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Shoker Investment Counsel, Inc.

Portfolio Manager
Shoker Investment Counsel, Inc.
Performance
+3.31% (2026 Q1)
AUM (13F)
$336.84M
# of Holdings
109
Performance Rank
Allocation (Top 20)
65.57%

Shoker Investment Counsel, Inc. Holdings Map

Top 50 Shoker Investment Counsel, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IJR
ISHARES TR
12.09%327.6K$40.7M
-1.02%(-3.37K)
2025-Q1: 271.6K shares2025-Q2: 349.8K shares2025-Q3: 348.7K shares2025-Q4: 331.0K shares2026-Q1: 327.6K shares
$85.28(+71.77%)
2026-03-31
IJH
SHARES TR
9.57%477.3K$32.2M
+0.54%(+2.57K)
2025-Q1: 471.4K shares2025-Q2: 473.0K shares2025-Q3: 471.7K shares2025-Q4: 474.8K shares2026-Q1: 477.3K shares
$38.34(+98.45%)
2026-03-31
IEFA
ISHARES TR
9.21%342.7K$31.0M
-0.70%(-2.40K)
2025-Q1: 324.5K shares2025-Q2: 341.9K shares2025-Q3: 342.8K shares2025-Q4: 345.1K shares2026-Q1: 342.7K shares
$63.41(+53.45%)
2026-03-31
PG
PROCTER & GAMBLE CO
4.13%96.4K$13.9M
-9.20%(-9.77K)
2025-Q1: 107.0K shares2025-Q2: 106.8K shares2025-Q3: 106.9K shares2025-Q4: 106.2K shares2026-Q1: 96.4K shares
$121.56(+24.55%)
2026-03-31
SCZ
SHARES TR
3.32%142.8K$11.2M
+1.18%(+1.67K)
2025-Q1: 130.9K shares2025-Q2: 137.0K shares2025-Q3: 136.8K shares2025-Q4: 141.2K shares2026-Q1: 142.8K shares
$57.39(+45.47%)
2026-03-31
IVV
ISHARES TR
2.62%13.5K$8.8M
-1.57%(-215)
2025-Q1: 10.6K shares2025-Q2: 10.6K shares2025-Q3: 13.6K shares2025-Q4: 13.7K shares2026-Q1: 13.5K shares
$496.91(+50.62%)
2026-03-31
KLAC
KLA CORP
2.51%5.7K$8.4M
-12.69%(-833)
2025-Q1: 6.9K shares2025-Q2: 6.8K shares2025-Q3: 6.6K shares2025-Q4: 6.6K shares2026-Q1: 5.7K shares
$52.04(+352.62%)
2026-03-31
AAPL
APPLE INC
2.49%33.1K$8.4M
-4.15%(-1.43K)
2025-Q1: 34.2K shares2025-Q2: 35.6K shares2025-Q3: 35.4K shares2025-Q4: 34.5K shares2026-Q1: 33.1K shares
$97.94(+215.11%)
2026-03-31
MPC
MARATHON PETE CORP
2.2%30.4K$7.4M
-5.13%(-1.64K)
2025-Q1: 32.3K shares2025-Q2: 31.9K shares2025-Q3: 31.9K shares2025-Q4: 32.0K shares2026-Q1: 30.4K shares
$58.32(+356.68%)
2026-03-31
SPY
TATE STR SPDR S&P 500 ETF T
1.95%10.1K$6.6M
-6.72%(-728)
2025-Q1: 10.9K shares2025-Q2: 10.5K shares2025-Q3: 10.6K shares2025-Q4: 10.8K shares2026-Q1: 10.1K shares
$274.65(+171.18%)
2026-03-31

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