Schulhoff & Co. Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Schulhoff & Co. Inc. reported 132 stock positions worth $243.1 million. Its top holding was Procter & Gamble (PG) at 9.1% of the portfolio, followed by Exxon Mobil (XOM, 5.5%) and JPMorgan Chase (JPM, 5.4%). Compared with Q4 2025, it opened 4 new positions, sold out of 4, added to 32 and reduced 27. The biggest buy was Cytomx Therapeutics (CTMX, shares +27%) and the biggest sale JPMorgan Chase (JPM, shares −1%).

Most Recent 13F
Q2 2026
Location
CINCINNATI, OH
CIK
0001080197
Portfolio Value
$243.1M (Q1 2026)
SEC Filing
0001193125-26-216541 ↗ filed May 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 Q4 2025 Q1 2026: $243.1M $243.1M Q1 2026 Q2 2026: $248.8M Q2 2026

Holdings 132 stocks · $243.1M
PG The Procter & Gamble Co. 9.12% 153,572 $22.2M Reduce -0.1%
XOM Exxon Mobil Corp. 5.49% 78,722 $13.4M Reduce -0.3%
JPM JPMorgan Chase & Co. 5.38% 44,504 $13.1M Reduce -0.9%
JNJ Johnson & Johnson 4.22% 41,937 $10.3M Reduce -0.1%
LMT Lockheed Martin Corp. 3.74% 15,033 $9.1M Reduce -0.3%
CINF Cincinnati Financial Corp. 3.46% 53,418 $8.4M Reduce -0.1%
BRK.A Berkshire Hathaway Inc. Class A 3.25% 11 $7.9M No change
CVX Chevron Corp. 3.11% 36,542 $7.6M Reduce -0.4%
ABBV Abbvie Inc. 2.47% 27,560 $6.0M Reduce -0.5%
KO The Coca-Cola Co. 2.40% 76,602 $5.8M Add +0.0%
MSFT Microsoft Corp. 2.05% 13,493 $5.0M Add +15.9%
USB US Bancorp 1.99% 93,181 $4.8M Add +0.0%
AAPL Apple Inc. 1.98% 18,940 $4.8M No change
GOOGL Alphabet Inc. Class A 1.87% 15,790 $4.5M Add +4.3%
LLY Eli Lilly & Co. 1.83% 4,825 $4.4M Reduce -0.5%
GD General Dynamics Corp. 1.59% 11,279 $3.9M Add +0.0%
PEP Pepsico Inc. 1.39% 21,834 $3.4M Add +0.1%
GS Goldman Sachs Group Inc. 1.24% 3,563 $3.0M Add +3.7%
MAA Mid-America Apartment Comm 1.22% 24,317 $3.0M No change
EMR Emerson Electric Co. 1.20% 22,207 $2.9M Add +0.0%
ACN Accenture PLC Class A 1.08% 13,245 $2.6M Add +14.8%
NOC Northrop Grumman Corp. 1.07% 3,817 $2.6M Reduce -0.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.04% 10,424 $2.5M No change
MMM 3M Company 1.03% 17,299 $2.5M Add +0.0%
ABBOTT LABORATORIES 1.01% 23,844 $2.4M No change
PNC PNC Financial Services Group 1.00% 11,633 $2.4M Add +0.0%
CSCO Cisco Systems Inc. 0.99% 31,051 $2.4M No change
VZ Verizon Communications Inc. 0.94% 45,298 $2.3M Reduce -0.6%
SMG Scotts Miracle-Gro Co. 0.93% 37,293 $2.3M Add +0.3%
CTMX Cytomx Therapeutics Inc. 0.92% 477,550 $2.2M Add +27.4%
WM Waste Management Inc. 0.91% 9,668 $2.2M Add +0.1%
T AT&T Inc. 0.91% 76,327 $2.2M No change
MDLZ Mondelez International Inc. Class A 0.86% 36,094 $2.1M Reduce -0.4%
HON Honeywell International Inc. 0.82% 8,772 $2.0M Add +0.0%
