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: $341.3M110 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$2.9M	0.9%Prev: 0.8%	18,172 SH	Increased-5 SH
ABBOTT LABS	COM	$353K	0.1%Prev: 0.1%	2,821 SH	Decreased+7 SH
ABBVIE INC	COM	$5.0M	1.5%Prev: 1.5%	21,972 SH	Decreased-667 SH
ALPHABET INC	CAP STK CL A	$1.6M	0.5%Prev: 0.4%	5,244 SH	Increased+1 SH
ALTRIA GROUP INC	COM	$1.9M	0.6%Prev: 0.6%	33,491 SH	Decreased+733 SH
AMAZON COM INC	COM	$6.4M	1.9%Prev: 1.8%	27,933 SH	Increased+95 SH
AMERICAN FINL GROUP INC OHIO	COM	$382K	0.1%Prev: 0.1%	2,797 SH	Decreased+58 SH
AMETEK INC	COM	$616K	0.2%Prev: 0.2%	3,000 SH	Increased
ANALOG DEVICES INC	COM	$4.0M	1.2%Prev: 1.1%	14,595 SH	Increased-95 SH
APPLE INC	COM	$9.4M	2.7%Prev: 2.7%	34,486 SH	Increased-933 SH
APPLIED MATLS INC	COM	$4.2M	1.2%Prev: 1.0%	16,401 SH	Increased-52 SH
AUTOMATIC DATA PROCESSING IN	COM	$625K	0.2%Prev: 0.2%	2,428 SH	Decreased+12 SH
BANK AMERICA CORP	COM	$828K	0.2%Prev: 0.2%	15,046 SH	Increased-75 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.3%Prev: 0.4%	2,105 SH	Decreased-309 SH
BOEING CO	COM	$627K	0.2%Prev: 0.2%	2,887 SH	Increased
BRISTOL-MYERS SQUIBB CO	COM	$466K	0.1%Prev: 0.1%	8,634 SH	Increased+546 SH
BROADCOM INC	COM	$7.1M	2.1%Prev: 2.0%	20,632 SH	Increased-144 SH
CATERPILLAR INC	COM	$1.4M	0.4%Prev: 0.4%	2,526 SH	Increased+4 SH
CEMEX SAB DE CV	SPON ADR NEW	$656K	0.2%Prev: 0.2%	57,050 SH	Increased
CHEVRON CORP NEW	COM	$3.4M	1.0%Prev: 1.0%	22,552 SH	Decreased-51 SH
CISCO SYS INC	COM	$4.5M	1.3%Prev: 1.2%	58,292 SH	Increased-1,291 SH
CITIGROUP INC	COM NEW	$423K	0.1%Prev: 0.1%	3,624 SH	Increased+18 SH
CLEVELAND-CLIFFS INC NEW	COM	$135K	0.0%Prev: 0.0%	10,161 SH	Increased
COCA COLA CO	COM	$541K	0.2%Prev: 0.1%	7,737 SH	Increased+550 SH
CONOCOPHILLIPS	COM	$236K	0.1%Prev: 0.1%	2,524 SH	Decreased+15 SH
DUKE ENERGY CORP NEW	COM NEW	$2.9M	0.9%Prev: 0.9%	24,952 SH	Decreased+450 SH
DUPONT DE NEMOURS INC	COM	$332K	0.1%Prev: 0.2%	8,252 SH	Decreased-451 SH
EASTMAN CHEM CO	COM	$1.6M	0.5%	25,680 SH	New
EATON CORP PLC	SHS	$394K	0.1%Prev: 0.1%	1,235 SH	Decreased+45 SH
ELEVANCE HEALTH INC FORMERLY	COM	$241K	0.1%Prev: 0.1%	688 SH	Increased+50 SH
ELI LILLY & CO	COM	$715K	0.2%Prev: 0.1%	665 SH	Increased+5 SH
EMERSON ELEC CO	COM	$3.4M	1.0%Prev: 1.0%	25,966 SH	Increased+318 SH
ENTERPRISE PRODS PARTNERS L	COM	$4.3M	1.3%Prev: 1.2%	134,359 SH	Increased-1,064 SH
EXXON MOBIL CORP	COM	$4.6M	1.3%Prev: 1.3%	38,193 SH	Increased+258 SH
FIFTH THIRD BANCORP	COM	$563K	0.2%Prev: 0.2%	12,027 SH	Increased+48 SH
FIRST FINL BANCORP OH	COM	$2.0M	0.6%Prev: 0.6%	80,171 SH	Decreased+109 SH
GE AEROSPACE	COM NEW	$393K	0.1%Prev: 0.1%	1,275 SH	Increased+1 SH
GENERAL DYNAMICS CORP	COM	$2.9M	0.8%Prev: 0.9%	8,583 SH	Decreased+108 SH
