Schulhoff & Co. Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Schulhoff & Co. Inc. reported 131 stock positions worth $225.9 million. Its top holding was Procter & Gamble (PG) at 12.3% of the portfolio, followed by JPMorgan Chase (JPM, 5.0%) and Exxon Mobil (XOM, 4.2%). Compared with Q4 2024, it opened 4 new positions, sold out of 1, added to 27 and reduced 50. The biggest buy was Mondelez International Class A (MDLZ, shares +2%) and the biggest sale Abbvie (ABBV, shares −0%).

Most Recent 13F
Q2 2026
Location
CINCINNATI, OH
CIK
0001080197
Portfolio Value
$225.9M (Q1 2025)
SEC Filing
0000950123-25-004216 ↗ filed May 7, 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 Q4 2024 Q1 2025: $225.9M $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 131 stocks · $225.9M
PG The Procter & Gamble Co. 12.26% 162,544 $27.7M Reduce -26.9%
JPM JPMorgan Chase & Co. 4.99% 45,975 $11.3M Reduce -0.4%
XOM Exxon Mobil Corp. 4.16% 78,952 $9.4M Reduce -0.1%
BRK.A Berkshire Hathaway Inc. Class A 3.89% 11 $8.8M No change
CINF Cincinnati Financial Corp. 3.52% 53,870 $8.0M Reduce -0.2%
JNJ Johnson & Johnson 3.16% 42,973 $7.1M Reduce -0.2%
LMT Lockheed Martin Corp. 3.13% 15,847 $7.1M Reduce -0.8%
CVX Chevron Corp. 2.78% 37,515 $6.3M Reduce -0.6%
ABBV Abbvie Inc. 2.56% 27,641 $5.8M Reduce -0.2%
KO The Coca-Cola Co. 2.45% 77,142 $5.5M Reduce -0.5%
MSFT Microsoft Corp. 1.97% 11,871 $4.5M Reduce -0.6%
MAA Mid-America Apartment Comm 1.87% 25,142 $4.2M Reduce -0.3%
AAPL Apple Inc. 1.85% 18,792 $4.2M Reduce -1.3%
ACN Accenture PLC Class A 1.78% 12,920 $4.0M Reduce -0.2%
LLY Eli Lilly & Co. 1.77% 4,842 $4.0M No change
USB US Bancorp 1.76% 94,041 $4.0M Add +0.1%
PEP Pepsico Inc. 1.46% 22,046 $3.3M Reduce -0.4%
ABBOTT LABORATORIES 1.44% 24,596 $3.3M Reduce -1.2%
GD General Dynamics Corp. 1.40% 11,619 $3.2M Add +0.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.17% 10,619 $2.6M No change
MMM 3M Company 1.16% 17,791 $2.6M Reduce -0.8%
EMR Emerson Electric Co. 1.10% 22,700 $2.5M Reduce -1.0%
MDLZ Mondelez International Inc. Class A 1.05% 34,991 $2.4M Add +1.5%
UPS United Parcel Service Class B 1.03% 21,140 $2.3M Reduce -3.6%
SMG Scotts Miracle-Gro Co. 1.02% 42,009 $2.3M Reduce -0.0%
GOOGL Alphabet Inc. Class A 1.01% 14,684 $2.3M Add +23.1%
QCOM Qualcomm Inc. 1.00% 14,722 $2.3M Reduce -0.9%
WM Waste Management Inc. 0.99% 9,690 $2.2M Add +0.1%
T AT&T Inc. 0.99% 79,261 $2.2M Reduce -0.3%
VZ Verizon Communications Inc. 0.93% 46,538 $2.1M Add +3.9%
PNC PNC Financial Services Group 0.89% 11,491 $2.0M Add +0.0%
CSCO Cisco Systems Inc. 0.89% 32,626 $2.0M Reduce -0.5%
NOC Northrop Grumman Corp. 0.88% 3,901 $2.0M Reduce -0.6%
HON Honeywell International Inc. 0.84% 9,006 $1.9M Add +0.0%
MCD McDonald's Corp. 0.82% 5,963 $1.9M Add +0.3%
KMB Kimberly-Clark Corp. 0.82% 12,972 $1.8M Add +0.1%
MKC McCormick & Co.-Non VTG SHRS 0.74% 20,310 $1.7M Reduce -0.1%
GS Goldman Sachs Group Inc. 0.71% 2,945 $1.6M Add +4.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.69% 37,572 $1.6M Reduce -0.6%
