Eliot Finkel Investment Counsel, LLC
Net seller this quarter
$214M
33
-$2.57M
57.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GLW | $26.9M | 12.58% | 0.01% | -25.3% | Q4 2021 |
 AMAT | $16M | 7.46% | 0.00% | -0.1% | Q4 2015 |
 ETN | $15.6M | 7.29% | 0.01% | Not reported | Q4 2015 |
 DE | $13.6M | 6.36% | 0.01% | -0.4% | Q4 2015 |
 NSC | $9.93M | 4.64% | 0.01% | -0.1% | Q4 2015 |
 GD | $9.09M | 4.25% | 0.01% | Not reported | Q4 2020 |
 AMGN | $8.95M | 4.18% | 0.00% | -0.2% | Q1 2016 |
 MRK | $7.99M | 3.73% | 0.00% | Not reported | Q4 2020 |
 PCAR | $7.8M | 3.65% | 0.01% | Not reported | Q4 2015 |
 ITW | $7.01M | 3.27% | 0.01% | -0.2% | Q1 2019 |
 CHRW | $6.36M | 2.97% | 0.03% | 0.0% | Q3 2017 |
 MCD | $6.13M | 2.87% | 0.00% | 0.0% | Q4 2015 |
 USB | $6.08M | 2.84% | 0.01% | +0.6% | Q3 2022 |
| DUK | $6M | 2.81% | 0.01% | -0.4% | Q1 2017 |
 OTIS | $5.53M | 2.59% | 0.02% | New | Q2 2026 |
 ADI | $5.52M | 2.58% | 0.00% | -1.0% | Q2 2018 |
 DVN | $5.46M | 2.55% | 0.02% | Not reported | Q4 2024 |
 APD | $5.31M | 2.48% | 0.01% | Not reported | Q3 2022 |
 MAS | $4.72M | 2.21% | 0.03% | New | Q2 2026 |
 CSCO | $4.66M | 2.18% | 0.00% | Not reported | Q1 2023 |
 UPS | $4.59M | 2.14% | 0.01% | +1.6% | Q4 2015 |
 OMC | $4.53M | 2.12% | 0.02% | +0.8% | Q4 2015 |
 AEP | $4.04M | 1.89% | 0.01% | -0.2% | Q1 2021 |
 LMT | $3.99M | 1.87% | 0.00% | +0.5% | Q4 2021 |
 HSY | $3.66M | 1.71% | 0.01% | +1.8% | Q2 2024 |
 EOG | $2.58M | 1.21% | 0.00% | Not reported | Q2 2025 |
 CLX | $2.58M | 1.21% | 0.02% | -13.1% | Q3 2025 |
 STAG | $2.29M | 1.07% | 0.03% | +1.7% | Q1 2021 |
 AAPL | $1.99M | 0.93% | 0.00% | Not reported | Q3 2017 |
 AMCR | $1.84M | 0.86% | 0.01% | +3.9% | Q3 2024 |
 RTX | $1.63M | 0.76% | 0.00% | Not reported | Q2 2020 |
 PEP | $1.11M | 0.52% | 0.00% | Not reported | Q4 2015 |
 SPY | $482K | 0.23% | Not reported | Not reported | Q3 2023 |
| Q1 2026 | |||||
| GLW | $19.2M | 10.42% | 0.02% | -1.9% | Q4 2021 |
| ETN | $13.1M | 7.12% | 0.01% | -0.2% | Q4 2015 |
| DE | $12.1M | 6.59% | 0.01% | -0.1% | Q4 2015 |
| NSC | $9.07M | 4.93% | 0.01% | -0.1% | Q4 2015 |
| GD | $8.81M | 4.79% | 0.01% | 0.0% | Q4 2020 |
| AMGN | $8.71M | 4.74% | 0.00% | -0.1% | Q1 2016 |
| AMAT | $7.56M | 4.11% | 0.00% | Not reported | Q4 2015 |
| PCAR | $7.5M | 4.08% | 0.01% | -0.3% | Q4 2015 |
| MRK | $7.48M | 4.07% | 0.00% | -0.2% | Q4 2020 |
