Schulhoff & Co. Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Schulhoff & Co. Inc. reported 132 stock positions worth $237.5 million. Its top holding was Procter & Gamble (PG) at 9.3% of the portfolio, followed by JPMorgan Chase (JPM, 6.1%) and Exxon Mobil (XOM, 4.0%). Compared with Q3 2025, it opened 2 new positions, sold out of 6, added to 36 and reduced 34. The biggest buy was a new position in Cytomx Therapeutics (CTMX) and the biggest sale an exit from Avadel Pharmaceuticals plc (AVDL).

Most Recent 13F
Q2 2026
Location
CINCINNATI, OH
CIK
0001080197
Portfolio Value
$237.5M (Q4 2025)
SEC Filing
0001193125-26-045866 ↗ filed Feb 11, 2026

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 Q3 2025 Q4 2025: $237.5M $237.5M Q4 2025 Q1 2026: $243.1M Q1 2026 Q2 2026: $248.8M Q2 2026

Holdings 132 stocks · $237.5M
PG The Procter & Gamble Co. 9.27% 153,667 $22.0M Reduce -0.2%
JPM JPMorgan Chase & Co. 6.09% 44,894 $14.5M Reduce -0.3%
XOM Exxon Mobil Corp. 4.00% 78,986 $9.5M Reduce -0.0%
CINF Cincinnati Financial Corp. 3.68% 53,459 $8.7M Reduce -0.2%
JNJ Johnson & Johnson 3.66% 41,991 $8.7M Reduce -0.2%
BRK.A Berkshire Hathaway Inc. Class A 3.50% 11 $8.3M No change
LMT Lockheed Martin Corp. 3.07% 15,072 $7.3M Add +0.0%
ABBV Abbvie Inc. 2.66% 27,700 $6.3M Reduce -0.1%
MSFT Microsoft Corp. 2.37% 11,639 $5.6M Reduce -1.4%
CVX Chevron Corp. 2.35% 36,680 $5.6M Reduce -0.7%
KO The Coca-Cola Co. 2.25% 76,592 $5.4M Add +0.0%
LLY Eli Lilly & Co. 2.19% 4,850 $5.2M Add +0.2%
AAPL Apple Inc. 2.17% 18,940 $5.1M Add +0.0%
USB US Bancorp 2.09% 93,168 $5.0M Reduce -0.9%
GOOGL Alphabet Inc. Class A 1.99% 15,137 $4.7M Add +0.3%
GD General Dynamics Corp. 1.60% 11,277 $3.8M Add +0.0%
MAA Mid-America Apartment Comm 1.42% 24,317 $3.4M No change
PEP Pepsico Inc. 1.32% 21,824 $3.1M Reduce -0.6%
ACN Accenture PLC Class A 1.30% 11,532 $3.1M Reduce -2.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.30% 10,424 $3.1M No change
GS Goldman Sachs Group Inc. 1.27% 3,437 $3.0M No change
ABBOTT LABORATORIES 1.26% 23,844 $3.0M Reduce -0.2%
EMR Emerson Electric Co. 1.24% 22,205 $2.9M Add +0.0%
MMM 3M Company 1.17% 17,297 $2.8M Add +0.0%
QCOM Qualcomm Inc. 1.05% 14,615 $2.5M No change
PNC PNC Financial Services Group 1.02% 11,631 $2.4M Add +0.0%
CSCO Cisco Systems Inc. 1.01% 31,051 $2.4M No change
NOC Northrop Grumman Corp. 0.92% 3,827 $2.2M Reduce -0.1%
SMG Scotts Miracle-Gro Co. 0.91% 37,173 $2.2M Reduce -1.5%
WM Waste Management Inc. 0.89% 9,663 $2.1M Add +0.0%
GE General Electric Company filed as GE Aerospace 0.87% 6,694 $2.1M Add +0.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.82% 35,554 $2.0M Add +0.1%
MDLZ Mondelez International Inc. Class A 0.82% 36,250 $2.0M Add +2.9%
T AT&T Inc. 0.80% 76,327 $1.9M Reduce -2.8%
UPS United Parcel Service Class B 0.79% 18,845 $1.9M Reduce -2.5%
VZ Verizon Communications Inc. 0.78% 45,575 $1.9M Add +0.0%
MCD McDonald's Corp. 0.77% 5,988 $1.8M No change
HON Honeywell International Inc. 0.72% 8,770 $1.7M Add +0.1%
CTMX Cytomx Therapeutics Inc. 0.67% 374,850 $1.6M New
AXP American Express Co. 0.67% 4,300 $1.6M No change
WSBC Wesbanco Inc. 0.59% 42,275 $1.4M Add +1.8%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.58% 11,833 $1.4M Add +0.0%
