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| Happy Holidays!! thanks for using AUM13F!! |
| Shoker Investment Counsel Inc
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| CRD # | 107857 |
| SEC # | 801-37179 |
| CIK # | 0001599623 |
| AUM | $420.7 M (2025-03-31) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 513-524-1776 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 17.0 | ||
| Apple Inc | 7.3 | ||
| J P Morgan Chase & Co | 7.0 | ||
| Microsoft Corp | 6.6 | ||
| Amazon Com Inc | 6.2 | ||
| KLA Tencor Corp | 6.1 | ||
| Broadcom Inc | 5.8 | ||
| Marathon Petroleum Corp | 5.3 | ||
| United Technologies Corp /DE/ | 4.3 | ||
| Enterprise Products Partners L P | 4.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 30.3 |
| (b) Individuals (high net worth individuals) | 104 | 363.7 |
| (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 | 7.2 |
| (h) Charitable organizations | 1 | 4.1 |
| (i) State or municipal government entities | 1 | 3.8 |
| (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 | 11.8 |
| (n) Other | 0 | 0.0 |
| Total | 180 | 420.7 |
| By Discretionary | ||
| Discretionary | 180 | 420.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 180 | 420.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 420.7 | |
| Total | 180 | 420.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001599623] |
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