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: $339.0M111 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$2.8M	0.8%Prev: 0.7%	18,177 SH	Decreased-71 SH
ABBOTT LABS	COM	$377K	0.1%	2,814 SH	New
ABBVIE INC	COM	$5.2M	1.5%Prev: 1.4%	22,639 SH	Decreased+709 SH
ALPHABET INC	CAP STK CL A	$1.3M	0.4%Prev: 0.5%	5,243 SH	Decreased-3 SH
ALTRIA GROUP INC	COM	$2.2M	0.6%Prev: 0.6%	32,758 SH	Decreased-2,004 SH
AMAZON COM INC	COM	$6.1M	1.8%Prev: 1.5%	27,838 SH	Decreased+2,120 SH
AMERICAN FINL GROUP INC OHIO	COM	$399K	0.1%	2,739 SH	New
AMETEK INC	COM	$564K	0.2%Prev: 0.2%	3,000 SH	Decreased
ANALOG DEVICES INC	COM	$3.6M	1.1%Prev: 1.4%	14,690 SH	Decreased+451 SH
APPLE INC	COM	$9.0M	2.7%Prev: 2.4%	35,419 SH	Decreased+2,359 SH
APPLIED MATLS INC	COM	$3.4M	1.0%Prev: 2.6%	16,453 SH	Decreased+1,965 SH
AUTOMATIC DATA PROCESSING IN	COM	$709K	0.2%Prev: 0.1%	2,416 SH	Increased-45 SH
BANK AMERICA CORP	COM	$780K	0.2%	15,121 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	0.4%Prev: 0.3%	2,414 SH	Increased+309 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$249K	0.1%	4,005 SH	New
BOEING CO	COM	$623K	0.2%Prev: 0.2%	2,887 SH	Decreased
BRISTOL-MYERS SQUIBB CO	COM	$365K	0.1%Prev: 0.1%	8,088 SH	Increased+3,265 SH
BROADCOM INC	COM	$6.9M	2.0%Prev: 1.8%	20,776 SH	Decreased+1,417 SH
CATERPILLAR INC	COM	$1.2M	0.4%Prev: 0.7%	2,522 SH	Decreased-10 SH
CEMEX SAB DE CV	SPON ADR NEW	$513K	0.2%	57,050 SH	New
CHEVRON CORP NEW	COM	$3.5M	1.0%	22,603 SH	New
CISCO SYS INC	COM	$4.1M	1.2%Prev: 1.6%	59,583 SH	Decreased+5,693 SH
CITIGROUP INC	COM NEW	$366K	0.1%Prev: 0.1%	3,606 SH	Decreased-49 SH
CLEVELAND-CLIFFS INC NEW	COM	$124K	0.0%Prev: 0.0%	10,161 SH	Increased
COCA COLA CO	COM	$477K	0.1%Prev: 0.1%	7,187 SH	Increased+1,554 SH
CONOCOPHILLIPS	COM	$237K	0.1%Prev: 0.1%	2,509 SH	Decreased-18 SH
DOW INC	COM	$1.5M	0.4%	65,057 SH	New
DUKE ENERGY CORP NEW	COM NEW	$3.0M	0.9%Prev: 0.7%	24,502 SH	Increased+1,981 SH
DUPONT DE NEMOURS INC	COM	$678K	0.2%	8,703 SH	New
EATON CORP PLC	SHS	$446K	0.1%Prev: 0.1%	1,190 SH	Decreased
ELEVANCE HEALTH INC FORMERLY	COM	$206K	0.1%Prev: 0.1%	638 SH	Decreased-50 SH
ELI LILLY & CO	COM	$504K	0.1%Prev: 0.2%	660 SH	Decreased-8 SH
EMERSON ELEC CO	COM	$3.4M	1.0%Prev: 0.9%	25,648 SH	Decreased-260 SH
ENTERPRISE PRODS PARTNERS L	COM	$4.2M	1.2%Prev: 1.2%	135,423 SH	Decreased+4,771 SH
EXXON MOBIL CORP	COM	$4.3M	1.3%Prev: 1.3%	37,935 SH	Decreased+469 SH
FIFTH THIRD BANCORP	COM	$534K	0.2%Prev: 0.2%	11,979 SH	Decreased-122 SH
FIRST FINL BANCORP OH	COM	$2.0M	0.6%	80,062 SH	New
GE AEROSPACE	COM NEW	$384K	0.1%Prev: 0.1%	1,274 SH	Decreased-2 SH
GENERAL DYNAMICS CORP	COM	$2.9M	0.9%Prev: 0.8%	8,475 SH	Decreased-129 SH
GILEAD SCIENCES INC	COM	$2.4M	0.7%Prev: 0.7%	21,642 SH	Decreased+868 SH
