Schulhoff & Co. Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Schulhoff & Co. Inc. reported 128 stock positions worth $274.0 million. Its top holding was Abbvie (ABBV) at 18.0% of the portfolio, followed by Procter & Gamble (PG, 13.6%) and JPMorgan Chase (JPM, 4.0%). Compared with Q3 2024, it opened 3 new positions, sold out of 3, added to 36 and reduced 35. The biggest buy was Alphabet Class A (GOOGL, shares +20%) and the biggest sale Exxon Mobil (XOM, shares −0%).

Most Recent 13F
Q2 2026
Location
CINCINNATI, OH
CIK
0001080197
Portfolio Value
$274.0M (Q4 2024)
SEC Filing
0000950123-25-000918 ↗ filed Feb 5, 2025

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 $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 128 stocks · $274.0M
ABBV Abbvie Inc. 17.97% 27,708 $49.2M Reduce -0.4%
PG The Procter & Gamble Co. 13.61% 222,463 $37.3M Add +0.0%
JPM JPMorgan Chase & Co. 4.04% 46,156 $11.1M No change
XOM Exxon Mobil Corp. 3.10% 79,045 $8.5M Reduce -0.1%
LMT Lockheed Martin Corp. 2.83% 15,979 $7.8M Add +0.0%
CINF Cincinnati Financial Corp. 2.83% 54,000 $7.8M Add +1.3%
BRK.A Berkshire Hathaway Inc. Class A 2.73% 11 $7.5M No change
JNJ Johnson & Johnson 2.27% 43,050 $6.2M Reduce -1.2%
CVX Chevron Corp. 2.00% 37,749 $5.5M Add +2.7%
MSFT Microsoft Corp. 1.84% 11,938 $5.0M Add +1.6%
KO The Coca-Cola Co. 1.76% 77,505 $4.8M Add +1.1%
AAPL Apple Inc. 1.74% 19,033 $4.8M Add +3.1%
ACN Accenture PLC Class A 1.66% 12,943 $4.6M Reduce -0.3%
USB US Bancorp 1.64% 93,976 $4.5M Reduce -1.0%
MAA Mid-America Apartment Comm 1.42% 25,207 $3.9M No change
LLY Eli Lilly & Co. 1.36% 4,842 $3.7M Reduce -0.4%
PEP Pepsico Inc. 1.23% 22,137 $3.4M Add +0.2%
GD General Dynamics Corp. 1.11% 11,538 $3.0M Add +0.6%
EMR Emerson Electric Co. 1.04% 22,927 $2.8M Add +0.0%
ABBOTT LABORATORIES 1.03% 24,896 $2.8M Reduce -4.0%
SMG Scotts Miracle-Gro Co. 1.02% 42,023 $2.8M Add +0.8%
UPS United Parcel Service Class B 1.01% 21,936 $2.8M Reduce -6.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.85% 10,619 $2.3M Reduce -0.3%
MMM 3M Company 0.85% 17,939 $2.3M Add +0.0%
QCOM Qualcomm Inc. 0.83% 14,862 $2.3M Add +0.7%
GOOGL Alphabet Inc. Class A 0.82% 11,931 $2.3M Add +19.5%
PNC PNC Financial Services Group 0.81% 11,490 $2.2M Add +0.2%
MDLZ Mondelez International Inc. Class A 0.75% 34,459 $2.1M Add +0.4%
HON Honeywell International Inc. 0.74% 9,005 $2.0M Reduce -1.6%
WM Waste Management Inc. 0.71% 9,685 $2.0M Reduce -0.5%
CSCO Cisco Systems Inc. 0.71% 32,776 $1.9M Reduce -0.0%
NOC Northrop Grumman Corp. 0.67% 3,923 $1.8M Add +2.1%
T AT&T Inc. 0.66% 79,536 $1.8M No change
VZ Verizon Communications Inc. 0.65% 44,802 $1.8M Add +1.0%
MCD McDonald's Corp. 0.63% 5,948 $1.7M No change
KMB Kimberly-Clark Corp. 0.62% 12,966 $1.7M Reduce -6.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.61% 37,809 $1.7M Reduce -2.4%
GS Goldman Sachs Group Inc. 0.59% 2,829 $1.6M Add +13.0%
