Eliot Finkel Investment Counsel, LLC Portfolio Holdings by Sector
Eliot Finkel Investment Counsel, LLC
- $147 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Specialty Industrial Machinery | Industrials
ETN ITW 2 stocks |
$17,211
11.71% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE PCAR 2 stocks |
$17,139
11.66% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN MRK 2 stocks |
$13,908
9.46% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD LMT RTX 3 stocks |
$12,071
8.21% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK AEP 2 stocks |
$9,419
6.41% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS CHRW 2 stocks |
$8,107
5.51% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC 1 stocks |
$7,818
5.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$7,400
5.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$7,163
4.87% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$6,837
4.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
DVN 1 stocks |
$5,289
3.6% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$5,139
3.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$4,606
3.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
KHC 1 stocks |
$4,347
2.96% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$3,630
2.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$3,276
2.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
ADI 1 stocks |
$2,948
2.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$2,614
1.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
AMCR 1 stocks |
$2,583
1.76% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
STAG 1 stocks |
$2,200
1.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,740
1.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$1,222
0.83% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY 1 stocks |
$360
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|