SCHULHOFF & CO INC

SEC CIK
0001080197

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 13, 2026.SEC

Positions
133
+1 vs. Q1 2026
Total value
$248.77M
+$5.63M (+2.3%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

SCHULHOFF & CO INC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
PGPROCTER & GAMBLE CO COMStock152,478$22.36M8.99%−1,094−0.7%ReducedView
JPMJPMORGAN CHASE & CO COMStock42,624$13.95M5.61%−1,880−4.2%ReducedView
XOMEXXON MOBIL CORPCOM77,822$10.64M4.28%−900−1.1%ReducedView
JNJJOHNSON & JOHNSON COMStock40,998$10.41M4.19%−939−2.2%ReducedView
CINFCINCINNATI FINL CORPCOM52,321$9.69M3.89%−1,097−2.1%ReducedView
BRK.ABERKSHIRE HATHAWAY INC DELCL A11$8.24M3.31%00.0%UnchangedView
LMTLOCKHEED MARTIN CORP COMStock14,687$7.48M3.01%−346−2.3%ReducedView
ABBVABBVIE INC COMStock26,880$6.76M2.72%−680−2.5%ReducedView
KOCOCA COLA CO COMStock73,707$5.99M2.41%−2,895−3.8%ReducedView
CVXCHEVRON CORPORATION COMStock35,848$5.94M2.39%−694−1.9%ReducedView
LLYELI LILLY & CO COMStock4,825$5.79M2.33%00.0%UnchangedView
GOOGLALPHABET INC CAP STK CL AStock15,765$5.63M2.26%−25−0.2%ReducedView
USBUS BANCORPCOM NEW92,194$5.57M2.24%−987−1.1%ReducedView
AAPLAPPLE INC COMStock18,890$5.47M2.20%−50−0.3%ReducedView
MSFTMICROSOFT CORP COMStock13,596$5.07M2.04%+103+0.8%AddedView
GDGENERAL DYNAMICS CORP COMStock11,260$3.99M1.60%−19−0.2%ReducedView
CSCOCISCO SYS INC COMStock28,801$3.38M1.36%−2,250−7.2%ReducedView
MAAMID-AMER APT CMNTYS INCCOM22,042$3.06M1.23%−2,275−9.4%ReducedView
EMREMERSON ELEC CO COMStock20,965$3M1.21%−1,242−5.6%ReducedView
IBMINTERNATIONAL BUSINESS MACHS COMStock10,274$2.89M1.16%−150−1.4%ReducedView
PNCPNC FINL SVCS GROUP INC COMStock11,634$2.86M1.15%+10.0%AddedView
INTCINTEL CORP COMStock20,418$2.85M1.15%−27−0.1%ReducedView
PEPPEPSICO INC COMStock20,704$2.8M1.13%−1,130−5.2%ReducedView
GSGOLDMAN SACHS GROUP INC COMStock2,730$2.76M1.11%−833−23.4%ReducedView
3m Company604059105COM16,701$2.7M1.09%−598−3.5%Reduced–
WMWASTE MGMT INC DEL COMStock15,819$2.64M1.06%+6,151+63.6%AddedView
SMGSCOTTS MIRACLE-GRO CO CL AStock36,856$2.51M1.01%−437−1.2%ReducedView
GEGENERAL ELECTRIC COCOM6,699$2.5M1.01%+20.0%AddedView
QCOMQUALCOMM INC COMStock13,420$2.48M1.00%−920−6.4%ReducedView
ABTABBOTT LABORATORIESCOM22,499$2.04M0.82%−1,345−5.6%ReducedView
ACNACCENTURE PLC IRELAND SHS CLASS AStock16,190$2.01M0.81%+2,945+22.2%AddedView
BACBANK OF AMER CORP COMStock34,333$1.96M0.79%−2,985−8.0%ReducedView
NOCNORTHROP GRUMMAN CORP COMStock3,818$1.94M0.78%+10.0%AddedView
MDLZMONDELEZ INTL INC CL AStock33,470$1.94M0.78%−2,624−7.3%ReducedView
UPSUNITED PARCEL SVCS INC CL BStock17,772$1.91M0.77%−1,034−5.5%ReducedView
GEVGE VERNOVA INC COMStock1,563$1.84M0.74%−68−4.2%ReducedView
VZVERIZON COMMUNICATIONS INC COMStock42,974$1.82M0.73%−2,324−5.1%ReducedView
CTMXCYTOMX THERAPEUTICS INC.COM477,550$1.79M0.72%00.0%UnchangedView
BNYBANK OF NY MELLON CORP COMStock11,837$1.71M0.69%+20.0%AddedView
WSBCWESBANCO INCCOM41,275$1.61M0.65%−1,000−2.4%ReducedView
MRKMERCK & CO INC COMStock12,263$1.58M0.63%00.0%UnchangedView
TAT&T INC COMStock75,927$1.57M0.63%−400−0.5%ReducedView
MCDMCDONALDS CORP COMStock5,798$1.57M0.63%−160−2.7%ReducedView
AXPAMERICAN EXPRESS CO COMStock4,300$1.45M0.58%00.0%UnchangedView
Duke Energy264399106COM10,434$1.32M0.53%00.0%Unchanged–
COSTCOSTCO WHOLESALECOM1,394$1.3M0.52%+1+0.1%AddedView
KMBKIMBERLY-CLARK CORP COMStock11,637$1.28M0.51%−689−5.6%ReducedView
MEDPMEDPACE HLDGS INCCOM2,299$1.22M0.49%+4+0.2%AddedView
