Shoker Investment Counsel, Inc. has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $296 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Sm Cap ETF with a value of $28.4M, Ishares Core S&P Mid Cap ETF with a value of $27.5M, Ishares Tr with a value of $24.5M, Procter & Gamble CO with a value of $18.2M, and Ishares Tr Msci Eafe Small Cap with a value of $8.32M.

Examining the 13F form we can see an increase of $45K in the current position value, from $296M to 296M.

Shoker Investment Counsel, Inc. is based out at Oxford, OH

Below you can find more details about Shoker Investment Counsel, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $296 Million
ETFs: $124 Million
Technology: $38.4 Million
Consumer Defensive: $30.1 Million
Industrials: $25.4 Million
Healthcare: $21.2 Million
Energy: $19.5 Million
Financial Services: $15.1 Million
Consumer Cyclical: $8.81 Million
Other: $13.6 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $296 Million
  • Prior Value $296 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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