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Schulhoff & Co Inc

SEC CIK
0001080197
Latest filing
Aug 13, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 6, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
128
+2 vs. Q2 2024
Portfolio value
$239.5M
+$17.9M (+8.1%) vs. Q2 2024
Filed
Nov 6, 2024
SEC
Holdings of Schulhoff & Co Inc in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
PGProcter & Gamble CoStock222,412$38.5M16.1%−387−0.2%ReducedHistory
JPMJPMorgan Chase & CoStock46,156$9.73M4.1%+150.0%AddedHistory
LMTLockheed Martin CorpStock15,975$9.34M3.9%+70.0%AddedHistory
XOMExxonMobil Holdings CorpCOM79,165$9.28M3.9%+496+0.6%AddedHistory
BRK.ABerkshire Hathaway IncCL A11$7.60M3.2%00.0%UnchangedHistory
CINFCincinnati Financial CorpCOM53,287$7.25M3.0%+42+0.1%AddedHistory
JNJJohnson & JohnsonStock43,583$7.06M2.9%+84+0.2%AddedHistory
KOCoca Cola CoStock76,702$5.51M2.3%−209−0.3%ReducedHistory
ABBVAbbVie Inc.Stock27,818$5.49M2.3%−85−0.3%ReducedHistory
CVXChevron CorpStock36,752$5.41M2.3%+236+0.6%AddedHistory
MSFTMicrosoft CorpStock11,755$5.06M2.1%−85−0.7%ReducedHistory
ACNAccenture plcStock12,980$4.59M1.9%+424+3.4%AddedHistory
USBUS Bancorp DECOM NEW94,962$4.34M1.8%−545−0.6%ReducedHistory
LLYEli Lilly & CoStock4,860$4.31M1.8%−20−0.4%ReducedHistory
AAPLApple Inc.Stock18,468$4.30M1.8%−495−2.6%ReducedHistory
MAAMid America Apartment Communities Inc.COM25,207$4.01M1.7%−120−0.5%ReducedHistory
PEPPepsiCo IncStock22,098$3.76M1.6%−96−0.4%ReducedHistory
SMGScotts Miracle-Gro CoStock41,673$3.61M1.5%−315−0.8%ReducedHistory
GDGeneral Dynamics CorpStock11,471$3.47M1.4%+10.0%AddedHistory
UPSUnited Parcel Service IncStock23,357$3.18M1.3%−67−0.3%ReducedHistory
ABTAbbott LaboratoriesCOM25,936$2.96M1.2%−80−0.3%ReducedHistory
MDLZMondelez International, Inc.Stock34,318$2.55M1.1%+50+0.1%AddedHistory
QCOMQualcomm IncStock14,763$2.51M1.0%+225+1.5%AddedHistory
EMREmerson Electric CoStock22,925$2.51M1.0%+30.0%AddedHistory
MMM3M CoCOM17,937$2.45M1.0%−498−2.7%ReducedHistory
IBMInternational Business Machines CorpStock10,649$2.35M1.0%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock11,464$2.12M0.9%+20.0%AddedHistory
BF.BBrown Forman CorpStock42,924$2.11M0.9%−97−0.2%ReducedHistory
NOCNorthrop Grumman CorpStock3,841$2.03M0.8%00.0%UnchangedHistory
WMWaste Management IncStock9,731$2.02M0.8%+130+1.4%AddedHistory
VZVerizon Communications IncStock44,359$1.99M0.8%−1,051−2.3%ReducedHistory
KMBKimberly Clark CorpStock13,845$1.97M0.8%+60.0%AddedHistory
HONHoneywell International IncCOM9,152$1.89M0.8%−112−1.2%ReducedHistory
MCDMcDonalds CorpStock5,948$1.81M0.8%−40−0.7%ReducedHistory
AVDLAvadel Pharmaceuticals PLCSPONSORED ADR137,000$1.80M0.8%00.0%UnchangedHistory
MKCMcCormick & Co IncStock21,692$1.79M0.7%+59+0.3%AddedHistory
TAT&T Inc.Stock79,536$1.75M0.7%−2,975−3.6%ReducedHistory
CSCOCisco Systems, Inc.Stock32,785$1.74M0.7%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock9,983$1.66M0.7%+1,385+16.1%AddedHistory
BACBank of America CorpStock38,726$1.54M0.6%−47−0.1%ReducedHistory
BF.ABrown Forman CorpCL A31,950$1.54M0.6%00.0%UnchangedHistory
PFEPfizer IncStock51,336$1.49M0.6%−7,852−13.3%ReducedHistory
MRKMerck & Co., Inc.Stock12,488$1.42M0.6%00.0%UnchangedHistory
LOWLowes Companies IncStock5,047$1.37M0.6%+185+3.8%AddedHistory
GEGeneral Electric CoCOM7,052$1.33M0.6%+6+0.1%AddedHistory
MDTMedtronic plcStock14,375$1.29M0.5%−725−4.8%ReducedHistory
COSTCostco Wholesale CorpCOM1,415$1.26M0.5%+61+4.5%AddedHistory
GSGoldman Sachs Group IncStock2,504$1.24M0.5%+226+9.9%AddedHistory
WSBCWesbanco IncCOM41,535$1.24M0.5%00.0%UnchangedHistory
