Schulhoff & Co. Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), Schulhoff & Co. Inc. reported 135 stock positions worth $225.4 million. Its top holding was Procter & Gamble (PG) at 11.2% of the portfolio, followed by JPMorgan Chase (JPM, 5.8%) and Exxon Mobil (XOM, 3.8%). Compared with Q1 2025, it opened 4 new positions, added to 38 and reduced 41. The biggest buy was Microsoft (MSFT, shares +0%) and the biggest sale Procter & Gamble (PG, shares −3%).

Most Recent 13F
Q2 2026
Location
CINCINNATI, OH
CIK
0001080197
Portfolio Value
$225.4M (Q2 2025)
SEC Filing
0000950123-25-006768 ↗ filed Jul 30, 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 Q1 2025 Q2 2025: $225.4M $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 135 stocks · $225.4M
PG The Procter & Gamble Co. 11.18% 158,181 $25.2M Reduce -2.7%
JPM JPMorgan Chase & Co. 5.81% 45,150 $13.1M Reduce -1.8%
XOM Exxon Mobil Corp. 3.79% 79,199 $8.5M Add +0.3%
BRK.A Berkshire Hathaway Inc. Class A 3.56% 11 $8.0M No change
CINF Cincinnati Financial Corp. 3.55% 53,734 $8.0M Reduce -0.3%
LMT Lockheed Martin Corp. 3.19% 15,505 $7.2M Reduce -2.2%
JNJ Johnson & Johnson 2.87% 42,389 $6.5M Reduce -1.4%
MSFT Microsoft Corp. 2.63% 11,916 $5.9M Add +0.4%
KO The Coca-Cola Co. 2.41% 76,712 $5.4M Reduce -0.6%
CVX Chevron Corp. 2.37% 37,378 $5.4M Reduce -0.4%
ABBV Abbvie Inc. 2.29% 27,771 $5.2M Add +0.5%
USB US Bancorp 1.89% 94,304 $4.3M Add +0.3%
AAPL Apple Inc. 1.71% 18,836 $3.9M Add +0.2%
LLY Eli Lilly & Co. 1.67% 4,842 $3.8M No change
MAA Mid-America Apartment Comm 1.60% 24,317 $3.6M Reduce -3.3%
ACN Accenture PLC Class A 1.55% 11,678 $3.5M Reduce -9.6%
GD General Dynamics Corp. 1.47% 11,346 $3.3M Reduce -2.4%
ABBOTT LABORATORIES 1.44% 23,896 $3.3M Reduce -2.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.39% 10,619 $3.1M No change
EMR Emerson Electric Co. 1.31% 22,202 $3.0M Reduce -2.2%
PEP Pepsico Inc. 1.29% 22,051 $2.9M Add +0.0%
SMG Scotts Miracle-Gro Co. 1.21% 41,411 $2.7M Reduce -1.4%
MMM 3M Company 1.17% 17,293 $2.6M Reduce -2.8%
GOOGL Alphabet Inc. Class A 1.15% 14,665 $2.6M Reduce -0.1%
GS Goldman Sachs Group Inc. 1.08% 3,446 $2.4M Add +17.0%
MDLZ Mondelez International Inc. Class A 1.06% 35,390 $2.4M Add +1.1%
QCOM Qualcomm Inc. 1.04% 14,717 $2.3M Reduce -0.0%
T AT&T Inc. 1.02% 79,261 $2.3M No change
WM Waste Management Inc. 0.98% 9,694 $2.2M Add +0.0%
PNC PNC Financial Services Group 0.96% 11,653 $2.2M Add +1.4%
CSCO Cisco Systems Inc. 0.96% 31,226 $2.2M Reduce -4.3%
HON Honeywell International Inc. 0.91% 8,809 $2.1M Reduce -2.2%
UPS United Parcel Service Class B 0.89% 19,851 $2.0M Reduce -6.1%
VZ Verizon Communications Inc. 0.89% 46,286 $2.0M Reduce -0.5%
NOC Northrop Grumman Corp. 0.87% 3,901 $2.0M No change
MCD McDonald's Corp. 0.79% 6,058 $1.8M Add +1.6%
GE General Electric Company 0.76% 6,689 $1.7M Reduce -3.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.75% 35,900 $1.7M Reduce -4.5%
KMB Kimberly-Clark Corp. 0.74% 12,979 $1.7M Add +0.1%
MKC McCormick & Co.-Non VTG SHRS 0.68% 20,318 $1.5M Add +0.0%
