Eliot Finkel Investment Counsel, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 27, 2025), Eliot Finkel Investment Counsel, LLC reported 33 stock positions worth $166.4 million. Its top holding was Eaton (ETN) at 8.5% of the portfolio, followed by Corning (GLW, 7.5%) and Deere (DE, 6.1%). Compared with Q2 2025, it opened 1 new position, added to 4 and reduced 25. The biggest buy was a new position in Clorox (CLX) and the biggest sale Deere (DE, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- BEVERLY HILLS, CA
- CIK
- 0001641643
- Portfolio Value
- $166.4M (Q3 2025)
- SEC Filing
- 0001420506-25-002905 ↗ filed Oct 27, 2025
Holdings Value
Holdings 33 stocks · $166.4M
| ETN Eaton Corp. PLC | 8.49% | 37,725 | $14.1M | Reduce -1.0% |
| GLW Corning Inc. | 7.49% | 151,865 | $12.5M | Reduce -1.1% |
| DE Deere & Co. | 6.07% | 22,070 | $10.1M | Reduce -0.5% |
| NSC Norfolk Southern Corp. | 5.82% | 32,225 | $9.7M | Reduce -0.9% |
| GD General Dynamics Corp. | 5.40% | 26,347 | $9.0M | Reduce -0.9% |
| AMGN Amgen Inc. | 4.28% | 25,202 | $7.1M | Reduce -1.0% |
| MCD McDonald's Corp. | 4.25% | 23,265 | $7.1M | Reduce -0.3% |
| ITW Illinois Tool Works | 4.16% | 26,510 | $6.9M | Reduce -1.0% |
| PCAR Paccar Inc. | 3.89% | 65,799 | $6.5M | Reduce -1.1% |
| DUK Duke Energy Corp. | 3.57% | 47,999 | $5.9M | Reduce -0.9% |
| APD Air Products & Chemicals Inc. | 3.56% | 21,710 | $5.9M | Reduce -4.8% |
| MRK Merck & Co. Inc. | 3.17% | 62,805 | $5.3M | Reduce -4.8% |
| CPB The Campbell's Company | 3.15% | 165,855 | $5.2M | Add +0.2% |
| OMC Omnicom Group | 2.99% | 61,110 | $5.0M | Reduce -0.1% |
| USB US Bancorp | 2.94% | 101,247 | $4.9M | Reduce -5.0% |
| DVN Devon Energy Corp. | 2.82% | 133,740 | $4.7M | Reduce -5.0% |
| CHRW C.H. Robinson Worldwide Inc. | 2.76% | 34,690 | $4.6M | Reduce -1.7% |
| AMAT Applied Materials Inc. | 2.74% | 22,258 | $4.6M | Reduce -1.4% |
| HSY The Hershey Co. | 2.34% | 20,785 | $3.9M | Reduce -1.5% |
| LMT Lockheed Martin Corp. | 2.33% | 7,770 | $3.9M | Add +0.5% |
| ADI Analog Devices Inc. | 2.13% | 14,455 | $3.6M | Reduce -0.3% |
| KHC The Kraft Heinz Co. | 2.08% | 133,000 | $3.5M | Reduce -5.3% |
| AEP American Electric Power | 2.04% | 30,144 | $3.4M | Reduce -1.2% |
| UPS United Parcel Service Class B | 1.91% | 38,015 | $3.2M | Reduce -5.0% |
| CSCO Cisco Systems Inc. | 1.69% | 41,020 | $2.8M | No change |
| EOG EOG Resources Inc. | 1.54% | 22,845 | $2.6M | No change |
| AMCR Amcor PLC | 1.26% | 256,435 | $2.1M | Add +0.4% |
| STAG Stag Industrial Inc. | 1.26% | 59,275 | $2.1M | Reduce -1.6% |
| AAPL Apple Inc. | 1.05% | 6,860 | $1.7M | Reduce -2.5% |
| CLX Clorox Company | 1.02% | 13,765 | $1.7M | New |
| RTX RTX Corp. | 0.87% | 8,653 | $1.4M | Reduce -3.7% |
| PEP Pepsico Inc. | 0.69% | 8,220 | $1.2M | Add +2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 645 | $430K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| DE Deere & Co. | Reduce -0.5% | 6.07% | −1.20 |
| UPS United Parcel Service Class B | Reduce -5.0% | 1.91% | −0.69 |
| APD Air Products & Chemicals Inc. | Reduce -4.8% | 3.56% | −0.58 |
| AMGN Amgen Inc. | Reduce -1.0% | 4.28% | −0.30 |
| ETN Eaton Corp. PLC | Reduce -1.0% | 8.49% | −0.28 |
| KHC The Kraft Heinz Co. | Reduce -5.3% | 2.08% | −0.25 |
| MRK Merck & Co. Inc. | Reduce -4.8% | 3.17% | −0.19 |
| PCAR Paccar Inc. | Reduce -1.1% | 3.89% | −0.19 |
| USB US Bancorp | Reduce -5.0% | 2.94% | −0.17 |
| STAG Stag Industrial Inc. | Reduce -1.6% | 1.26% | −0.15 |
| MCD McDonald's Corp. | Reduce -0.3% | 4.25% | −0.14 |
| DUK Duke Energy Corp. | Reduce -0.9% | 3.57% | −0.11 |
| ITW Illinois Tool Works | Reduce -1.0% | 4.16% | −0.11 |
| ADI Analog Devices Inc. | Reduce -0.3% | 2.13% | −0.09 |
| DVN Devon Energy Corp. | Reduce -5.0% | 2.82% | −0.07 |
| AEP American Electric Power | Reduce -1.2% | 2.04% | −0.00 |
| RTX RTX Corp. | Reduce -3.7% | 0.87% | +0.03 |
| AMAT Applied Materials Inc. | Reduce -1.4% | 2.74% | +0.08 |
| HSY The Hershey Co. | Reduce -1.5% | 2.34% | +0.08 |
| AAPL Apple Inc. | Reduce -2.5% | 1.05% | +0.12 |
| OMC Omnicom Group | Reduce -0.1% | 2.99% | +0.16 |
| GD General Dynamics Corp. | Reduce -0.9% | 5.40% | +0.41 |
| NSC Norfolk Southern Corp. | Reduce -0.9% | 5.82% | +0.46 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -1.7% | 2.76% | +0.58 |
| GLW Corning Inc. | Reduce -1.1% | 7.49% | +2.29 |
Portfolio Buys Q2 2025 → Q3 2025
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 |