MKC McCormick & Co.-Non VTG SHRS 0.57% 20,038 $1.4M Add +0.1%
MRK Merck & Co. Inc. 0.54% 12,263 $1.3M No change
LOW Lowe's Cos Inc. 0.52% 5,162 $1.2M No change
KMB Kimberly-Clark Corp. 0.52% 12,318 $1.2M Reduce -5.1%
MEDP Medpace Holdings Inc. 0.52% 2,202 $1.2M Add +1.1%
DUKE ENERGY 0.51% 10,434 $1.2M No change
PFE Pfizer Inc. 0.51% 48,502 $1.2M Reduce -2.0%
COSTCO WHOLESALE 0.51% 1,392 $1.2M Add +0.1%
MDT Medtronic PLC 0.49% 12,121 $1.2M No change
BMY Bristol-Myers Squibb Co. 0.47% 20,914 $1.1M Reduce -6.7%
PSLV Sprott Physical Silver Trust 0.46% 45,900 $1.1M Add +206.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.45% 7,012 $1.1M Add +0.5%
GEV GE Vernova Inc. 0.45% 1,631 $1.1M No change
NSC Norfolk Southern Corp. 0.44% 3,635 $1.0M No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.43% 9,816 $1.0M Reduce -1.9%
NEM Newmont Corp. 0.41% 9,850 $984K Reduce -5.7%
BF.B Brown-Forman Corp. Class B 0.39% 35,493 $925K Reduce -2.5%
SYY Sysco Corp. 0.38% 12,390 $913K Add +0.1%
HUBB Hubbell Inc. 0.37% 1,988 $883K No change
SHEL Shell PLC-ADR 0.36% 11,622 $854K Add +0.1%
BF.A Brown-Forman Corp. Class A 0.36% 32,250 $848K No change
ED Consolidated Edison Inc. 0.35% 8,416 $836K No change
NVS Novartis AG-Sponsored ADR 0.35% 6,050 $834K Reduce -0.1%
RYN Rayonier Inc. 0.34% 37,717 $817K Add +4.6%
NEE Nextera Energy Inc. 0.33% 9,857 $791K Add +0.7%
HSY The Hershey Co. 0.32% 4,181 $761K No change
INTC Intel Corp. 0.32% 20,445 $754K No change
ET Energy Transfer LP 0.31% 44,625 $736K Add +16.4%
LHX L3HARRIS Technologies Inc. 0.31% 2,480 $728K No change
CAT Caterpillar Inc. 0.29% 1,193 $683K Reduce -2.3%
PM Philip Morris International 0.29% 4,238 $680K Add +0.1%
SPG Simon Property Group Inc. 0.28% 3,531 $654K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.27% 5,594 $636K No change
OGE Oge Energy Corp. 0.27% 14,825 $633K No change
CORTEVA, INC 0.26% 9,249 $620K No change
SPRY Ars Pharmaceuticals Inc. 0.25% 51,150 $596K Add +17.6%
WFC Wells Fargo & Co. 0.25% 6,309 $588K Add +0.0%
RTX RTX Corp. 0.25% 3,188 $585K Add +1.7%
PEYUF Peyto Exploration & Dev Corp. 0.24% 34,000 $564K No change
FDX FedEx Corp. 0.24% 1,938 $560K Add +1.0%
PIPR Piper Sandler Cos 0.23% 1,608 $546K Reduce -0.6%
WMB Williams Cos Inc. 0.22% 8,878 $534K No change
SO The Southern Co. 0.22% 5,875 $512K No change
NSRGY Nestle SA-Spons ADR 0.22% 5,152 $512K Reduce -1.9%
MPLX MPLX LP 0.21% 9,500 $507K Add +26.7%
FUN Six Flags Entertainment Corp. 0.18% 28,166 $432K No change
WY Weyerhaeuser Co. 0.18% 18,105 $429K No change
CL Colgate-Palmolive Co. 0.18% 5,334 $421K No change
GOOG Alphabet Inc. Class C 0.17% 1,308 $410K Reduce -2.8%
WES Western Midstream Partners L 0.17% 10,100 $399K Add +55.4%
EVRG Evergy Inc. 0.17% 5,500 $399K No change
CPT Camden Property Trust 0.17% 3,572 $393K No change
AMP Ameriprise Financial Inc. 0.17% 800 $392K No change
CHDN Churchill Downs Inc. 0.16% 3,280 $373K Reduce -25.1%
VODAFONE GROUP PLC ADR 0.16% 28,072 $371K Reduce -1.0%
DD Dupont DE Nemours Inc. 0.15% 8,665 $348K No change
ENB Enbridge Inc. 0.14% 7,197 $344K No change
IVV iShares Core S&P 500 ETF 0.14% 502 $344K No change

