Eliot Finkel Investment Counsel, LLC logo

Eliot Finkel Investment Counsel, LLC

RIA/Wealth

Eliot Finkel Investment Counsel, LLC is a RIA/Wealth based in Beverly Hills, CA led by Eliot Michelow Finkel, reporting $183.7M in AUM as of Q3 2025 with 42% Industrials concentration and 53% concentrated in top 10 holdings.

Managing PartnerEliot Michelow Finkel
Portfolio Value
$166.4M
Positions
33
Top Holding
ETN at 8.49%
Last Reported
Q3 2025
Address9401 Wilshire Boulevard, Suite 830, Beverly Hills, CA, 90212, United States

Top Holdings

Largest long holdings in Eliot Finkel Investment Counsel, LLC's portfolio (53.4% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Industrial - Machinery
Industrials
$14.1M
8.49%
-$142.2K
Sold
0.01%
37.7K shares
Hardware, Equipment & Parts
Technology
$12.5M
7.49%
-$139.5K
Sold
0.02%
151.9K shares
Agricultural - Machinery
Industrials
$10.1M
6.07%
-$48.0K
Sold
0.01%
22.1K shares
Railroads
Industrials
$9.7M
5.82%
-$85.6K
Sold
0.01%
32.2K shares
Aerospace & Defense
Industrials
$9.0M
5.40%
-$80.1K
Sold
0.01%
26.3K shares
6
Amgen logo
Amgen
AMGN
Drug Manufacturers - General
Healthcare
$7.1M
4.27%
-$70.5K
Sold
0.00%
25.2K shares
Restaurants
Consumer Cyclical
$7.1M
4.25%
-$24.3K
Sold
0.00%
23.3K shares
Industrial - Machinery
Industrials
$6.9M
4.16%
-$67.8K
Sold
0.01%
26.5K shares
9
Paccar logo
Paccar
PCAR
Agricultural - Machinery
Industrials
$6.5M
3.89%
-$73.7K
Sold
0.01%
65.8K shares
Regulated Electric
Utilities
$5.9M
3.57%
-$55.7K
Sold
0.01%
48.0K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Eliot Finkel Investment Counsel, LLC's latest filing

See all changes
Market Value
$166.4M
Prior: $155.2M
Q/Q Change
+7.16%
+$11.1M
Net Flows % of MV
-0.506%
Turnover Ratio
1.31%
New Purchases
1 stocks
$1.7M
Added To
4 stocks
+$67.3K
Sold Out Of
0 stocks
-
Reduced Holdings
25 stocks
-$2.6M

Increased Positions

PositionShares Δ
1
Clorox logo
New
+2.88%
+0.45%
4
Amcor logo
Amcor
AMCR
+0.42%
+0.17%

Decreased Positions

PositionShares Δ
-5.25%
-5.02%
-5.01%
-4.99%
-4.78%

Analytics

Portfolio insights and performance metrics for Eliot Finkel Investment Counsel, LLC

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Sector Allocation

Industrials: 41.70%IndustrialsTechnology: 15.10%TechnologyConsumer Defensive: 9.30%Consumer DefensiveHealthcare: 7.40%Utilities: 5.60%Consumer Cyclical: 5.50%Energy: 4.40%Basic Materials: 3.60%Communication Services: 3.00%Financial Services: 2.90%Real Estate: 1.30%ETF: 0.30%
Industrials
41.70%
Technology
15.10%
Consumer Defensive
9.30%
Healthcare
7.40%
Utilities
5.60%
Consumer Cyclical
5.50%
Energy
4.40%
Basic Materials
3.60%
Communication Services
3.00%
Financial Services
2.90%
Real Estate
1.30%
ETF
0.30%

Market Cap Distribution

Mega Cap (> $200B): 11.03%Mega Cap (> $200B)Large Cap ($10B - $200B): 84.31%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 4.41%N/A (ETF or Unknown): 0.26%
Mega Cap (> $200B)
11.03%
Large Cap ($10B - $200B)
84.31%
Mid Cap ($2B - $10B)
4.41%
N/A (ETF or Unknown)
0.26%

Portfolio Concentration

Top 10 Holdings %
53.4%
Top 20 Holdings %
82.2%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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