Equal-WT
WhaleScore 2.0
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Eliot Finkel Investment Counsel is based out of Beverly Hills. Eliot Finkel Investment Counsel is a large advisory firm with 82 clients and discretionary assets under management (AUM) of $178,579,135 (Form ADV from 2023-03-31). Their last reported 13F filing for Q4 2023 included $148,831,428 in managed 13F securities
and a top 10 holdings concentration of 55.37%. Eliot Finkel Investment Counsel's largest holding is Eaton Corp. (Torbenson Axle Co. - Eaton Axle & Spring) with shares held of 48,850. Whalewisdom has at least 33 13F filings
2023-12-31
Top Buys (13F)
| Name | % Change |
|---|
2023-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| CVS CVS Health Corp. (Me | 3.55% |
| PFE Pfizer, Inc. | 3.32% |
| GLW Corning Inc. | 0.32% |
| APD Air Products & Chemi | 0.21% |
| CSCO Cisco Systems, Inc. | 0.11% |
2023-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| ETN Eaton Corp. (Torbens | 7.9% |
| DE Deere & Co. | 6.39% |
| NSC Norfolk Southern Cor | 5.57% |
| MSM MSC Industrial Direc | 5.4% |
| AMGN Amgen, Inc. | 5.16% |
2023-12-31
13F Activity
| Market Value | $149m, Prior: $149m |
| New Purchases | 0 stocks |
| Added To | 0 stocks |
| Sold out of | 2 stocks |
| Reduced holdings in | 28 stocks |
| Top 10 Holdings % | 55.37% |
| Turnover %[1] | 6.67% |
| Turnover Alt %[2] | 0% |
| Time Held Top 20 | 7.8 quarters |
| Time Held Top 10 | 5.5 quarters |
| Time Held All | 8.5 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31