GOLDMAN SACHS GROUP INC	COM	$429K	0.1%Prev: 0.1%	538 SH	Increased+172 SH
HONEYWELL INTL INC	COM	$272K	0.1%	1,293 SH	New
HOWMET AEROSPACE INC	COM	$218K	0.1%Prev: 0.1%	1,109 SH	Decreased
HUNTINGTON BANCSHARES INC	COM	$3.5M	1.0%Prev: 1.0%	200,193 SH	Decreased-15,323 SH
ILLINOIS TOOL WKS INC	COM	$2.6M	0.8%Prev: 0.7%	9,955 SH	Decreased-365 SH
INTERNATIONAL BUSINESS MACHS	COM	$321K	0.1%Prev: 0.1%	1,138 SH	Decreased-15 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.1M	0.3%Prev: 0.3%	4,259 SH	Decreased+529 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$870K	0.3%Prev: 0.2%	4,584 SH	Decreased-39 SH
INVESCO QQQ TR	UNIT SER 1	$1.8M	0.5%Prev: 0.5%	2,979 SH	Decreased+321 SH
ISHARES TR	CORE MSCI EAFE	$29.9M	8.8%Prev: 8.7%	342,800 SH	Decreased-17,245 SH
ISHARES TR	CORE S&P MCP ETF	$30.8M	9.1%Prev: 9.5%	471,744 SH	Decreased-18,106 SH
ISHARES TR	CORE S&P SCP ETF	$41.4M	12.2%Prev: 11.9%	348,695 SH	Decreased+28,600 SH
ISHARES TR	CORE S&P500 ETF	$9.1M	2.7%Prev: 2.4%	13,583 SH	Decreased+570 SH
ISHARES TR	EAFE SML CP ETF	$10.5M	3.1%Prev: 3.1%	136,829 SH	Decreased-10,880 SH
ISHARES TR	MSCI EAFE ETF	$2.2M	0.7%Prev: 0.7%	23,944 SH	Decreased-1,309 SH
ISHARES TR	RUSSELL 2000 ETF	$701K	0.2%Prev: 0.2%	2,897 SH	Decreased+155 SH
ISHARES TR	S&P 500 VAL ETF	$207K	0.1%Prev: 0.1%	1,001 SH	Decreased
ISHARES TR	S&P SML 600 GWT	$625K	0.2%Prev: 0.2%	4,415 SH	Decreased+49 SH
ISHARES TR	SP SMCP600VL ETF	$433K	0.1%Prev: 0.1%	3,914 SH	Decreased+668 SH
JACOBS SOLUTIONS INC	COM	$376K	0.1%Prev: 0.1%	2,508 SH	Increased-182 SH
JOHNSON & JOHNSON	COM	$3.6M	1.1%Prev: 1.2%	19,437 SH	Decreased+592 SH
JPMORGAN CHASE & CO.	COM	$7.6M	2.2%	23,974 SH	New
KIMBERLY-CLARK CORP	COM	$2.2M	0.6%Prev: 0.6%	17,546 SH	Decreased-4,132 SH
KINDER MORGAN INC DEL	COM	$561K	0.2%Prev: 0.2%	19,828 SH	Decreased-358 SH
KLA CORP	COM NEW	$7.2M	2.1%Prev: 3.3%	6,648 SH	Decreased-37,520 SH
KROGER CO	COM	$401K	0.1%Prev: 0.1%	5,941 SH	Increased+438 SH
LAM RESEARCH CORP	COM NEW	$4.6M	1.3%Prev: 2.2%	33,989 SH	Decreased+13,758 SH
LOCKHEED MARTIN CORP	COM	$3.4M	1.0%Prev: 0.8%	6,878 SH	Increased+292 SH
MARATHON PETE CORP	COM	$6.1M	1.8%Prev: 2.0%	31,888 SH	Decreased+603 SH
MCCORMICK & CO INC	COM NON VTG	$208K	0.1%	3,109 SH	New
MCDONALDS CORP	COM	$3.1M	0.9%Prev: 0.7%	10,104 SH	Increased-105 SH
MCKESSON CORP	COM	$270K	0.1%Prev: 0.1%	350 SH	Increased
MERCK & CO INC	COM	$2.4M	0.7%Prev: 1.0%	28,968 SH	Decreased-980 SH
META PLATFORMS INC	CL A	$3.5M	1.0%Prev: 0.7%	4,730 SH	Increased-269 SH
MICROSOFT CORP	COM	$6.8M	2.0%Prev: 1.4%	13,118 SH	Increased-1,394 SH
NOVARTIS AG	SPONSORED ADR	$299K	0.1%Prev: 0.1%	2,335 SH	Decreased
NUCOR CORP	COM	$425K	0.1%Prev: 0.2%	3,137 SH	Decreased+354 SH
NVIDIA CORPORATION	COM	$956K	0.3%Prev: 0.1%	5,124 SH	Increased+2,307 SH
ORACLE CORP	COM	$502K	0.1%Prev: 0.1%	1,786 SH	Increased-177 SH