GE General Electric Company filed as GE AEROSPACE 0.78% 6,697 $1.9M Add +0.0%
MCD McDonald's Corp. 0.76% 5,958 $1.9M Reduce -0.5%
UPS United Parcel Service Class B 0.76% 18,806 $1.9M Reduce -0.2%
QCOM Qualcomm Inc. 0.76% 14,340 $1.8M Reduce -1.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.75% 37,318 $1.8M Add +5.0%
MRK Merck & Co. Inc. 0.61% 12,263 $1.5M No change
WSBC Wesbanco Inc. 0.60% 42,275 $1.5M No change
GEV GE Vernova Inc. 0.59% 1,631 $1.4M No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.58% 11,835 $1.4M Add +0.0%
COSTCO WHOLESALE 0.57% 1,393 $1.4M Add +0.1%
DUKE ENERGY 0.56% 10,434 $1.4M No change
PFE Pfizer Inc. 0.56% 48,562 $1.4M Add +0.1%
AXP American Express Co. 0.54% 4,300 $1.3M No change
BMY Bristol-Myers Squibb Co. 0.52% 20,914 $1.3M No change
LOW Lowe's Cos Inc. 0.50% 5,162 $1.2M No change
KMB Kimberly-Clark Corp. 0.49% 12,326 $1.2M Add +0.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.46% 7,017 $1.1M Add +0.1%
MEDP Medpace Holdings Inc. 0.45% 2,295 $1.1M Add +4.2%
SHEL Shell PLC-ADR 0.45% 11,635 $1.1M Add +0.1%
MDT Medtronic PLC 0.43% 12,121 $1.1M No change
NSC Norfolk Southern Corp. 0.43% 3,635 $1.0M No change
MKC McCormick & Co.-Non VTG SHRS 0.42% 20,059 $1.0M Add +0.1%
HUBB Hubbell Inc. 0.40% 1,988 $976K No change
ED Consolidated Edison Inc. 0.39% 8,416 $953K No change
BF.B Brown-Forman Corp. Class B 0.38% 35,359 $935K Reduce -0.4%
NVS Novartis AG-Sponsored ADR 0.38% 6,050 $924K No change
NEE Nextera Energy Inc. 0.38% 9,857 $916K No change
INTC Intel Corp. 0.37% 20,445 $902K No change
SYY Sysco Corp. 0.36% 12,403 $885K Add +0.1%
HSY The Hershey Co. 0.36% 4,181 $869K No change
BF.A Brown-Forman Corp. Class A 0.36% 32,250 $864K No change
ET Energy Transfer LP 0.35% 44,625 $861K No change
LHX L3HARRIS Technologies Inc. 0.35% 2,480 $856K No change
CAT Caterpillar Inc. 0.34% 1,152 $816K Reduce -3.4%
RYN Rayonier Inc. 0.32% 37,728 $778K Add +0.0%
CORTEVA, INC 0.32% 9,249 $774K No change
OGE Oge Energy Corp. 0.29% 14,825 $711K No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.29% 9,824 $705K Add +0.1%
PM Philip Morris International 0.29% 4,240 $701K Add +0.1%
FDX FedEx Corp. 0.28% 1,938 $690K No change
PEYUF Peyto Exploration & Dev Corp. 0.27% 34,000 $664K No change
SPG Simon Property Group Inc. 0.27% 3,531 $659K No change
WMB Williams Cos Inc. 0.27% 8,878 $646K No change
NEM Newmont Corp. 0.26% 5,750 $622K Reduce -41.6%
RTX RTX Corp. 0.25% 3,160 $610K Reduce -0.9%
SO The Southern Co. 0.23% 5,875 $567K No change
MPLX MPLX LP 0.22% 9,500 $542K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.22% 5,596 $539K Add +0.0%
WU Western Union Co. 0.21% 59,250 $517K Add +87.2%