FUNSix Flags Entertainment CorporationCOM30,416$1.23M0.5%−2,025−6.2%ReducedHistory
AXPAmerican Express CoStock4,370$1.19M0.5%00.0%UnchangedHistory
Duke Energy CORP264399106COM10,224$1.18M0.5%00.0%Unchanged–
ELEstee Lauder Companies IncCL A11,710$1.17M0.5%+28+0.2%AddedHistory
BMYBristol Myers Squibb CoStock22,414$1.16M0.5%00.0%UnchangedHistory
RYNRayonier IncCOM35,330$1.14M0.5%−236−0.7%ReducedHistory
WMBWilliams Companies, Inc.COM17,783$996.3K0.4%−100−0.6%ReducedHistory
SYYSysco CorpStock12,053$940.9K0.4%+26+0.2%AddedHistory
NSCNorfolk Southern CorpStock3,645$905.8K0.4%−10−0.3%ReducedHistory
BNYBank of New York Mellon CorpStock12,338$886.6K0.4%+40.0%AddedHistory
EDConsolidated Edison IncStock8,416$876.4K0.4%00.0%UnchangedHistory
MEDPMedpace Holdings, Inc.COM2,600$867.9K0.4%+270+11.6%AddedHistory
HUBBHubbell IncCOM1,988$851.6K0.4%00.0%UnchangedHistory
DDDuPont de Nemours, Inc.COM9,442$841.4K0.4%−128−1.3%ReducedHistory
NEENextera Energy IncStock9,897$836.6K0.3%00.0%UnchangedHistory
HSYHershey CoCOM4,181$801.8K0.3%+550+15.1%AddedHistory
TJXTJX Companies IncStock6,728$790.8K0.3%+6+0.1%AddedHistory
NVSNovartis AGADR6,210$714.3K0.3%00.0%UnchangedHistory
INTCIntel CorpStock29,215$685.4K0.3%−2,587−8.1%ReducedHistory
SHELShell plcADR10,367$683.7K0.3%+275+2.7%AddedHistory
DISWalt Disney CoStock7,053$678.4K0.3%−1,238−14.9%ReducedHistory
Nestle SA ADR641069406COM6,427$647.3K0.3%−100−1.5%Reduced–
WYWeyerhaeuser CoCOM NEW18,755$635.0K0.3%−500−2.6%ReducedHistory
NEMNEWMONT CorpStock11,850$633.4K0.3%00.0%UnchangedHistory
OGEOGE Energy Corp.COM14,825$608.1K0.3%00.0%UnchangedHistory
CTVACorteva, Inc.COM9,750$573.2K0.2%00.0%UnchangedHistory
SPGSimon Property Group Inc.REIT3,366$568.9K0.2%00.0%UnchangedHistory
CLColgate Palmolive CoStock5,334$553.7K0.2%00.0%UnchangedHistory
CATCaterpillar IncStock1,400$547.6K0.2%00.0%UnchangedHistory
SOSouthern CoStock6,000$541.1K0.2%00.0%UnchangedHistory
DOWDow Inc.Stock9,750$532.6K0.2%00.0%UnchangedHistory
PIPRPiper Sandler CompaniesCOM1,838$521.6K0.2%00.0%UnchangedHistory
PMPhilip Morris International Inc.Stock4,226$513.0K0.2%+20.0%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock1,995$474.6K0.2%+225+12.7%AddedHistory
GEVGE Vernova Inc.Stock1,786$455.4K0.2%−15−0.8%ReducedHistory
PYXSPyxis Oncology, Inc.COMMON STOCK122,000$447.7K0.2%+80,000+190.5%AddedHistory
CPTCamden Property TrustREIT3,572$441.2K0.2%00.0%UnchangedHistory
SJMJ M SMUCKER CoStock3,477$421.1K0.2%00.0%UnchangedHistory
CLXClorox CoStock2,568$418.4K0.2%00.0%UnchangedHistory
RTXRTX CorpStock3,336$404.2K0.2%00.0%UnchangedHistory
ETEnergy Transfer LPCOM UT LTD PTN25,000$401.3K0.2%+5,478+28.1%AddedHistory
WFCWells Fargo & CompanyStock6,975$394.0K0.2%+10.0%AddedHistory
WDFCWD 40 CoCOM1,510$389.4K0.2%00.0%UnchangedHistory
KVUEKenvue Inc.Stock16,276$376.5K0.2%−25−0.2%ReducedHistory
AMPAmeriprise Financial IncCOM800$375.8K0.2%00.0%UnchangedHistory
FDXFedEx CorpStock1,315$359.9K0.2%+500+61.3%AddedHistory
KIMKimco Realty CorpCOM15,053$349.5K0.1%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock1,302$341.2K0.1%00.0%UnchangedHistory
EVRGEvergy, Inc.Stock5,500$341.1K0.1%00.0%UnchangedHistory
KHCKraft Heinz CoStock8,711$305.9K0.1%+28+0.3%AddedHistory
SOLVSolventum CorpStock4,300$299.8K0.1%−125−2.8%ReducedHistory

Sold out since Q2 2024 (3)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Schulhoff & Co Inc sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
EWEdwards Lifesciences CorpStock2,856$263.8K0.1%History
VNDAVanda Pharmaceuticals Inc.COM38,500$217.5K0.1%History
HIHillenbrand, Inc.COM5,000$200.1K0.1%History