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CIK: 0001641643
Total reported value
$213.9M
$213.9M
29 檔
23.8%
In Q1 2024, Eliot Finkel Investment Counsel, LLC's U.S. equity holdings reached a combined market value of $213.9M, distributed across 29 disclosed stock positions.
During Q1 2024, Eliot Finkel Investment Counsel, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ETN | Eaton Corporation plc | Stock-Industrials | 9.57% | +0.17% | -3.01% | |
| 2 | DE | Deere & Co | Stock-Industrials | 6.20% | -0.23% | -1.81% | |
| 3 | PCAR | Paccar Inc | Stock-Industrials | 5.88% | -0.43% | -2.95% | |
| 4 | MRK | Merck & Co. Inc. | Stock-Healthcare | 5.66% | -0.34% | -2.38% | |
| 5 | NSC | Norfolk Southern CORP | Stock-Industrials | 5.63% | -0.29% | -2.43% | |
| 6 | GD | General Dynamics CORP | Stock-Industrials | 5.14% | -0.54% | -2.50% | |
| 7 | ITW | Illinois Tool Works | Stock-Industrials | 4.88% | -0.40% | -1.59% | |
| 8 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 4.88% | — | -2.00% | |
| 9 | AMGN | Amgen Inc | Stock-Healthcare | 4.82% | -0.56% | -1.69% | |
| 10 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 4.46% | -0.97% | -1.01% | |
| 11 | OMC | Omnicom Group | Stock-Comm Services | 4.01% | -0.41% | -2.52% | |
| 12 | APD | Air Products & Chemicals Inc | Stock-Materials | 3.75% | -0.38% | +2.46% | |
| 13 | UPS | United Parcel Service-cl B | Stock-Industrials | 3.65% | -0.11% | -1.38% | |
| 14 | GLW | Corning Inc | Stock-Tech | 3.48% | +2.16% | +71.67% | |
| 15 | AMAT | Applied Materials Inc | Stock-Tech | 3.28% | +3.35% | -5.01% | |
| 16 | DUK | Duke Energy CORP | Stock-Utilities | 3.15% | -0.58% | -1.75% | |
| 17 | USB | US Bancorp | Stock-Financials | 3.12% | +0.01% | -3.01% | |
| 18 | MDT | Medtronic plc | Stock-Healthcare | 3.12% | — | +25.59% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.39% | -0.69% | — | |
| 20 | ADI | Analog Devices Inc | Stock-Tech | 2.05% | +0.15% | -2.97% | |
| 21 | MCHP | Microchip Technology Inc | Stock-Tech | 1.82% | — | -1.75% | |
| 22 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.79% | -0.08% | -2.37% | |
| 23 | AEP | American Electric Power | Stock-Utilities | 1.73% | -0.22% | -4.65% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.44% | +0.51% | -3.49% | |
| 25 | STAG | Stag Industrial Inc | Stock-Real Estate | 1.42% | -0.09% | -3.88% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.96% | -0.17% | -4.50% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.89% | -0.02% | — | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.62% | -0.14% | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | — | — |
According to official SEC Form 13F filings, Eliot Finkel Investment Counsel, LLC reported a total U.S. public equity portfolio value of $213.9M across 29 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ETN, DE, PCAR) accounted for 23.8% of total reported equity market value during Q1 2024.
During Q1 2024, Eliot Finkel Investment Counsel, LLC's top holdings by market value included ETN (9.6%)、DE (6.2%)、PCAR (5.9%). The largest single position, ETN, represented 9.6% of total portfolio value.
In Q1 2024, Eliot Finkel Investment Counsel, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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