Schulhoff & Co Inc
- SEC CIK
- 0001080197
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 11, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 132
- −3 vs. Q3 2025
- Portfolio value
- $237.5M
- +$3.32M (+1.4%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PGProcter & Gamble Co | Stock | 153,667 | $22.0M | 9.3% | −354−0.2% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 44,894 | $14.5M | 6.1% | −120−0.3% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 78,986 | $9.51M | 4.0% | −280.0% | Reduced | History |
| CINFCincinnati Financial Corp | COM | 53,459 | $8.73M | 3.7% | −87−0.2% | Reduced | History |
| JNJJohnson & Johnson | Stock | 41,991 | $8.69M | 3.7% | −95−0.2% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $8.30M | 3.5% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 15,072 | $7.29M | 3.1% | +50.0% | Added | History |
| ABBVAbbVie Inc. | Stock | 27,700 | $6.33M | 2.7% | −30−0.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 11,639 | $5.63M | 2.4% | −162−1.4% | Reduced | History |
| CVXChevron Corp | Stock | 36,680 | $5.59M | 2.4% | −253−0.7% | Reduced | History |
| KOCoca Cola Co | Stock | 76,592 | $5.35M | 2.3% | +320.0% | Added | History |
| LLYEli Lilly & Co | Stock | 4,850 | $5.21M | 2.2% | +8+0.2% | Added | History |
| AAPLApple Inc. | Stock | 18,940 | $5.15M | 2.2% | +40.0% | Added | History |
| USBUS Bancorp DE | COM NEW | 93,168 | $4.97M | 2.1% | −850−0.9% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 15,137 | $4.74M | 2.0% | +44+0.3% | Added | History |
| GDGeneral Dynamics Corp | Stock | 11,277 | $3.80M | 1.6% | +20.0% | Added | History |
| MAAMid America Apartment Communities Inc. | COM | 24,317 | $3.38M | 1.4% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 21,824 | $3.13M | 1.3% | −120−0.5% | Reduced | History |
| ACNAccenture plc | Stock | 11,532 | $3.09M | 1.3% | −341−2.9% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 10,424 | $3.09M | 1.3% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 3,437 | $3.02M | 1.3% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | COM | 23,844 | $2.99M | 1.3% | −52−0.2% | Reduced | History |
| EMREmerson Electric Co | Stock | 22,205 | $2.95M | 1.2% | +20.0% | Added | History |
| MMM3M Co | COM | 17,297 | $2.77M | 1.2% | +20.0% | Added | History |
| QCOMQualcomm Inc | Stock | 14,615 | $2.50M | 1.1% | 00.0% | Unchanged | History |
| PNCPNC Financial Services Group, Inc. | Stock | 11,631 | $2.43M | 1.0% | +20.0% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 31,051 | $2.39M | 1.0% | 00.0% | Unchanged | History |
| NOCNorthrop Grumman Corp | Stock | 3,827 | $2.18M | 0.9% | −2−0.1% | Reduced | History |
| SMGScotts Miracle-Gro Co | Stock | 37,173 | $2.17M | 0.9% | −562−1.5% | Reduced | History |
| WMWaste Management Inc | Stock | 9,663 | $2.12M | 0.9% | +40.0% | Added | History |
| GEGeneral Electric Co | COM | 6,694 | $2.06M | 0.9% | +30.0% | Added | History |
| BACBank of America Corp | Stock | 35,554 | $1.96M | 0.8% | +24+0.1% | Added | History |
| MDLZMondelez International, Inc. | Stock | 36,250 | $1.95M | 0.8% | +1,030+2.9% | Added | History |
| TAT&T Inc. | Stock | 76,327 | $1.90M | 0.8% | −2,205−2.8% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 18,845 | $1.87M | 0.8% | −484−2.5% | Reduced | History |
| VZVerizon Communications Inc | Stock | 45,575 | $1.86M | 0.8% | +130.0% | Added | History |
| MCDMcDonalds Corp | Stock | 5,988 | $1.83M | 0.8% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 8,770 | $1.71M | 0.7% | +40.0% | Added | History |
| CTMXCytomX Therapeutics, Inc. | COM | 374,850 | $1.60M | 0.7% | +374,850 | New | History |
| AXPAmerican Express Co | Stock | 4,300 | $1.59M | 0.7% | 00.0% | Unchanged | History |
| WSBCWesbanco Inc | COM | 42,275 | $1.41M | 0.6% | +740+1.8% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 11,833 | $1.37M | 0.6% | +20.0% | Added | History |
| MKCMcCormick & Co Inc | Stock | 20,038 | $1.36M | 0.6% | +21+0.1% | Added | History |
| MRKMerck & Co., Inc. | Stock | 12,263 | $1.29M | 0.5% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 5,162 | $1.24M | 0.5% | 00.0% | Unchanged | History |
| KMBKimberly Clark Corp | Stock | 12,318 | $1.24M | 0.5% | −668−5.1% | Reduced | History |
| MEDPMedpace Holdings, Inc. | COM | 2,202 | $1.24M | 0.5% | +25+1.1% | Added | History |
| Duke Energy CORP264399106 | COM | 10,434 | $1.22M | 0.5% | 00.0% | Unchanged | – |
| PFEPfizer Inc | Stock | 48,502 | $1.21M | 0.5% | −970−2.0% | Reduced | History |
| COSTCostco Wholesale Corp | COM | 1,392 | $1.20M | 0.5% | +1+0.1% | Added | History |
