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Schulhoff & Co Inc

SEC CIK
0001080197
Latest filing
Aug 13, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 9, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
119
+6 vs. Q3 2022
Portfolio value
$217.3M
+$25.3M (+13.2%) vs. Q3 2022
Filed
Feb 9, 2023
SEC
Holdings of Schulhoff & Co Inc in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
PGProcter & Gamble CoStock233,791$35.4M16.3%−814−0.3%ReducedHistory
XOMExxonMobil Holdings CorpCOM80,726$8.90M4.1%−200−0.2%ReducedHistory
JNJJohnson & JohnsonStock48,800$8.62M4.0%−285−0.6%ReducedHistory
LMTLockheed Martin CorpStock16,308$7.93M3.7%−226−1.4%ReducedHistory
JPMJPMorgan Chase & CoStock50,584$6.78M3.1%−635−1.2%ReducedHistory
CVXChevron CorpStock37,165$6.67M3.1%−535−1.4%ReducedHistory
CINFCincinnati Financial CorpCOM54,069$5.54M2.5%−136−0.3%ReducedHistory
ABBVAbbVie Inc.Stock32,008$5.17M2.4%−400−1.2%ReducedHistory
BRK.ABerkshire Hathaway IncCL A11$5.16M2.4%00.0%UnchangedHistory
KOCoca Cola CoStock78,539$5.00M2.3%+260.0%AddedHistory
UPSUnited Parcel Service IncStock26,140$4.54M2.1%−660−2.5%ReducedHistory
USBUS Bancorp DECOM NEW97,496$4.25M2.0%−637−0.6%ReducedHistory
PEPPepsiCo IncStock23,375$4.22M1.9%−340−1.4%ReducedHistory
MAAMid America Apartment Communities Inc.COM26,847$4.21M1.9%−30−0.1%ReducedHistory
ACNAccenture plcStock13,631$3.64M1.7%−198−1.4%ReducedHistory
BF.BBrown Forman CorpStock48,492$3.18M1.5%−1,436−2.9%ReducedHistory
ELEstee Lauder Companies IncCL A12,788$3.17M1.5%−296−2.3%ReducedHistory
GDGeneral Dynamics CorpStock12,768$3.17M1.5%−174−1.3%ReducedHistory
ABTAbbott LaboratoriesCOM28,836$3.17M1.5%−500−1.7%ReducedHistory
MSFTMicrosoft CorpStock13,199$3.17M1.5%−25−0.2%ReducedHistory
PFEPfizer IncStock57,000$2.92M1.3%−2,580−4.3%ReducedHistory
MMM3M CoCOM22,947$2.75M1.3%−30−0.1%ReducedHistory
AAPLApple Inc.Stock21,172$2.75M1.3%+21,172NewHistory
NOCNorthrop Grumman CorpStock4,955$2.70M1.2%00.0%UnchangedHistory
MDLZMondelez International, Inc.Stock35,449$2.36M1.1%+18+0.1%AddedHistory
EMREmerson Electric CoStock24,569$2.36M1.1%−197−0.8%ReducedHistory
BF.ABrown Forman CorpCL A32,780$2.16M1.0%00.0%UnchangedHistory
SMGScotts Miracle-Gro CoStock43,859$2.13M1.0%−590−1.3%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock13,289$2.10M1.0%+42+0.3%AddedHistory
KMBKimberly Clark CorpStock14,832$2.01M0.9%+70.0%AddedHistory
HONHoneywell International IncCOM9,112$1.95M0.9%−198−2.1%ReducedHistory
LLYEli Lilly & CoStock5,175$1.89M0.9%00.0%UnchangedHistory
VZVerizon Communications IncStock47,131$1.86M0.9%−3,106−6.2%ReducedHistory
MKCMcCormick & Co IncStock22,284$1.85M0.9%−1,594−6.7%ReducedHistory
WSBCWesbanco IncCOM49,459$1.83M0.8%00.0%UnchangedHistory
WMWaste Management IncStock11,600$1.82M0.8%−400−3.3%ReducedHistory
BMYBristol Myers Squibb CoStock24,021$1.73M0.8%00.0%UnchangedHistory
TAT&T Inc.Stock93,674$1.72M0.8%−1,450−1.5%ReducedHistory
MCDMcDonalds CorpStock6,216$1.64M0.8%00.0%UnchangedHistory
QCOMQualcomm IncStock14,805$1.63M0.7%−150−1.0%ReducedHistory
CSCOCisco Systems, Inc.Stock34,132$1.63M0.7%−620−1.8%ReducedHistory
IBMInternational Business Machines CorpStock10,724$1.51M0.7%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock12,058$1.34M0.6%00.0%UnchangedHistory
FUNSix Flags Entertainment CorporationDEPOSITRY UNIT32,141$1.33M0.6%+125+0.4%AddedHistory
RYNRayonier IncCOM39,053$1.29M0.6%−4,494−10.3%ReducedHistory
MDTMedtronic plcStock16,515$1.28M0.6%−400−2.4%ReducedHistory
BACBank of America CorpStock37,270$1.23M0.6%−101−0.3%ReducedHistory
