$134 Million is the total value of Shoker Investment Counsel, Inc.'s 105 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJT | ISHARES TRs&p sml 600 gwt | $508,000 | +8.8% | 2,689 | 0.0% | 0.38% | +6.5% | |
| IJS | ISHARES TRsp smcp600vl etf | $384,000 | +8.2% | 2,355 | 0.0% | 0.29% | +5.9% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $349,000 | -6.7% | 1,875 | 0.0% | 0.26% | -8.5% | |
| GOOG | ALPHABET INCcap stk cl c | $262,000 | +8.3% | 235 | 0.0% | 0.20% | +6.0% | |
| AWF | ALLIANCEBERNSTEIN GBL HGH IN | $139,000 | -2.8% | 12,068 | 0.0% | 0.10% | -4.6% | |
| AKS | AK STL HLDG CORP | $77,000 | -3.8% | 17,780 | 0.0% | 0.06% | -6.6% | |
| PLM | POLYMET MINING CORP | $9,000 | +12.5% | 10,000 | 0.0% | 0.01% | +16.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 40 | Q3 2023 | 10.3% |
| ISHARES TR | 40 | Q3 2023 | 11.5% |
| ISHARES TR | 40 | Q3 2023 | 8.8% |
| SPDR S&P 500 ETF TR | 40 | Q3 2023 | 8.3% |
| PROCTER & GAMBLE CO | 40 | Q3 2023 | 5.7% |
| ISHARES TR | 40 | Q3 2023 | 3.1% |
| VANGUARD INTL EQUITY INDEX F | 40 | Q3 2023 | 2.9% |
| VANGUARD INTL EQUITY INDEX F | 40 | Q3 2023 | 4.4% |
| PEPSICO INC | 40 | Q3 2023 | 2.3% |
| JOHNSON & JOHNSON | 40 | Q3 2023 | 2.3% |
View Shoker Investment Counsel, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-07 |
View Shoker Investment Counsel, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.