Eliot Finkel Investment Counsel, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Eliot Finkel Investment Counsel, LLC reported 33 stock positions worth $157.0 million. Its top holding was Eaton (ETN) at 8.3% of the portfolio, followed by Deere (DE, 6.2%) and Norfolk Southern (NSC, 5.0%). Compared with Q3 2024, it opened 2 new positions, added to 2 and reduced 28. The biggest buy was a new position in Kraft Heinz (KHC) and the biggest sale Amgen (AMGN, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- BEVERLY HILLS, CA
- CIK
- 0001641643
- Portfolio Value
- $157.0M (Q4 2024)
- SEC Filing
- 0001420506-25-000158 ↗ filed Feb 6, 2025
Holdings Value
Holdings 33 stocks · $157.0M
| ETN Eaton Corp. PLC | 8.28% | 39,155 | $13.0M | Reduce -10.6% |
| DE Deere & Co. | 6.19% | 22,940 | $9.7M | Reduce -1.3% |
| NSC Norfolk Southern Corp. | 4.97% | 33,220 | $7.8M | Reduce -2.5% |
| GLW Corning Inc. | 4.81% | 158,860 | $7.5M | Reduce -1.4% |
| GD General Dynamics Corp. | 4.60% | 27,422 | $7.2M | Reduce -1.1% |
| PCAR Paccar Inc. | 4.49% | 67,824 | $7.1M | Reduce -7.0% |
| ITW Illinois Tool Works | 4.45% | 27,545 | $7.0M | Reduce -0.7% |
| MCD McDonald's Corp. | 4.44% | 24,025 | $7.0M | Reduce -1.1% |
| APD Air Products & Chemicals Inc. | 4.34% | 23,495 | $6.8M | Reduce -0.3% |
| AMGN Amgen Inc. | 4.29% | 25,827 | $6.7M | Reduce -0.2% |
| MRK Merck & Co. Inc. | 4.14% | 65,365 | $6.5M | Reduce -0.3% |
| MSM MSC Industrial Direct Co. Class A | 3.65% | 76,704 | $5.7M | Reduce -0.2% |
| DUK Duke Energy Corp. | 3.41% | 49,764 | $5.4M | Reduce -0.2% |
| OMC Omnicom Group | 3.41% | 62,285 | $5.4M | Reduce -0.4% |
| USB US Bancorp | 3.37% | 110,477 | $5.3M | Reduce -0.3% |
| UPS United Parcel Service Class B | 3.02% | 37,615 | $4.7M | Reduce -0.0% |
| MDT Medtronic PLC | 2.75% | 54,055 | $4.3M | Reduce -0.1% |
| LMT Lockheed Martin Corp. | 2.48% | 8,020 | $3.9M | Reduce -0.7% |
| KHC The Kraft Heinz Co. | 2.40% | 122,860 | $3.8M | New |
| AMAT Applied Materials Inc. | 2.36% | 22,803 | $3.7M | Reduce -2.0% |
| CHRW C.H. Robinson Worldwide Inc. | 2.33% | 35,450 | $3.7M | Reduce -0.2% |
| HSY The Hershey Co. | 2.31% | 21,460 | $3.6M | Add +36.2% |
| ADI Analog Devices Inc. | 2.04% | 15,110 | $3.2M | Reduce -2.1% |
| AEP American Electric Power | 1.86% | 31,644 | $2.9M | Reduce -0.3% |
| DVN Devon Energy Corp. | 1.83% | 87,630 | $2.9M | New |
| CSCO Cisco Systems Inc. | 1.63% | 43,300 | $2.6M | Reduce -0.2% |
| AAPL Apple Inc. | 1.25% | 7,840 | $2.0M | Reduce -2.4% |
| STAG Stag Industrial Inc. | 1.18% | 54,850 | $1.9M | Reduce -0.1% |
