|
⚲
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| Shoker Investment Counsel Inc
✚
| |
|---|---|
| CRD # | 107857 |
| SEC # | 801-37179 |
| CIK # | 0001599623 |
| AUM | $385.1 MM (2024-08-16) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 513-524-1776 |
| Address | 3642 Kehr Rd Oxford, OH 45056 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| PG | 338,108.9 | 14.5 | |
| AAPL | 2,382,844.0 | 7.6 | |
| MSFT | 1,918,222.4 | 6.3 | |
| KLAC | 49,261.0 | 5.9 | |
| MPC | 47,980.8 | 5.5 | |
| AMZN | 1,092,997.8 | 5.4 | |
| JPM | 340,169.2 | 4.9 | |
| XOM | 385,508.3 | 4.2 | |
| ABBV | 269,466.6 | 4.1 | |
| EPD | 54,009.8 | 3.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 33.6 |
| (b) Individuals (high net worth individuals) | 90 | 338.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 6.3 |
| (h) Charitable organizations | 1 | 3.5 |
| (i) State or municipal government entities | 1 | 3.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 193 | 385.1 |
| By Discretionary | ||
| Discretionary | 193 | 385.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 193 | 385.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 385.1 | |
| Total | 193 | 385.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001599623] |
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