BMYBRISTOL-MYERS SQUIBB CO COMStock20,914$1.21M0.48%00.0%UnchangedView
CATCATERPILLAR INC COMStock1,127$1.2M0.48%−25−2.2%ReducedView
NSCNORFOLK SOUTHN CORP COMStock3,635$1.14M0.46%00.0%UnchangedView
LOWLOWES COS INC COMStock5,162$1.14M0.46%00.0%UnchangedView
PFEPFIZER INC COMStock45,453$1.09M0.44%−3,109−6.4%ReducedView
TJXTJX COS INC NEW COMStock7,023$1.06M0.43%+6+0.1%AddedView
HUBBHUBBELL INCCOM1,988$1.04M0.42%00.0%UnchangedView
HONHoneywell TechnologiesCOM4,417$988.97K0.40%−4,355−49.6%ReducedView
HONAHONEYWELL AEROSPACE INCCOM4,417$976.51K0.39%+4,417NewView
NVSNOVARTIS AG SPONSORED ADRADR6,053$948.63K0.38%+30.0%AddedView
BF.BBROWN FORMAN CORP CL BStock35,365$942.48K0.38%+60.0%AddedView
MKCMCCORMICK & CO INC COM NON VTGStock18,624$939.02K0.38%−1,435−7.2%ReducedView
EDCONSOLIDATED EDISON INC COMStock8,416$931.06K0.37%00.0%UnchangedView
MDTMEDTRONIC PLC SHSStock11,821$924.76K0.37%−300−2.5%ReducedView
SYYSYSCO CORP COMStock10,712$895.33K0.36%−1,691−13.6%ReducedView
SHELSHELL PLC SPON ADSADR11,515$892.94K0.36%−120−1.0%ReducedView
BF.ABROWN FORMAN CORPCL A32,250$882.36K0.35%00.0%UnchangedView
NEENEXTERA ENERGY INC COMStock9,857$865.15K0.35%00.0%UnchangedView
ETENERGY TRANSFER L PCOM UT LTD PTN44,625$853.23K0.34%00.0%UnchangedView
SPGSIMON PPTY GROUP INC NEW COMREIT3,531$789.71K0.32%00.0%UnchangedView
RYNRAYONIER INCCOM36,989$787.13K0.32%−739−2.0%ReducedView
WUWESTERN UN CO COMStock102,150$786.56K0.32%+42,900+72.4%AddedView
ELLAUDER ESTEE COS INCCL A9,834$776.43K0.31%+10+0.1%AddedView
CTVACORTEVA, INCCOM9,143$774.32K0.31%−106−1.1%ReducedView
PMPHILIP MORRIS INTL INC COMStock4,042$731.24K0.29%−198−4.7%ReducedView
LHXL3HARRIS TECHNOLOGIES INC COMStock2,486$722.41K0.29%+6+0.2%AddedView
OGEOGE ENERGY CORPCOM14,825$721.38K0.29%00.0%UnchangedView
HSYHERSHEY COCOM4,090$717.59K0.29%−91−2.2%ReducedView
QQNITY ELECTRONICS INCCOMMON STOCK4,066$664.02K0.27%−70−1.7%ReducedView
WMBWILLIAMS COS INCCOM8,878$659.99K0.27%00.0%UnchangedView
LRCXLAM RESEARCH CORP COM NEWStock1,425$617.5K0.25%00.0%UnchangedView
FDXFEDEX CORP COMStock1,938$606.85K0.24%00.0%UnchangedView
FUNSIX FLAGS ENTERTAINMENT CORPCOM28,166$599.94K0.24%00.0%UnchangedView
RTXRTX CORPORATION COMStock3,160$599.55K0.24%00.0%UnchangedView
PEYTO EXP & DEV717046106COM34,000$566.1K0.23%00.0%Unchanged–
SOSOUTHERN CO COMStock5,875$562.3K0.23%00.0%UnchangedView
DISDISNEY WALT CO COMStock5,596$538.62K0.22%00.0%UnchangedView
NEMNEWMONT CORP COMStock5,750$537.05K0.22%00.0%UnchangedView
MPLXMPLX LPCOM UNIT REP LTD9,500$535.14K0.22%00.0%UnchangedView
CLCOLGATE PALMOLIVE CO COMStock5,334$489.02K0.20%00.0%UnchangedView
EVRGEVERGY INC COMStock5,500$475.37K0.19%00.0%UnchangedView
ITRNITURAN LOCATION AND CONTROLSHS7,475$456.05K0.18%00.0%UnchangedView
GOOGALPHABET INC CAP STK CL CStock1,258$444.49K0.18%−35−2.7%ReducedView
WESWESTERN MIDSTREAM PARTNERS LCOM UNIT LP INT10,100$441.98K0.18%00.0%UnchangedView
CHDNCHURCHILL DOWNS INCCOM4,680$419.52K0.17%+100+2.2%AddedView
NESTLE SA ADR641069406COM4,067$418.88K0.17%−750−15.6%Reduced–
KIMKIMCO REALTY CORPCOM16,303$413.28K0.17%00.0%UnchangedView
SPRYARS PHARMACEUTICALS INCCOM51,150$409.71K0.16%00.0%UnchangedView
SLBSLB LIMITED COM STKStock8,480$394.24K0.16%00.0%UnchangedView
PIPRPIPER SANDLER COMPANIESCOM5,432$392.95K0.16%−1,000−15.5%ReducedView
ENBENBRIDGE INC COMStock7,197$390.15K0.16%00.0%UnchangedView
FITBFIFTH THIRD BANCORPCOM6,753$380.67K0.15%00.0%UnchangedView

