Schulhoff & Co. Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 1, 2024), Schulhoff & Co. Inc. reported 126 stock positions worth $228.2 million. Its top holding was Procter & Gamble (PG) at 16.4% of the portfolio, followed by JPMorgan Chase (JPM, 4.2%) and Exxon Mobil (XOM, 4.0%). Compared with Q4 2023, it opened 6 new positions, sold out of 1, added to 41 and reduced 33. The biggest buy was Avadel Pharmaceuticals plc (AVDL, shares +43%) and the biggest sale Johnson & Johnson (JNJ, shares −0%).

Most Recent 13F
Q2 2026
Location
CINCINNATI, OH
CIK
0001080197
Portfolio Value
$228.2M (Q1 2024)
SEC Filing
0000950123-24-003696 ↗ filed May 1, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $228.2M $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 Q2 2026

Holdings 126 stocks · $228.2M
PG The Procter & Gamble Co. 16.40% 230,609 $37.4M Reduce -0.1%
JPM JPMorgan Chase & Co. 4.15% 47,303 $9.5M Reduce -0.3%
XOM Exxon Mobil Corp. 4.01% 78,747 $9.2M Add +0.3%
LMT Lockheed Martin Corp. 3.18% 15,953 $7.3M Add +1.4%
JNJ Johnson & Johnson 3.09% 44,559 $7.0M Reduce -0.2%
BRK.A Berkshire Hathaway Inc. Class A 3.06% 11 $7.0M No change
CINF Cincinnati Financial Corp. 2.89% 53,180 $6.6M Add +0.3%
CVX Chevron Corp. 2.58% 37,319 $5.9M Add +1.3%
ABBV Abbvie Inc. 2.23% 27,903 $5.1M Reduce -1.2%
MSFT Microsoft Corp. 2.18% 11,824 $5.0M Add +0.5%
KO The Coca-Cola Co. 2.06% 76,889 $4.7M Add +0.0%
USB US Bancorp 1.92% 97,843 $4.4M Add +0.3%
ACN Accenture PLC Class A 1.91% 12,574 $4.4M Reduce -0.0%
PEP Pepsico Inc. 1.71% 22,356 $3.9M Reduce -0.1%
LLY Eli Lilly & Co. 1.66% 4,880 $3.8M Reduce -3.9%
UPS United Parcel Service Class B 1.60% 24,516 $3.6M Add +0.8%
MAA Mid-America Apartment Comm 1.47% 25,432 $3.3M Reduce -0.2%
AAPL Apple Inc. 1.42% 18,925 $3.2M Add +0.4%
GD General Dynamics Corp. 1.42% 11,463 $3.2M Add +1.8%
SMG Scotts Miracle-Gro Co. 1.38% 42,253 $3.2M Reduce -0.9%
ABBOTT LABORATORIES 1.35% 27,101 $3.1M Add +0.3%
EMR Emerson Electric Co. 1.15% 23,194 $2.6M Add +0.0%
QCOM Qualcomm Inc. 1.08% 14,528 $2.5M Add +1.3%
MDLZ Mondelez International Inc. Class A 1.05% 34,226 $2.4M Add +3.0%
AVDL Avadel Pharmaceuticals plc 1.01% 137,000 $2.3M Add +42.7%
BF.B Brown-Forman Corp. Class B 0.99% 43,755 $2.3M Reduce -0.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.89% 10,619 $2.0M Add +0.9%
WM Waste Management Inc. 0.88% 9,463 $2.0M Add +0.5%
MMM 3M Company 0.88% 18,833 $2.0M Reduce -10.1%
NOC Northrop Grumman Corp. 0.86% 4,091 $2.0M Add +0.3%
VZ Verizon Communications Inc. 0.84% 45,902 $1.9M Add +4.3%
HON Honeywell International Inc. 0.83% 9,254 $1.9M Add +0.7%
PNC PNC Financial Services Group 0.81% 11,430 $1.8M Add +1.7%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.79% 11,675 $1.8M Reduce -0.2%
KMB Kimberly-Clark Corp. 0.78% 13,832 $1.8M Reduce -0.2%
BF.A Brown-Forman Corp. Class A 0.74% 31,950 $1.7M No change