FUN Six Flags Entertainment Corp. 0.21% 28,166 $500K No change
PIPR Piper Sandler Cos 0.20% 6,432 $492K No change
Q Qnity Electronics Inc. 0.20% 4,136 $477K Reduce -1.5%
NSRGY Nestle SA-Spons ADR 0.19% 4,817 $470K Reduce -6.5%
CL Colgate-Palmolive Co. 0.19% 5,334 $455K No change
EVRG Evergy Inc. 0.19% 5,500 $451K No change
WY Weyerhaeuser Co. 0.18% 18,105 $442K No change
SLB SLB Ltd. filed as SLB LIMITED 0.18% 8,480 $436K No change
VODAFONE GROUP PLC ADR 0.17% 28,072 $422K No change
WES Western Midstream Partners L 0.17% 10,100 $416K No change
CHDN Churchill Downs Inc. 0.17% 4,580 $411K Add +39.6%
SPRY Ars Pharmaceuticals Inc. 0.17% 51,150 $411K No change
DD Dupont DE Nemours Inc. 0.16% 8,537 $391K Reduce -1.5%
ENB Enbridge Inc. 0.16% 7,197 $390K No change
GOOG Alphabet Inc. Class C 0.15% 1,293 $371K Reduce -1.1%
ITRN Ituran Location and Control 0.15% 7,475 $366K No change
KIM Kimco Realty Corp. 0.15% 16,303 $366K No change
AMP Ameriprise Financial Inc. 0.15% 800 $356K No change
JCI Johnson Controls Internation 0.14% 2,685 $352K No change
KMI Kinder Morgan Inc. 0.14% 10,411 $349K No change
CPT Camden Property Trust 0.14% 3,572 $349K No change
AEP American Electric Power 0.14% 2,595 $340K No change
IVV iShares Core S&P 500 ETF 0.13% 502 $328K No change
ITW Illinois Tool Works 0.13% 1,242 $323K No change
BERKSHIRE HATHAWAY INC 0.13% 663 $318K No change
COP Conocophillips 0.13% 2,398 $317K No change
FITB Fifth Third Bancorp 0.13% 6,753 $314K No change
WDFC WD-40 Co. 0.13% 1,510 $308K No change
LRCX Lam Research Corp. 0.13% 1,425 $304K New
SPDR DOW JONES INDUSTRIAL AVER 0.12% 655 $303K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.12% 450 $293K No change
UNM Unum Group 0.12% 4,000 $292K No change
AMGN Amgen Inc. 0.11% 794 $279K Reduce -8.6%
LAMR Lamar Advertising Co. Class A 0.11% 2,195 $278K No change
V Visa Inc. Class A 0.11% 900 $272K No change
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.11% 2,741 $264K No change
MAC The Macerich Co. 0.11% 13,801 $261K No change
BA The Boeing Co. 0.11% 1,310 $261K No change
KVUE Kenvue Inc. 0.10% 13,978 $241K No change
CLX Clorox Company 0.09% 2,215 $230K Reduce -10.3%
EW Edwards Lifesciences Corp. 0.09% 2,856 $229K No change
SOLV Solventum Corp. 0.09% 3,483 $227K Reduce -6.5%
BP BP PLC-Spons ADR 0.09% 4,702 $221K New
SHW The Sherwin-Williams Co. 0.09% 686 $220K Reduce -6.8%
ITA iShares U.S. Aerospace & Def 0.09% 1,000 $219K New
CB Chubb Ltd. 0.09% 647 $211K No change
ACAZF Acadian Timber Corp. 0.07% 13,300 $164K No change
FATE Fate Therapeutics Inc. 0.05% 100,000 $120K New
ASRV Ameriserv Financial Inc. 0.02% 13,000 $47K No change

Options reported separately and not counted above: DOW puts ($312K).

