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| Eliot Finkel Investment Counsel LLC
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|---|---|
| CRD # | 104695 |
| SEC # | 801-10139 |
| CIK # | 0001641643 |
| AUM | 187.0 M (2026-03-30) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 310-271-2521 |
| Address | 9401 Wilshire Boulevard Beverly Hills, CA 90212 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Corning Inc /NY | 19.2 | ||
| Eaton Corp Ltd | 13.1 | ||
| Deere & Co | 12.1 | ||
| Norfolk Southern Corp | 9.1 | ||
| General Dynamics Corp | 8.8 | ||
| Amgen Inc | 8.7 | ||
| Applied Materials Inc /DE | 7.6 | ||
| Paccar Inc | 7.5 | ||
| Merck & Co Inc | 7.5 | ||
| McDonalds Corp | 7.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 17.7 |
| (b) Individuals (high net worth individuals) | 38 | 163.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 6.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 174 | 187.0 |
| By Discretionary | ||
| Discretionary | 174 | 187.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 174 | 187.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 187.0 | |
| Total | 174 | 187.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001641643] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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