Shoker Investment Counsel, Inc. Portfolio Holdings

Shoker Investment Counsel, Inc.

  • $315 Million
  • Q2 2025

Shoker Investment Counsel, Inc. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $315 Million distributed in 111 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 $38.2M, Ishares Core S&P Mid Cap ETF with a value of $29.3M, Ishares Tr with a value of $28.5M, Procter & Gamble CO with a value of $17M, and Ishares Tr Msci Eafe Small Cap with a value of $9.96M.

Examining the 13F form we can see an increase of $19.1M in the current position value, from $296M to 315M.

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 $315 Million
ETFs: $138 Million
Technology: $43.2 Million
Industrials: $26.9 Million
Consumer Defensive: $26 Million
Financial Services: $19.9 Million
Healthcare: $19.5 Million
Energy: $18.7 Million
Consumer Cyclical: $9.43 Million
Other: $13.6 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $315 Million
  • Prior Value $296 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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