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Schulhoff & Co Inc

SEC CIK
0001080197
Latest filing
Aug 13, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 10, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
135
0 vs. Q2 2025
Portfolio value
$234.2M
+$8.81M (+3.9%) vs. Q2 2025
Filed
Nov 10, 2025
SEC
Holdings of Schulhoff & Co Inc in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
PGProcter & Gamble CoStock154,021$23.6M10.1%−4,160−2.6%ReducedHistory
JPMJPMorgan Chase & CoStock45,014$14.2M6.1%−136−0.3%ReducedHistory
XOMExxonMobil Holdings CorpCOM79,014$8.91M3.8%−185−0.2%ReducedHistory
CINFCincinnati Financial CorpCOM53,546$8.47M3.6%−188−0.3%ReducedHistory
BRK.ABerkshire Hathaway IncCL A11$8.30M3.5%00.0%UnchangedHistory
JNJJohnson & JohnsonStock42,086$7.80M3.3%−303−0.7%ReducedHistory
LMTLockheed Martin CorpStock15,067$7.52M3.2%−438−2.8%ReducedHistory
ABBVAbbVie Inc.Stock27,730$6.42M2.7%−41−0.1%ReducedHistory
MSFTMicrosoft CorpStock11,801$6.11M2.6%−115−1.0%ReducedHistory
CVXChevron CorpStock36,933$5.74M2.4%−445−1.2%ReducedHistory
KOCoca Cola CoStock76,560$5.08M2.2%−152−0.2%ReducedHistory
AAPLApple Inc.Stock18,936$4.82M2.1%+100+0.5%AddedHistory
USBUS Bancorp DECOM NEW94,018$4.54M1.9%−286−0.3%ReducedHistory
GDGeneral Dynamics CorpStock11,275$3.84M1.6%−71−0.6%ReducedHistory
LLYEli Lilly & CoStock4,842$3.69M1.6%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock15,093$3.67M1.6%+428+2.9%AddedHistory
MAAMid America Apartment Communities Inc.COM24,317$3.40M1.5%00.0%UnchangedHistory
ABTAbbott LaboratoriesCOM23,896$3.20M1.4%00.0%UnchangedHistory
PEPPepsiCo IncStock21,944$3.08M1.3%−107−0.5%ReducedHistory
IBMInternational Business Machines CorpStock10,424$2.94M1.3%−195−1.8%ReducedHistory
ACNAccenture plcStock11,873$2.93M1.3%+195+1.7%AddedHistory
EMREmerson Electric CoStock22,203$2.91M1.2%+10.0%AddedHistory
GSGoldman Sachs Group IncStock3,437$2.74M1.2%−9−0.3%ReducedHistory
MMM3M CoCOM17,295$2.68M1.1%+20.0%AddedHistory
QCOMQualcomm IncStock14,615$2.43M1.0%−102−0.7%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock11,629$2.34M1.0%−24−0.2%ReducedHistory
NOCNorthrop Grumman CorpStock3,829$2.33M1.0%−72−1.8%ReducedHistory
TAT&T Inc.Stock78,532$2.22M0.9%−729−0.9%ReducedHistory
MDLZMondelez International, Inc.Stock35,220$2.20M0.9%−170−0.5%ReducedHistory
SMGScotts Miracle-Gro CoStock37,735$2.15M0.9%−3,676−8.9%ReducedHistory
WMWaste Management IncStock9,659$2.13M0.9%−35−0.4%ReducedHistory
CSCOCisco Systems, Inc.Stock31,051$2.12M0.9%−175−0.6%ReducedHistory
AVDLAvadel Pharmaceuticals PLCSPONSORED ADR137,500$2.10M0.9%00.0%UnchangedHistory
GEGeneral Electric CoCOM6,691$2.01M0.9%+20.0%AddedHistory
VZVerizon Communications IncStock45,562$2.00M0.9%−724−1.6%ReducedHistory
HONHoneywell International IncCOM8,766$1.85M0.8%−43−0.5%ReducedHistory
BACBank of America CorpStock35,530$1.83M0.8%−370−1.0%ReducedHistory
MCDMcDonalds CorpStock5,988$1.82M0.8%−70−1.2%ReducedHistory
KMBKimberly Clark CorpStock12,986$1.61M0.7%+7+0.1%AddedHistory
UPSUnited Parcel Service IncStock19,329$1.61M0.7%−522−2.6%ReducedHistory
AXPAmerican Express CoStock4,300$1.43M0.6%00.0%UnchangedHistory
MKCMcCormick & Co IncStock20,017$1.34M0.6%−301−1.5%ReducedHistory
WSBCWesbanco IncCOM41,535$1.33M0.6%00.0%UnchangedHistory
LOWLowes Companies IncStock5,162$1.30M0.6%−40−0.8%ReducedHistory
Duke Energy CORP264399106COM10,434$1.29M0.6%00.0%Unchanged–
BNYBank of New York Mellon CorpStock11,831$1.29M0.6%+30.0%AddedHistory
COSTCostco Wholesale CorpCOM1,391$1.29M0.5%−23−1.6%ReducedHistory
PFEPfizer IncStock49,472$1.26M0.5%+61+0.1%AddedHistory
