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Livermore
Livermore
ZHEN

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.

Institution overview
Positions
135
+4 vs. Q1 2025
Portfolio value
$225.4M
−$496.0K (−0.2%) vs. Q1 2025
Filed
Jul 30, 2025
SEC
Holdings of Schulhoff & Co Inc in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
ASRVAmeriserv Financial IncCOM13,000$39.5K<0.1%00.0%UnchangedHistory
WUWestern Union COStock14,850$125.0K0.1%−3,000−16.8%ReducedHistory
PSLVSprott Physical Silver TrustPHYSICAL SILVER12,000$146.9K0.1%+12,000NewHistory
Acadian Timber Corp.004272100COM13,300$173.4K0.1%00.0%Unchanged–
COPConocoPhillipsStock2,398$215.2K0.1%00.0%UnchangedHistory
TGNATegna IncCOM13,100$219.6K0.1%00.0%UnchangedHistory
MACMacerich CoCOM13,801$223.3K0.1%00.0%UnchangedHistory
EWEdwards Lifesciences CorpStock2,856$223.4K0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock610$223.7K0.1%00.0%UnchangedHistory
KHCKraft Heinz CoStock8,810$227.5K0.1%+45+0.5%AddedHistory
DOWDow Inc.Stock8,697$230.3K0.1%−271−3.0%ReducedHistory
GOOGAlphabet Inc.Stock1,346$238.8K0.1%+1,346NewHistory
AMGNAmgen IncStock869$242.6K0.1%+30+3.6%AddedHistory
ITRNIturan Location & Control Ltd.SHS6,275$243.0K0.1%+6,275NewHistory
SHWSherwin Williams CoCOM736$252.7K0.1%00.0%UnchangedHistory
MPLXMPLX LPCOM UNIT REP LTD5,000$257.6K0.1%00.0%UnchangedHistory
LAMRLamar Advertising CoREIT2,195$266.4K0.1%+425+24.0%AddedHistory
AEPAmerican Electric Power Co IncStock2,595$269.3K0.1%00.0%UnchangedHistory
BABoeing CoStock1,320$276.6K0.1%00.0%UnchangedHistory
FITBFifth Third BancorpCOM6,753$277.8K0.1%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF450$278.0K0.1%00.0%UnchangedHistory
JCIJohnson Controls International plcStock2,685$283.6K0.1%+2,685NewHistory
SLBSLB LimitedStock8,480$286.6K0.1%+2,240+35.9%AddedHistory
Diamonds Trust Series I252787106COM655$288.6K0.1%00.0%Unchanged–
SOLVSolventum CorpStock3,895$295.4K0.1%−125−3.1%ReducedHistory
PYXSPyxis Oncology, Inc.COMMON STOCK275,000$302.5K0.1%+153,000+125.4%AddedHistory
Vodafone Group PLC ADR92857T107COM28,513$303.9K0.1%−175−0.6%Reduced–
KMIKinder Morgan, Inc.Stock10,412$306.1K0.1%−100−1.0%ReducedHistory
CLXClorox CoStock2,568$308.3K0.1%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF502$311.7K0.1%00.0%Unchanged–
ITWIllinois Tool Works IncStock1,262$312.0K0.1%00.0%UnchangedHistory
CTASCintas CorpStock1,414$315.1K0.1%00.0%UnchangedHistory
VVisa Inc.Stock900$319.5K0.1%00.0%UnchangedHistory
Berkshire Hathaway Cl B084670207COM663$322.1K0.1%+15+2.3%Added–
UNMUnum GroupStock4,000$323.0K0.1%00.0%UnchangedHistory
ENBEnbridge IncStock7,197$326.2K0.1%00.0%UnchangedHistory
KVUEKenvue Inc.Stock16,021$335.3K0.1%−200−1.2%ReducedHistory
SLViShares Silver TrustETF10,400$341.2K0.2%00.0%UnchangedHistory
SJMJ M SMUCKER CoStock3,477$341.4K0.2%00.0%UnchangedHistory
KIMKimco Realty CorpCOM16,303$342.7K0.2%+1,250+8.3%AddedHistory
WDFCWD 40 CoCOM1,510$344.4K0.2%00.0%UnchangedHistory
EVRGEvergy, Inc.Stock5,500$379.1K0.2%00.0%UnchangedHistory
CPTCamden Property TrustREIT3,572$402.5K0.2%00.0%UnchangedHistory
AMPAmeriprise Financial IncCOM800$427.0K0.2%00.0%UnchangedHistory
FDXFedEx CorpStock1,910$434.2K0.2%+235+14.0%AddedHistory
CHDNChurchill Downs IncCOM4,460$450.5K0.2%+700+18.6%AddedHistory
RTXRTX CorpStock3,136$457.9K0.2%−200−6.0%ReducedHistory
PIPRPiper Sandler CompaniesCOM1,663$462.2K0.2%00.0%UnchangedHistory