GE General Electric Company 0.61% 6,935 $1.4M Reduce -1.7%
BMY Bristol-Myers Squibb Co. 0.61% 22,414 $1.4M No change
BF.B Brown-Forman Corp. Class B 0.60% 39,894 $1.4M Reduce -4.0%
COSTCO WHOLESALE 0.59% 1,420 $1.3M Reduce -1.7%
WSBC Wesbanco Inc. 0.57% 41,535 $1.3M No change
DUKE ENERGY 0.55% 10,224 $1.2M No change
PFE Pfizer Inc. 0.52% 46,198 $1.2M Reduce -1.3%
MDT Medtronic PLC 0.52% 12,972 $1.2M Reduce -2.3%
LOW Lowe's Cos Inc. 0.51% 4,977 $1.2M No change
AXP American Express Co. 0.51% 4,300 $1.2M No change
BF.A Brown-Forman Corp. Class A 0.48% 32,250 $1.1M Add +0.9%
AVDL Avadel Pharmaceuticals plc 0.48% 137,500 $1.1M Add +0.4%
MRK Merck & Co. Inc. 0.48% 11,963 $1.1M No change
FUN Six Flags Entertainment Corp. 0.47% 29,466 $1.1M Reduce -1.0%
RYN Rayonier Inc. 0.46% 36,972 $1.0M Add +3.8%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.44% 11,825 $992K Reduce -2.9%
ED Consolidated Edison Inc. 0.41% 8,416 $931K No change
SYY Sysco Corp. 0.40% 12,073 $906K Add +0.1%
NSC Norfolk Southern Corp. 0.38% 3,645 $863K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.38% 6,965 $848K Add +0.1%
MEDP Medpace Holdings Inc. 0.36% 2,680 $817K Add +1.9%
WMB Williams Cos Inc. 0.36% 11,400 $816K Reduce -3.7%
SHEL Shell PLC-ADR 0.36% 11,117 $815K Add +7.2%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.33% 11,256 $743K Reduce -3.1%
HSY The Hershey Co. 0.32% 4,181 $715K Reduce -2.7%
NEE Nextera Energy Inc. 0.31% 9,897 $702K No change
DD Dupont DE Nemours Inc. 0.30% 9,192 $686K Reduce -2.6%
OGE Oge Energy Corp. 0.30% 14,825 $681K No change
NVS Novartis AG-Sponsored ADR 0.30% 6,054 $675K Reduce -2.5%
PM Philip Morris International 0.30% 4,232 $672K Add +0.1%
HUBB Hubbell Inc. 0.29% 1,988 $658K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.27% 6,270 $619K Reduce -3.1%
CORTEVA, INC 0.26% 9,500 $598K Reduce -2.6%
NSRGY Nestle SA-Spons ADR 0.25% 5,652 $571K Reduce -11.4%
SPG Simon Property Group Inc. 0.25% 3,399 $565K No change
SO The Southern Co. 0.24% 5,875 $540K Reduce -2.1%
GEV GE Vernova Inc. 0.24% 1,755 $536K Reduce -1.7%
WY Weyerhaeuser Co. 0.23% 18,105 $530K Reduce -3.5%
INTC Intel Corp. 0.23% 22,831 $518K Reduce -5.5%
SPRY Ars Pharmaceuticals Inc. 0.23% 40,500 $509K New
NEM Newmont Corp. 0.22% 10,450 $505K Add +6.1%
CL Colgate-Palmolive Co. 0.22% 5,334 $500K No change
WFC Wells Fargo & Co. 0.22% 6,804 $488K Reduce -2.5%
ET Energy Transfer LP 0.21% 25,000 $465K No change
RTX RTX Corp. 0.20% 3,336 $442K No change
LHX L3HARRIS Technologies Inc. 0.20% 2,105 $441K Add +5.0%
CPT Camden Property Trust 0.19% 3,572 $437K No change
PEYUF Peyto Exploration & Dev Corp. 0.19% 34,000 $431K Add +36.0%
CAT Caterpillar Inc. 0.19% 1,305 $430K No change
CHDN Churchill Downs Inc. 0.18% 3,760 $418K New
PIPR Piper Sandler Cos 0.18% 1,663 $412K Reduce -9.5%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.18% 3,477 $412K No change
FDX FedEx Corp. 0.18% 1,675 $408K No change
KVUE Kenvue Inc. 0.17% 16,221 $389K Reduce -0.1%
