Shoker Investment Counsel, Inc.

CIK 0001599623 • 6 13F filings • May 7, 2025 – Aug 10, 2026

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Filer information

Filed by: Shoker Investment Counsel, Inc., President
Address: 3642 KEHR RD, OXFORD, OH, 45056
Phone: 513-524-1776
AUM: $341.3M

AUM over time

$398.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $319.0M111 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$2.8M	0.9%	18,237 SH	New
ABBOTT LABS	COM	$388K	0.1%	2,852 SH	New
ABBVIE INC	COM	$4.2M	1.3%Prev: 1.4%	22,729 SH	Decreased+1,511 SH
ALPHABET INC	CAP STK CL A	$924K	0.3%Prev: 0.4%	5,242 SH	Decreased-3 SH
ALTRIA GROUP INC	COM	$1.9M	0.6%Prev: 0.6%	32,929 SH	Decreased+331 SH
AMAZON COM INC	COM	$6.2M	2.0%Prev: 1.4%	28,362 SH	Increased+5,921 SH
AMERICAN FINL GROUP INC OHIO	COM	$344K	0.1%	2,722 SH	New
AMETEK INC	COM	$543K	0.2%Prev: 0.2%	3,000 SH	Decreased
AMGEN INC	COM	$2.8M	0.9%	10,174 SH	New
ANALOG DEVICES INC	COM	$3.5M	1.1%Prev: 1.3%	14,770 SH	Decreased+1,337 SH
APPLE INC	COM	$7.3M	2.3%Prev: 2.5%	35,558 SH	Decreased+2,502 SH
APPLIED MATLS INC	COM	$3.0M	0.9%Prev: 1.4%	16,550 SH	Decreased+2,302 SH
AUTOMATIC DATA PROCESSING IN	COM	$742K	0.2%Prev: 0.1%	2,406 SH	Increased-36 SH
BANK AMERICA CORP	COM	$716K	0.2%Prev: 0.2%	15,138 SH	Decreased+49 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	0.4%Prev: 0.3%	2,421 SH	Increased+441 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$216K	0.1%	3,681 SH	New
BOEING CO	COM	$605K	0.2%Prev: 0.2%	2,887 SH	Increased
BRISTOL-MYERS SQUIBB CO	COM	$366K	0.1%Prev: 0.2%	7,910 SH	Decreased-628 SH
BROADCOM INC	COM	$5.8M	1.8%Prev: 1.7%	21,153 SH	Decreased+2,128 SH
CATERPILLAR INC	COM	$801K	0.3%Prev: 0.5%	2,063 SH	Decreased-466 SH
CEMEX SAB DE CV	SPON ADR NEW	$395K	0.1%	57,050 SH	New
CHEVRON CORP NEW	COM	$3.2M	1.0%	22,500 SH	New
CISCO SYS INC	COM	$4.2M	1.3%Prev: 1.3%	60,119 SH	Decreased+5,025 SH
CITIGROUP INC	COM NEW	$305K	0.1%Prev: 0.1%	3,587 SH	Decreased-53 SH
CLEVELAND-CLIFFS INC NEW	COM	$77K	0.0%	10,161 SH	New
COCA COLA CO	COM	$525K	0.2%Prev: 0.2%	7,417 SH	Decreased-175 SH
CONOCOPHILLIPS	COM	$224K	0.1%	2,497 SH	New
DIREXION SHS ETF TR	NAS100 EQL WGT	$1.7M	0.5%	17,212 SH	New
DOW INC	COM	$1.8M	0.6%	66,538 SH	New
DUKE ENERGY CORP NEW	COM NEW	$2.9M	0.9%	24,503 SH	New
DUPONT DE NEMOURS INC	COM	$595K	0.2%Prev: 0.1%	8,676 SH	Increased+402 SH
EATON CORP PLC	SHS	$425K	0.1%	1,190 SH	New
ELEVANCE HEALTH INC	COM	$248K	0.1%	638 SH	New
ELI LILLY & CO	COM	$520K	0.2%Prev: 0.2%	666 SH	Decreased+1 SH
EMERSON ELEC CO	COM	$3.4M	1.1%Prev: 1.0%	25,759 SH	Increased+747 SH
ENTERPRISE PRODS PARTNERS L	COM	$4.2M	1.3%Prev: 1.5%	136,589 SH	Decreased+5,470 SH
EXXON MOBIL CORP	COM	$4.1M	1.3%Prev: 1.8%	37,789 SH	Decreased+1,246 SH
FIFTH THIRD BANCORP	COM	$494K	0.2%	12,021 SH	New
FIRST FINL BANCORP OH	COM	$1.9M	0.6%	80,062 SH	New
