Arkolith/Funds/Shoker Investment Counsel, Inc.

Shoker Investment Counsel, Inc.

CIK 1599623
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Shoker Investment Counsel, Inc. holds a focused book of 113 reported positions worth $398.4M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Ishares Core S&P Small-Cap E. Their largest long position is Ishares Core S&P Small-Cap E at 12% of the reported non-option book. Cloning the disclosed picks since 2025 would be +21% (+24.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+21.0%
+24.8%/yr · since Oct '25
Their reported book
+18.5%
held from quarter-end
S&P 500
+12.9%
same window
$9K$10K$11K$12K$12KOct '25Jan '26Mar '26May '26Jul '26Sep '26
Shoker Investment Counsel, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.5 points over this window.

Growth of $10,000 cloning Shoker Investment Counsel, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
50%
Top 20 holdings
67%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

57% mapped to company sectors

ETFs / funds
43%
Information Technology
18%
Industrials
9%
Health Care
7%
Financials
6%
Materials
6%
Energy
5%
Utilities
3%

+2 sectors below the cut, 4% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Shoker Investment Counsel, Inc.

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.10 / 80$4.4B
Swiss Re Ltd51 / 80$1.0B
Uhlmann Price Securities, LLC46 / 80$2.5B
Independent Investors Inc28 / 80$423.1M
LTG Capital LLC10 / 80$120.3M
Capital & Planning, LLC19 / 80$152.3M
Hoey Investments, Inc51 / 80$606.2M
Wallace Hart LLC17 / 80$125.2M

Ranked by the share of each fund's own book sitting in the names it shares with Shoker Investment Counsel, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