Duke Energy CORP264399106COM10,724$1.10M0.5%−234−2.1%Reduced–
COSTCostco Wholesale CorpCOM2,280$1.04M0.5%00.0%UnchangedHistory
INTCIntel CorpStock38,024$1.00M0.5%−2,788−6.8%ReducedHistory
Nestle SA ADR641069406COM8,667$1.00M0.5%00.0%Unchanged–
SJMJ M SMUCKER CoStock6,198$982.1K0.5%00.0%UnchangedHistory
SYYSysco CorpStock12,411$948.9K0.4%+8+0.1%AddedHistory
NSCNorfolk Southern CorpStock3,655$900.7K0.4%00.0%UnchangedHistory
LOWLowes Companies IncStock4,427$882.0K0.4%−160−3.5%ReducedHistory
WMBWilliams Companies, Inc.COM16,757$856.6K0.4%00.0%UnchangedHistory
EDConsolidated Edison IncStock8,716$830.7K0.4%00.0%UnchangedHistory
NEENextera Energy IncStock9,788$818.3K0.4%00.0%UnchangedHistory
UDRUDR, Inc.COM19,900$770.7K0.4%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock16,579$754.7K0.3%−1,296−7.3%ReducedHistory
DDDuPont de Nemours, Inc.COM10,396$713.5K0.3%00.0%UnchangedHistory
AVDLAvadel Pharmaceuticals PLCSPONSORED ADR96,000$687.4K0.3%00.0%UnchangedHistory
DISWalt Disney CoStock7,871$683.8K0.3%−300−3.7%ReducedHistory
GOOGLAlphabet Inc.Stock7,546$665.8K0.3%−150−1.9%ReducedHistory
AXPAmerican Express CoStock4,490$663.4K0.3%00.0%UnchangedHistory
CTVACorteva, Inc.COM11,088$651.8K0.3%00.0%UnchangedHistory
WYWeyerhaeuser CoCOM NEW19,955$618.6K0.3%−750−3.6%ReducedHistory
GEGeneral Electric CoCOM7,252$607.7K0.3%−575−7.3%ReducedHistory
OGEOGE Energy Corp.COM14,825$586.3K0.3%00.0%UnchangedHistory
HSYHershey CoCOM2,481$574.5K0.3%00.0%UnchangedHistory
SHELShell plcADR9,667$550.5K0.3%00.0%UnchangedHistory
NVSNovartis AGADR6,047$548.6K0.3%00.0%UnchangedHistory
DOWDow Inc.Stock10,576$532.9K0.2%00.0%UnchangedHistory
TJXTJX Companies IncStock6,405$509.8K0.2%+7+0.1%AddedHistory
HUBBHubbell IncCOM1,988$466.5K0.2%00.0%UnchangedHistory
NEMNEWMONT CorpStock9,850$464.9K0.2%+200+2.1%AddedHistory
SOSouthern CoStock6,000$428.5K0.2%00.0%UnchangedHistory
MEDPMedpace Holdings, Inc.COM2,005$425.9K0.2%−1,000−33.3%ReducedHistory
PMPhilip Morris International Inc.Stock4,206$425.7K0.2%+3+0.1%AddedHistory
CLColgate Palmolive CoStock5,334$420.3K0.2%00.0%UnchangedHistory
KHCKraft Heinz CoStock10,033$408.4K0.2%+40.0%AddedHistory
CPTCamden Property TrustREIT3,572$399.6K0.2%00.0%UnchangedHistory
CLXClorox CoStock2,748$385.6K0.2%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock1,066$366.0K0.2%−284−21.0%ReducedHistory
CATCaterpillar IncStock1,500$359.3K0.2%−150−9.1%ReducedHistory
Vodafone Group PLC ADR92857T107COM35,145$355.7K0.2%−1,645−4.5%Reduced–
SPGSimon Property Group Inc.REIT3,020$354.8K0.2%+60+2.0%AddedHistory
WFCWells Fargo & CompanyStock8,532$352.3K0.2%+20.0%AddedHistory
EVRGEvergy, Inc.Stock5,500$346.1K0.2%00.0%UnchangedHistory
SLBSLB LimitedStock6,290$336.3K0.2%−200−3.1%ReducedHistory
COPConocoPhillipsStock2,898$315.0K0.1%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock1,387$305.6K0.1%00.0%UnchangedHistory
ENBEnbridge IncStock7,678$300.2K0.1%−345−4.3%ReducedHistory
CPBCAMPBELL'S CoCOM5,250$297.9K0.1%00.0%UnchangedHistory
KMIKinder Morgan, Inc.Stock16,148$292.0K0.1%00.0%UnchangedHistory
BABoeing CoStock1,470$280.0K0.1%+1,470NewHistory
KIMKimco Realty CorpCOM13,053$276.5K0.1%00.0%UnchangedHistory
PIPRPiper Sandler CompaniesCOM2,112$275.0K0.1%00.0%UnchangedHistory
AMGNAmgen IncStock1,042$273.7K0.1%00.0%UnchangedHistory
DEODiageo PLCSPON ADR NEW1,508$268.7K0.1%00.0%UnchangedHistory

Sold out since Q3 2022 (1)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Schulhoff & Co Inc sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
AAPLApple Inc.COM22,362$3.09M1.6%History