Eliot Finkel Investment Counsel, LLC Portfolio Holdings by Sector
Eliot Finkel Investment Counsel, LLC
- $155 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Specialty Industrial Machinery | Industrials
ETN ITW 2 stocks |
$20,221
13.03% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE PCAR 2 stocks |
$17,601
11.34% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD LMT RTX 3 stocks |
$12,646
8.15% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN MRK 2 stocks |
$12,327
7.94% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK AEP 2 stocks |
$8,881
5.72% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
CPB KHC 2 stocks |
$8,698
5.6% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC 1 stocks |
$8,321
5.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$8,075
5.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS CHRW 2 stocks |
$7,427
4.78% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
DVN EOG 2 stocks |
$7,209
4.64% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$6,820
4.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$6,429
4.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$4,822
3.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$4,402
2.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$4,131
2.66% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$3,500
2.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
ADI 1 stocks |
$3,451
2.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$2,845
1.83% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
AMCR 1 stocks |
$2,346
1.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
STAG 1 stocks |
$2,184
1.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,443
0.93% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$1,054
0.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY 1 stocks |
$398
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|