MCD McDonald's Corp. 0.74% 5,988 $1.7M No change
MKC McCormick & Co.-Non VTG SHRS 0.73% 21,593 $1.7M Reduce -1.3%
PFE Pfizer Inc. 0.72% 59,346 $1.6M Add +0.1%
MRK Merck & Co. Inc. 0.72% 12,448 $1.6M Add +2.4%
CSCO Cisco Systems Inc. 0.72% 32,785 $1.6M No change
INTC Intel Corp. 0.66% 34,270 $1.5M Reduce -0.4%
WSBC Wesbanco Inc. 0.65% 49,459 $1.5M No change
T AT&T Inc. 0.64% 83,511 $1.5M Reduce -0.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.64% 38,742 $1.5M Add +3.0%
CEDAR FAIR LP 0.60% 32,441 $1.4M No change
MDT Medtronic PLC 0.58% 15,080 $1.3M Add +0.6%
GOOGL Alphabet Inc. Class A 0.56% 8,418 $1.3M Add +6.2%
BMY Bristol-Myers Squibb Co. 0.54% 22,914 $1.2M Reduce -0.2%
GE General Electric Company 0.54% 7,041 $1.2M Add +0.1%
RYN Rayonier Inc. 0.54% 37,058 $1.2M Add +0.0%
LOW Lowe's Cos Inc. 0.53% 4,729 $1.2M Add +11.9%
COSTCO WHOLESALE 0.47% 1,451 $1.1M Reduce -2.5%
SYY Sysco Corp. 0.46% 12,892 $1.0M Add +2.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.44% 8,291 $1.0M Add +5.1%
AXP American Express Co. 0.44% 4,370 $995K No change
DUKE ENERGY 0.43% 10,224 $989K Reduce -1.7%
WMB Williams Cos Inc. 0.43% 17,883 $982K Add +1.6%
MEDP Medpace Holdings Inc. 0.41% 2,326 $940K Add +3.4%
NSC Norfolk Southern Corp. 0.41% 3,655 $932K No change
GS Goldman Sachs Group Inc. 0.41% 2,224 $929K Add +19.9%
HUBB Hubbell Inc. 0.36% 1,988 $825K No change
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.34% 6,198 $780K No change
NSRGY Nestle SA-Spons ADR 0.34% 7,227 $768K No change
ED Consolidated Edison Inc. 0.33% 8,416 $764K No change
DD Dupont DE Nemours Inc. 0.32% 9,570 $734K Reduce -2.4%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.31% 12,331 $711K Reduce -1.1%
WY Weyerhaeuser Co. 0.30% 19,255 $691K No change
SHEL Shell PLC-ADR 0.29% 10,022 $672K Add +1.9%
NEE Nextera Energy Inc. 0.28% 9,897 $633K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.27% 6,715 $626K Add +4.3%
NVS Novartis AG-Sponsored ADR 0.26% 6,204 $600K Add +2.5%
CORTEVA, INC 0.26% 10,262 $592K Reduce -2.2%
DOW Dow Inc. 0.25% 9,750 $565K Reduce -2.3%
SPG Simon Property Group Inc. 0.23% 3,366 $527K Reduce -2.9%
HSY The Hershey Co. 0.23% 2,706 $526K Add +10.2%
CAT Caterpillar Inc. 0.22% 1,400 $513K Reduce -2.1%
OGE Oge Energy Corp. 0.22% 14,825 $508K No change
CL Colgate-Palmolive Co. 0.21% 5,334 $480K No change
SO The Southern Co. 0.19% 6,000 $430K No change
NEM Newmont Corp. 0.19% 11,850 $425K Add +20.3%
WFC Wells Fargo & Co. 0.18% 6,972 $404K Reduce -4.1%
CLX Clorox Company 0.17% 2,568 $393K No change
PM Philip Morris International 0.17% 4,220 $387K Add +0.1%
WDFC WD-40 Co. 0.17% 1,510 $382K Reduce -2.6%
KVUE Kenvue Inc. 0.17% 17,784 $382K Reduce -1.0%
COP Conocophillips 0.16% 2,898 $369K No change
PIPR Piper Sandler Cos 0.16% 1,838 $365K Reduce -12.9%
CPT Camden Property Trust 0.15% 3,572 $351K No change
AMP Ameriprise Financial Inc. 0.15% 800 $351K No change
ITW Illinois Tool Works 0.15% 1,302 $349K No change
LHX L3HARRIS Technologies Inc. 0.15% 1,637 $349K Add +5.6%
RTX RTX Corp. 0.14% 3,336 $325K New
KHC The Kraft Heinz Co. 0.14% 8,798 $325K Reduce -1.9%
SHW The Sherwin-Williams Co. 0.14% 911 $316K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.14% 5,740 $315K No change
KIM Kimco Realty Corp. 0.13% 15,053 $295K No change
EVRG Evergy Inc. 0.13% 5,500 $294K No change
ET Energy Transfer LP 0.12% 17,802 $280K No change
PEYUF Peyto Exploration & Dev Corp. 0.12% 25,000 $276K No change
EW Edwards Lifesciences Corp. 0.12% 2,856 $273K No change
SPDR DOW JONES INDUSTRIAL AVER 0.12% 680 $270K No change
BERKSHIRE HATHAWAY INC 0.12% 633 $266K New
IVV iShares Core S&P 500 ETF 0.12% 502 $264K No change
ENB Enbridge Inc. 0.11% 7,197 $260K No change
WU Western Union Co. 0.11% 18,550 $259K No change
BA The Boeing Co. 0.11% 1,320 $255K No change
HI Hillenbrand Inc. 0.11% 5,000 $251K No change
FITB Fifth Third Bancorp 0.11% 6,753 $251K No change
V Visa Inc. Class A 0.11% 900 $251K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.11% 475 $248K No change
AMGN Amgen Inc. 0.11% 844 $240K No change
MAC The Macerich Co. 0.10% 13,801 $238K No change
VODAFONE GROUP PLC ADR 0.10% 26,531 $236K Reduce -15.4%
DEO Diageo PLC-Sponsored ADR 0.10% 1,508 $224K No change
AEP American Electric Power 0.10% 2,595 $223K No change
UNM Unum Group 0.09% 4,000 $215K New
ACAZF Acadian Timber Corp. 0.09% 16,300 $211K No change
FDX FedEx Corp. 0.09% 715 $207K New
SLV iShares Silver Trust 0.09% 8,950 $204K New
KMI Kinder Morgan Inc. 0.09% 10,837 $199K Reduce -20.6%
TGNA Tegna Inc. 0.09% 13,100 $196K No change
VNDA Vanda Pharmaceuticals Inc. 0.07% 38,500 $158K New
WBD Warner Bros Discovery Inc. 0.04% 10,838 $95K Reduce -12.7%
PYXS Pyxis Oncology Inc. 0.04% 22,000 $94K No change
ASRV Ameriserv Financial Inc. 0.01% 13,000 $34K No change

Portfolio Sells Q4 2023 → Q1 2024
JNJ Johnson & Johnson Reduce -0.2% 3.09% −0.25
MMM 3M Company Reduce -10.1% 0.88% −0.22
BF.B Brown-Forman Corp. Class B Reduce -0.8% 0.99% −0.21
ACN Accenture PLC Class A Reduce -0.0% 1.91% −0.19
PGTI PGT Innovations Inc. Sold out 0.00% −0.17
MAA Mid-America Apartment Comm Reduce -0.2% 1.47% −0.17
INTC Intel Corp. Reduce -0.4% 0.66% −0.16
PEP Pepsico Inc. Reduce -0.1% 1.71% −0.10
DUKE ENERGY Reduce -1.7% 0.43% −0.05
DD Dupont DE Nemours Inc. Reduce -2.4% 0.32% −0.04
T AT&T Inc. Reduce -0.6% 0.64% −0.03
KMI Kinder Morgan Inc. Reduce -20.6% 0.09% −0.03
EL Estee Lauder Companies Class A Reduce -0.2% 0.79% −0.03
VODAFONE GROUP PLC ADR Reduce -15.4% 0.10% −0.03
WBD Warner Bros Discovery Inc. Reduce -12.7% 0.04% −0.03
KMB Kimberly-Clark Corp. Reduce -0.2% 0.78% −0.02
KVUE Kenvue Inc. Reduce -1.0% 0.17% −0.02
BMY Bristol-Myers Squibb Co. Reduce -0.2% 0.54% −0.02
PIPR Piper Sandler Cos Reduce -12.9% 0.16% −0.02
KHC The Kraft Heinz Co. Reduce -1.9% 0.14% −0.02
DOW Dow Inc. Reduce -2.3% 0.25% −0.01
WDFC WD-40 Co. Reduce -2.6% 0.17% −0.01
SPG Simon Property Group Inc. Reduce -2.9% 0.23% −0.00
COSTCO WHOLESALE Reduce -2.5% 0.47% −0.00
BNY Bank of New York Mellon Corp. Reduce -1.1% 0.31% +0.00
WFC Wells Fargo & Co. Reduce -4.1% 0.18% +0.01
MKC McCormick & Co.-Non VTG SHRS Reduce -1.3% 0.73% +0.01
CORTEVA, INC Reduce -2.2% 0.26% +0.02
CAT Caterpillar Inc. Reduce -2.1% 0.22% +0.02
SMG Scotts Miracle-Gro Co. Reduce -0.9% 1.38% +0.09
ABBV Abbvie Inc. Reduce -1.2% 2.23% +0.14
LLY Eli Lilly & Co. Reduce -3.9% 1.66% +0.25
PG The Procter & Gamble Co. Reduce -0.1% 16.40% +0.27
JPM JPMorgan Chase & Co. Reduce -0.3% 4.15% +0.30

Portfolio Buys Q4 2023 → Q1 2024
AVDL Avadel Pharmaceuticals plc Add +42.7% 1.01% +0.37
CINF Cincinnati Financial Corp. Add +0.3% 2.89% +0.28
XOM Exxon Mobil Corp. Add +0.3% 4.01% +0.27
RTX RTX Corp. New 0.14% +0.14
BERKSHIRE HATHAWAY INC New 0.12% +0.12
GE General Electric Company Add +0.1% 0.54% +0.11
DIS The Walt Disney Co. Add +5.1% 0.44% +0.11
UNM Unum Group New 0.09% +0.09
FDX FedEx Corp. New 0.09% +0.09
SLV iShares Silver Trust New 0.09% +0.09
QCOM Qualcomm Inc. Add +1.3% 1.08% +0.09
MRK Merck & Co. Inc. Add +2.4% 0.72% +0.09
MEDP Medpace Holdings Inc. Add +3.4% 0.41% +0.08
WM Waste Management Inc. Add +0.5% 0.88% +0.08
LOW Lowe's Cos Inc. Add +11.9% 0.53% +0.08
EMR Emerson Electric Co. Add +0.0% 1.15% +0.08
MSFT Microsoft Corp. Add +0.5% 2.18% +0.07
VNDA Vanda Pharmaceuticals Inc. New 0.07% +0.07
IBM Intl Business Machines Corp. Add +0.9% 0.89% +0.07
GS Goldman Sachs Group Inc. Add +19.9% 0.41% +0.07
VZ Verizon Communications Inc. Add +4.3% 0.84% +0.05
BAC Bank of America Corp. Add +3.0% 0.64% +0.04
GOOGL Alphabet Inc. Class A Add +6.2% 0.56% +0.03
GD General Dynamics Corp. Add +1.8% 1.42% +0.03
SYY Sysco Corp. Add +2.5% 0.46% +0.02
HSY The Hershey Co. Add +10.2% 0.23% +0.01
WMB Williams Cos Inc. Add +1.6% 0.43% +0.01
LHX L3HARRIS Technologies Inc. Add +5.6% 0.15% −0.00
NEM Newmont Corp. Add +20.3% 0.19% −0.01
MDT Medtronic PLC Add +0.6% 0.58% −0.01
TJX TJX Companies Inc. Add +4.3% 0.27% −0.01
SHEL Shell PLC-ADR Add +1.9% 0.29% −0.01
PM Philip Morris International Add +0.1% 0.17% −0.02
PNC PNC Financial Services Group Add +1.7% 0.81% −0.02
NVS Novartis AG-Sponsored ADR Add +2.5% 0.26% −0.03
CVX Chevron Corp. Add +1.3% 2.58% −0.04
RYN Rayonier Inc. Add +0.0% 0.54% −0.05
NOC Northrop Grumman Corp. Add +0.3% 0.86% −0.05
ABBOTT LABORATORIES Add +0.3% 1.35% −0.07
HON Honeywell International Inc. Add +0.7% 0.83% −0.09
PFE Pfizer Inc. Add +0.1% 0.72% −0.09
USB US Bancorp Add +0.3% 1.92% −0.09
MDLZ Mondelez International Inc. Class A Add +3.0% 1.05% −0.10
KO The Coca-Cola Co. Add +0.0% 2.06% −0.10
LMT Lockheed Martin Corp. Add +1.4% 3.18% −0.22
UPS United Parcel Service Class B Add +0.8% 1.60% −0.22
AAPL Apple Inc. Add +0.4% 1.42% −0.31

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