Schulhoff & Co. Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Schulhoff & Co. Inc. reported 133 stock positions worth $248.8 million. Its top holding was Procter & Gamble (PG) at 9.0% of the portfolio, followed by JPMorgan Chase (JPM, 5.6%) and Exxon Mobil (XOM, 4.3%). Compared with Q1 2026, it opened 2 new positions, sold out of 2, added to 18 and reduced 56. The biggest buy was General Electric (GE, shares +0%) and the biggest sale Exxon Mobil (XOM, shares −1%).

Most Recent 13F
Q2 2026
Location
CINCINNATI, OH
CIK
0001080197
Portfolio Value
$248.8M (Q2 2026)
SEC Filing
0001193125-26-348231 ↗ filed Aug 13, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $228.2M Q1 2024 Q2 2024: $221.6M Q2 2024 Q3 2024: $239.5M Q3 2024 Q4 2024: $274.0M Q4 2024 Q1 2025: $225.9M Q1 2025 Q2 2025: $225.4M Q2 2025 Q3 2025: $234.2M Q3 2025 Q4 2025: $237.5M Q4 2025 Q1 2026: $243.1M Q1 2026 Q2 2026: $248.8M $248.8M Q2 2026

Holdings 133 stocks · $248.8M
PG The Procter & Gamble Co. 8.99% 152,478 $22.4M Reduce -0.7%
JPM JPMorgan Chase & Co. 5.61% 42,624 $14.0M Reduce -4.2%
XOM Exxon Mobil Corp. 4.28% 77,822 $10.6M Reduce -1.1%
JNJ Johnson & Johnson 4.19% 40,998 $10.4M Reduce -2.2%
CINF Cincinnati Financial Corp. 3.89% 52,321 $9.7M Reduce -2.0%
BRK.A Berkshire Hathaway Inc. Class A 3.31% 11 $8.2M No change
LMT Lockheed Martin Corp. 3.01% 14,687 $7.5M Reduce -2.3%
ABBV Abbvie Inc. 2.72% 26,880 $6.8M Reduce -2.5%
KO The Coca-Cola Co. 2.41% 73,707 $6.0M Reduce -3.8%
CVX Chevron Corp. 2.39% 35,848 $5.9M Reduce -1.9%
LLY Eli Lilly & Co. 2.33% 4,825 $5.8M No change
GOOGL Alphabet Inc. Class A 2.26% 15,765 $5.6M Reduce -0.2%
USB US Bancorp 2.24% 92,194 $5.6M Reduce -1.1%
AAPL Apple Inc. 2.20% 18,890 $5.5M Reduce -0.3%
MSFT Microsoft Corp. 2.04% 13,596 $5.1M Add +0.8%
GD General Dynamics Corp. 1.60% 11,260 $4.0M Reduce -0.2%
CSCO Cisco Systems Inc. 1.36% 28,801 $3.4M Reduce -7.3%
MAA Mid-America Apartment Comm 1.23% 22,042 $3.1M Reduce -9.4%
EMR Emerson Electric Co. 1.21% 20,965 $3.0M Reduce -5.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.16% 10,274 $2.9M Reduce -1.4%
PNC PNC Financial Services Group 1.15% 11,634 $2.9M Add +0.0%
INTC Intel Corp. 1.15% 20,418 $2.9M Reduce -0.1%
PEP Pepsico Inc. 1.13% 20,704 $2.8M Reduce -5.2%
GS Goldman Sachs Group Inc. 1.11% 2,730 $2.8M Reduce -23.4%
MMM 3M Company 1.09% 16,701 $2.7M Reduce -3.5%
WM Waste Management Inc. 1.06% 15,819 $2.6M Add +63.6%
SMG Scotts Miracle-Gro Co. 1.01% 36,856 $2.5M Reduce -1.2%
GE General Electric Company filed as GE Aerospace 1.01% 6,699 $2.5M Add +0.0%
QCOM Qualcomm Inc. 1.00% 13,420 $2.5M Reduce -6.4%
ABBOTT LABORATORIES 0.82% 22,499 $2.0M Reduce -5.6%
ACN Accenture PLC Class A 0.81% 16,190 $2.0M Add +22.2%
BAC Bank of America Corp. 0.79% 34,333 $2.0M Reduce -8.0%
NOC Northrop Grumman Corp. 0.78% 3,818 $1.9M Add +0.0%
MDLZ Mondelez International Inc. Class A 0.78% 33,470 $1.9M Reduce -7.3%
UPS United Parcel Service Class B 0.77% 17,772 $1.9M Reduce -5.5%
GEV GE Vernova Inc. 0.74% 1,563 $1.8M Reduce -4.2%
VZ Verizon Communications Inc. 0.73% 42,974 $1.8M Reduce -5.1%
CTMX Cytomx Therapeutics Inc. 0.72% 477,550 $1.8M No change
BNY Bank of New York Mellon Corp. 0.69% 11,837 $1.7M Add +0.0%
WSBC Wesbanco Inc. 0.65% 41,275 $1.6M Reduce -2.4%
MRK Merck & Co. Inc. 0.63% 12,263 $1.6M No change
T AT&T Inc. 0.63% 75,927 $1.6M Reduce -0.5%
MCD McDonald's Corp. 0.63% 5,798 $1.6M Reduce -2.7%
AXP American Express Co. 0.58% 4,300 $1.5M No change
DUKE ENERGY 0.53% 10,434 $1.3M No change
COSTCO WHOLESALE 0.52% 1,394 $1.3M Add +0.1%
KMB Kimberly-Clark Corp. 0.51% 11,637 $1.3M Reduce -5.6%
MEDP Medpace Holdings Inc. 0.49% 2,299 $1.2M Add +0.2%
BMY Bristol-Myers Squibb Co. 0.48% 20,914 $1.2M No change
CAT Caterpillar Inc. 0.48% 1,127 $1.2M Reduce -2.2%
NSC Norfolk Southern Corp. 0.46% 3,635 $1.1M No change
LOW Lowe's Cos Inc. 0.46% 5,162 $1.1M No change
PFE Pfizer Inc. 0.44% 45,453 $1.1M Reduce -6.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.43% 7,023 $1.1M Add +0.1%
HUBB Hubbell Inc. 0.42% 1,988 $1.0M No change
HON Honeywell International Inc. 0.40% 4,417 $989K Reduce -49.6%
HONA Honeywell Aerospace Inc. 0.39% 4,417 $977K Add +0.7%
NVS Novartis AG-Sponsored ADR 0.38% 6,053 $949K Add +0.1%
BF.B Brown-Forman Corp. Class B 0.38% 35,365 $942K Add +0.0%
MKC McCormick & Co.-Non VTG SHRS 0.38% 18,624 $939K Reduce -7.2%
ED Consolidated Edison Inc. 0.37% 8,416 $931K No change
MDT Medtronic PLC 0.37% 11,821 $925K Reduce -2.5%
SYY Sysco Corp. 0.36% 10,712 $895K Reduce -13.6%
SHEL Shell PLC-ADR 0.36% 11,515 $893K Reduce -1.0%
BF.A Brown-Forman Corp. Class A 0.35% 32,250 $882K No change
NEE Nextera Energy Inc. 0.35% 9,857 $865K No change
ET Energy Transfer LP 0.34% 44,625 $853K No change
SPG Simon Property Group Inc. 0.32% 3,531 $790K No change
RYN Rayonier Inc. 0.32% 36,989 $787K Reduce -2.0%
WU Western Union Co. 0.32% 102,150 $787K Add +72.4%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.31% 9,834 $776K Add +0.1%
CORTEVA, INC 0.31% 9,143 $774K Reduce -1.1%
PM Philip Morris International 0.29% 4,042 $731K Reduce -4.7%
LHX L3HARRIS Technologies Inc. 0.29% 2,486 $722K Add +0.2%
OGE Oge Energy Corp. 0.29% 14,825 $721K No change
HSY The Hershey Co. 0.29% 4,090 $718K Reduce -2.2%
Q Qnity Electronics Inc. 0.27% 4,066 $664K Reduce -1.7%
WMB Williams Cos Inc. 0.27% 8,878 $660K No change
LRCX Lam Research Corp. 0.25% 1,425 $617K No change
FDX FedEx Corp. 0.24% 1,938 $607K No change
FUN Six Flags Entertainment Corp. 0.24% 28,166 $600K No change
RTX RTX Corp. 0.24% 3,160 $600K No change
PEYUF Peyto Exploration & Dev Corp. 0.23% 34,000 $566K No change
SO The Southern Co. 0.23% 5,875 $562K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.22% 5,596 $539K No change
NEM Newmont Corp. 0.22% 5,750 $537K No change
MPLX MPLX LP 0.22% 9,500 $535K No change
CL Colgate-Palmolive Co. 0.20% 5,334 $489K No change
EVRG Evergy Inc. 0.19% 5,500 $475K No change
ITRN Ituran Location and Control 0.18% 7,475 $456K No change
GOOG Alphabet Inc. Class C 0.18% 1,258 $444K Reduce -2.7%
WES Western Midstream Partners L 0.18% 10,100 $442K No change
CHDN Churchill Downs Inc. 0.17% 4,680 $420K Add +2.2%
NSRGY Nestle SA-Spons ADR 0.17% 4,067 $419K Reduce -15.6%
KIM Kimco Realty Corp. 0.17% 16,303 $413K No change
SPRY Ars Pharmaceuticals Inc. 0.16% 51,150 $410K No change
SLB SLB Ltd. filed as SLB LIMITED 0.16% 8,480 $394K No change
PIPR Piper Sandler Cos 0.16% 5,432 $393K Reduce -15.6%
ENB Enbridge Inc. 0.16% 7,197 $390K No change
FITB Fifth Third Bancorp 0.15% 6,753 $381K No change

Show all 133 holdings

Options reported separately and not counted above: DOW puts ($205K).

Portfolio Sells Q1 2026 → Q2 2026
XOM Exxon Mobil Corp. Reduce -1.1% 4.28% −1.22
LMT Lockheed Martin Corp. Reduce -2.3% 3.01% −0.73
CVX Chevron Corp. Reduce -1.9% 2.39% −0.72
HON Honeywell International Inc. Reduce -49.6% 0.40% −0.42
T AT&T Inc. Reduce -0.5% 0.63% −0.28
PEP Pepsico Inc. Reduce -5.2% 1.13% −0.27
VZ Verizon Communications Inc. Reduce -5.1% 0.73% −0.20
ABBOTT LABORATORIES Reduce -5.6% 0.82% −0.19
PG The Procter & Gamble Co. Reduce -0.7% 8.99% −0.14
MCD McDonald's Corp. Reduce -2.7% 0.63% −0.13
GS Goldman Sachs Group Inc. Reduce -23.4% 1.11% −0.13
PFE Pfizer Inc. Reduce -6.4% 0.44% −0.12
CLX Clorox Company Sold out 0.00% −0.09
BP BP PLC-Spons ADR Sold out 0.00% −0.09
SHEL Shell PLC-ADR Reduce -1.0% 0.36% −0.09
MDLZ Mondelez International Inc. Class A Reduce -7.3% 0.78% −0.08
HSY The Hershey Co. Reduce -2.2% 0.29% −0.07
MDT Medtronic PLC Reduce -2.5% 0.37% −0.06
WY Weyerhaeuser Co. Reduce -22.6% 0.13% −0.05
PIPR Piper Sandler Cos Reduce -15.6% 0.16% −0.04
MKC McCormick & Co.-Non VTG SHRS Reduce -7.2% 0.38% −0.04
JNJ Johnson & Johnson Reduce -2.2% 4.19% −0.03
CPT Camden Property Trust Reduce -30.8% 0.11% −0.03
NSRGY Nestle SA-Spons ADR Reduce -15.6% 0.17% −0.03
JCI Johnson Controls Internation Reduce -18.7% 0.13% −0.02
DD Dupont DE Nemours Inc. Reduce -1.7% 0.15% −0.01
CORTEVA, INC Reduce -1.1% 0.31% −0.01
SYY Sysco Corp. Reduce -13.6% 0.36% −0.00
RYN Rayonier Inc. Reduce -2.0% 0.32% −0.00
KVUE Kenvue Inc. Reduce -6.8% 0.10% +0.00
PM Philip Morris International Reduce -4.7% 0.29% +0.01
SJM The JM Smucker Co. Reduce -7.3% 0.11% +0.01
UPS United Parcel Service Class B Reduce -5.5% 0.77% +0.01
SOLV Solventum Corp. Reduce -5.9% 0.10% +0.01
EMR Emerson Electric Co. Reduce -5.6% 1.21% +0.01
MAA Mid-America Apartment Comm Reduce -9.4% 1.23% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -3.3% 0.13% +0.01
GD General Dynamics Corp. Reduce -0.2% 1.60% +0.01
KO The Coca-Cola Co. Reduce -3.8% 2.41% +0.01
KMB Kimberly-Clark Corp. Reduce -5.6% 0.51% +0.02
GOOG Alphabet Inc. Class C Reduce -2.7% 0.18% +0.03
BAC Bank of America Corp. Reduce -8.0% 0.79% +0.04
WSBC Wesbanco Inc. Reduce -2.4% 0.65% +0.05
MMM 3M Company Reduce -3.5% 1.09% +0.05
Q Qnity Electronics Inc. Reduce -1.7% 0.27% +0.07
SMG Scotts Miracle-Gro Co. Reduce -1.2% 1.01% +0.08
IBM Intl Business Machines Corp. Reduce -1.4% 1.16% +0.12
CAT Caterpillar Inc. Reduce -2.2% 0.48% +0.15
GEV GE Vernova Inc. Reduce -4.2% 0.74% +0.15
AAPL Apple Inc. Reduce -0.3% 2.20% +0.22

Portfolio Buys Q1 2026 → Q2 2026
GE General Electric Company Add +0.0% 1.01% +0.22
PNC PNC Financial Services Group Add +0.0% 1.15% +0.16
WM Waste Management Inc. Add +63.6% 1.06% +0.15
AMAT Applied Materials Inc. New 0.11% +0.11
BNY Bank of New York Mellon Corp. Add +0.0% 0.69% +0.11
WU Western Union Co. Add +72.4% 0.32% +0.10
HSBC HSBC Holdings PLC-Spons ADR New 0.08% +0.08
MEDP Medpace Holdings Inc. Add +0.2% 0.49% +0.04
EL Estee Lauder Companies Class A Add +0.1% 0.31% +0.02
CB Chubb Ltd. Add +3.9% 0.09% +0.01
NVS Novartis AG-Sponsored ADR Add +0.1% 0.38% +0.00
CHDN Churchill Downs Inc. Add +2.2% 0.17% −0.00
BF.B Brown-Forman Corp. Class B Add +0.0% 0.38% −0.01
HONA Honeywell Aerospace Inc. Add +0.7% 0.39% −0.01
MSFT Microsoft Corp. Add +0.8% 2.04% −0.02
TJX TJX Companies Inc. Add +0.1% 0.43% −0.03
COSTCO WHOLESALE Add +0.1% 0.52% −0.05
LHX L3HARRIS Technologies Inc. Add +0.2% 0.29% −0.06
ACN Accenture PLC Class A Add +22.2% 0.81% −0.27
NOC Northrop Grumman Corp. Add +0.0% 0.78% −0.29

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 133$248.8MPG, JPM, XOM, JNJ, CINF
Q1 2026 132$243.1MPG, XOM, JPM, JNJ, LMT
Q4 2025 132$237.5MPG, JPM, XOM, CINF, JNJ
Q3 2025 135$234.2MPG, JPM, XOM, CINF, BRK.A
Q2 2025 135$225.4MPG, JPM, XOM, BRK.A, CINF
Q1 2025 131$225.9MPG, JPM, XOM, BRK.A, CINF
Q4 2024 128$274.0MABBV, PG, JPM, XOM, LMT
Q3 2024 128$239.5MPG, JPM, LMT, XOM, BRK.A
Q2 2024 126$221.6MPG, JPM, XOM, LMT, BRK.A
Q1 2024 126$228.2MPG, JPM, XOM, LMT, JNJ