EOG Resources, Inc. Common Stock $2,582,924 1.21% 19,910 $-295,465
CLX Clorox Company (The) Common Stock $2,580,220 1.21% 27,035 $-644,227 Down ×1
STAG Stag Industrial, Inc. Common Stock $2,291,593 1.07% 60,210 $157,202 Up ×1
AAPL Apple Inc. - Common Stock $1,985,010 0.93% 6,860 $244,011
AMCR Amcor plc Ordinary Shares $1,837,867 0.86% 42,396 $216,226 Up ×1
RTX RTX Corporation Common Stock $1,630,350 0.76% 8,593 $-27,240
PEP PepsiCo, Inc. - Common Stock $1,112,988 0.52% 8,220 $-163,496
SPY SPY $481,667 0.23% 645 $62,198

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
OTIS $5,533,606 77,285 2.59%
MAS $4,723,935 58,055 2.21%

Top movers (QoQ)

Security Action Shares Δ Value Δ
AMAT Trimmed -22 +$8.4M
GLW Trimmed -36K +$7.7M
ETN Price move only +0 +$2.5M
CSCO Price move only +0 +$1.6M
DE Trimmed -75 +$1.5M
DVN Price move only +0 -$1.2M
ADI Trimmed -140 +$1.1M
MCD Trimmed -5 -$920K
USB Bought more +610 +$876K
NSC Trimmed -30 +$863K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
MSM March 31, 2025 76,704 $5,729,022 52.7%
MDT March 31, 2025 54,055 $4,317,913 2.5%
CPB June 30, 2026 156,700 $3,489,709 6.4%
KHC March 31, 2026 89,320 $2,166,010 13.3%
MCHP March 31, 2025 22,045 $1,264,281 57.7%