Schulhoff & Co. Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Schulhoff & Co. Inc. reported 135 stock positions worth $234.2 million. Its top holding was Procter & Gamble (PG) at 10.1% of the portfolio, followed by JPMorgan Chase (JPM, 6.1%) and Exxon Mobil (XOM, 3.8%). Compared with Q2 2025, it opened 2 new positions, sold out of 2, added to 18 and reduced 61. The biggest buy was Alphabet Class A (GOOGL, shares +3%) and the biggest sale Procter & Gamble (PG, shares −3%).

Most Recent 13F
Q2 2026
Location
CINCINNATI, OH
CIK
0001080197
Portfolio Value
$234.2M (Q3 2025)
SEC Filing
0001193125-25-273821 ↗ filed Nov 10, 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 Q2 2025 Q3 2025: $234.2M $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 · $234.2M
PG The Procter & Gamble Co. 10.10% 154,021 $23.6M Reduce -2.6%
JPM JPMorgan Chase & Co. 6.06% 45,014 $14.2M Reduce -0.3%
XOM Exxon Mobil Corp. 3.80% 79,014 $8.9M Reduce -0.2%
CINF Cincinnati Financial Corp. 3.62% 53,546 $8.5M Reduce -0.3%
BRK.A Berkshire Hathaway Inc. Class A 3.54% 11 $8.3M No change
JNJ Johnson & Johnson 3.33% 42,086 $7.8M Reduce -0.7%
LMT Lockheed Martin Corp. 3.21% 15,067 $7.5M Reduce -2.8%
ABBV Abbvie Inc. 2.74% 27,730 $6.4M Reduce -0.1%
MSFT Microsoft Corp. 2.61% 11,801 $6.1M Reduce -1.0%
CVX Chevron Corp. 2.45% 36,933 $5.7M Reduce -1.2%
KO The Coca-Cola Co. 2.17% 76,560 $5.1M Reduce -0.2%
AAPL Apple Inc. 2.06% 18,936 $4.8M Add +0.5%
USB US Bancorp 1.94% 94,018 $4.5M Reduce -0.3%
GD General Dynamics Corp. 1.64% 11,275 $3.8M Reduce -0.6%
LLY Eli Lilly & Co. 1.58% 4,842 $3.7M No change
GOOGL Alphabet Inc. Class A 1.57% 15,093 $3.7M Add +2.9%
MAA Mid-America Apartment Comm 1.45% 24,317 $3.4M No change
ABBOTT LABORATORIES 1.37% 23,896 $3.2M No change
PEP Pepsico Inc. 1.32% 21,944 $3.1M Reduce -0.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.26% 10,424 $2.9M Reduce -1.8%
ACN Accenture PLC Class A 1.25% 11,873 $2.9M Add +1.7%
EMR Emerson Electric Co. 1.24% 22,203 $2.9M Add +0.0%
GS Goldman Sachs Group Inc. 1.17% 3,437 $2.7M Reduce -0.3%
MMM 3M Company 1.15% 17,295 $2.7M Add +0.0%
QCOM Qualcomm Inc. 1.04% 14,615 $2.4M Reduce -0.7%
PNC PNC Financial Services Group 1.00% 11,629 $2.3M Reduce -0.2%
NOC Northrop Grumman Corp. 1.00% 3,829 $2.3M Reduce -1.9%
T AT&T Inc. 0.95% 78,532 $2.2M Reduce -0.9%
MDLZ Mondelez International Inc. Class A 0.94% 35,220 $2.2M Reduce -0.5%
SMG Scotts Miracle-Gro Co. 0.92% 37,735 $2.1M Reduce -8.9%
WM Waste Management Inc. 0.91% 9,659 $2.1M Reduce -0.4%
CSCO Cisco Systems Inc. 0.91% 31,051 $2.1M Reduce -0.6%
AVDL Avadel Pharmaceuticals plc 0.90% 137,500 $2.1M No change
GE General Electric Company 0.86% 6,691 $2.0M Add +0.0%
VZ Verizon Communications Inc. 0.86% 45,562 $2.0M Reduce -1.6%
HON Honeywell International Inc. 0.79% 8,766 $1.8M Reduce -0.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.78% 35,530 $1.8M Reduce -1.0%
MCD McDonald's Corp. 0.78% 5,988 $1.8M Reduce -1.2%
KMB Kimberly-Clark Corp. 0.69% 12,986 $1.6M Add +0.1%
UPS United Parcel Service Class B 0.69% 19,329 $1.6M Reduce -2.6%
AXP American Express Co. 0.61% 4,300 $1.4M No change
MKC McCormick & Co.-Non VTG SHRS 0.57% 20,017 $1.3M Reduce -1.5%