113 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P SCP ETF
$47.5M320.1K
11.9%
−2.3%
Reduced · −8K sh
2Ishares TR
CORE S&P MCP ETF
$37.8M489.9K
9.5%
+2.6%
Added · +13K sh
3Ishares TR
CORE MSCI EAFE
$34.8M360.0K
8.7%
+5.1%
Added · +17K sh
4Procter & Gamble Co
COM
$15.7M106.8K
3.9%
+11%
Added · +10K sh
5Kla Corp
COM NEW
$13.3M44.2K
3.3%
+671%
Added · +38K sh
6Ishares TR
EAFE SML CP ETF
$12.2M147.7K
3.1%
+3.4%
Added · +5K sh
7Applied Matls Inc
COM
$10.5M14.5K
2.6%
+1.7%
Added · +240 sh
8Ishares TR
CORE S&P500 ETF
$9.7M13.0K
2.4%
−3.6%
Reduced · −487 sh
9Apple Inc
COM
$9.6M33.1K
2.4%
~0%
Added · +4 sh
10Lam Research Corp
COM NEW
$8.8M20.2K
2.2%
−21%
Reduced · −5K sh
11Marathon Pete Corp
COM
$8.0M31.3K
2.0%
+3.0%
Added · +914 sh
12State STR SPDR S&P 500 ETF T
TR UNIT
$7.9M10.5K
2.0%
+4.0%
Added · +410 sh
13JPMorgan Chase & Co
COM
$7.5M23.0K
1.9%
+5.5%
Added · +1K sh
14Broadcom Inc
COM
$7.3M19.4K
1.8%
+1.8%
Added · +334 sh
15Cisco Sys Inc
COM
$6.3M53.9K
1.6%
−2.2%
Reduced · −1K sh
16Amazon Com Inc
COM
$6.1M25.7K
1.5%
+15%
Added · +3K sh
17Analog Devices Inc
COM
$5.7M14.2K
1.4%
+6.0%
Added · +806 sh
18Abbvie Inc
COM
$5.5M21.9K
1.4%
+3.4%
Added · +712 sh
19Texas Instrs Inc
COM
$5.5M18.4K
1.4%
+4.1%
Added · +721 sh
20Microsoft Corp
COM
$5.4M14.5K
1.4%
+18%
Added · +2K sh
21Exxon Mobil Corp
COM
$5.1M37.5K
1.3%
+2.5%
Added · +923 sh
22Enterprise Prods Partners L
COM
$4.8M130.7K
1.2%
−0.3%
Reduced · −467 sh
23Johnson & Johnson
COM
$4.8M18.8K
1.2%
+3.7%
Added · +677 sh
24Merck & Co Inc
COM
$3.8M29.9K
1.0%
+4.8%
Added · +1K sh
25Union Pac Corp
COM
$3.8M14.1K
1.0%
+6.4%
Added · +844 sh
26Huntington Bancshares Inc
COM
$3.8M215.5K
1.0%
+6.9%
Added · +14K sh
27Chevron Corporation
COM
$3.8M22.7K
0.9%
+5.9%
Added · +1K sh
28Emerson Elec Co
COM
$3.7M25.9K
0.9%
+3.6%
Added · +896 sh
29Lockheed Martin Corp
COM
$3.4M6.6K
0.8%
+41%
Added · +2K sh
30US Bancorp
COM NEW
$3.3M54.5K
0.8%
+8.7%
Added · +4K sh
31Unitedhealth Group Inc
COM
$3.3M7.9K
0.8%
+34%
Added · +2K sh
32State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$3.2M4.6K
0.8%
+0.1%
Added · +5 sh
33Southern Co
COM
$3.1M32.7K
0.8%
+5.8%
Added · +2K sh
34Pepsico Inc
COM
$3.1M22.9K
0.8%
+10.0%
Added · +2K sh
35General Dynamics Corp
COM
$3.0M8.6K
0.8%
+18%
Added · +1K sh
363M Co
COM
$3.0M18.2K
0.7%
+6.2%
Added · +1K sh
37Duke Energy Corp New
COM NEW
$2.9M22.5K
0.7%
+4.4%
Added · +949 sh
38Meta Platforms Inc
CL A
$2.8M5.0K
0.7%
+24%
Added · +970 sh
39Illinois Tool WKS Inc
COM
$2.8M10.3K
0.7%
+12%
Added · +1K sh
40McDonalds Corp
COM
$2.8M10.2K
0.7%
+9.6%
Added · +898 sh
411ST Finl Bancorp
COM
$2.7M80.4K
0.7%
+2.4%
Added · +2K sh
42Caterpillar Inc
COM
$2.7M2.5K
0.7%
+0.1%
Added · +3 sh
43Paychex Inc
COM
$2.7M27.2K
0.7%
+19%
Added · +4K sh
44Gilead Sciences Inc
COM
$2.6M20.8K
0.7%
−1.3%
Reduced · −276 sh
45Ishares TR
MSCI EAFE ETF
$2.6M25.3K
0.7%
+4.9%
Added · +1K sh
46Vanguard Intl Equity Index F
ALLWRLD EX US
$2.5M29.9K
0.6%
+0.1%
Added · +41 sh
47Altria Group Inc
COM
$2.5M34.8K
0.6%
+6.6%
Added · +2K sh
48Pfizer Inc
COM
$2.4M99.9K
0.6%
+4.8%
Added · +5K sh
49Kimberly-Clark Corp
COM
$2.4M21.7K
0.6%
+20%
Added · +4K sh
50SPDR Series Trust
ST STR SP600 SML
$2.3M39.7K
0.6%
−1.9%
Reduced · −785 sh
Showing 50 of 113 positions
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Filing history

As-of date vs the date the SEC received each filing

$398.4M · Q2 2026Q3 2025 · $339.0MQ2 2026 · $398.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 202641d113$398.4M13F-HR
Q1 2026Mar 31, 2026May 11, 202641d109$336.8M13F-HR
Q4 2025Dec 31, 2025Feb 4, 202635d111$341.3M13F-HR
Q3 2025Sep 30, 2025Oct 31, 202531d111$339.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.