Eliot Finkel Investment Counsel, LLC Portfolio Holdings by Sector
Eliot Finkel Investment Counsel, LLC
- $166 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Specialty Industrial Machinery | Industrials
ETN ITW 2 stocks |
$21,030
12.64% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE PCAR 2 stocks |
$16,560
9.96% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD LMT RTX 3 stocks |
$14,309
8.6% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$12,457
7.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN MRK 2 stocks |
$12,383
7.44% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC 1 stocks |
$9,680
5.82% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK AEP 2 stocks |
$9,330
5.61% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
CPB KHC 2 stocks |
$8,700
5.23% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
CHRW UPS 2 stocks |
$7,767
4.67% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
DVN EOG 2 stocks |
$7,249
4.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$7,070
4.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$5,920
3.56% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$4,982
2.99% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$4,893
2.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$4,557
2.74% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$3,887
2.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
ADI 1 stocks |
$3,551
2.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$2,806
1.69% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
AMCR 1 stocks |
$2,097
1.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
STAG 1 stocks |
$2,091
1.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,746
1.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CLX 1 stocks |
$1,697
1.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$1,154
0.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY 1 stocks |
$429
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|