StockDriftsStockDriftsTop 33 Eliot Finkel Investment Counsel, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | 12.58% | 105.3K | $26.9M | -25.26%(-35.60K) | $33.42(+407.70%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 7.46% | 22.1K | $16.0M | -0.10%(-22) | $50.52(+952.70%) | 2026-06-30 | |
| ETN | EATON CORP PLC | 7.29% | 36.6K | $15.6M | +0.00%(+0) | $54.13(+745.03%) | 2026-06-30 | |
| DE | DEERE & CO | 6.36% | 21.4K | $13.6M | -0.35%(-75) | $75.13(+707.71%) | 2026-06-30 | |
| NSC | NORFOLK SOUTHN CORP | 4.64% | 31.6K | $9.9M | -0.09%(-30) | $60.45(+465.75%) | 2026-06-30 | |
| GD | GENERAL DYNAMICS CORP | 4.25% | 25.7K | $9.1M | +0.00%(+0) | $143.72(+175.38%) | 2026-06-30 | |
| AMGN | AMGEN INC | 4.18% | 24.7K | $8.9M | -0.16%(-40) | $159.79(+160.45%) | 2026-06-30 | |
| MRK | MERCK & CO INC | 3.73% | 62.1K | $8.0M | +0.00%(+0) | $78.80(+72.86%) | 2026-06-30 | |
| PCAR | PACCAR INC | 3.65% | 65.0K | $7.8M | +0.00%(+0) | $35.37(+269.80%) | 2026-06-30 | |
| ITW | ILLINOIS TOOL WKS INC | 3.27% | 25.9K | $7.0M | -0.15%(-40) | $143.53(+101.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.25% | +61.20% | +10.82% | +67.15% |
| Top 20 Holdings Unweighted | +13.75% | +47.19% | +8.82% | +52.62% |
Eliot Finkel Investment Counsel, LLC reports $213.93M in US-listed equity holdings across 33 positions in its most recent 13F filing. Its largest disclosed positions are GLW (12.6%), AMAT (7.5%) and ETN (7.3%). The top 20 holdings account for 83.49% of reported assets. Its disclosed equity book has returned +61.20% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Eliot Finkel Investment Counsel, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1641643). View Eliot Finkel Investment Counsel, LLC’s 13F filings on SEC