GILEAD SCIENCES INC	COM	$2.7M	0.8%Prev: 0.7%	21,708 SH	Increased+66 SH
GOLDMAN SACHS GROUP INC	COM	$473K	0.1%Prev: 0.1%	538 SH	Increased
HONEYWELL INTL INC	COM	$254K	0.1%Prev: 0.1%	1,300 SH	Decreased+7 SH
HOWMET AEROSPACE INC	COM	$227K	0.1%Prev: 0.1%	1,109 SH	Increased
HUNTINGTON BANCSHARES INC	COM	$3.6M	1.1%Prev: 1.0%	208,523 SH	Increased+8,330 SH
ILLINOIS TOOL WKS INC	COM	$2.5M	0.7%Prev: 0.8%	10,000 SH	Decreased+45 SH
INTERNATIONAL BUSINESS MACHS	COM	$339K	0.1%Prev: 0.1%	1,143 SH	Increased+5 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$946K	0.3%Prev: 0.3%	3,738 SH	Decreased-521 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$882K	0.3%Prev: 0.3%	4,601 SH	Increased+17 SH
INVESCO QQQ TR	UNIT SER 1	$1.6M	0.5%Prev: 0.5%	2,529 SH	Decreased-450 SH
ISHARES TR	CORE MSCI EAFE	$30.9M	9.0%Prev: 8.8%	345,093 SH	Increased+2,293 SH
ISHARES TR	CORE S&P MCP ETF	$31.3M	9.2%Prev: 9.1%	474,756 SH	Increased+3,012 SH
ISHARES TR	CORE S&P SCP ETF	$39.8M	11.7%Prev: 12.2%	331,021 SH	Decreased-17,674 SH
ISHARES TR	CORE S&P500 ETF	$9.4M	2.8%Prev: 2.7%	13,715 SH	Increased+132 SH
ISHARES TR	EAFE SML CP ETF	$10.9M	3.2%Prev: 3.1%	141,157 SH	Increased+4,328 SH
ISHARES TR	MSCI EAFE ETF	$2.3M	0.7%Prev: 0.7%	24,070 SH	Increased+126 SH
ISHARES TR	RUSSELL 2000 ETF	$714K	0.2%Prev: 0.2%	2,901 SH	Increased+4 SH
ISHARES TR	S&P 500 VAL ETF	$212K	0.1%Prev: 0.1%	1,001 SH	Increased
ISHARES TR	S&P SML 600 GWT	$623K	0.2%Prev: 0.2%	4,415 SH	Decreased
ISHARES TR	SP SMCP600VL ETF	$377K	0.1%Prev: 0.1%	3,316 SH	Decreased-598 SH
JACOBS SOLUTIONS INC	COM	$333K	0.1%Prev: 0.1%	2,514 SH	Decreased+6 SH
JOHNSON & JOHNSON	COM	$4.0M	1.2%Prev: 1.1%	19,115 SH	Increased-322 SH
JPMORGAN CHASE & CO.	COM	$7.5M	2.2%Prev: 2.2%	23,314 SH	Decreased-660 SH
KIMBERLY-CLARK CORP	COM	$1.8M	0.5%Prev: 0.6%	18,293 SH	Decreased+747 SH
KINDER MORGAN INC DEL	COM	$545K	0.2%Prev: 0.2%	19,828 SH	Decreased
KLA CORP	COM NEW	$8.0M	2.3%Prev: 2.1%	6,565 SH	Increased-83 SH
KROGER CO	COM	$372K	0.1%Prev: 0.1%	5,961 SH	Decreased+20 SH
LAM RESEARCH CORP	COM NEW	$5.8M	1.7%Prev: 1.3%	33,601 SH	Increased-388 SH
LCNB CORP	COM	$278K	0.1%	16,951 SH	New
LOCKHEED MARTIN CORP	COM	$3.3M	1.0%Prev: 1.0%	6,885 SH	Decreased+7 SH
MARATHON PETE CORP	COM	$5.2M	1.5%Prev: 1.8%	32,014 SH	Decreased+126 SH
MARKEL GROUP INC	COM	$215K	0.1%	100 SH	New
MCCORMICK & CO INC	COM NON VTG	$213K	0.1%Prev: 0.1%	3,130 SH	Increased+21 SH
MCDONALDS CORP	COM	$3.0M	0.9%Prev: 0.9%	9,951 SH	Decreased-153 SH
MCKESSON CORP	COM	$287K	0.1%Prev: 0.1%	350 SH	Increased
MERCK & CO INC	COM	$3.1M	0.9%Prev: 0.7%	29,459 SH	Increased+491 SH
META PLATFORMS INC	CL A	$3.2M	0.9%Prev: 1.0%	4,805 SH	Decreased+75 SH
MICROSOFT CORP	COM	$6.2M	1.8%Prev: 2.0%	12,894 SH	Decreased-224 SH