BF.B Brown-Forman Corp. Class B 0.58% 41,567 $1.6M Reduce -3.2%
MKC McCormick & Co.-Non VTG SHRS 0.57% 20,336 $1.6M Reduce -6.3%
AVDL Avadel Pharmaceuticals plc 0.53% 137,000 $1.4M No change
FUN Six Flags Entertainment Corp. 0.52% 29,766 $1.4M Reduce -2.1%
WSBC Wesbanco Inc. 0.49% 41,535 $1.4M No change
COSTCO WHOLESALE 0.48% 1,444 $1.3M Add +2.0%
AXP American Express Co. 0.47% 4,300 $1.3M Reduce -1.6%
BMY Bristol-Myers Squibb Co. 0.46% 22,414 $1.3M No change
PFE Pfizer Inc. 0.45% 46,800 $1.2M Reduce -8.8%
LOW Lowe's Cos Inc. 0.45% 4,977 $1.2M Reduce -1.4%
BF.A Brown-Forman Corp. Class A 0.44% 31,950 $1.2M No change
MRK Merck & Co. Inc. 0.43% 11,963 $1.2M Reduce -4.2%
GE General Electric Company 0.43% 7,056 $1.2M Add +0.1%
DUKE ENERGY 0.40% 10,224 $1.1M No change
MDT Medtronic PLC 0.39% 13,272 $1.1M Reduce -7.7%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.34% 12,173 $935K Reduce -1.3%
RYN Rayonier Inc. 0.34% 35,618 $930K Add +0.8%
SYY Sysco Corp. 0.34% 12,063 $922K Add +0.1%
MEDP Medpace Holdings Inc. 0.32% 2,630 $874K Add +1.1%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.32% 11,620 $871K Reduce -0.8%
NSC Norfolk Southern Corp. 0.31% 3,645 $855K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.31% 6,959 $841K Add +3.4%
HUBB Hubbell Inc. 0.30% 1,988 $833K No change
WMB Williams Cos Inc. 0.29% 11,841 $793K Reduce -33.4%
ED Consolidated Edison Inc. 0.27% 8,416 $751K No change
HSY The Hershey Co. 0.27% 4,296 $728K Add +2.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.26% 6,469 $720K Reduce -8.3%
DD Dupont DE Nemours Inc. 0.26% 9,442 $720K No change
NEE Nextera Energy Inc. 0.26% 9,897 $710K No change
SHEL Shell PLC-ADR 0.24% 10,367 $649K No change
OGE Oge Energy Corp. 0.22% 14,825 $612K No change
NVS Novartis AG-Sponsored ADR 0.22% 6,210 $604K No change
GEV GE Vernova Inc. 0.21% 1,786 $587K No change
SPG Simon Property Group Inc. 0.21% 3,399 $585K Add +1.0%
PM Philip Morris International 0.21% 4,229 $581K Add +0.1%
CORTEVA, INC 0.20% 9,750 $555K No change
PIPR Piper Sandler Cos 0.20% 1,838 $551K No change
WY Weyerhaeuser Co. 0.19% 18,755 $528K No change
NSRGY Nestle SA-Spons ADR 0.19% 6,382 $527K Reduce -0.7%
SO The Southern Co. 0.18% 6,000 $494K No change
WFC Wells Fargo & Co. 0.18% 6,977 $490K Add +0.0%
ET Energy Transfer LP 0.18% 25,000 $490K No change
CL Colgate-Palmolive Co. 0.18% 5,334 $485K No change
INTC Intel Corp. 0.18% 24,160 $484K Reduce -17.3%
CAT Caterpillar Inc. 0.17% 1,305 $473K Reduce -6.8%
FDX FedEx Corp. 0.17% 1,675 $471K Add +27.4%
AMP Ameriprise Financial Inc. 0.16% 800 $426K No change
LHX L3HARRIS Technologies Inc. 0.15% 2,005 $422K Add +0.5%
CLX Clorox Company 0.15% 2,568 $417K No change
CPT Camden Property Trust 0.15% 3,572 $414K No change
DOW Dow Inc. 0.14% 9,750 $391K No change
RTX RTX Corp. 0.14% 3,336 $386K No change
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.14% 3,477 $383K No change
NEM Newmont Corp. 0.13% 9,850 $367K Reduce -16.9%
WDFC WD-40 Co. 0.13% 1,510 $366K No change
KIM Kimco Realty Corp. 0.13% 15,053 $353K No change
KVUE Kenvue Inc. 0.13% 16,244 $347K Reduce -0.2%
EVRG Evergy Inc. 0.12% 5,500 $339K No change
PLTR Palantir Technologies Inc. Class A 0.12% 4,350 $329K New
ITW Illinois Tool Works 0.12% 1,262 $320K Reduce -3.1%
ENB Enbridge Inc. 0.11% 7,197 $305K No change
PEYUF Peyto Exploration & Dev Corp. 0.11% 25,000 $298K No change
IVV iShares Core S&P 500 ETF 0.11% 502 $296K No change
UNM Unum Group 0.11% 4,000 $292K No change
KMI Kinder Morgan Inc. 0.11% 10,512 $288K No change
BERKSHIRE HATHAWAY INC 0.10% 633 $287K No change
FITB Fifth Third Bancorp 0.10% 6,753 $286K No change
V Visa Inc. Class A 0.10% 900 $284K No change
SPDR DOW JONES INDUSTRIAL AVER 0.10% 655 $279K Reduce -3.7%
SOLV Solventum Corp. 0.10% 4,175 $276K Reduce -2.9%
MAC The Macerich Co. 0.10% 13,801 $275K No change
KHC The Kraft Heinz Co. 0.10% 8,734 $268K Add +0.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.10% 450 $264K No change
SLV iShares Silver Trust 0.10% 9,950 $262K Add +11.2%
CTAS Cintas Corp. 0.09% 1,414 $258K New
VODAFONE GROUP PLC ADR 0.09% 29,838 $253K Add +19.5%
SHW The Sherwin-Williams Co. 0.09% 736 $250K No change
TGNA Tegna Inc. 0.09% 13,100 $240K No change
AEP American Electric Power 0.09% 2,595 $239K No change
MPLX MPLX LP 0.09% 5,000 $239K New
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.09% 6,240 $239K Add +8.7%
COP Conocophillips 0.09% 2,398 $238K No change
HD Home Depot Inc. 0.09% 609 $237K Add +19.6%
BA The Boeing Co. 0.09% 1,320 $234K No change
JCI Johnson Controls Internation 0.08% 2,873 $227K No change
AMGN Amgen Inc. 0.08% 809 $211K No change
PYXS Pyxis Oncology Inc. 0.07% 122,000 $190K No change
WU Western Union Co. 0.07% 17,850 $189K No change
ACAZF Acadian Timber Corp. 0.06% 13,300 $162K Reduce -18.4%
ASRV Ameriserv Financial Inc. 0.01% 13,000 $35K No change

Portfolio Sells Q3 2024 → Q4 2024
XOM Exxon Mobil Corp. Reduce -0.1% 3.10% −0.77
JNJ Johnson & Johnson Reduce -1.2% 2.27% −0.68
LLY Eli Lilly & Co. Reduce -0.4% 1.36% −0.43
UPS United Parcel Service Class B Reduce -6.1% 1.01% −0.32
BF.B Brown-Forman Corp. Class B Reduce -3.2% 0.58% −0.31
ACN Accenture PLC Class A Reduce -0.3% 1.66% −0.25
ABBOTT LABORATORIES Reduce -4.0% 1.03% −0.21
KMB Kimberly-Clark Corp. Reduce -6.3% 0.62% −0.20
MKC McCormick & Co.-Non VTG SHRS Reduce -6.3% 0.57% −0.18
USB US Bancorp Reduce -1.0% 1.64% −0.17
EL Estee Lauder Companies Class A Reduce -0.8% 0.32% −0.17
PFE Pfizer Inc. Reduce -8.8% 0.45% −0.17
MRK Merck & Co. Inc. Reduce -4.2% 0.43% −0.16
MDT Medtronic PLC Reduce -7.7% 0.39% −0.15
IBM Intl Business Machines Corp. Reduce -0.3% 0.85% −0.13
NEM Newmont Corp. Reduce -16.9% 0.13% −0.13
WM Waste Management Inc. Reduce -0.5% 0.71% −0.13
WMB Williams Cos Inc. Reduce -33.4% 0.29% −0.13