COSTCO WHOLESALE 0.62% 1,414 $1.4M Reduce -0.4%
AXP American Express Co. 0.61% 4,300 $1.4M No change
WSBC Wesbanco Inc. 0.58% 41,535 $1.3M No change
DUKE ENERGY 0.55% 10,434 $1.2M Add +2.0%
AVDL Avadel Pharmaceuticals plc 0.54% 137,500 $1.2M No change
PFE Pfizer Inc. 0.53% 49,411 $1.2M Add +7.0%
LOW Lowe's Cos Inc. 0.51% 5,202 $1.2M Add +4.5%
MDT Medtronic PLC 0.48% 12,372 $1.1M Reduce -4.6%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.48% 11,828 $1.1M Add +0.0%
BMY Bristol-Myers Squibb Co. 0.46% 22,414 $1.0M No change
BF.B Brown-Forman Corp. Class B 0.44% 36,986 $995K Reduce -7.3%
MRK Merck & Co. Inc. 0.43% 12,263 $971K Add +2.5%
SYY Sysco Corp. 0.42% 12,440 $942K Add +3.0%
NSC Norfolk Southern Corp. 0.41% 3,645 $933K No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.40% 11,269 $911K Add +0.1%
FUN Six Flags Entertainment Corp. 0.40% 29,466 $897K No change
GEV GE Vernova Inc. 0.40% 1,693 $896K Reduce -3.5%
BF.A Brown-Forman Corp. Class A 0.39% 32,250 $886K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.38% 6,972 $861K Add +0.1%
ED Consolidated Edison Inc. 0.37% 8,416 $845K No change
RYN Rayonier Inc. 0.36% 36,982 $820K Add +0.0%
SHEL Shell PLC-ADR 0.36% 11,602 $817K Add +4.4%
HUBB Hubbell Inc. 0.36% 1,988 $812K No change
PM Philip Morris International 0.34% 4,234 $771K Add +0.1%
SPRY Ars Pharmaceuticals Inc. 0.34% 43,500 $759K Add +7.4%
NVS Novartis AG-Sponsored ADR 0.33% 6,058 $733K Add +0.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.31% 5,670 $703K Reduce -9.6%
HSY The Hershey Co. 0.31% 4,181 $694K No change
CORTEVA, INC 0.31% 9,250 $689K Reduce -2.6%
NEE Nextera Energy Inc. 0.30% 9,897 $687K No change
MEDP Medpace Holdings Inc. 0.30% 2,187 $686K Reduce -18.4%
OGE Oge Energy Corp. 0.29% 14,825 $658K No change
LHX L3HARRIS Technologies Inc. 0.28% 2,480 $622K Add +17.8%
DD Dupont DE Nemours Inc. 0.27% 8,921 $612K Reduce -3.0%
NEM Newmont Corp. 0.27% 10,450 $609K No change
PLTR Palantir Technologies Inc. Class A 0.26% 4,350 $593K No change
SPG Simon Property Group Inc. 0.25% 3,564 $573K Add +4.8%
WMB Williams Cos Inc. 0.25% 8,880 $558K Reduce -22.1%
SO The Southern Co. 0.24% 5,875 $540K No change
NSRGY Nestle SA-Spons ADR 0.23% 5,252 $520K Reduce -7.1%
CAT Caterpillar Inc. 0.22% 1,305 $507K No change
WFC Wells Fargo & Co. 0.22% 6,306 $505K Reduce -7.3%
ET Energy Transfer LP 0.22% 27,840 $505K Add +11.4%
PEYUF Peyto Exploration & Dev Corp. 0.22% 34,000 $486K No change
CL Colgate-Palmolive Co. 0.22% 5,334 $485K No change
INTC Intel Corp. 0.21% 20,831 $467K Reduce -8.8%
WY Weyerhaeuser Co. 0.21% 18,105 $465K No change
PIPR Piper Sandler Cos 0.21% 1,663 $462K No change
RTX RTX Corp. 0.20% 3,136 $458K Reduce -6.0%
CHDN Churchill Downs Inc. 0.20% 4,460 $450K Add +18.6%
FDX FedEx Corp. 0.19% 1,910 $434K Add +14.0%
AMP Ameriprise Financial Inc. 0.19% 800 $427K No change
CPT Camden Property Trust 0.18% 3,572 $403K No change
EVRG Evergy Inc. 0.17% 5,500 $379K No change
WDFC WD-40 Co. 0.15% 1,510 $344K No change
KIM Kimco Realty Corp. 0.15% 16,303 $343K Add +8.3%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.15% 3,477 $341K No change
