Eliot Finkel Investment Counsel, LLC 13F 持仓 · 2026年Q2
Eliot Finkel Investment Counsel 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 33 只证券，申报市值合计 2.14 亿美元。前几大持仓：GLW（12.58%）、AMAT（7.46%）、ETN（7.29%）。本季前 25 大持仓中：新建仓 2 只、增持 5 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GLW | CORNING INC | $26.9M | 12.58% | 105,350 | 减持 |
| 2 | AMAT | APPLIED MATLS INC | $16.0M | 7.46% | 22,085 | 减持 |
| 3 | ETN | EATON CORP PLC | $15.6M | 7.29% | 36,619 | 持平 |
| 4 | DE | DEERE & CO | $13.6M | 6.36% | 21,440 | 减持 |
| 5 | NSC | NORFOLK SOUTHN CORP | $9.9M | 4.64% | 31,575 | 减持 |
| 6 | GD | GENERAL DYNAMICS CORP | $9.1M | 4.25% | 25,669 | 持平 |
| 7 | AMGN | AMGEN INC | $8.9M | 4.18% | 24,713 | 减持 |
| 8 | MRK | MERCK & CO INC | $8.0M | 3.73% | 62,145 | 持平 |
| 9 | PCAR | PACCAR INC | $7.8M | 3.65% | 64,954 | 持平 |
| 10 | ITW | ILLINOIS TOOL WKS INC | $7.0M | 3.27% | 25,900 | 减持 |
| 11 | CHRW | C H ROBINSON WORLDWIDE IN | $6.4M | 2.97% | 33,785 | 减持 |
| 12 | MCD | MCDONALDS CORP | $6.1M | 2.87% | 22,685 | 减持 |
| 13 | USB | US BANCORP | $6.1M | 2.84% | 100,587 | 增持 |
| 14 | DUK | DUKE ENERGY CORP NEW | $6.0M | 2.81% | 47,419 | 减持 |
| 15 | OTIS | OTIS WORLDWIDE CORP | $5.5M | 2.59% | 77,285 | 新建仓 |
| 16 | ADI | ANALOG DEVICES INC | $5.5M | 2.58% | 13,895 | 减持 |
| 17 | DVN | DEVON ENERGY CORP NEW | $5.5M | 2.55% | 132,170 | 持平 |
| 18 | APD | AIR PRODUCTS AND CHEMICALS I | $5.3M | 2.48% | 18,095 | 持平 |
| 19 | MAS | MASCO CORP | $4.7M | 2.21% | 58,055 | 新建仓 |
| 20 | CSCO | CISCO SYS INC | $4.7M | 2.18% | 39,660 | 持平 |
| 21 | UPS | UNITED PARCEL SVCS INC | $4.6M | 2.14% | 42,655 | 增持 |
| 22 | OMC | OMNICOM GROUP INC | $4.5M | 2.12% | 62,180 | 增持 |
| 23 | AEP | AMERICAN ELEC PWR CO INC | $4.0M | 1.89% | 29,504 | 减持 |
| 24 | LMT | LOCKHEED MARTIN CORP | $4.0M | 1.87% | 7,840 | 增持 |
| 25 | HSY | HERSHEY CO | $3.7M | 1.71% | 20,865 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR