Schulhoff & Co Inc
- SEC CIK
- 0001080197
- Latest filing
- Aug 13, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 11, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 132
- 0 vs. Q4 2025
- Portfolio value
- $243.1M
- +$5.63M (+2.4%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TAT&T Inc. | Stock | 76,327 | $2.21M | 0.9% | 00.0% | Unchanged | History |
| WMWaste Management Inc | Stock | 9,668 | $2.22M | 0.9% | +5+0.1% | Added | History |
| CTMXCytomX Therapeutics, Inc. | COM | 477,550 | $2.24M | 0.9% | +102,700+27.4% | Added | History |
| SMGScotts Miracle-Gro Co | Stock | 37,293 | $2.27M | 0.9% | +120+0.3% | Added | History |
| VZVerizon Communications Inc | Stock | 45,298 | $2.27M | 0.9% | −277−0.6% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 31,051 | $2.41M | 1.0% | 00.0% | Unchanged | History |
| PNCPNC Financial Services Group, Inc. | Stock | 11,633 | $2.42M | 1.0% | +20.0% | Added | History |
| ABTAbbott Laboratories | COM | 23,844 | $2.45M | 1.0% | 00.0% | Unchanged | History |
| MMM3M Co | COM | 17,299 | $2.51M | 1.0% | +20.0% | Added | History |
| IBMInternational Business Machines Corp | Stock | 10,424 | $2.53M | 1.0% | 00.0% | Unchanged | History |
| NOCNorthrop Grumman Corp | Stock | 3,817 | $2.60M | 1.1% | −10−0.3% | Reduced | History |
| ACNAccenture plc | Stock | 13,245 | $2.63M | 1.1% | +1,713+14.9% | Added | History |
| EMREmerson Electric Co | Stock | 22,207 | $2.91M | 1.2% | +20.0% | Added | History |
| MAAMid America Apartment Communities Inc. | COM | 24,317 | $2.97M | 1.2% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 3,563 | $3.01M | 1.2% | +126+3.7% | Added | History |
| PEPPepsiCo Inc | Stock | 21,834 | $3.39M | 1.4% | +100.0% | Added | History |
| GDGeneral Dynamics Corp | Stock | 11,279 | $3.87M | 1.6% | +20.0% | Added | History |
| LLYEli Lilly & Co | Stock | 4,825 | $4.44M | 1.8% | −25−0.5% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 15,790 | $4.54M | 1.9% | +653+4.3% | Added | History |
| AAPLApple Inc. | Stock | 18,940 | $4.81M | 2.0% | 00.0% | Unchanged | History |
| USBUS Bancorp DE | COM NEW | 93,181 | $4.85M | 2.0% | +130.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 13,493 | $4.99M | 2.1% | +1,854+15.9% | Added | History |
| KOCoca Cola Co | Stock | 76,602 | $5.83M | 2.4% | +100.0% | Added | History |
| ABBVAbbVie Inc. | Stock | 27,560 | $5.99M | 2.5% | −140−0.5% | Reduced | History |
| CVXChevron Corp | Stock | 36,542 | $7.56M | 3.1% | −138−0.4% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 11 | $7.90M | 3.2% | 00.0% | Unchanged | History |
| CINFCincinnati Financial Corp | COM | 53,418 | $8.41M | 3.5% | −41−0.1% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 15,033 | $9.09M | 3.7% | −39−0.3% | Reduced | History |
| JNJJohnson & Johnson | Stock | 41,937 | $10.3M | 4.2% | −54−0.1% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 44,504 | $13.1M | 5.4% | −390−0.9% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 78,722 | $13.4M | 5.5% | −264−0.3% | Reduced | History |
| PGProcter & Gamble Co | Stock | 153,572 | $22.2M | 9.1% | −95−0.1% | Reduced | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| DOWDow Inc. | Stock | $311.5K | – |
Sold out since Q4 2025 (4)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 45,900 | $1.09M | 0.5% | History |
| WFCWells Fargo & Company | Stock | 6,309 | $588.0K | 0.2% | History |
| TGNATegna Inc | COM | 11,100 | $215.5K | 0.1% | History |
| HDHome Depot, Inc. | Stock | 587 | $202.0K | 0.1% | History |