Shoker Investment Counsel, Inc. has disclosed its latest investment holdings in a recent filing, which shows a total value of approximately $386.9 million as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategy and its positions within the financial services industry.

The filing, dated November 4, 2026, includes a detailed list of the company's holdings, revealing substantial investments in well-known corporations such as Apple Inc., Amazon.com Inc., and Microsoft Corporation. These investments reflect Shoker Investment Counsel's strategy of diversifying its portfolio across various sectors, including technology, healthcare, and consumer goods.

Background

Shoker Investment Counsel, Inc. is a financial services firm based in Oxford, Ohio. The company focuses on managing investments for its clients, utilizing a range of strategies to optimize returns. According to its recent filings, Shoker Investment Counsel operates under the Central Index Key (CIK) number 0001599623. The firm has consistently filed reports with the SEC, including its most recent 13F-HR filing on November 4, 2026, which highlights its investment activities for the third quarter of 2026.

What the Filing Says

The 13F-HR filing indicates that Shoker Investment Counsel holds a total of 115 positions, with a reported total value of $386,934,960. The filing does not specify the exact breakdown of each investment but highlights the firm's commitment to maintaining a diversified portfolio.

Impact

This filing may have implications for various stakeholders, including investors who follow Shoker Investment Counsel's strategies. The reported investments in major companies like Apple and Amazon could influence investor sentiment and strategies within the financial services sector. Additionally, the filing may prompt competitors to reassess their own investment approaches in response to Shoker's holdings.

What's Next

The filing does not indicate any specific actions or upcoming events related to Shoker Investment Counsel's investments. However, stakeholders will likely monitor future filings to assess any changes in investment strategy or portfolio adjustments.

Source: SEC Accession Number 0001420506-26-002477