GE AEROSPACE	COM NEW	$328K	0.1%Prev: 0.1%	1,274 SH	Decreased-1 SH
GENERAL DYNAMICS CORP	COM	$2.5M	0.8%Prev: 0.7%	8,508 SH	Decreased+1,207 SH
GILEAD SCIENCES INC	COM	$2.4M	0.8%Prev: 0.9%	21,980 SH	Decreased+930 SH
GOLDMAN SACHS GROUP INC	COM	$381K	0.1%	538 SH	New
HONEYWELL INTL INC	COM	$300K	0.1%Prev: 0.1%	1,287 SH	Increased-19 SH
HOWMET AEROSPACE INC	COM	$206K	0.1%Prev: 0.1%	1,109 SH	Decreased
HUNTINGTON BANCSHARES INC	COM	$3.4M	1.1%Prev: 0.9%	200,566 SH	Increased-1,035 SH
ILLINOIS TOOL WKS INC	COM	$2.5M	0.8%Prev: 0.7%	9,999 SH	Increased+815 SH
INTERNATIONAL BUSINESS MACHS	COM	$334K	0.1%Prev: 0.1%	1,132 SH	Increased-16 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.5M	0.5%Prev: 0.3%	6,451 SH	Increased+2,717 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$835K	0.3%Prev: 0.3%	4,594 SH	Decreased-13 SH
INVESCO QQQ TR	UNIT SER 1	$1.7M	0.5%Prev: 0.5%	2,995 SH	Increased+347 SH
ISHARES TR	CORE MSCI EAFE	$28.5M	8.9%Prev: 9.2%	341,944 SH	Decreased-745 SH
ISHARES TR	CORE S&P MCP ETF	$29.3M	9.2%	473,034 SH	New
ISHARES TR	CORE S&P SCP ETF	$38.2M	12.0%Prev: 12.1%	349,797 SH	Decreased+22,149 SH
ISHARES TR	CORE S&P500 ETF	$6.6M	2.1%Prev: 2.6%	10,569 SH	Decreased-2,931 SH
ISHARES TR	EAFE SML CP ETF	$10.0M	3.1%	136,975 SH	New
ISHARES TR	MSCI EAFE ETF	$2.1M	0.7%Prev: 0.7%	24,024 SH	Decreased-46 SH
ISHARES TR	RUSSELL 2000 ETF	$624K	0.2%Prev: 0.2%	2,893 SH	Decreased+154 SH
ISHARES TR	S&P SML 600 GWT	$588K	0.2%Prev: 0.2%	4,422 SH	Decreased+56 SH
ISHARES TR	SP SMCP600VL ETF	$390K	0.1%	3,916 SH	New
JACOBS SOLUTIONS INC	COM	$329K	0.1%Prev: 0.1%	2,502 SH	Increased-19 SH
JOHNSON & JOHNSON	COM	$3.0M	0.9%Prev: 1.3%	19,405 SH	Decreased+1,237 SH
JPMORGAN CHASE & CO.	COM	$7.0M	2.2%	24,037 SH	New
KIMBERLY-CLARK CORP	COM	$2.2M	0.7%Prev: 0.5%	17,441 SH	Increased-641 SH
KINDER MORGAN INC DEL	COM	$586K	0.2%	19,928 SH	New
KLA CORP	COM NEW	$6.1M	1.9%Prev: 2.5%	6,755 SH	Decreased+1,023 SH
KROGER CO	COM	$426K	0.1%Prev: 0.1%	5,934 SH	Decreased-47 SH
LAM RESEARCH CORP	COM NEW	$3.2M	1.0%Prev: 1.6%	33,093 SH	Decreased+7,472 SH
LOCKHEED MARTIN CORP	COM	$220K	0.1%Prev: 0.8%	475 SH	Decreased-4,201 SH
MARATHON PETE CORP	COM	$5.3M	1.7%Prev: 2.2%	31,908 SH	Decreased+1,537 SH
MCCORMICK & CO INC	COM NON VTG	$234K	0.1%	3,089 SH	New
MCDONALDS CORP	COM	$3.0M	0.9%Prev: 0.9%	10,155 SH	Increased+844 SH
MCKESSON CORP	COM	$256K	0.1%Prev: 0.1%	350 SH	Decreased
MERCK & CO INC	COM	$2.3M	0.7%Prev: 1.0%	28,683 SH	Decreased+111 SH
META PLATFORMS INC	CL A	$3.5M	1.1%Prev: 0.7%	4,774 SH	Increased+745 SH
MICROSOFT CORP	COM	$6.6M	2.1%Prev: 1.4%	13,264 SH	Increased+962 SH
MICROSTRATEGY INC	CL A NEW	$414K	0.1%	1,024 SH	New
NOVARTIS AG	SPONSORED ADR	$283K	0.1%Prev: 0.1%	2,335 SH	Decreased
NUCOR CORP	COM	$406K	0.1%Prev: 0.1%	3,130 SH	Decreased+226 SH