WSBC Wesbanco Inc. 0.57% 41,535 $1.3M No change
LOW Lowe's Cos Inc. 0.55% 5,162 $1.3M Reduce -0.8%
DUKE ENERGY 0.55% 10,434 $1.3M No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.55% 11,831 $1.3M Add +0.0%
COSTCO WHOLESALE 0.55% 1,391 $1.3M Reduce -1.6%
PFE Pfizer Inc. 0.54% 49,472 $1.3M Add +0.1%
MDT Medtronic PLC 0.49% 12,121 $1.2M Reduce -2.0%
MEDP Medpace Holdings Inc. 0.48% 2,177 $1.1M Reduce -0.5%
NSC Norfolk Southern Corp. 0.47% 3,635 $1.1M Reduce -0.3%
MRK Merck & Co. Inc. 0.44% 12,263 $1.0M No change
SYY Sysco Corp. 0.44% 12,380 $1.0M Reduce -0.5%
BMY Bristol-Myers Squibb Co. 0.43% 22,414 $1.0M No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.43% 6,978 $1.0M Add +0.1%
GEV GE Vernova Inc. 0.43% 1,631 $1.0M Reduce -3.7%
BF.B Brown-Forman Corp. Class B 0.42% 36,387 $985K Reduce -1.6%
RYN Rayonier Inc. 0.41% 36,063 $950K Reduce -2.5%
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.38% 10,008 $882K Reduce -11.2%
NEM Newmont Corp. 0.38% 10,450 $881K No change
BF.A Brown-Forman Corp. Class A 0.37% 32,250 $868K No change
HUBB Hubbell Inc. 0.37% 1,988 $855K No change
ED Consolidated Edison Inc. 0.36% 8,416 $846K No change
SHEL Shell PLC-ADR 0.35% 11,612 $831K Add +0.1%
HSY The Hershey Co. 0.33% 4,181 $782K No change
NVS Novartis AG-Sponsored ADR 0.33% 6,057 $777K Reduce -0.0%
LHX L3HARRIS Technologies Inc. 0.32% 2,480 $757K No change
NEE Nextera Energy Inc. 0.32% 9,793 $739K Reduce -1.1%
PM Philip Morris International 0.29% 4,236 $687K Add +0.1%
OGE Oge Energy Corp. 0.29% 14,825 $686K No change
INTC Intel Corp. 0.29% 20,445 $686K Reduce -1.9%
DD Dupont DE Nemours Inc. 0.29% 8,665 $675K Reduce -2.9%
SPG Simon Property Group Inc. 0.28% 3,531 $663K Reduce -0.9%
ET Energy Transfer LP 0.28% 38,320 $658K Add +37.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.27% 5,594 $641K Reduce -1.3%
FUN Six Flags Entertainment Corp. 0.27% 28,166 $640K Reduce -4.4%
CORTEVA, INC 0.27% 9,249 $626K Reduce -0.0%
PYXS Pyxis Oncology Inc. 0.26% 275,000 $611K No change
CAT Caterpillar Inc. 0.25% 1,221 $583K Reduce -6.4%
WMB Williams Cos Inc. 0.24% 8,878 $562K Reduce -0.0%
PIPR Piper Sandler Cos 0.24% 1,618 $561K Reduce -2.7%
SO The Southern Co. 0.24% 5,875 $557K No change
WFC Wells Fargo & Co. 0.23% 6,307 $529K Add +0.0%
RTX RTX Corp. 0.22% 3,136 $525K No change
NSRGY Nestle SA-Spons ADR 0.21% 5,252 $482K No change
FDX FedEx Corp. 0.19% 1,918 $452K Add +0.4%
WY Weyerhaeuser Co. 0.19% 18,105 $449K No change
PEYUF Peyto Exploration & Dev Corp. 0.19% 34,000 $443K No change
SLV iShares Silver Trust 0.19% 10,400 $441K No change
SPRY Ars Pharmaceuticals Inc. 0.19% 43,500 $437K No change
CL Colgate-Palmolive Co. 0.18% 5,334 $426K No change
CHDN Churchill Downs Inc. 0.18% 4,380 $425K Reduce -1.8%
EVRG Evergy Inc. 0.18% 5,500 $418K No change
AMP Ameriprise Financial Inc. 0.17% 800 $393K No change
CPT Camden Property Trust 0.16% 3,572 $381K No change
MPLX MPLX LP 0.16% 7,500 $375K Add +50.0%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.16% 3,371 $366K Reduce -3.0%
ENB Enbridge Inc. 0.16% 7,197 $363K No change
KIM Kimco Realty Corp. 0.15% 16,303 $356K No change
IVV iShares Core S&P 500 ETF 0.14% 502 $336K No change

