Eliot Finkel Investment Counsel, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Eliot Finkel Investment Counsel, LLC reported 33 stock positions worth $163.3 million. Its top holding was Corning (GLW) at 7.7% of the portfolio, followed by Eaton (ETN, 7.2%) and Deere (DE, 6.1%). Compared with Q3 2025, it reduced 29. The biggest sale was Eaton (ETN, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- BEVERLY HILLS, CA
- CIK
- 0001641643
- Portfolio Value
- $163.3M (Q4 2025)
- SEC Filing
- 0001420506-26-000094 ↗ filed Jan 28, 2026
Holdings Value
Holdings 33 stocks · $163.3M
| GLW Corning Inc. | 7.70% | 143,645 | $12.6M | Reduce -5.4% |
| ETN Eaton Corp. PLC | 7.16% | 36,694 | $11.7M | Reduce -2.7% |
| DE Deere & Co. | 6.14% | 21,525 | $10.0M | Reduce -2.5% |
| NSC Norfolk Southern Corp. | 5.59% | 31,640 | $9.1M | Reduce -1.8% |
| GD General Dynamics Corp. | 5.29% | 25,677 | $8.6M | Reduce -2.5% |
| AMGN Amgen Inc. | 4.97% | 24,782 | $8.1M | Reduce -1.7% |
| PCAR Paccar Inc. | 4.37% | 65,164 | $7.1M | Reduce -1.0% |
| MCD McDonald's Corp. | 4.25% | 22,705 | $6.9M | Reduce -2.4% |
| MRK Merck & Co. Inc. | 4.01% | 62,260 | $6.6M | Reduce -0.9% |
| ITW Illinois Tool Works | 3.92% | 25,980 | $6.4M | Reduce -2.0% |
| AMAT Applied Materials Inc. | 3.48% | 22,107 | $5.7M | Reduce -0.7% |
| DUK Duke Energy Corp. | 3.42% | 47,639 | $5.6M | Reduce -0.8% |
| CHRW C.H. Robinson Worldwide Inc. | 3.33% | 33,840 | $5.4M | Reduce -2.5% |
| USB US Bancorp | 3.27% | 100,087 | $5.3M | Reduce -1.1% |
| OMC Omnicom Group | 3.01% | 60,890 | $4.9M | Reduce -0.4% |
| DVN Devon Energy Corp. | 2.96% | 132,150 | $4.8M | Reduce -1.2% |
| APD Air Products & Chemicals Inc. | 2.74% | 18,110 | $4.5M | Reduce -16.6% |
| CPB The Campbell's Company | 2.44% | 142,845 | $4.0M | Reduce -13.9% |
| ADI Analog Devices Inc. | 2.34% | 14,115 | $3.8M | Reduce -2.4% |
| UPS United Parcel Service Class B | 2.30% | 37,805 | $3.7M | Reduce -0.6% |
| HSY The Hershey Co. | 2.29% | 20,525 | $3.7M | Reduce -1.3% |
| LMT Lockheed Martin Corp. | 2.23% | 7,530 | $3.6M | Reduce -3.1% |
| AEP American Electric Power | 2.09% | 29,614 | $3.4M | Reduce -1.8% |
| CSCO Cisco Systems Inc. | 1.87% | 39,680 | $3.1M | Reduce -3.3% |
| STAG Stag Industrial Inc. | 1.33% | 59,275 | $2.2M | No change |
| KHC The Kraft Heinz Co. | 1.33% | 89,320 | $2.2M | Reduce -32.8% |
| EOG EOG Resources Inc. | 1.28% | 19,875 | $2.1M | Reduce -13.0% |
| AAPL Apple Inc. | 1.14% | 6,860 | $1.9M | No change |
| AMCR Amcor PLC | 1.04% | 203,935 | $1.7M | Reduce -20.5% |
| RTX RTX Corp. | 0.97% | 8,593 | $1.6M | Reduce -0.7% |
| CLX Clorox Company | 0.75% | 12,085 | $1.2M | Reduce -12.2% |
| PEP Pepsico Inc. | 0.72% | 8,220 | $1.2M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 645 | $440K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| ETN Eaton Corp. PLC | Reduce -2.7% | 7.16% | −1.33 |
| APD Air Products & Chemicals Inc. | Reduce -16.6% | 2.74% | −0.82 |
| KHC The Kraft Heinz Co. | Reduce -32.8% | 1.33% | −0.76 |
| CPB The Campbell's Company | Reduce -13.9% | 2.44% | −0.71 |
| CLX Clorox Company | Reduce -12.2% | 0.75% | −0.27 |
| EOG EOG Resources Inc. | Reduce -13.0% | 1.28% | −0.26 |
| ITW Illinois Tool Works | Reduce -2.0% | 3.92% | −0.24 |
| NSC Norfolk Southern Corp. | Reduce -1.8% | 5.59% | −0.23 |
| AMCR Amcor PLC | Reduce -20.5% | 1.04% | −0.22 |
| DUK Duke Energy Corp. | Reduce -0.8% | 3.42% | −0.15 |
| GD General Dynamics Corp. | Reduce -2.5% | 5.29% | −0.11 |
| LMT Lockheed Martin Corp. | Reduce -3.1% | 2.23% | −0.10 |
| HSY The Hershey Co. | Reduce -1.3% | 2.29% | −0.05 |
| MCD McDonald's Corp. | Reduce -2.4% | 4.25% | −0.00 |
| OMC Omnicom Group | Reduce -0.4% | 3.01% | +0.02 |
| AEP American Electric Power | Reduce -1.8% | 2.09% | +0.05 |
| DE Deere & Co. | Reduce -2.5% | 6.14% | +0.07 |
| RTX RTX Corp. | Reduce -0.7% | 0.97% | +0.09 |
| DVN Devon Energy Corp. | Reduce -1.2% | 2.96% | +0.15 |
| CSCO Cisco Systems Inc. | Reduce -3.3% | 1.87% | +0.18 |
| ADI Analog Devices Inc. | Reduce -2.4% | 2.34% | +0.21 |
| GLW Corning Inc. | Reduce -5.4% | 7.70% | +0.21 |
| USB US Bancorp | Reduce -1.1% | 3.27% | +0.33 |
| UPS United Parcel Service Class B | Reduce -0.6% | 2.30% | +0.39 |
| PCAR Paccar Inc. | Reduce -1.0% | 4.37% | +0.48 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -2.5% | 3.33% | +0.57 |
| AMGN Amgen Inc. | Reduce -1.7% | 4.97% | +0.69 |
| AMAT Applied Materials Inc. | Reduce -0.7% | 3.48% | +0.74 |
| MRK Merck & Co. Inc. | Reduce -0.9% | 4.01% | +0.84 |
Portfolio Buys Q3 2025 → Q4 2025
| None this quarter. | |||
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 |