NVIDIA CORPORATION	COM	$1.1M	0.3%Prev: 0.2%	6,825 SH	Increased+3,760 SH
ORACLE CORP	COM	$585K	0.2%Prev: 0.1%	2,677 SH	Increased+719 SH
PAYCHEX INC	COM	$3.4M	1.1%Prev: 0.6%	23,544 SH	Increased+708 SH
PEOPLES BANCORP INC	COM	$887K	0.3%Prev: 0.4%	29,044 SH	Decreased-7,922 SH
PEPSICO INC	COM	$3.0M	0.9%	22,726 SH	New
PFIZER INC	COM	$2.8M	0.9%Prev: 0.8%	113,589 SH	Increased+18,211 SH
PROCTER AND GAMBLE CO	COM	$17.0M	5.3%	106,812 SH	New
ROYAL BK CDA	COM	$369K	0.1%Prev: 0.1%	2,803 SH	Decreased+10 SH
RTX CORPORATION	COM	$4.3M	1.3%Prev: 0.5%	29,130 SH	Increased+19,736 SH
SALESFORCE INC	COM	$298K	0.1%	1,093 SH	New
SCHLUMBERGER LTD	COM STK	$348K	0.1%	10,300 SH	New
SELECT SECTOR SPDR TR	ENERGY	$386K	0.1%	4,555 SH	New
SERVICENOW INC	COM	$359K	0.1%	349 SH	New
SHELL PLC	SPON ADS	$744K	0.2%	10,572 SH	New
SOUTHERN CO	COM	$2.8M	0.9%Prev: 0.9%	30,579 SH	Decreased-367 SH
SOUTHERN COPPER CORP	COM	$213K	0.1%Prev: 0.1%	2,105 SH	Decreased-62 SH
SPDR S&P 500 ETF TR	TR UNIT	$6.5M	2.0%	10,514 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$2.8M	0.9%	4,950 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$1.8M	0.6%	41,990 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$227K	0.1%	1,670 SH	New
TEXAS INSTRS INC	COM	$3.8M	1.2%Prev: 1.0%	18,500 SH	Increased+851 SH
TJX COS INC NEW	COM	$245K	0.1%	1,980 SH	New
TPG INC	COM CL A	$435K	0.1%	8,301 SH	New
UNION PAC CORP	COM	$3.2M	1.0%Prev: 1.0%	13,995 SH	Increased+727 SH
US BANCORP DEL	COM NEW	$2.5M	0.8%	55,746 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$476K	0.1%Prev: 0.1%	1,086 SH	Increased+624 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$845K	0.3%Prev: 0.3%	3,052 SH	Decreased+69 SH
VANGUARD INDEX FDS	VALUE ETF	$214K	0.1%Prev: 0.1%	1,208 SH	Decreased
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.2M	0.7%Prev: 0.7%	32,352 SH	Decreased+2,451 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$289K	0.1%Prev: 0.1%	3,723 SH	Decreased-11 SH
WALMART INC	COM	$609K	0.2%Prev: 0.2%	6,223 SH	Decreased-9 SH
WASTE MGMT INC DEL	COM	$702K	0.2%Prev: 0.2%	3,065 SH	Decreased-8 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $288K
AMERICAN FINANCIAL GROUP INC — $364K
ASTMAN CHEM CO — $1.8M
ATON CORP PLC — $442K
CEMEX SA EURO MTN BE 144A — $653K
CHEVRON CORPORATION — $4.4M
CNB CORP — $268K
ELEVANCE HEALTH INC FORMERLY — $201K
EPSICO INC — $3.2M
HELL PLC — $952K
IFTH THIRD BANCORP — $561K
INDER MORGAN INC DEL — $671K
ISHARES TR — $211K
JPMORGAN CHASE & CO — $6.4M
LEVELAND-CLIFFS INC NEW — $86K
LYONDELLBASELL INDUSTRIES NV — $204K
M CO — $2.5M
OLDMAN SACHS GROUP INC — $310K
ONOCOPHILLIPS — $332K
PROCTER & GAMBLE CO — $13.9M
… and 15 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 4, 2026	Q4 2025	13F-HR	0001420506-26-000148	$341.3M	View
Oct 31, 2025	Q3 2025	13F-HR	0001420506-25-002956	$339.0M	View
Aug 10, 2026	Q2 2026