Show all 135 holdings

Portfolio Sells Q2 2025 → Q3 2025
PG The Procter & Gamble Co. Reduce -2.6% 10.10% −1.09
SMG Scotts Miracle-Gro Co. Reduce -8.9% 0.92% −0.29
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.26
KO The Coca-Cola Co. Reduce -0.2% 2.17% −0.24
UPS United Parcel Service Class B Reduce -2.6% 0.69% −0.20
IBM Intl Business Machines Corp. Reduce -1.8% 1.26% −0.13
FUN Six Flags Entertainment Corp. Reduce -4.4% 0.27% −0.12
HON Honeywell International Inc. Reduce -0.5% 0.79% −0.12
MDLZ Mondelez International Inc. Class A Reduce -0.5% 0.94% −0.12
MKC McCormick & Co.-Non VTG SHRS Reduce -1.5% 0.57% −0.11
DOW Dow Inc. Sold out 0.00% −0.10
WM Waste Management Inc. Reduce -0.4% 0.91% −0.07
COSTCO WHOLESALE Reduce -1.6% 0.55% −0.07
T AT&T Inc. Reduce -0.9% 0.95% −0.07
CSCO Cisco Systems Inc. Reduce -0.6% 0.91% −0.05
KVUE Kenvue Inc. Reduce -2.8% 0.11% −0.04
CORTEVA, INC Reduce -0.0% 0.27% −0.04
DIS The Walt Disney Co. Reduce -1.3% 0.27% −0.04
VZ Verizon Communications Inc. Reduce -1.6% 0.86% −0.03
EL Estee Lauder Companies Class A Reduce -11.2% 0.38% −0.03
BF.B Brown-Forman Corp. Class B Reduce -1.6% 0.42% −0.02
MSFT Microsoft Corp. Reduce -1.0% 2.61% −0.02
CHDN Churchill Downs Inc. Reduce -1.8% 0.18% −0.02
SOLV Solventum Corp. Reduce -0.5% 0.12% −0.01
KMI Kinder Morgan Inc. Reduce -0.0% 0.13% −0.01
KHC The Kraft Heinz Co. Reduce -6.0% 0.09% −0.01
MCD McDonald's Corp. Reduce -1.2% 0.78% −0.01
WMB Williams Cos Inc. Reduce -0.0% 0.24% −0.01
CLX Clorox Company Reduce -3.9% 0.13% −0.01
BA The Boeing Co. Reduce -0.8% 0.12% −0.00
QCOM Qualcomm Inc. Reduce -0.7% 1.04% −0.00
ITW Illinois Tool Works Reduce -1.6% 0.14% −0.00
HD Home Depot Inc. Reduce -3.9% 0.10% +0.00
SJM The JM Smucker Co. Reduce -3.0% 0.16% +0.00
VODAFONE GROUP PLC ADR Reduce -0.6% 0.14% +0.01
NVS Novartis AG-Sponsored ADR Reduce -0.0% 0.33% +0.01
NEE Nextera Energy Inc. Reduce -1.1% 0.32% +0.01
MDT Medtronic PLC Reduce -2.0% 0.49% +0.01
XOM Exxon Mobil Corp. Reduce -0.2% 3.80% +0.02
DD Dupont DE Nemours Inc. Reduce -2.9% 0.29% +0.02
SYY Sysco Corp. Reduce -0.5% 0.44% +0.02
CAT Caterpillar Inc. Reduce -6.4% 0.25% +0.02
PEP Pepsico Inc. Reduce -0.5% 1.32% +0.02
LMT Lockheed Martin Corp. Reduce -2.8% 3.21% +0.03
SPG Simon Property Group Inc. Reduce -0.9% 0.28% +0.03
BAC Bank of America Corp. Reduce -1.0% 0.78% +0.03
GEV GE Vernova Inc. Reduce -3.7% 0.43% +0.03
PNC PNC Financial Services Group Reduce -0.2% 1.00% +0.03
PIPR Piper Sandler Cos Reduce -2.7% 0.24% +0.03
RYN Rayonier Inc. Reduce -2.5% 0.41% +0.04

Portfolio Buys Q2 2025 → Q3 2025
GOOGL Alphabet Inc. Class A Add +2.9% 1.57% +0.42
AAPL Apple Inc. Add +0.5% 2.06% +0.34
WES Western Midstream Partners L New 0.11% +0.11
META Meta Platforms Inc. Class A New 0.11% +0.11
GE General Electric Company Add +0.0% 0.86% +0.10
BNY Bank of New York Mellon Corp. Add +0.0% 0.55% +0.07
ET Energy Transfer LP Add +37.6% 0.28% +0.06
TJX TJX Companies Inc. Add +0.1% 0.43% +0.05
MPLX MPLX LP Add +50.0% 0.16% +0.05
PSLV Sprott Physical Silver Trust Add +25.0% 0.10% +0.04
PFE Pfizer Inc. Add +0.1% 0.54% +0.01
ITRN Ituran Location and Control Add +19.1% 0.11% +0.01
WFC Wells Fargo & Co. Add +0.0% 0.23% +0.00
FDX FedEx Corp. Add +0.4% 0.19% +0.00
SHEL Shell PLC-ADR Add +0.1% 0.35% −0.01
MMM 3M Company Add +0.0% 1.15% −0.02
PM Philip Morris International Add +0.1% 0.29% −0.05
KMB Kimberly-Clark Corp. Add +0.1% 0.69% −0.05
EMR Emerson Electric Co. Add +0.0% 1.24% −0.07
ACN Accenture PLC Class A Add +1.7% 1.25% −0.30

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