Options (1)

Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.

SCHULHOFF & CO INC option positions in Q2 2026
SecurityClassPutsCalls
DOWDOW HLDGS INC COMStock$204.65K–

Sold out since Q1 2026 (2)

Positions held at the end of Q1 2026 that are no longer in this filing.

SCHULHOFF & CO INC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
CLXCLOROX CO DEL COMStock2,215$229.54K0.09%
BPBP PLC SPONSORED ADRADR4,702$221.01K0.09%

13F filings by quarter

SCHULHOFF & CO INC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 13, 2026133$248.77Mvs. Q1 2026SEC
Q1 2026May 11, 2026132$243.14Mvs. Q4 2025SEC
Q4 2025Feb 11, 2026132$237.51Mvs. Q3 2025SEC
Q3 2025Nov 10, 2025135$234.18Mvs. Q2 2025SEC
Q2 2025Jul 30, 2025135$225.37Mvs. Q1 2025SEC
Q1 2025May 7, 2025131$225.86Mvs. Q4 2024SEC
Q4 2024Feb 5, 2025128$274.01Mvs. Q3 2024SEC
Q3 2024Nov 6, 2024128$239.51Mvs. Q2 2024SEC
Q2 2024Aug 8, 2024126$221.62Mvs. Q1 2024SEC
Q1 2024May 1, 2024126$228.19Mvs. Q4 2023SEC
Q4 2023Feb 7, 2024121$209.86Mvs. Q3 2023SEC
Q3 2023Nov 13, 2023118$197.83Mvs. Q2 2023SEC
Q2 2023Aug 1, 2023120$215Mvs. Q1 2023SEC
Q1 2023May 5, 2023121$215.1Mvs. Q4 2022SEC
Q4 2022Feb 9, 2023119$217.27Mvs. Q3 2022SEC
Q3 2022Nov 8, 2022113$191.95Mvs. Q2 2022SEC
Q2 2022Aug 5, 2022115$214.16Mvs. Q1 2022SEC
Q1 2022May 9, 2022122$237.12Mvs. Q4 2021SEC
Q4 2021Feb 8, 2022124$243.08Mvs. Q3 2021SEC
Q3 2021Nov 8, 2021119$222.07Mvs. Q2 2021SEC
Q2 2021Aug 3, 2021118$227.09Mvs. Q1 2021SEC
Q1 2021Apr 30, 2021116$218.62M–SEC