AMP Ameriprise Financial Inc. 0.17% 800 $387K No change
EVRG Evergy Inc. 0.17% 5,500 $379K No change
CLX Clorox Company 0.17% 2,568 $378K No change
WDFC WD-40 Co. 0.16% 1,510 $368K No change
PLTR Palantir Technologies Inc. Class A 0.16% 4,350 $367K No change
BERKSHIRE HATHAWAY INC 0.15% 648 $345K Add +2.4%
UNM Unum Group 0.14% 4,000 $326K No change
SLV iShares Silver Trust 0.14% 10,400 $322K Add +4.5%
KIM Kimco Realty Corp. 0.14% 15,053 $320K No change
ENB Enbridge Inc. 0.14% 7,197 $319K No change
V Visa Inc. Class A 0.14% 900 $315K No change
DOW Dow Inc. 0.14% 8,968 $313K Reduce -8.0%
ITW Illinois Tool Works 0.14% 1,262 $313K No change
SOLV Solventum Corp. 0.14% 4,020 $306K Reduce -3.7%
KMI Kinder Morgan Inc. 0.13% 10,512 $300K No change
CTAS Cintas Corp. 0.13% 1,414 $291K No change
AEP American Electric Power 0.13% 2,595 $284K No change
IVV iShares Core S&P 500 ETF 0.12% 502 $282K No change
SPDR DOW JONES INDUSTRIAL AVER 0.12% 655 $275K No change
VODAFONE GROUP PLC ADR 0.12% 28,688 $269K Reduce -3.9%
MPLX MPLX LP 0.12% 5,000 $268K No change
KHC The Kraft Heinz Co. 0.12% 8,765 $267K Add +0.3%
FITB Fifth Third Bancorp 0.12% 6,753 $265K No change
AMGN Amgen Inc. 0.12% 839 $261K Add +3.7%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.12% 6,240 $261K No change
SHW The Sherwin-Williams Co. 0.11% 736 $257K No change
COP Conocophillips 0.11% 2,398 $252K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.11% 450 $252K No change
TGNA Tegna Inc. 0.11% 13,100 $239K No change
MAC The Macerich Co. 0.10% 13,801 $237K No change
BA The Boeing Co. 0.10% 1,320 $225K No change
HD Home Depot Inc. 0.10% 610 $224K Add +0.2%
EW Edwards Lifesciences Corp. 0.09% 2,856 $207K New
LAMR Lamar Advertising Co. Class A 0.09% 1,770 $201K New
WU Western Union Co. 0.08% 17,850 $189K No change
ACAZF Acadian Timber Corp. 0.07% 13,300 $161K No change
PYXS Pyxis Oncology Inc. 0.05% 122,000 $120K No change
ASRV Ameriserv Financial Inc. 0.01% 13,000 $32K No change

Portfolio Sells Q4 2024 → Q1 2025
ABBV Abbvie Inc. Reduce -0.2% 2.56% −15.40
PG The Procter & Gamble Co. Reduce -26.9% 12.26% −1.35
JCI Johnson Controls Internation Sold out 0.00% −0.08
FUN Six Flags Entertainment Corp. Reduce -1.0% 0.47% −0.06
PIPR Piper Sandler Cos Reduce -9.5% 0.18% −0.02
DOW Dow Inc. Reduce -8.0% 0.14% −0.00
SMG Scotts Miracle-Gro Co. Reduce -0.0% 1.02% +0.00
EL Estee Lauder Companies Class A Reduce -3.1% 0.33% +0.01
DIS The Walt Disney Co. Reduce -3.1% 0.27% +0.01
UPS United Parcel Service Class B Reduce -3.6% 1.03% +0.02
GEV GE Vernova Inc. Reduce -1.7% 0.24% +0.02
BF.B Brown-Forman Corp. Class B Reduce -4.0% 0.60% +0.02
VODAFONE GROUP PLC ADR Reduce -3.9% 0.12% +0.03
SOLV Solventum Corp. Reduce -3.7% 0.14% +0.03
WFC Wells Fargo & Co. Reduce -2.5% 0.22% +0.04
DD Dupont DE Nemours Inc. Reduce -2.6% 0.30% +0.04
WY Weyerhaeuser Co. Reduce -3.5% 0.23% +0.04
KVUE Kenvue Inc. Reduce -0.1% 0.17% +0.05
HSY The Hershey Co. Reduce -2.7% 0.32% +0.05
INTC Intel Corp. Reduce -5.5% 0.23% +0.05
SO The Southern Co. Reduce -2.1% 0.24% +0.06
NSRGY Nestle SA-Spons ADR Reduce -11.4% 0.25% +0.06
CORTEVA, INC Reduce -2.6% 0.26% +0.06
EMR Emerson Electric Co. Reduce -1.0% 1.10% +0.07
PFE Pfizer Inc. Reduce -1.3% 0.52% +0.07
WMB Williams Cos Inc. Reduce -3.7% 0.36% +0.07
NVS Novartis AG-Sponsored ADR Reduce -2.5% 0.30% +0.08
BAC Bank of America Corp. Reduce -0.6% 0.69% +0.09
BNY Bank of New York Mellon Corp. Reduce -2.9% 0.44% +0.10
AAPL Apple Inc. Reduce -1.3% 1.85% +0.11
COSTCO WHOLESALE Reduce -1.7% 0.59% +0.11
ACN Accenture PLC Class A Reduce -0.2% 1.78% +0.12
MDT Medtronic PLC Reduce -2.3% 0.52% +0.13
MSFT Microsoft Corp. Reduce -0.6% 1.97% +0.14
QCOM Qualcomm Inc. Reduce -0.9% 1.00% +0.17
MKC McCormick & Co.-Non VTG SHRS Reduce -0.1% 0.74% +0.17
CSCO Cisco Systems Inc. Reduce -0.5% 0.89% +0.18
GE General Electric Company Reduce -1.7% 0.61% +0.19
NOC Northrop Grumman Corp. Reduce -0.6% 0.88% +0.21
PEP Pepsico Inc. Reduce -0.4% 1.46% +0.23
LMT Lockheed Martin Corp. Reduce -0.8% 3.13% +0.30
MMM 3M Company Reduce -0.8% 1.16% +0.31
T AT&T Inc. Reduce -0.3% 0.99% +0.33
ABBOTT LABORATORIES Reduce -1.2% 1.44% +0.42
MAA Mid-America Apartment Comm Reduce -0.3% 1.87% +0.44
KO The Coca-Cola Co. Reduce -0.5% 2.45% +0.69
CINF Cincinnati Financial Corp. Reduce -0.2% 3.52% +0.69
CVX Chevron Corp. Reduce -0.6% 2.78% +0.78
JNJ Johnson & Johnson Reduce -0.2% 3.16% +0.88
JPM JPMorgan Chase & Co. Reduce -0.4% 4.99% +0.96

Portfolio Buys Q4 2024 → Q1 2025
MDLZ Mondelez International Inc. Class A Add +1.5% 1.05% +0.30
GD General Dynamics Corp. Add +0.7% 1.40% +0.29
VZ Verizon Communications Inc. Add +3.9% 0.93% +0.28
WM Waste Management Inc. Add +0.1% 0.99% +0.28
SPRY Ars Pharmaceuticals Inc. New 0.23% +0.23
KMB Kimberly-Clark Corp. Add +0.1% 0.82% +0.20
MCD McDonald's Corp. Add +0.3% 0.82% +0.20
CHDN Churchill Downs Inc. New 0.18% +0.18
GOOGL Alphabet Inc. Class A Add +23.1% 1.01% +0.18
SHEL Shell PLC-ADR Add +7.2% 0.36% +0.12
GS Goldman Sachs Group Inc. Add +4.1% 0.71% +0.12
USB US Bancorp Add +0.1% 1.76% +0.12
RYN Rayonier Inc. Add +3.8% 0.46% +0.12
HON Honeywell International Inc. Add +0.0% 0.84% +0.10
EW Edwards Lifesciences Corp. New 0.09% +0.09
NEM Newmont Corp. Add +6.1% 0.22% +0.09
LAMR Lamar Advertising Co. Class A New 0.09% +0.09
PNC PNC Financial Services Group Add +0.0% 0.89% +0.09
PM Philip Morris International Add +0.1% 0.30% +0.09
PEYUF Peyto Exploration & Dev Corp. Add +36.0% 0.19% +0.08
TJX TJX Companies Inc. Add +0.1% 0.38% +0.07
SYY Sysco Corp. Add +0.1% 0.40% +0.06
BERKSHIRE HATHAWAY INC Add +2.4% 0.15% +0.05
SLV iShares Silver Trust Add +4.5% 0.14% +0.05
MEDP Medpace Holdings Inc. Add +1.9% 0.36% +0.04
LHX L3HARRIS Technologies Inc. Add +5.0% 0.20% +0.04
AMGN Amgen Inc. Add +3.7% 0.12% +0.04
BF.A Brown-Forman Corp. Class A Add +0.9% 0.48% +0.04
KHC The Kraft Heinz Co. Add +0.3% 0.12% +0.02
HD Home Depot Inc. Add +0.2% 0.10% +0.01
AVDL Avadel Pharmaceuticals plc Add +0.4% 0.48% −0.05

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