Show all 132 holdings

Portfolio Sells Q3 2025 → Q4 2025
AVDL Avadel Pharmaceuticals plc Sold out 0.00% −0.90
PG The Procter & Gamble Co. Reduce -0.2% 9.27% −0.82
PYXS Pyxis Oncology Inc. Sold out 0.00% −0.26
MSFT Microsoft Corp. Reduce -1.4% 2.37% −0.24
SLV iShares Silver Trust Sold out 0.00% −0.19
KMB Kimberly-Clark Corp. Reduce -5.1% 0.52% −0.17
T AT&T Inc. Reduce -2.8% 0.80% −0.15
CTAS Cintas Corp. Sold out 0.00% −0.12
ABBOTT LABORATORIES Reduce -0.2% 1.26% −0.11
META Meta Platforms Inc. Class A Sold out 0.00% −0.11
CVX Chevron Corp. Reduce -0.7% 2.35% −0.10
KHC The Kraft Heinz Co. Sold out 0.00% −0.09
NOC Northrop Grumman Corp. Reduce -0.1% 0.92% −0.08
ABBV Abbvie Inc. Reduce -0.1% 2.66% −0.08
SJM The JM Smucker Co. Reduce -18.7% 0.11% −0.04
BF.B Brown-Forman Corp. Class B Reduce -2.5% 0.39% −0.03
PFE Pfizer Inc. Reduce -2.0% 0.51% −0.03
CHDN Churchill Downs Inc. Reduce -25.1% 0.16% −0.02
TGNA Tegna Inc. Reduce -15.3% 0.09% −0.02
PIPR Piper Sandler Cos Reduce -0.6% 0.23% −0.01
KVUE Kenvue Inc. Reduce -10.2% 0.10% −0.01
Q Qnity Electronics Inc. Reduce -3.1% 0.14% −0.01
SMG Scotts Miracle-Gro Co. Reduce -1.5% 0.91% −0.00
PEP Pepsico Inc. Reduce -0.6% 1.32% +0.00
SOLV Solventum Corp. Reduce -3.9% 0.12% +0.00
NSRGY Nestle SA-Spons ADR Reduce -1.9% 0.22% +0.01
VODAFONE GROUP PLC ADR Reduce -1.0% 0.16% +0.02
NVS Novartis AG-Sponsored ADR Reduce -0.1% 0.35% +0.02
JPM JPMorgan Chase & Co. Reduce -0.3% 6.09% +0.03
GOOG Alphabet Inc. Class C Reduce -2.8% 0.17% +0.03
NEM Newmont Corp. Reduce -5.7% 0.41% +0.04
CAT Caterpillar Inc. Reduce -2.3% 0.29% +0.04
BMY Bristol-Myers Squibb Co. Reduce -6.7% 0.47% +0.04
ACN Accenture PLC Class A Reduce -2.9% 1.30% +0.05
EL Estee Lauder Companies Class A Reduce -1.9% 0.43% +0.06
CINF Cincinnati Financial Corp. Reduce -0.2% 3.68% +0.06
UPS United Parcel Service Class B Reduce -2.5% 0.79% +0.10
USB US Bancorp Reduce -0.9% 2.09% +0.15
XOM Exxon Mobil Corp. Reduce -0.0% 4.00% +0.20
JNJ Johnson & Johnson Reduce -0.2% 3.66% +0.33

