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Schulhoff & Co Inc

SEC CIK
0001080197
Latest filing
Aug 13, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 7, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
121
+3 vs. Q3 2023
Portfolio value
$209.9M
+$12.0M (+6.1%) vs. Q3 2023
Filed
Feb 7, 2024
SEC
Holdings of Schulhoff & Co Inc in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
PGProcter & Gamble CoStock230,934$33.8M16.1%−343−0.1%ReducedHistory
JPMJPMorgan Chase & CoStock47,470$8.07M3.8%−65−0.1%ReducedHistory
XOMExxonMobil Holdings CorpCOM78,473$7.85M3.7%+140.0%AddedHistory
LMTLockheed Martin CorpStock15,728$7.13M3.4%−27−0.2%ReducedHistory
JNJJohnson & JohnsonStock44,645$7.00M3.3%−220.0%ReducedHistory
BRK.ABerkshire Hathaway IncCL A11$5.97M2.8%00.0%UnchangedHistory
CVXChevron CorpStock36,828$5.49M2.6%+50.0%AddedHistory
CINFCincinnati Financial CorpCOM53,030$5.49M2.6%+150.0%AddedHistory
KOCoca Cola CoStock76,876$4.53M2.2%+240.0%AddedHistory
MSFTMicrosoft CorpStock11,770$4.43M2.1%−47−0.4%ReducedHistory
ACNAccenture plcStock12,576$4.41M2.1%−115−0.9%ReducedHistory
ABBVAbbVie Inc.Stock28,233$4.38M2.1%−125−0.4%ReducedHistory
USBUS Bancorp DECOM NEW97,528$4.22M2.0%−1,982−2.0%ReducedHistory
UPSUnited Parcel Service IncStock24,310$3.82M1.8%−18−0.1%ReducedHistory
PEPPepsiCo IncStock22,372$3.80M1.8%−105−0.5%ReducedHistory
AAPLApple Inc.Stock18,847$3.63M1.7%−85−0.4%ReducedHistory
MAAMid America Apartment Communities Inc.COM25,492$3.43M1.6%00.0%UnchangedHistory
ABTAbbott LaboratoriesCOM27,031$2.98M1.4%−100−0.4%ReducedHistory
LLYEli Lilly & CoStock5,080$2.96M1.4%−30−0.6%ReducedHistory
GDGeneral Dynamics CorpStock11,264$2.92M1.4%−48−0.4%ReducedHistory
SMGScotts Miracle-Gro CoStock42,644$2.72M1.3%−195−0.5%ReducedHistory
BF.BBrown Forman CorpStock44,124$2.52M1.2%−770−1.7%ReducedHistory
MDLZMondelez International, Inc.Stock33,229$2.41M1.1%−35−0.1%ReducedHistory
MMM3M CoCOM20,942$2.29M1.1%+50.0%AddedHistory
EMREmerson Electric CoStock23,192$2.26M1.1%−23−0.1%ReducedHistory
QCOMQualcomm IncStock14,346$2.07M1.0%−35−0.2%ReducedHistory
HONHoneywell International IncCOM9,189$1.93M0.9%+20.0%AddedHistory
NOCNorthrop Grumman CorpStock4,079$1.91M0.9%−10−0.2%ReducedHistory
BF.ABrown Forman CorpCL A31,950$1.90M0.9%00.0%UnchangedHistory
MCDMcDonalds CorpStock5,988$1.78M0.8%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock11,239$1.74M0.8%−63−0.6%ReducedHistory
INTCIntel CorpStock34,421$1.73M0.8%−146−0.4%ReducedHistory
IBMInternational Business Machines CorpStock10,524$1.72M0.8%00.0%UnchangedHistory
ELEstee Lauder Companies IncCL A11,700$1.71M0.8%−11−0.1%ReducedHistory
PFEPfizer IncStock59,296$1.71M0.8%+2,637+4.7%AddedHistory
WMWaste Management IncStock9,420$1.69M0.8%+5+0.1%AddedHistory
KMBKimberly Clark CorpStock13,861$1.68M0.8%−43−0.3%ReducedHistory
VZVerizon Communications IncStock44,015$1.66M0.8%+120.0%AddedHistory
CSCOCisco Systems, Inc.Stock32,785$1.66M0.8%00.0%UnchangedHistory
WSBCWesbanco IncCOM49,459$1.55M0.7%00.0%UnchangedHistory
MKCMcCormick & Co IncStock21,879$1.50M0.7%−41−0.2%ReducedHistory
TAT&T Inc.Stock84,024$1.41M0.7%−875−1.0%ReducedHistory
AVDLAvadel Pharmaceuticals PLCSPONSORED ADR96,000$1.36M0.6%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock12,158$1.33M0.6%00.0%UnchangedHistory
FUNSix Flags Entertainment CorporationDEPOSITRY UNIT32,441$1.29M0.6%00.0%UnchangedHistory
BACBank of America CorpStock37,599$1.27M0.6%+160.0%AddedHistory
RYNRayonier IncCOM37,048$1.24M0.6%−1,244−3.2%ReducedHistory