| AMCR Amcor PLC | 1.17% | 195,460 | $1.8M | Add +95.2% |
| PEP Pepsico Inc. | 0.81% | 8,340 | $1.3M | Reduce -0.5% |
| MCHP Microchip Technology Inc. | 0.81% | 22,045 | $1.3M | Reduce -28.3% |
| RTX RTX Corp. | 0.69% | 9,351 | $1.1M | Reduce -3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 645 | $378K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| AMGN Amgen Inc. | Reduce -0.2% | 4.29% | −0.83 |
| MCHP Microchip Technology Inc. | Reduce -28.3% | 0.81% | −0.71 |
| ETN Eaton Corp. PLC | Reduce -10.6% | 8.28% | −0.64 |
| OMC Omnicom Group | Reduce -0.4% | 3.41% | −0.55 |
| GD General Dynamics Corp. | Reduce -1.1% | 4.60% | −0.54 |
| AMAT Applied Materials Inc. | Reduce -2.0% | 2.36% | −0.52 |
| MRK Merck & Co. Inc. | Reduce -0.3% | 4.14% | −0.43 |
| LMT Lockheed Martin Corp. | Reduce -0.7% | 2.48% | −0.41 |
| MSM MSC Industrial Direct Co. Class A | Reduce -0.2% | 3.65% | −0.41 |
| MDT Medtronic PLC | Reduce -0.1% | 2.75% | −0.24 |
| NSC Norfolk Southern Corp. | Reduce -2.5% | 4.97% | −0.23 |
| AEP American Electric Power | Reduce -0.3% | 1.86% | −0.14 |
| ADI Analog Devices Inc. | Reduce -2.1% | 2.04% | −0.14 |
| STAG Stag Industrial Inc. | Reduce -0.1% | 1.18% | −0.14 |
| UPS United Parcel Service Class B | Reduce -0.0% | 3.02% | −0.13 |
| DUK Duke Energy Corp. | Reduce -0.2% | 3.41% | −0.11 |
| MCD McDonald's Corp. | Reduce -1.1% | 4.44% | −0.10 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -0.2% | 2.33% | −0.07 |
| PEP Pepsico Inc. | Reduce -0.5% | 0.81% | −0.07 |
| RTX RTX Corp. | Reduce -3.0% | 0.69% | −0.03 |
| ITW Illinois Tool Works | Reduce -0.7% | 4.45% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -0.3% | 4.34% | +0.03 |
| PCAR Paccar Inc. | Reduce -7.0% | 4.49% | +0.08 |
| AAPL Apple Inc. | Reduce -2.4% | 1.25% | +0.10 |
| CSCO Cisco Systems Inc. | Reduce -0.2% | 1.63% | +0.22 |
| DE Deere & Co. | Reduce -1.3% | 6.19% | +0.24 |
| USB US Bancorp | Reduce -0.3% | 3.37% | +0.26 |
| GLW Corning Inc. | Reduce -1.4% | 4.81% | +0.34 |
Portfolio Buys Q3 2024 → Q4 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 33 | $213.9M | GLW, AMAT, ETN, DE, NSC |
| Q1 2026 | 32 | $183.9M | GLW, ETN, DE, NSC, GD |
| Q4 2025 | 33 | $163.3M | GLW, ETN, DE, NSC, GD |
| Q3 2025 | 33 | $166.4M | ETN, GLW, DE, NSC, GD |
| Q2 2025 | 32 | $155.2M | ETN, DE, NSC, GLW, GD |
| Q1 2025 | 30 | $147.0M | DE, ETN, AMGN, NSC, MCD |
| Q4 2024 | 33 | $157.0M | ETN, DE, NSC, GLW, GD |
| Q3 2024 | 31 | $163.0M | ETN, DE, NSC, GD, AMGN |
| Q2 2024 | 30 | $151.9M | ETN, DE, MRK, AMGN, GD |
| Q1 2024 | 29 | $154.8M | ETN, DE, PCAR, MRK, NSC |