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Portfolio (Quarterly) Guide ↗

Eliot Finkel Investment Counsel, LLC

· CIK 0001641643
13F Portfolio $214M AUM 33 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 33 New
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UPS UNITED PARCEL SVCS INC Industrials 42,655.0 $4.6M 2.14% NEW $107.50 -4.5%
22 OMC OMNICOM GROUP INC Communication Services 62,180.0 $4.5M 2.12% NEW $72.83 +18.2%
23 AEP AMERICAN ELEC PWR CO INC Utilities 29,504.0 $4.0M 1.89% NEW $136.81 -10.1%
24 LMT LOCKHEED MARTIN CORP Industrials 7,840.0 $4.0M 1.87% NEW $509.46 +6.9%
25 HSY HERSHEY CO Consumer Defensive 20,865.0 $3.7M 1.71% NEW $175.45 +0.3%
26 EOG EOG RES INC Energy 19,910.0 $2.6M 1.21% NEW $129.73 +14.4%
27 CLX CLOROX CO DEL Consumer Defensive 27,035.0 $2.6M 1.21% NEW $95.44 -0.5%
28 STAG STAG INDUSTRIAL INC Real Estate 60,210.0 $2.3M 1.07% NEW $38.06 -1.1%
29 AAPL APPLE INC Technology 6,860.0 $2.0M 0.93% NEW $289.36 +12.4%
30 AMCOR PLC 42,396.0 $1.8M 0.86% NEW $43.35
31 RTX RTX CORPORATION Industrials 8,593.0 $1.6M 0.76% NEW $189.73 +8.1%
32 PEP PEPSICO INC Consumer Defensive 8,220.0 $1.1M 0.52% NEW $135.40 +3.2%
33 SPY STATE STR SPDR S&P 500 ETF T Financial Services 645.0 $482K 0.23% NEW $746.77 +2.0%
Page 2 of 2  ·  33 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 42.4%
Technology 26.0%
Healthcare 8.0%
Utilities 4.7%
Energy 3.8%
Consumer Defensive 3.5%
Financial Services 3.1%
Consumer Cyclical 2.9%
Basic Materials 2.5%
Communication Services 2.1%