MDTMedtronic plcStock12,121$1.15M0.5%−251−2.0%ReducedHistory
MEDPMedpace Holdings, Inc.COM2,177$1.12M0.5%−10−0.5%ReducedHistory
NSCNorfolk Southern CorpStock3,635$1.09M0.5%−10−0.3%ReducedHistory
MRKMerck & Co., Inc.Stock12,263$1.03M0.4%00.0%UnchangedHistory
SYYSysco CorpStock12,380$1.02M0.4%−60−0.5%ReducedHistory
BMYBristol Myers Squibb CoStock22,414$1.01M0.4%00.0%UnchangedHistory
TJXTJX Companies IncStock6,978$1.01M0.4%+6+0.1%AddedHistory
GEVGE Vernova Inc.Stock1,631$1.00M0.4%−62−3.7%ReducedHistory
BF.BBrown Forman CorpStock36,387$985.4K0.4%−599−1.6%ReducedHistory
RYNRayonier IncCOM36,063$949.9K0.4%−919−2.5%ReducedHistory
ELEstee Lauder Companies IncCL A10,008$881.9K0.4%−1,261−11.2%ReducedHistory
NEMNEWMONT CorpStock10,450$881.0K0.4%00.0%UnchangedHistory
BF.ABrown Forman CorpCL A32,250$867.8K0.4%00.0%UnchangedHistory
HUBBHubbell IncCOM1,988$855.5K0.4%00.0%UnchangedHistory
EDConsolidated Edison IncStock8,416$846.0K0.4%00.0%UnchangedHistory
SHELShell plcADR11,612$830.6K0.4%+10+0.1%AddedHistory
HSYHershey CoCOM4,181$782.1K0.3%00.0%UnchangedHistory
NVSNovartis AGADR6,057$776.7K0.3%−10.0%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock2,480$757.4K0.3%00.0%UnchangedHistory
NEENextera Energy IncStock9,793$739.3K0.3%−104−1.1%ReducedHistory
PMPhilip Morris International Inc.Stock4,236$687.1K0.3%+20.0%AddedHistory
OGEOGE Energy Corp.COM14,825$686.0K0.3%00.0%UnchangedHistory
INTCIntel CorpStock20,445$685.9K0.3%−386−1.9%ReducedHistory
DDDuPont de Nemours, Inc.COM8,665$675.0K0.3%−256−2.9%ReducedHistory
SPGSimon Property Group Inc.REIT3,531$662.7K0.3%−33−0.9%ReducedHistory
ETEnergy Transfer LPCOM UT LTD PTN38,320$657.6K0.3%+10,480+37.6%AddedHistory
DISWalt Disney CoStock5,594$640.5K0.3%−76−1.3%ReducedHistory
FUNSix Flags Entertainment CorporationCOM28,166$639.9K0.3%−1,300−4.4%ReducedHistory
CTVACorteva, Inc.COM9,249$625.5K0.3%−10.0%ReducedHistory
PYXSPyxis Oncology, Inc.COMMON STOCK275,000$610.5K0.3%00.0%UnchangedHistory
CATCaterpillar IncStock1,221$582.6K0.2%−84−6.4%ReducedHistory
WMBWilliams Companies, Inc.COM8,878$562.4K0.2%−20.0%ReducedHistory
PIPRPiper Sandler CompaniesCOM1,618$561.4K0.2%−45−2.7%ReducedHistory
SOSouthern CoStock5,875$556.8K0.2%00.0%UnchangedHistory
WFCWells Fargo & CompanyStock6,307$528.7K0.2%+10.0%AddedHistory
RTXRTX CorpStock3,136$524.7K0.2%00.0%UnchangedHistory
Nestle SA ADR641069406COM5,252$482.3K0.2%00.0%Unchanged–
FDXFedEx CorpStock1,918$452.3K0.2%+8+0.4%AddedHistory
WYWeyerhaeuser CoCOM NEW18,105$448.8K0.2%00.0%UnchangedHistory
Peyto Exp & Dev717046106COM34,000$443.2K0.2%00.0%Unchanged–
SLViShares Silver TrustETF10,400$440.6K0.2%00.0%UnchangedHistory
SPRYARS Pharmaceuticals, Inc.COM43,500$437.2K0.2%00.0%UnchangedHistory
CLColgate Palmolive CoStock5,334$426.4K0.2%00.0%UnchangedHistory
CHDNChurchill Downs IncCOM4,380$424.9K0.2%−80−1.8%ReducedHistory
EVRGEvergy, Inc.Stock5,500$418.1K0.2%00.0%UnchangedHistory
AMPAmeriprise Financial IncCOM800$393.0K0.2%00.0%UnchangedHistory
CPTCamden Property TrustREIT3,572$381.4K0.2%00.0%UnchangedHistory
MPLXMPLX LPCOM UNIT REP LTD7,500$374.6K0.2%+2,500+50.0%AddedHistory
SJMJ M SMUCKER CoStock3,371$366.1K0.2%−106−3.0%ReducedHistory
ENBEnbridge IncStock7,197$363.2K0.2%00.0%UnchangedHistory
KIMKimco Realty CorpCOM16,303$356.2K0.2%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF502$336.0K0.1%00.0%Unchanged–

Sold out since Q2 2025 (2)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Schulhoff & Co Inc sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
PLTRPalantir Technologies Inc.Stock4,350$593.0K0.3%History
DOWDow Inc.Stock8,697$230.3K0.1%History