Schulhoff & Co Inc
- SEC CIK
- 0001080197
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 30, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 135
- +4 vs. Q1 2025
- Portfolio value
- $225.4M
- −$496.0K (−0.2%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PGProcter & Gamble Co | Stock | 158,181 | $25.2M | 11.2% | −4,363−2.7% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 45,150 | $13.1M | 5.8% | −825−1.8% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 79,199 | $8.54M | 3.8% | +247+0.3% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $8.02M | 3.6% | 00.0% | Unchanged | History |
| CINFCincinnati Financial Corp | COM | 53,734 | $8.00M | 3.6% | −136−0.3% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 15,505 | $7.18M | 3.2% | −342−2.2% | Reduced | History |
| JNJJohnson & Johnson | Stock | 42,389 | $6.47M | 2.9% | −584−1.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 11,916 | $5.93M | 2.6% | +45+0.4% | Added | History |
| KOCoca Cola Co | Stock | 76,712 | $5.43M | 2.4% | −430−0.6% | Reduced | History |
| CVXChevron Corp | Stock | 37,378 | $5.35M | 2.4% | −137−0.4% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 27,771 | $5.15M | 2.3% | +130+0.5% | Added | History |
| USBUS Bancorp DE | COM NEW | 94,304 | $4.27M | 1.9% | +263+0.3% | Added | History |
| AAPLApple Inc. | Stock | 18,836 | $3.86M | 1.7% | +44+0.2% | Added | History |
| LLYEli Lilly & Co | Stock | 4,842 | $3.77M | 1.7% | 00.0% | Unchanged | History |
| MAAMid America Apartment Communities Inc. | COM | 24,317 | $3.60M | 1.6% | −825−3.3% | Reduced | History |
| ACNAccenture plc | Stock | 11,678 | $3.49M | 1.5% | −1,242−9.6% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 11,346 | $3.31M | 1.5% | −273−2.3% | Reduced | History |
| ABTAbbott Laboratories | COM | 23,896 | $3.25M | 1.4% | −700−2.8% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 10,619 | $3.13M | 1.4% | 00.0% | Unchanged | History |
| EMREmerson Electric Co | Stock | 22,202 | $2.96M | 1.3% | −498−2.2% | Reduced | History |
| PEPPepsiCo Inc | Stock | 22,051 | $2.91M | 1.3% | +50.0% | Added | History |
| SMGScotts Miracle-Gro Co | Stock | 41,411 | $2.73M | 1.2% | −598−1.4% | Reduced | History |
| MMM3M Co | COM | 17,293 | $2.63M | 1.2% | −498−2.8% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 14,665 | $2.58M | 1.1% | −19−0.1% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 3,446 | $2.44M | 1.1% | +501+17.0% | Added | History |
| MDLZMondelez International, Inc. | Stock | 35,390 | $2.39M | 1.1% | +399+1.1% | Added | History |
| QCOMQualcomm Inc | Stock | 14,717 | $2.34M | 1.0% | −50.0% | Reduced | History |
| TAT&T Inc. | Stock | 79,261 | $2.29M | 1.0% | 00.0% | Unchanged | History |
| WMWaste Management Inc | Stock | 9,694 | $2.22M | 1.0% | +40.0% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 11,653 | $2.17M | 1.0% | +162+1.4% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 31,226 | $2.17M | 1.0% | −1,400−4.3% | Reduced | History |
| HONHoneywell International Inc | COM | 8,809 | $2.05M | 0.9% | −197−2.2% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 19,851 | $2.00M | 0.9% | −1,289−6.1% | Reduced | History |
| VZVerizon Communications Inc | Stock | 46,286 | $2.00M | 0.9% | −252−0.5% | Reduced | History |
| NOCNorthrop Grumman Corp | Stock | 3,901 | $1.95M | 0.9% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 6,058 | $1.77M | 0.8% | +95+1.6% | Added | History |
| GEGeneral Electric Co | COM | 6,689 | $1.72M | 0.8% | −246−3.5% | Reduced | History |
| BACBank of America Corp | Stock | 35,900 | $1.70M | 0.8% | −1,672−4.5% | Reduced | History |
| KMBKimberly Clark Corp | Stock | 12,979 | $1.67M | 0.7% | +7+0.1% | Added | History |
| MKCMcCormick & Co Inc | Stock | 20,318 | $1.54M | 0.7% | +80.0% | Added | History |
| COSTCostco Wholesale Corp | COM | 1,414 | $1.40M | 0.6% | −6−0.4% | Reduced | History |
| AXPAmerican Express Co | Stock | 4,300 | $1.37M | 0.6% | 00.0% | Unchanged | History |
| WSBCWesbanco Inc | COM | 41,535 | $1.31M | 0.6% | 00.0% | Unchanged | History |
| Duke Energy CORP264399106 | COM | 10,434 | $1.23M | 0.5% | +210+2.1% | Added | – |
| AVDLAvadel Pharmaceuticals PLC | SPONSORED ADR | 137,500 | $1.22M | 0.5% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 49,411 | $1.20M | 0.5% | +3,213+7.0% | Added | History |
| LOWLowes Companies Inc | Stock | 5,202 | $1.15M | 0.5% | +225+4.5% | Added | History |
| MDTMedtronic plc | Stock | 12,372 | $1.08M | 0.5% | −600−4.6% | Reduced | History |