| MCD | $7.05M | 3.84% | 0.00% | -0.1% | Q4 2015 |
| ITW | $6.75M | 3.67% | 0.01% | -0.2% | Q1 2019 |
| DVN | $6.65M | 3.62% | 0.02% | 0.0% | Q4 2024 |
| DUK | $6.23M | 3.39% | 0.01% | -0.1% | Q1 2017 |
| CHRW | $5.61M | 3.05% | 0.03% | -0.2% | Q3 2017 |
| APD | $5.26M | 2.86% | 0.01% | -0.1% | Q3 2022 |
| USB | $5.2M | 2.83% | 0.01% | -0.1% | Q3 2022 |
| LMT | $4.71M | 2.56% | 0.00% | +3.6% | Q4 2021 |
| OMC | $4.65M | 2.53% | 0.02% | +1.3% | Q4 2015 |
| ADI | $4.47M | 2.43% | 0.00% | -0.6% | Q2 2018 |
| HSY | $4.26M | 2.32% | 0.01% | -0.1% | Q2 2024 |
| UPS | $4.13M | 2.25% | 0.01% | +11.1% | Q4 2015 |
| AEP | $3.87M | 2.11% | 0.01% | -0.2% | Q1 2021 |
 CPB | $3.49M | 1.90% | 0.05% | +9.7% | Q2 2025 |
| CLX | $3.22M | 1.75% | 0.03% | +157.5% | Q3 2025 |
| CSCO | $3.08M | 1.67% | 0.00% | -0.1% | Q1 2023 |
| EOG | $2.88M | 1.57% | 0.00% | +0.2% | Q2 2025 |
| STAG | $2.13M | 1.16% | 0.03% | -0.1% | Q1 2021 |
| AAPL | $1.74M | 0.95% | 0.00% | Not reported | Q3 2017 |
| RTX | $1.66M | 0.90% | 0.00% | Not reported | Q2 2020 |
| AMCR | $1.62M | 0.88% | 0.01% | 0.0% | Q3 2024 |
| PEP | $1.28M | 0.69% | 0.00% | Not reported | Q4 2015 |
| SPY | $419K | 0.23% | Not reported | Not reported | Q3 2023 |
| Q4 2025 | |||||
| GLW | $12.6M | 7.70% | 0.02% | -5.4% | Q4 2021 |
| ETN | $11.7M | 7.16% | 0.01% | -2.7% | Q4 2015 |
| DE | $10M | 6.14% | 0.01% | -2.5% | Q4 2015 |
| NSC | $9.14M | 5.59% | 0.01% | -1.8% | Q4 2015 |
| GD | $8.64M | 5.29% | 0.01% | -2.5% | Q4 2020 |
| AMGN | $8.11M | 4.97% | 0.00% | -1.7% | Q1 2016 |
| PCAR | $7.14M | 4.37% | 0.01% | -1.0% | Q4 2015 |
| MCD | $6.94M | 4.25% | 0.00% | -2.4% | Q4 2015 |
| MRK | $6.55M | 4.01% | 0.00% | -0.9% | Q4 2020 |
| ITW | $6.4M | 3.92% | 0.01% | -2.0% | Q1 2019 |
| AMAT | $5.68M | 3.48% | 0.00% | -0.7% | Q4 2015 |
| DUK | $5.58M | 3.42% | 0.01% | -0.8% | Q1 2017 |
| CHRW | $5.44M | 3.33% | 0.03% | -2.5% | Q3 2017 |
| USB | $5.34M | 3.27% | 0.01% | -1.2% | Q3 2022 |
| OMC | $4.92M | 3.01% | 0.02% | -0.4% | Q4 2015 |
| DVN | $4.84M | 2.96% | 0.02% | -1.2% | Q4 2024 |
| APD | $4.47M | 2.74% | 0.01% | -16.6% | Q3 2022 |
| CPB | $3.98M | 2.44% | 0.05% | -13.9% | Q2 2025 |
| ADI | $3.83M | 2.34% | 0.00% | -2.4% | Q2 2018 |
| UPS | $3.75M | 2.30% | 0.01% | -0.6% | Q4 2015 |
| HSY | $3.74M | 2.29% | 0.01% | -1.3% | Q2 2024 |
| LMT | $3.64M | 2.23% | 0.00% | -3.1% | Q4 2021 |
