Eliot Finkel Investment Counsel, LLC

CIK

1641643

Location

BEVERLY HILLS, CA

Portfolio Value

Micro $5,256,416

Diversification

Diversified

Filing Date

Global Rank

#4,059 / 8,232 ▲ 525

Top Industry

Specialty Industrial Machinery 10.8%

3Y Alpha vs SPY

-3.4%

Period ended 2 months ago

Filed Apr 27, 2026 · 48d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+62.0%

SPY

+76.3%

Annualised alpha

-3.4%

Max drawdown

−17.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

32 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.4%

+2.6 pts

Top 5

33.9%

+1.6 pts

Top 10

54.7%

+0.7 pts

HHI

451

Diversified+27

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	40.0%	$73,466,578	10
Technology	19.6%	$36,004,234	5
Healthcare	8.8%	$16,184,765	2
Consumer Defensive	6.7%	$12,253,423	4
Utilities	5.5%	$10,107,860	2
Energy	5.2%	$9,529,182	2
Consumer Cyclical	4.7%	$8,673,466	2
Basic Materials	2.9%	$5,256,416	1
Financial Services	2.8%	$5,199,803	1
Communication Services	2.5%	$4,645,120	1
Real Estate	1.2%	$2,134,391	1
Unclassified	0.2%	$419,469	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
CLX	Clorox Co /De/	+19,030	31,115	$3,224,447
CPB	CAMPBELL'S Co	+13,855	156,700	$3,489,709
UPS	United Parcel Service Inc	+4,190	41,995	$4,131,468
OMC	Omnicom Group Inc.	+790	61,680	$4,645,120
LMT	Lockheed Martin Corp	+270	7,800	$4,714,242
EOG	Eog Resources Inc	+35	19,910	$2,878,388
DVN	Devon Energy Corp/De	+20	132,170	$6,650,794
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
GLW	Corning Inc /Ny	−2,695	140,950	$19,164,971
PCAR	Paccar Inc	−210	64,954	$7,502,187
MRK	Merck & Co., Inc.	−115	62,145	$7,475,422
USB	US Bancorp De	−110	99,977	$5,199,803
STAG	STAG Industrial, Inc.	−85	59,190	$2,134,391
ADI	Analog Devices Inc	−80	14,035	$4,465,094
ETN	Eaton Corp plc	−75	36,619	$13,097,517
AEP	American Electric Power Co Inc	−60	29,554	$3,873,938
CHRW	C. H. Robinson Worldwide, Inc.	−50	33,790	$5,611,505
ITW	Illinois Tool Works Inc	−40	25,940	$6,751,922
NSC	Norfolk Southern Corp	−35	31,605	$9,070,635
DUK	Duke Energy CORP	−30	47,609	$6,233,922
AMGN	Amgen Inc	−29	24,753	$8,709,343
HSY	Hershey Co	−20	20,505	$4,262,784
CSCO	Cisco Systems, Inc.	−20	39,660	$3,077,219
MCD	Mcdonalds Corp	−15	22,690	$7,051,825
APD	Air Products & Chemicals, Inc.	−15	18,095	$5,256,416
DE	Deere & Co	−10	21,515	$12,119,399
GD	General Dynamics Corp	−8	25,669	$8,810,114
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
AMCR	Amcor plc	40,796	$1,621,641
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
KHC	Kraft Heinz Co	89,320	$2,166,010
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $5,256,416 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	18,095	-15	$5,256,416	+17.5%	100.00%