SLV iShares Silver Trust 0.15% 10,400 $341K No change
KVUE Kenvue Inc. 0.15% 16,021 $335K Reduce -1.2%
ENB Enbridge Inc. 0.14% 7,197 $326K No change
UNM Unum Group 0.14% 4,000 $323K No change
BERKSHIRE HATHAWAY INC 0.14% 663 $322K Add +2.3%
V Visa Inc. Class A 0.14% 900 $320K No change
CTAS Cintas Corp. 0.14% 1,414 $315K No change
ITW Illinois Tool Works 0.14% 1,262 $312K No change
IVV iShares Core S&P 500 ETF 0.14% 502 $312K No change
CLX Clorox Company 0.14% 2,568 $308K No change
KMI Kinder Morgan Inc. 0.14% 10,412 $306K Reduce -0.9%
VODAFONE GROUP PLC ADR 0.13% 28,513 $304K Reduce -0.6%
PYXS Pyxis Oncology Inc. 0.13% 275,000 $303K Add +125.4%
SOLV Solventum Corp. 0.13% 3,895 $295K Reduce -3.1%
SPDR DOW JONES INDUSTRIAL AVER 0.13% 655 $289K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.13% 8,480 $287K Add +35.9%
JCI Johnson Controls Internation 0.13% 2,685 $284K New
SPY SS SPDR S&P 500 ETF Trust-US 0.12% 450 $278K No change
FITB Fifth Third Bancorp 0.12% 6,753 $278K No change
BA The Boeing Co. 0.12% 1,320 $277K No change
AEP American Electric Power 0.12% 2,595 $269K No change
LAMR Lamar Advertising Co. Class A 0.12% 2,195 $266K Add +24.0%
MPLX MPLX LP 0.11% 5,000 $258K No change
SHW The Sherwin-Williams Co. 0.11% 736 $253K No change
ITRN Ituran Location and Control 0.11% 6,275 $243K New
AMGN Amgen Inc. 0.11% 869 $243K Add +3.6%
GOOG Alphabet Inc. Class C 0.11% 1,346 $239K New
DOW Dow Inc. 0.10% 8,697 $230K Reduce -3.0%
KHC The Kraft Heinz Co. 0.10% 8,810 $227K Add +0.5%
HD Home Depot Inc. 0.10% 610 $224K No change
EW Edwards Lifesciences Corp. 0.10% 2,856 $223K No change
MAC The Macerich Co. 0.10% 13,801 $223K No change
TGNA Tegna Inc. 0.10% 13,100 $220K No change
COP Conocophillips 0.10% 2,398 $215K No change
ACAZF Acadian Timber Corp. 0.08% 13,300 $173K No change
PSLV Sprott Physical Silver Trust 0.07% 12,000 $147K New
WU Western Union Co. 0.06% 14,850 $125K Reduce -16.8%
ASRV Ameriserv Financial Inc. 0.02% 13,000 $40K No change

Portfolio Sells Q1 2025 → Q2 2025
PG The Procter & Gamble Co. Reduce -2.7% 11.18% −1.08
CVX Chevron Corp. Reduce -0.4% 2.37% −0.40
JNJ Johnson & Johnson Reduce -1.4% 2.87% −0.28
MAA Mid-America Apartment Comm Reduce -3.3% 1.60% −0.27
ACN Accenture PLC Class A Reduce -9.6% 1.55% −0.24
BF.B Brown-Forman Corp. Class B Reduce -7.3% 0.44% −0.16
UPS United Parcel Service Class B Reduce -6.1% 0.89% −0.14
WMB Williams Cos Inc. Reduce -22.1% 0.25% −0.11
MEDP Medpace Holdings Inc. Reduce -18.4% 0.30% −0.06
VZ Verizon Communications Inc. Reduce -0.5% 0.89% −0.05
KO The Coca-Cola Co. Reduce -0.6% 2.41% −0.04
MDT Medtronic PLC Reduce -4.6% 0.48% −0.04
DOW Dow Inc. Reduce -3.0% 0.10% −0.04
DD Dupont DE Nemours Inc. Reduce -3.0% 0.27% −0.03
WU Western Union Co. Reduce -16.8% 0.06% −0.03
KVUE Kenvue Inc. Reduce -1.2% 0.15% −0.02
INTC Intel Corp. Reduce -8.8% 0.21% −0.02
NSRGY Nestle SA-Spons ADR Reduce -7.1% 0.23% −0.02
SOLV Solventum Corp. Reduce -3.1% 0.13% −0.00
ABBOTT LABORATORIES Reduce -2.9% 1.44% −0.00
