Eliot Finkel Investment Counsel, LLC Portfolio Holdings by Sector
Eliot Finkel Investment Counsel, LLC
- $157 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Specialty Industrial Machinery | Industrials
ETN ITW 2 stocks |
$19,978
12.72% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE PCAR 2 stocks |
$16,774
10.68% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN MRK 2 stocks |
$13,233
8.43% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD LMT RTX 3 stocks |
$12,204
7.77% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS CHRW 2 stocks |
$8,405
5.35% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK AEP 2 stocks |
$8,279
5.27% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC 1 stocks |
$7,796
4.97% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$7,549
4.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$6,964
4.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$6,814
4.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
MSM 1 stocks |
$5,729
3.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$5,359
3.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$5,284
3.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
ADI MCHP 2 stocks |
$4,474
2.85% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT 1 stocks |
$4,317
2.75% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
KHC 1 stocks |
$3,773
2.4% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$3,708
2.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$3,634
2.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
DVN 1 stocks |
$2,868
1.83% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$2,563
1.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,963
1.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
STAG 1 stocks |
$1,855
1.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
AMCR 1 stocks |
$1,839
1.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$1,268
0.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY 1 stocks |
$378
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|