Portfolio Buys Q3 2025 → Q4 2025
CTMX Cytomx Therapeutics Inc. New 0.67% +0.67
LLY Eli Lilly & Co. Add +0.2% 2.19% +0.62
GOOGL Alphabet Inc. Class A Add +0.3% 1.99% +0.43
PSLV Sprott Physical Silver Trust Add +206.0% 0.46% +0.36
AAPL Apple Inc. Add +0.0% 2.17% +0.11
KO The Coca-Cola Co. Add +0.0% 2.25% +0.09
CB Chubb Ltd. New 0.09% +0.09
WU Western Union Co. Add +113.1% 0.12% +0.07
SPRY Ars Pharmaceuticals Inc. Add +17.6% 0.25% +0.06
WES Western Midstream Partners L Add +55.4% 0.17% +0.06
MPLX MPLX LP Add +26.7% 0.21% +0.05
MEDP Medpace Holdings Inc. Add +1.1% 0.52% +0.04
FDX FedEx Corp. Add +1.0% 0.24% +0.04
BAC Bank of America Corp. Add +0.1% 0.82% +0.04
ET Energy Transfer LP Add +16.4% 0.31% +0.03
BNY Bank of New York Mellon Corp. Add +0.0% 0.58% +0.03
WSBC Wesbanco Inc. Add +1.8% 0.59% +0.03
PNC PNC Financial Services Group Add +0.0% 1.02% +0.02
TJX TJX Companies Inc. Add +0.5% 0.45% +0.02
RTX RTX Corp. Add +1.7% 0.25% +0.02
WFC Wells Fargo & Co. Add +0.0% 0.25% +0.02
MMM 3M Company Add +0.0% 1.17% +0.02
NEE Nextera Energy Inc. Add +0.7% 0.33% +0.02
GE General Electric Company Add +0.0% 0.87% +0.01
SHEL Shell PLC-ADR Add +0.1% 0.36% +0.00
MKC McCormick & Co.-Non VTG SHRS Add +0.1% 0.57% +0.00
EMR Emerson Electric Co. Add +0.0% 1.24% −0.00
PM Philip Morris International Add +0.1% 0.29% −0.01
HD Home Depot Inc. Add +0.2% 0.09% −0.02
WM Waste Management Inc. Add +0.0% 0.89% −0.02
GD General Dynamics Corp. Add +0.0% 1.60% −0.04
COSTCO WHOLESALE Add +0.1% 0.51% −0.04
SYY Sysco Corp. Add +0.1% 0.38% −0.05
RYN Rayonier Inc. Add +4.6% 0.34% −0.06
HON Honeywell International Inc. Add +0.1% 0.72% −0.07
VZ Verizon Communications Inc. Add +0.0% 0.78% −0.07
MDLZ Mondelez International Inc. Class A Add +2.9% 0.82% −0.12
LMT Lockheed Martin Corp. Add +0.0% 3.07% −0.14

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