Eliot Finkel Investment Counsel, LLC holds a focused book of 33 stocks worth $213.9M as of Q2 2026 (disclosed Aug 3, 2026, a ~45-day 13F lag). This quarter they opened Otis Worldwide Corp and trimmed Corning Inc. Their largest long position is Corning Inc at 13% of the equity book. Cloning the disclosed picks since 2024 would be +29% (+15.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Eliot Finkel Investment Counsel, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 1.5 points over this window.
Growth of $10,000 cloning Eliot Finkel Investment Counsel, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Corning Inc COM | $26.9M | 105.3K | 12.6% | ▼−25% Reduced · −36K sh | |
| 2 | Applied Matls Inc COM | $16.0M | 22.1K | 7.5% | ▼−0.1% Reduced · −22 sh | |
| 3 | Eaton Corp PLC SHS | $15.6M | 36.6K | 7.3% | —Held | |
| 4 | Deere & Co COM | $13.6M | 21.4K | 6.4% | ▼−0.3% Reduced · −75 sh | |
| 5 | Norfolk Southn Corp COM | $9.9M | 31.6K | 4.6% | ▼−0.1% Reduced · −30 sh | |
| 6 | General Dynamics Corp COM | $9.1M | 25.7K | 4.3% | —Held | |
| 7 | Amgen Inc COM | $8.9M | 24.7K | 4.2% | ▼−0.2% Reduced · −40 sh | |
| 8 | Merck & Co Inc COM | $8.0M | 62.1K | 3.7% | —Held | |
| 9 | Paccar Inc COM | $7.8M | 65.0K | 3.6% | —Held | |
| 10 | Illinois Tool WKS Inc COM | $7.0M | 25.9K | 3.3% | ▼−0.1% Reduced · −40 sh | |
| 11 | C H Robinson Worldwide In COM NEW | $6.4M | 33.8K | 3.0% | ▼~0% Reduced · −5 sh | |
| 12 | McDonalds Corp COM | $6.1M | 22.7K | 2.9% | ▼~0% Reduced · −5 sh | |
| 13 | US Bancorp COM NEW | $6.1M | 100.6K | 2.8% | ▲+0.6% Added · +610 sh | |
| 14 | Duke Energy Corp New COM NEW | $6.0M | 47.4K | 2.8% | ▼−0.4% Reduced · −190 sh | |
| 15 | Otis Worldwide Corp COM | $5.5M | 77.3K | 2.6% | ▲New New position | |
| 16 | Analog Devices Inc COM | $5.5M | 13.9K | 2.6% | ▼−1.0% Reduced · −140 sh | |
| 17 | Devon Energy Corp New COM | $5.5M | 132.2K | 2.6% | —Held | |
| 18 | Air Products And Chemicals I COM | $5.3M | 18.1K | 2.5% | —Held | |
| 19 | Masco Corp COM | $4.7M | 58.1K | 2.2% | ▲New New position | |
| 20 | Cisco Sys Inc COM | $4.7M | 39.7K | 2.2% | —Held | |
| 21 | United Parcel Svcs Inc CL B | $4.6M | 42.7K | 2.1% | ▲+1.6% Added · +660 sh | |
| 22 | Omnicom Group Inc COM | $4.5M | 62.2K | 2.1% | ▲+0.8% Added · +500 sh | |
| 23 | American Elec PWR Co Inc COM | $4.0M | 29.5K | 1.9% | ▼−0.2% Reduced · −50 sh | |
| 24 | Lockheed Martin Corp COM | $4.0M | 7.8K | 1.9% | ▲+0.5% Added · +40 sh | |
| 25 | Hershey Co COM | $3.7M | 20.9K | 1.7% | ▲+1.8% Added · +360 sh | |
| 26 | Eog Res Inc COM | $2.6M | 19.9K | 1.2% | —Held | |
| 27 | Clorox Co Del COM | $2.6M | 27.0K | 1.2% | ▼−13% Reduced · −4K sh | |
| 28 | Stag Industrial Inc COM | $2.3M | 60.2K | 1.1% | ▲+1.7% Added · +1K sh | |
| 29 | Apple Inc COM | $2.0M | 6.9K | 0.9% | —Held | |
| 30 | Amcor PLC COM NEW | $1.8M | 42.4K | 0.9% | ▲+3.9% Added · +2K sh | |
| 31 | RTX Corporation COM | $1.6M | 8.6K | 0.8% | —Held | |
| 32 | Pepsico Inc COM | $1.1M | 8.2K | 0.5% | —Held | |
| 33 | State STR SPDR S&P 500 ETF T TR UNIT | $482K | 645 | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 33 | $213.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 32 | $183.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 33 | $163.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 33 | $166.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 32 | $155.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 30 | $147.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 33 | $157.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 31 | $163.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.