KMI Kinder Morgan Inc. Reduce -0.9% 0.14% +0.00
RTX RTX Corp. Reduce -6.0% 0.20% +0.01
WFC Wells Fargo & Co. Reduce -7.3% 0.22% +0.01
MMM 3M Company Reduce -2.8% 1.17% +0.01
VODAFONE GROUP PLC ADR Reduce -0.6% 0.13% +0.02
COSTCO WHOLESALE Reduce -0.4% 0.62% +0.03
CINF Cincinnati Financial Corp. Reduce -0.3% 3.55% +0.03
DIS The Walt Disney Co. Reduce -9.6% 0.31% +0.04
QCOM Qualcomm Inc. Reduce -0.0% 1.04% +0.04
CORTEVA, INC Reduce -2.6% 0.31% +0.04
LMT Lockheed Martin Corp. Reduce -2.2% 3.19% +0.05
BAC Bank of America Corp. Reduce -4.5% 0.75% +0.06
HON Honeywell International Inc. Reduce -2.2% 0.91% +0.07
GD General Dynamics Corp. Reduce -2.4% 1.47% +0.07
CSCO Cisco Systems Inc. Reduce -4.3% 0.96% +0.07
GOOGL Alphabet Inc. Class A Reduce -0.1% 1.15% +0.14
GE General Electric Company Reduce -3.5% 0.76% +0.15
GEV GE Vernova Inc. Reduce -3.5% 0.40% +0.16
SMG Scotts Miracle-Gro Co. Reduce -1.4% 1.21% +0.19
EMR Emerson Electric Co. Reduce -2.2% 1.31% +0.21
JPM JPMorgan Chase & Co. Reduce -1.8% 5.81% +0.81

Portfolio Buys Q1 2025 → Q2 2025
MSFT Microsoft Corp. Add +0.4% 2.63% +0.66
GS Goldman Sachs Group Inc. Add +17.0% 1.08% +0.37
USB US Bancorp Add +0.3% 1.89% +0.14
JCI Johnson Controls Internation New 0.13% +0.13
SPRY Ars Pharmaceuticals Inc. Add +7.4% 0.34% +0.11
ITRN Ituran Location and Control New 0.11% +0.11
GOOG Alphabet Inc. Class C New 0.11% +0.11
PYXS Pyxis Oncology Inc. Add +125.4% 0.13% +0.08
LHX L3HARRIS Technologies Inc. Add +17.8% 0.28% +0.08
EL Estee Lauder Companies Class A Add +0.1% 0.40% +0.08
PNC PNC Financial Services Group Add +1.4% 0.96% +0.07
PSLV Sprott Physical Silver Trust New 0.07% +0.07
PM Philip Morris International Add +0.1% 0.34% +0.04
BNY Bank of New York Mellon Corp. Add +0.0% 0.48% +0.04
LAMR Lamar Advertising Co. Class A Add +24.0% 0.12% +0.03
NVS Novartis AG-Sponsored ADR Add +0.1% 0.33% +0.03
ET Energy Transfer LP Add +11.4% 0.22% +0.02
SYY Sysco Corp. Add +3.0% 0.42% +0.02
CHDN Churchill Downs Inc. Add +18.6% 0.20% +0.01
PFE Pfizer Inc. Add +7.0% 0.53% +0.01
FDX FedEx Corp. Add +14.0% 0.19% +0.01
SLB SLB Ltd. Add +35.9% 0.13% +0.01
KIM Kimco Realty Corp. Add +8.3% 0.15% +0.01
MDLZ Mondelez International Inc. Class A Add +1.1% 1.06% +0.01
TJX TJX Companies Inc. Add +0.1% 0.38% +0.01
SPG Simon Property Group Inc. Add +4.8% 0.25% +0.00
SHEL Shell PLC-ADR Add +4.4% 0.36% +0.00
LOW Lowe's Cos Inc. Add +4.5% 0.51% −0.00
DUKE ENERGY Add +2.0% 0.55% −0.01
AMGN Amgen Inc. Add +3.6% 0.11% −0.01
WM Waste Management Inc. Add +0.0% 0.98% −0.01
BERKSHIRE HATHAWAY INC Add +2.3% 0.14% −0.01
KHC The Kraft Heinz Co. Add +0.5% 0.10% −0.02
MCD McDonald's Corp. Add +1.6% 0.79% −0.04
MRK Merck & Co. Inc. Add +2.5% 0.43% −0.04
MKC McCormick & Co.-Non VTG SHRS Add +0.0% 0.68% −0.06
KMB Kimberly-Clark Corp. Add +0.1% 0.74% −0.07
RYN Rayonier Inc. Add +0.0% 0.36% −0.09
AAPL Apple Inc. Add +0.2% 1.71% −0.13
PEP Pepsico Inc. Add +0.0% 1.29% −0.17
ABBV Abbvie Inc. Add +0.5% 2.29% −0.28
XOM Exxon Mobil Corp. Add +0.3% 3.79% −0.37

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