| BNYBank of New York Mellon Corp | Stock | 11,828 | $1.08M | 0.5% | +30.0% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 22,414 | $1.04M | 0.5% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 36,986 | $995.3K | 0.4% | −2,908−7.3% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 12,263 | $970.7K | 0.4% | +300+2.5% | Added | History |
| SYYSysco Corp | Stock | 12,440 | $942.2K | 0.4% | +367+3.0% | Added | History |
| NSCNorfolk Southern Corp | Stock | 3,645 | $933.0K | 0.4% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 11,269 | $910.6K | 0.4% | +13+0.1% | Added | History |
| FUNSix Flags Entertainment Corporation | COM | 29,466 | $896.6K | 0.4% | 00.0% | Unchanged | History |
| GEVGE Vernova Inc. | Stock | 1,693 | $895.9K | 0.4% | −62−3.5% | Reduced | History |
| BF.ABrown Forman Corp | CL A | 32,250 | $885.9K | 0.4% | 00.0% | Unchanged | History |
| TJXTJX Companies Inc | Stock | 6,972 | $861.0K | 0.4% | +7+0.1% | Added | History |
| EDConsolidated Edison Inc | Stock | 8,416 | $844.5K | 0.4% | 00.0% | Unchanged | History |
| RYNRayonier Inc | COM | 36,982 | $820.3K | 0.4% | +100.0% | Added | History |
| SHELShell plc | ADR | 11,602 | $816.9K | 0.4% | +485+4.4% | Added | History |
| HUBBHubbell Inc | COM | 1,988 | $811.9K | 0.4% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 4,234 | $771.1K | 0.3% | +20.0% | Added | History |
| SPRYARS Pharmaceuticals, Inc. | COM | 43,500 | $759.1K | 0.3% | +3,000+7.4% | Added | History |
| NVSNovartis AG | ADR | 6,058 | $733.1K | 0.3% | +4+0.1% | Added | History |
| DISWalt Disney Co | Stock | 5,670 | $703.1K | 0.3% | −600−9.6% | Reduced | History |
| HSYHershey Co | COM | 4,181 | $693.8K | 0.3% | 00.0% | Unchanged | History |
| CTVACorteva, Inc. | COM | 9,250 | $689.4K | 0.3% | −250−2.6% | Reduced | History |
| NEENextera Energy Inc | Stock | 9,897 | $687.0K | 0.3% | 00.0% | Unchanged | History |
| MEDPMedpace Holdings, Inc. | COM | 2,187 | $686.4K | 0.3% | −493−18.4% | Reduced | History |
| OGEOGE Energy Corp. | COM | 14,825 | $657.9K | 0.3% | 00.0% | Unchanged | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,480 | $622.1K | 0.3% | +375+17.8% | Added | History |
| DDDuPont de Nemours, Inc. | COM | 8,921 | $611.9K | 0.3% | −271−2.9% | Reduced | History |
| NEMNEWMONT Corp | Stock | 10,450 | $608.8K | 0.3% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 4,350 | $593.0K | 0.3% | 00.0% | Unchanged | History |
| SPGSimon Property Group Inc. | REIT | 3,564 | $572.9K | 0.3% | +165+4.9% | Added | History |
| WMBWilliams Companies, Inc. | COM | 8,880 | $557.8K | 0.2% | −2,520−22.1% | Reduced | History |
| SOSouthern Co | Stock | 5,875 | $539.5K | 0.2% | 00.0% | Unchanged | History |
| Nestle SA ADR641069406 | COM | 5,252 | $520.1K | 0.2% | −400−7.1% | Reduced | – |
| CATCaterpillar Inc | Stock | 1,305 | $506.6K | 0.2% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 6,306 | $505.2K | 0.2% | −498−7.3% | Reduced | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 27,840 | $504.7K | 0.2% | +2,840+11.4% | Added | History |
| Peyto Exp & Dev717046106 | COM | 34,000 | $485.5K | 0.2% | 00.0% | Unchanged | – |
| CLColgate Palmolive Co | Stock | 5,334 | $484.9K | 0.2% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 20,831 | $466.6K | 0.2% | −2,000−8.8% | Reduced | History |
| WYWeyerhaeuser Co | COM NEW | 18,105 | $465.1K | 0.2% | 00.0% | Unchanged | History |
| PIPRPiper Sandler Companies | COM | 1,663 | $462.2K | 0.2% | 00.0% | Unchanged | History |
| RTXRTX Corp | Stock | 3,136 | $457.9K | 0.2% | −200−6.0% | Reduced | History |
| CHDNChurchill Downs Inc | COM | 4,460 | $450.5K | 0.2% | +700+18.6% | Added | History |
| FDXFedEx Corp | Stock | 1,910 | $434.2K | 0.2% | +235+14.0% | Added | History |
| AMPAmeriprise Financial Inc | COM | 800 | $427.0K | 0.2% | 00.0% | Unchanged | History |
| CPTCamden Property Trust | REIT | 3,572 | $402.5K | 0.2% | 00.0% | Unchanged | History |
| EVRGEvergy, Inc. | Stock | 5,500 | $379.1K | 0.2% | 00.0% | Unchanged | History |
| WDFCWD 40 Co | COM | 1,510 | $344.4K | 0.2% | 00.0% | Unchanged | History |
| KIMKimco Realty Corp | COM | 16,303 | $342.7K | 0.2% | +1,250+8.3% | Added | History |
| SJMJ M SMUCKER Co | Stock | 3,477 | $341.4K | 0.2% | 00.0% | Unchanged | History |
| SLViShares Silver Trust | ETF | 10,400 | $341.2K | 0.2% | 00.0% | Unchanged | History |
| KVUEKenvue Inc. | Stock | 16,021 | $335.3K | 0.1% | −200−1.2% | Reduced | History |
| ENBEnbridge Inc | Stock | 7,197 | $326.2K | 0.1% | 00.0% | Unchanged | History |