NOVARTIS AG	SPONSORED ADR	$322K	0.1%Prev: 0.1%	2,335 SH	Increased
NUCOR CORP	COM	$473K	0.1%Prev: 0.1%	2,900 SH	Increased-237 SH
NVIDIA CORPORATION	COM	$572K	0.2%Prev: 0.3%	3,065 SH	Decreased-2,059 SH
ORACLE CORP	COM	$355K	0.1%Prev: 0.1%	1,823 SH	Decreased+37 SH
PAYCHEX INC	COM	$2.6M	0.8%Prev: 0.9%	23,513 SH	Decreased+227 SH
PEOPLES BANCORP INC	COM	$1.1M	0.3%Prev: 0.3%	36,525 SH	Increased+7,076 SH
PEPSICO INC	COM	$3.3M	1.0%Prev: 0.9%	22,794 SH	Increased+111 SH
PFIZER INC	COM	$2.5M	0.7%Prev: 0.9%	100,896 SH	Decreased-12,582 SH
PROCTER AND GAMBLE CO	COM	$15.2M	4.5%Prev: 4.8%	106,171 SH	Decreased-710 SH
QNITY ELECTRONICS INC	COMMON STOCK	$336K	0.1%	4,113 SH	New
ROYAL BK CDA	COM	$478K	0.1%Prev: 0.1%	2,801 SH	Increased
RTX CORPORATION	COM	$2.0M	0.6%Prev: 0.6%	10,798 SH	Increased-578 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$408K	0.1%	9,125 SH	New
SERVICENOW INC	COM	$251K	0.1%Prev: 0.1%	1,640 SH	Decreased+1,291 SH
SHELL PLC	SPON ADS	$753K	0.2%Prev: 0.2%	10,253 SH	Increased-279 SH
SLB LIMITED	COM STK	$396K	0.1%	10,325 SH	New
SOUTHERN CO	COM	$2.7M	0.8%Prev: 0.9%	31,519 SH	Decreased+853 SH
SOUTHERN COPPER CORP	COM	$308K	0.1%Prev: 0.1%	2,146 SH	Increased+21 SH
SPDR S&P 500 ETF TR	TR UNIT	$7.4M	2.2%Prev: 2.1%	10,835 SH	Increased+228 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$2.7M	0.8%Prev: 0.9%	4,550 SH	Decreased-409 SH
SPDR SERIES TRUST	STATE STREET SPD	$2.2M	0.6%	43,829 SH	New
TEXAS INSTRS INC	COM	$3.2M	0.9%Prev: 1.0%	18,601 SH	Decreased+141 SH
TJX COS INC NEW	COM	$274K	0.1%Prev: 0.1%	1,781 SH	Increased-99 SH
TPG INC	COM CL A	$530K	0.2%Prev: 0.1%	8,301 SH	Increased
UNION PAC CORP	COM	$3.2M	0.9%Prev: 1.0%	13,793 SH	Decreased-164 SH
UNITEDHEALTH GROUP INC	COM	$2.5M	0.7%Prev: 0.8%	7,631 SH	Decreased-262 SH
US BANCORP DEL	COM NEW	$3.0M	0.9%Prev: 0.8%	56,563 SH	Increased+1,076 SH
VANGUARD INDEX FDS	GROWTH ETF	$225K	0.1%Prev: 0.2%	462 SH	Decreased-624 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$924K	0.3%Prev: 0.3%	3,056 SH	Increased+2 SH
VANGUARD INDEX FDS	VALUE ETF	$231K	0.1%Prev: 0.1%	1,208 SH	Increased
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.2M	0.6%Prev: 0.7%	30,045 SH	Decreased-2,347 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$312K	0.1%Prev: 0.1%	3,729 SH	Increased+10 SH
WALMART INC	COM	$694K	0.2%Prev: 0.2%	6,227 SH	Increased
WASTE MGMT INC DEL	COM	$675K	0.2%Prev: 0.2%	3,070 SH	Decreased+2 SH

Sold (vs prior filing)

BITWISE BITCOIN ETF TR — $249K
DOW INC — $1.5M
SALESFORCE INC — $259K
SCHLUMBERGER LTD — $355K
SELECT SECTOR SPDR TR — $407K
SPDR SERIES TRUST — $2.0M
SPDR SERIES TRUST — $233K
STRATEGY INC — $322K

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