MDTMedtronic plcStock14,990$1.23M0.6%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock22,954$1.18M0.6%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock7,924$1.11M0.5%+7+0.1%AddedHistory
Duke Energy CORP264399106COM10,399$1.01M0.5%00.0%Unchanged–
COSTCostco Wholesale CorpCOM1,489$983.3K0.5%−3−0.2%ReducedHistory
LOWLowes Companies IncStock4,227$940.7K0.4%−75−1.7%ReducedHistory
SYYSysco CorpStock12,582$920.2K0.4%+9+0.1%AddedHistory
GEGeneral Electric CoCOM7,036$898.0K0.4%+5+0.1%AddedHistory
WMBWilliams Companies, Inc.COM17,607$880.6K0.4%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock3,655$864.0K0.4%00.0%UnchangedHistory
Nestle SA ADR641069406COM7,227$837.3K0.4%00.0%Unchanged–
AXPAmerican Express CoStock4,370$818.7K0.4%−120−2.7%ReducedHistory
SJMJ M SMUCKER CoStock6,198$783.3K0.4%00.0%UnchangedHistory
EDConsolidated Edison IncStock8,416$765.6K0.4%00.0%UnchangedHistory
DDDuPont de Nemours, Inc.COM9,804$754.2K0.4%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock1,855$715.6K0.3%+51+2.8%AddedHistory
DISWalt Disney CoStock7,890$712.4K0.3%00.0%UnchangedHistory
MEDPMedpace Holdings, Inc.COM2,250$689.7K0.3%00.0%UnchangedHistory
WYWeyerhaeuser CoCOM NEW19,255$669.5K0.3%00.0%UnchangedHistory
HUBBHubbell IncCOM1,988$653.9K0.3%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock12,463$648.7K0.3%+40.0%AddedHistory
SHELShell plcADR9,837$647.3K0.3%00.0%UnchangedHistory
NVSNovartis AGADR6,051$611.0K0.3%00.0%UnchangedHistory
TJXTJX Companies IncStock6,436$603.8K0.3%+7+0.1%AddedHistory
NEENextera Energy IncStock9,897$601.1K0.3%00.0%UnchangedHistory
DOWDow Inc.Stock9,984$547.5K0.3%00.0%UnchangedHistory
OGEOGE Energy Corp.COM14,825$517.8K0.2%00.0%UnchangedHistory
CTVACorteva, Inc.COM10,496$503.0K0.2%+10.0%AddedHistory
SPGSimon Property Group Inc.REIT3,466$494.4K0.2%00.0%UnchangedHistory
HSYHershey CoCOM2,456$457.9K0.2%00.0%UnchangedHistory
CLColgate Palmolive CoStock5,334$425.2K0.2%00.0%UnchangedHistory
CATCaterpillar IncStock1,430$422.8K0.2%00.0%UnchangedHistory
SOSouthern CoStock6,000$420.7K0.2%00.0%UnchangedHistory
NEMNEWMONT CorpStock9,850$407.7K0.2%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock4,217$396.7K0.2%+3+0.1%AddedHistory
KVUEKenvue Inc.Stock17,960$386.7K0.2%−32−0.2%ReducedHistory
WDFCWD 40 CoCOM1,550$370.6K0.2%00.0%UnchangedHistory
PIPRPiper Sandler CompaniesCOM2,111$369.1K0.2%00.0%UnchangedHistory
PGTIPGT Innovations, Inc.COM9,000$366.3K0.2%00.0%UnchangedHistory
CLXClorox CoStock2,568$366.2K0.2%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock7,270$357.8K0.2%00.0%UnchangedHistory
CPTCamden Property TrustREIT3,572$354.7K0.2%00.0%UnchangedHistory
BABoeing CoStock1,320$344.1K0.2%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock1,302$341.0K0.2%00.0%UnchangedHistory
COPConocoPhillipsStock2,898$336.4K0.2%00.0%UnchangedHistory
KHCKraft Heinz CoStock8,972$331.8K0.2%+17+0.2%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock1,550$326.5K0.2%+25+1.6%AddedHistory
KIMKimco Realty CorpCOM15,053$320.8K0.2%00.0%UnchangedHistory
AMPAmeriprise Financial IncCOM800$303.9K0.1%00.0%UnchangedHistory
SLBSLB LimitedStock5,740$298.7K0.1%00.0%UnchangedHistory
EVRGEvergy, Inc.Stock5,500$287.1K0.1%00.0%UnchangedHistory
SHWSherwin Williams CoCOM911$284.1K0.1%00.0%UnchangedHistory
Vodafone Group PLC ADR92857T107COM31,358$272.8K0.1%−972−3.0%Reduced–

Sold out since Q3 2023 (1)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Schulhoff & Co Inc sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
CEQPCrestwood Equity Partners LPCOM8,600$251.6K0.1%History