Shoker Investment Counsel, Inc. Portfolio Holdings

Shoker Investment Counsel, Inc.

  • $297 Million
  • Q3 2024

Shoker Investment Counsel, Inc. has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $297 Million distributed in 103 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 $31.1M, Ishares Core S&P Mid Cap ETF with a value of $29.1M, Ishares Tr with a value of $24.9M, Procter & Gamble CO with a value of $15.1M, and Ishares Tr Msci Eafe Small Cap with a value of $8.5M.

Examining the 13F form we can see an increase of $14.6M in the current position value, from $282M to 297M.

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 $297 Million
ETFs: $131 Million
Technology: $41.1 Million
Consumer Defensive: $26.5 Million
Industrials: $24.5 Million
Healthcare: $20.5 Million
Energy: $18.3 Million
Financial Services: $13.1 Million
Consumer Cyclical: $8.49 Million
Other: $13.4 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.01B
$937,000 0.32% of portfolio
31,151
Q3 2024 Added 1.18%

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $297 Million
  • Prior Value $282 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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