| AEP | $3.41M | 2.09% | 0.01% | -1.8% | Q1 2021 |
| CSCO | $3.06M | 1.87% | 0.00% | -3.3% | Q1 2023 |
| STAG | $2.18M | 1.33% | 0.03% | Not reported | Q1 2021 |
 KHC | $2.17M | 1.33% | 0.01% | -32.8% | Q4 2024 |
| EOG | $2.09M | 1.28% | 0.00% | -13.0% | Q2 2025 |
| AAPL | $1.86M | 1.14% | 0.00% | Not reported | Q3 2017 |
| AMCR | $1.7M | 1.04% | 0.01% | -20.5% | Q3 2024 |
| RTX | $1.58M | 0.97% | 0.00% | -0.7% | Q2 2020 |
| CLX | $1.22M | 0.75% | 0.01% | -12.2% | Q3 2025 |
| PEP | $1.18M | 0.72% | 0.00% | Not reported | Q4 2015 |
| SPY | $440K | 0.27% | Not reported | Not reported | Q3 2023 |
| Q3 2025 | |||||
| ETN | $14.1M | 8.49% | 0.01% | -1.0% | Q4 2015 |
| GLW | $12.5M | 7.49% | 0.02% | -1.1% | Q4 2021 |
| DE | $10.1M | 6.07% | 0.01% | -0.5% | Q4 2015 |
| NSC | $9.68M | 5.82% | 0.01% | -0.9% | Q4 2015 |
| GD | $8.98M | 5.40% | 0.01% | -0.9% | Q4 2020 |
| AMGN | $7.11M | 4.28% | 0.00% | -1.0% | Q1 2016 |
| MCD | $7.07M | 4.25% | 0.00% | -0.3% | Q4 2015 |
| ITW | $6.91M | 4.16% | 0.01% | -1.0% | Q1 2019 |
| PCAR | $6.47M | 3.89% | 0.01% | -1.1% | Q4 2015 |
| DUK | $5.94M | 3.57% | 0.01% | -0.9% | Q1 2017 |
| APD | $5.92M | 3.56% | 0.01% | -4.8% | Q3 2022 |
| MRK | $5.27M | 3.17% | 0.00% | -4.8% | Q4 2020 |
| CPB | $5.24M | 3.15% | 0.06% | +0.2% | Q2 2025 |
| OMC | $4.98M | 2.99% | 0.03% | -0.1% | Q4 2015 |
| USB | $4.89M | 2.94% | 0.01% | -5.0% | Q3 2022 |
| DVN | $4.69M | 2.82% | 0.02% | -5.0% | Q4 2024 |
| CHRW | $4.59M | 2.76% | 0.03% | -1.7% | Q3 2017 |
| AMAT | $4.56M | 2.74% | 0.00% | -1.4% | Q4 2015 |
| HSY | $3.89M | 2.34% | 0.01% | -1.5% | Q2 2024 |
| LMT | $3.88M | 2.33% | 0.00% | +0.5% | Q4 2021 |
| ADI | $3.55M | 2.13% | 0.00% | -0.3% | Q2 2018 |
| KHC | $3.46M | 2.08% | 0.01% | -5.3% | Q4 2024 |
| AEP | $3.39M | 2.04% | 0.01% | -1.2% | Q1 2021 |
| UPS | $3.18M | 1.91% | 0.01% | -5.0% | Q4 2015 |
| CSCO | $2.81M | 1.69% | 0.00% | Not reported | Q1 2023 |
| EOG | $2.56M | 1.54% | 0.00% | Not reported | Q2 2025 |
| AMCR | $2.1M | 1.26% | 0.01% | +0.4% | Q3 2024 |
| STAG | $2.09M | 1.26% | 0.03% | -1.6% | Q1 2021 |
| AAPL | $1.75M | 1.05% | 0.00% | -2.5% | Q3 2017 |
| CLX | $1.7M | 1.02% | 0.01% | New | Q3 2025 |
| RTX | $1.45M | 0.87% | 0.00% | -3.7% | Q2 2020 |
| PEP | $1.15M | 0.69% | 0.00% | +2.9% | Q4 2015 |
| SPY | $430K | 0.26% | Not reported | Not reported | Q3 2023 |