LOW Lowe's Cos Inc. Reduce -1.4% 0.45% −0.12
INTC Intel Corp. Reduce -17.3% 0.18% −0.11
LAMR Lamar Advertising Co. Class A Sold out 0.00% −0.09
DEO Diageo PLC-Sponsored ADR Sold out 0.00% −0.09
GEHC GE Healthcare Technology Sold out 0.00% −0.08
NSRGY Nestle SA-Spons ADR Reduce -0.7% 0.19% −0.08
CAT Caterpillar Inc. Reduce -6.8% 0.17% −0.06
HON Honeywell International Inc. Reduce -1.6% 0.74% −0.05
BAC Bank of America Corp. Reduce -2.4% 0.61% −0.04
KVUE Kenvue Inc. Reduce -0.2% 0.13% −0.03
AXP American Express Co. Reduce -1.6% 0.47% −0.03
BNY Bank of New York Mellon Corp. Reduce -1.3% 0.34% −0.03
ACAZF Acadian Timber Corp. Reduce -18.4% 0.06% −0.03
ITW Illinois Tool Works Reduce -3.1% 0.12% −0.03
SOLV Solventum Corp. Reduce -2.9% 0.10% −0.02
CSCO Cisco Systems Inc. Reduce -0.0% 0.71% −0.02
DIS The Walt Disney Co. Reduce -8.3% 0.26% −0.02
SPDR DOW JONES INDUSTRIAL AVER Reduce -3.7% 0.10% −0.02
FUN Six Flags Entertainment Corp. Reduce -2.1% 0.52% +0.01
ABBV Abbvie Inc. Reduce -0.4% 17.97% +15.67

Portfolio Buys Q3 2024 → Q4 2024
GOOGL Alphabet Inc. Class A Add +19.5% 0.82% +0.13
PLTR Palantir Technologies Inc. Class A New 0.12% +0.12
CTAS Cintas Corp. New 0.09% +0.09
MPLX MPLX LP New 0.09% +0.09
GS Goldman Sachs Group Inc. Add +13.0% 0.59% +0.07
FDX FedEx Corp. Add +27.4% 0.17% +0.02
WFC Wells Fargo & Co. Add +0.0% 0.18% +0.01
HD Home Depot Inc. Add +19.6% 0.09% +0.00
PM Philip Morris International Add +0.1% 0.21% −0.00
EMR Emerson Electric Co. Add +0.0% 1.04% −0.01
SLV iShares Silver Trust Add +11.2% 0.10% −0.01
VODAFONE GROUP PLC ADR Add +19.5% 0.09% −0.01
SLB SLB Ltd. Add +8.7% 0.09% −0.01
TJX TJX Companies Inc. Add +3.4% 0.31% −0.02
SPG Simon Property Group Inc. Add +1.0% 0.21% −0.02
KHC The Kraft Heinz Co. Add +0.3% 0.10% −0.03
COSTCO WHOLESALE Add +2.0% 0.48% −0.04
MEDP Medpace Holdings Inc. Add +1.1% 0.32% −0.04
LHX L3HARRIS Technologies Inc. Add +0.5% 0.15% −0.04
SYY Sysco Corp. Add +0.1% 0.34% −0.06
AAPL Apple Inc. Add +3.1% 1.74% −0.06
HSY The Hershey Co. Add +2.8% 0.27% −0.07
PNC PNC Financial Services Group Add +0.2% 0.81% −0.08
GE General Electric Company Add +0.1% 0.43% −0.13
RYN Rayonier Inc. Add +0.8% 0.34% −0.14
NOC Northrop Grumman Corp. Add +2.1% 0.67% −0.17
VZ Verizon Communications Inc. Add +1.0% 0.65% −0.18
MMM 3M Company Add +0.0% 0.85% −0.18
CINF Cincinnati Financial Corp. Add +1.3% 2.83% −0.20
QCOM Qualcomm Inc. Add +0.7% 0.83% −0.21
CVX Chevron Corp. Add +2.7% 2.00% −0.26
MSFT Microsoft Corp. Add +1.6% 1.84% −0.28
MDLZ Mondelez International Inc. Class A Add +0.4% 0.75% −0.31
GD General Dynamics Corp. Add +0.6% 1.11% −0.34
PEP Pepsico Inc. Add +0.2% 1.23% −0.34
SMG Scotts Miracle-Gro Co. Add +0.8% 1.02% −0.49
KO The Coca-Cola Co. Add +1.1% 1.76% −0.54
LMT Lockheed Martin Corp. Add +0.0% 2.83% −1.06
PG The Procter & Gamble Co. Add +0.0% 13.61% −2.47

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