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Showing Q3 2025 data
Shoker Investment Counsel, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Shoker Investment Counsel, Inc.
โขCIK: 1599623โขFiling: Q3 2025
**Shoker Investment Counsel, Inc.** manages $339M across a diversified portfolio of 111 positions. The fund exhibits significant allocation to broad market indices and sector leaders, notably holding IJR at $41.4M and IJH at $30.8M. Top concentrations also include IEFA ($29.9M), signaling exposure to international and established equity segments. This positioning suggests a core strategy focused on capturing broad market beta while maintaining tactical tilts toward key growth and value areas.
Total AUM
$339.0M
QoQ Performance
+6.3%
Positions
98
Top 10 Concentration
49.9%
Latest Filing
Q3 2025
Top Holdings Allocation
IJR
IJH
IEFA
IJR12.2%
IJH9.1%
IEFA8.8%
PG4.8%
SCZ3.1%
IVV2.7%
AAPL2.7%
JPM2.2%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other59.9%
Technology12.2%
Healthcare6.1%
ETF4.8%
Industrial4.1%
Energy3.2%
Financial3.1%
Consumer2.9%
Changes from Q2 2025
NEW2 new positions
โ39 increased
โ54 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023