| MDTMedtronic plc | Stock | 12,121 | $1.16M | 0.5% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 20,914 | $1.13M | 0.5% | −1,500−6.7% | Reduced | History |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 45,900 | $1.09M | 0.5% | +30,900+206.0% | Added | History |
| TJXTJX Companies Inc | Stock | 7,012 | $1.08M | 0.5% | +34+0.5% | Added | History |
| GEVGE Vernova Inc. | Stock | 1,631 | $1.07M | 0.4% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 3,635 | $1.05M | 0.4% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 9,816 | $1.03M | 0.4% | −192−1.9% | Reduced | History |
| NEMNEWMONT Corp | Stock | 9,850 | $983.5K | 0.4% | −600−5.7% | Reduced | History |
| BF.BBrown Forman Corp | Stock | 35,493 | $924.9K | 0.4% | −894−2.5% | Reduced | History |
| SYYSysco Corp | Stock | 12,390 | $913.1K | 0.4% | +10+0.1% | Added | History |
| HUBBHubbell Inc | COM | 1,988 | $882.9K | 0.4% | 00.0% | Unchanged | History |
| SHELShell plc | ADR | 11,622 | $854.0K | 0.4% | +10+0.1% | Added | History |
| BF.ABrown Forman Corp | CL A | 32,250 | $848.5K | 0.4% | 00.0% | Unchanged | History |
| EDConsolidated Edison Inc | Stock | 8,416 | $835.9K | 0.4% | 00.0% | Unchanged | History |
| NVSNovartis AG | ADR | 6,050 | $834.1K | 0.4% | −7−0.1% | Reduced | History |
| RYNRayonier Inc | COM | 37,717 | $816.6K | 0.3% | +1,654+4.6% | Added | History |
| NEENextera Energy Inc | Stock | 9,857 | $791.3K | 0.3% | +64+0.7% | Added | History |
| HSYHershey Co | COM | 4,181 | $760.9K | 0.3% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 20,445 | $754.4K | 0.3% | 00.0% | Unchanged | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 44,625 | $735.9K | 0.3% | +6,305+16.5% | Added | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 2,480 | $728.1K | 0.3% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 1,193 | $683.4K | 0.3% | −28−2.3% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 4,238 | $679.8K | 0.3% | +20.0% | Added | History |
| SPGSimon Property Group Inc. | REIT | 3,531 | $653.6K | 0.3% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 5,594 | $636.4K | 0.3% | 00.0% | Unchanged | History |
| OGEOGE Energy Corp. | COM | 14,825 | $633.0K | 0.3% | 00.0% | Unchanged | History |
| CTVACorteva, Inc. | COM | 9,249 | $620.0K | 0.3% | 00.0% | Unchanged | History |
| SPRYARS Pharmaceuticals, Inc. | COM | 51,150 | $595.9K | 0.3% | +7,650+17.6% | Added | History |
| WFCWells Fargo & Company | Stock | 6,309 | $588.0K | 0.2% | +20.0% | Added | History |
| RTXRTX Corp | Stock | 3,188 | $584.7K | 0.2% | +52+1.7% | Added | History |
| Peyto Exp & Dev717046106 | COM | 34,000 | $563.7K | 0.2% | 00.0% | Unchanged | – |
| FDXFedEx Corp | Stock | 1,938 | $559.8K | 0.2% | +20+1.0% | Added | History |
| PIPRPiper Sandler Companies | COM | 1,608 | $546.3K | 0.2% | −10−0.6% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 8,878 | $533.7K | 0.2% | 00.0% | Unchanged | History |
| SOSouthern Co | Stock | 5,875 | $512.3K | 0.2% | 00.0% | Unchanged | History |
| Nestle SA ADR641069406 | COM | 5,152 | $512.0K | 0.2% | −100−1.9% | Reduced | – |
| MPLXMPLX LP | COM UNIT REP LTD | 9,500 | $507.0K | 0.2% | +2,000+26.7% | Added | History |
| FUNSix Flags Entertainment Corporation | COM | 28,166 | $432.1K | 0.2% | 00.0% | Unchanged | History |
| WYWeyerhaeuser Co | COM NEW | 18,105 | $428.9K | 0.2% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 5,334 | $421.5K | 0.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 1,308 | $410.4K | 0.2% | −38−2.8% | Reduced | History |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 10,100 | $398.9K | 0.2% | +3,600+55.4% | Added | History |
| EVRGEvergy, Inc. | Stock | 5,500 | $398.7K | 0.2% | 00.0% | Unchanged | History |
| CPTCamden Property Trust | REIT | 3,572 | $393.2K | 0.2% | 00.0% | Unchanged | History |
| AMPAmeriprise Financial Inc | COM | 800 | $392.3K | 0.2% | 00.0% | Unchanged | History |
| CHDNChurchill Downs Inc | COM | 3,280 | $373.2K | 0.2% | −1,100−25.1% | Reduced | History |
| Vodafone Group PLC ADR92857T107 | COM | 28,072 | $370.8K | 0.2% | −272−1.0% | Reduced | – |
| DDDuPont de Nemours, Inc. | COM | 8,665 | $348.3K | 0.1% | 00.0% | Unchanged | History |
| ENBEnbridge Inc | Stock | 7,197 | $344.2K | 0.1% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 502 | $343.8K | 0.1% | 00.0% | Unchanged | – |
Sold out since Q3 2025 (6)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| AVDLAvadel Pharmaceuticals PLC | SPONSORED ADR | 137,500 | $2.10M | 0.9% | History |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 275,000 | $610.5K | 0.3% | History |
| SLViShares Silver Trust | ETF | 10,400 | $440.6K | 0.2% | History |
| CTASCintas Corp | Stock | 1,414 | $290.2K | 0.1% | History |
| METAMeta Platforms, Inc. | Stock | 344 | $252.6K | 0.1% | History |
| KHCKraft Heinz Co | Stock | 8,281 | $215.6K | 0.1% | History |