WYWeyerhaeuser CoCOM NEW18,105$465.1K0.2%00.0%UnchangedHistory
INTCIntel CorpStock20,831$466.6K0.2%−2,000−8.8%ReducedHistory
CLColgate Palmolive CoStock5,334$484.9K0.2%00.0%UnchangedHistory
Peyto Exp & Dev717046106COM34,000$485.5K0.2%00.0%Unchanged–
ETEnergy Transfer LPCOM UT LTD PTN27,840$504.7K0.2%+2,840+11.4%AddedHistory
WFCWells Fargo & CompanyStock6,306$505.2K0.2%−498−7.3%ReducedHistory
CATCaterpillar IncStock1,305$506.6K0.2%00.0%UnchangedHistory
Nestle SA ADR641069406COM5,252$520.1K0.2%−400−7.1%Reduced–
SOSouthern CoStock5,875$539.5K0.2%00.0%UnchangedHistory
WMBWilliams Companies, Inc.COM8,880$557.8K0.2%−2,520−22.1%ReducedHistory
SPGSimon Property Group Inc.REIT3,564$572.9K0.3%+165+4.9%AddedHistory
PLTRPalantir Technologies Inc.Stock4,350$593.0K0.3%00.0%UnchangedHistory
NEMNEWMONT CorpStock10,450$608.8K0.3%00.0%UnchangedHistory
DDDuPont de Nemours, Inc.COM8,921$611.9K0.3%−271−2.9%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock2,480$622.1K0.3%+375+17.8%AddedHistory
OGEOGE Energy Corp.COM14,825$657.9K0.3%00.0%UnchangedHistory
MEDPMedpace Holdings, Inc.COM2,187$686.4K0.3%−493−18.4%ReducedHistory
NEENextera Energy IncStock9,897$687.0K0.3%00.0%UnchangedHistory
CTVACorteva, Inc.COM9,250$689.4K0.3%−250−2.6%ReducedHistory
HSYHershey CoCOM4,181$693.8K0.3%00.0%UnchangedHistory
DISWalt Disney CoStock5,670$703.1K0.3%−600−9.6%ReducedHistory
NVSNovartis AGADR6,058$733.1K0.3%+4+0.1%AddedHistory
SPRYARS Pharmaceuticals, Inc.COM43,500$759.1K0.3%+3,000+7.4%AddedHistory
PMPhilip Morris International Inc.Stock4,234$771.1K0.3%+20.0%AddedHistory
HUBBHubbell IncCOM1,988$811.9K0.4%00.0%UnchangedHistory
SHELShell plcADR11,602$816.9K0.4%+485+4.4%AddedHistory
RYNRayonier IncCOM36,982$820.3K0.4%+100.0%AddedHistory
EDConsolidated Edison IncStock8,416$844.5K0.4%00.0%UnchangedHistory
TJXTJX Companies IncStock6,972$861.0K0.4%+7+0.1%AddedHistory
BF.ABrown Forman CorpCL A32,250$885.9K0.4%00.0%UnchangedHistory
GEVGE Vernova Inc.Stock1,693$895.9K0.4%−62−3.5%ReducedHistory
FUNSix Flags Entertainment CorporationCOM29,466$896.6K0.4%00.0%UnchangedHistory
ELEstee Lauder Companies IncCL A11,269$910.6K0.4%+13+0.1%AddedHistory
NSCNorfolk Southern CorpStock3,645$933.0K0.4%00.0%UnchangedHistory
SYYSysco CorpStock12,440$942.2K0.4%+367+3.0%AddedHistory
MRKMerck & Co., Inc.Stock12,263$970.7K0.4%+300+2.5%AddedHistory
BF.BBrown Forman CorpStock36,986$995.3K0.4%−2,908−7.3%ReducedHistory
BMYBristol Myers Squibb CoStock22,414$1.04M0.5%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock11,828$1.08M0.5%+30.0%AddedHistory
MDTMedtronic plcStock12,372$1.08M0.5%−600−4.6%ReducedHistory
LOWLowes Companies IncStock5,202$1.15M0.5%+225+4.5%AddedHistory
PFEPfizer IncStock49,411$1.20M0.5%+3,213+7.0%AddedHistory
AVDLAvadel Pharmaceuticals PLCSPONSORED ADR137,500$1.22M0.5%00.0%UnchangedHistory
Duke Energy CORP264399106COM10,434$1.23M0.5%+210+2.1%Added–
WSBCWesbanco IncCOM41,535$1.31M0.6%00.0%UnchangedHistory
AXPAmerican Express CoStock4,300$1.37M0.6%00.0%UnchangedHistory
COSTCostco Wholesale CorpCOM1,414$1.40M0.6%−6−0.4%ReducedHistory
MKCMcCormick & Co IncStock20,318$1.54M0.7%+80.0%AddedHistory
KMBKimberly Clark CorpStock12,979$1.67M0.7%+7+0.1%AddedHistory
BACBank of America CorpStock35,900$1.70M0.8%−1,672−4.5%ReducedHistory
GEGeneral Electric CoCOM6,689$1.72M0.8%−246−3.5%ReducedHistory
MCDMcDonalds CorpStock6,058$1.77M0.8%+95+1.6%AddedHistory