PAYCHEX INC	COM	$3.0M	0.9%Prev: 0.7%	23,286 SH	Increased-3,955 SH
PEOPLES BANCORP INC	COM	$883K	0.3%Prev: 0.4%	29,449 SH	Decreased-7,978 SH
PEPSICO INC	COM	$3.2M	0.9%Prev: 0.8%	22,683 SH	Increased-198 SH
PFIZER INC	COM	$2.9M	0.9%Prev: 0.6%	113,478 SH	Increased+13,555 SH
PROCTER AND GAMBLE CO	COM	$16.4M	4.8%	106,881 SH	New
ROYAL BK CDA	COM	$413K	0.1%Prev: 0.1%	2,801 SH	Decreased+8 SH
RTX CORPORATION	COM	$1.9M	0.6%Prev: 0.5%	11,376 SH	Decreased+658 SH
SALESFORCE INC	COM	$259K	0.1%	1,094 SH	New
SCHLUMBERGER LTD	COM STK	$355K	0.1%	10,325 SH	New
SELECT SECTOR SPDR TR	ENERGY	$407K	0.1%	4,559 SH	New
SERVICENOW INC	COM	$321K	0.1%	349 SH	New
SHELL PLC	SPON ADS	$753K	0.2%Prev: 0.2%	10,532 SH	Decreased+66 SH
SOUTHERN CO	COM	$2.9M	0.9%Prev: 0.8%	30,666 SH	Decreased-2,067 SH
SOUTHERN COPPER CORP	COM	$258K	0.1%Prev: 0.1%	2,125 SH	Decreased-67 SH
SPDR S&P 500 ETF TR	TR UNIT	$7.1M	2.1%	10,607 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$3.0M	0.9%	4,959 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$2.0M	0.6%	42,257 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$233K	0.1%	1,667 SH	New
STRATEGY INC	CL A NEW	$322K	0.1%	1,000 SH	New
TEXAS INSTRS INC	COM	$3.4M	1.0%Prev: 1.4%	18,460 SH	Decreased+90 SH
TJX COS INC NEW	COM	$272K	0.1%	1,880 SH	New
TPG INC	COM CL A	$477K	0.1%	8,301 SH	New
UNION PAC CORP	COM	$3.3M	1.0%Prev: 1.0%	13,957 SH	Decreased-155 SH
UNITEDHEALTH GROUP INC	COM	$2.7M	0.8%Prev: 0.8%	7,893 SH	Decreased-32 SH
US BANCORP DEL	COM NEW	$2.7M	0.8%	55,487 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$521K	0.2%Prev: 0.1%	1,086 SH	Increased-1,686 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$909K	0.3%Prev: 0.3%	3,054 SH	Decreased+71 SH
VANGUARD INDEX FDS	VALUE ETF	$225K	0.1%Prev: 0.1%	1,208 SH	Decreased
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.3M	0.7%Prev: 0.6%	32,392 SH	Decreased+2,450 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$297K	0.1%Prev: 0.1%	3,719 SH	Decreased-29 SH
WALMART INC	COM	$642K	0.2%Prev: 0.2%	6,227 SH	Decreased-212 SH
WASTE MGMT INC DEL	COM	$678K	0.2%Prev: 0.2%	3,068 SH	Decreased-8 SH

Sold (vs prior filing)

1ST FINL BANCORP — $2.7M
ABBOTT LABORATORIES — $250K
AMERICAN FINANCIAL GROUP INC — $401K
BANK OF AMER CORP — $862K
CEMEX SA EURO MTN BE 144A — $685K
CHEVRON CORPORATION — $3.8M
DELL TECHNOLOGIES INC — $454K
DUPONT DE NEMOURS INC — $369K
EASTMAN CHEM CO — $2.0M
GE VERNOVA INC — $328K
ISHARES TR — $232K
JPMORGAN CHASE & CO — $7.5M
LCNB CORP — $306K
MARVELL TECHNOLOGY INC — $614K
PROCTER & GAMBLE CO — $15.7M
QNITY ELECTRONICS INC — $660K
SELECT SECTOR SPDR TR — $485K
SLB LIMITED — $507K
SPDR INDEX SHS FDS — $278K
SPDR SERIES TRUST — $227K
… and 7 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