Portfolio Sells Q4 2025 → Q1 2026
JPM JPMorgan Chase & Co. Reduce -0.9% 5.38% −0.71
PSLV Sprott Physical Silver Trust Sold out 0.00% −0.46
LLY Eli Lilly & Co. Reduce -0.5% 1.83% −0.37
QCOM Qualcomm Inc. Reduce -1.9% 0.76% −0.29
WFC Wells Fargo & Co. Sold out 0.00% −0.25
CINF Cincinnati Financial Corp. Reduce -0.1% 3.46% −0.22
ABBV Abbvie Inc. Reduce -0.5% 2.47% −0.20
NEM Newmont Corp. Reduce -41.6% 0.26% −0.16
PG The Procter & Gamble Co. Reduce -0.1% 9.12% −0.15
TGNA Tegna Inc. Sold out 0.00% −0.09
HD Home Depot Inc. Sold out 0.00% −0.09
SOLV Solventum Corp. Reduce -6.5% 0.09% −0.03
UPS United Parcel Service Class B Reduce -0.2% 0.76% −0.03
NSRGY Nestle SA-Spons ADR Reduce -6.5% 0.19% −0.02
GOOG Alphabet Inc. Class C Reduce -1.1% 0.15% −0.02
CLX Clorox Company Reduce -10.3% 0.09% −0.01
SHW The Sherwin-Williams Co. Reduce -6.8% 0.09% −0.01
MCD McDonald's Corp. Reduce -0.5% 0.76% −0.01
AMGN Amgen Inc. Reduce -8.6% 0.11% −0.00
BF.B Brown-Forman Corp. Class B Reduce -0.4% 0.38% −0.00
RTX RTX Corp. Reduce -0.9% 0.25% +0.00
DD Dupont DE Nemours Inc. Reduce -1.5% 0.16% +0.01
MDLZ Mondelez International Inc. Class A Reduce -0.4% 0.86% +0.03
CAT Caterpillar Inc. Reduce -3.4% 0.34% +0.05
Q Qnity Electronics Inc. Reduce -1.5% 0.20% +0.06
NOC Northrop Grumman Corp. Reduce -0.3% 1.07% +0.15
VZ Verizon Communications Inc. Reduce -0.6% 0.94% +0.15
JNJ Johnson & Johnson Reduce -0.1% 4.22% +0.56
LMT Lockheed Martin Corp. Reduce -0.3% 3.74% +0.67
CVX Chevron Corp. Reduce -0.4% 3.11% +0.76
XOM Exxon Mobil Corp. Reduce -0.3% 5.49% +1.49

Portfolio Buys Q4 2025 → Q1 2026
CTMX Cytomx Therapeutics Inc. Add +27.4% 0.92% +0.25
KO The Coca-Cola Co. Add +0.0% 2.40% +0.14
LRCX Lam Research Corp. New 0.13% +0.13
HON Honeywell International Inc. Add +0.0% 0.82% +0.10
BP BP PLC-Spons ADR New 0.09% +0.09
ITA iShares U.S. Aerospace & Def New 0.09% +0.09
WU Western Union Co. Add +87.2% 0.21% +0.09
SHEL Shell PLC-ADR Add +0.1% 0.45% +0.09
PEP Pepsico Inc. Add +0.1% 1.39% +0.08
COSTCO WHOLESALE Add +0.1% 0.57% +0.07
PFE Pfizer Inc. Add +0.1% 0.56% +0.05
FATE Fate Therapeutics Inc. New 0.05% +0.05
WM Waste Management Inc. Add +0.1% 0.91% +0.02
SMG Scotts Miracle-Gro Co. Add +0.3% 0.93% +0.02
CHDN Churchill Downs Inc. Add +39.6% 0.17% +0.01
TJX TJX Companies Inc. Add +0.1% 0.46% +0.01
PM Philip Morris International Add +0.1% 0.29% +0.00
BNY Bank of New York Mellon Corp. Add +0.0% 0.58% −0.00
GD General Dynamics Corp. Add +0.0% 1.59% −0.01
SYY Sysco Corp. Add +0.1% 0.36% −0.02
RYN Rayonier Inc. Add +0.0% 0.32% −0.02
PNC PNC Financial Services Group Add +0.0% 1.00% −0.03
GS Goldman Sachs Group Inc. Add +3.7% 1.24% −0.03
KMB Kimberly-Clark Corp. Add +0.1% 0.49% −0.03
EMR Emerson Electric Co. Add +0.0% 1.20% −0.04
DIS The Walt Disney Co. Add +0.0% 0.22% −0.05
MEDP Medpace Holdings Inc. Add +4.2% 0.45% −0.07
BAC Bank of America Corp. Add +5.0% 0.75% −0.08
GE General Electric Company Add +0.0% 0.78% −0.09
USB US Bancorp Add +0.0% 1.99% −0.10
GOOGL Alphabet Inc. Class A Add +4.3% 1.87% −0.13
MMM 3M Company Add +0.0% 1.03% −0.13
EL Estee Lauder Companies Class A Add +0.1% 0.29% −0.14
MKC McCormick & Co.-Non VTG SHRS Add +0.1% 0.42% −0.16
ACN Accenture PLC Class A Add +14.8% 1.08% −0.22
MSFT Microsoft Corp. Add +15.9% 2.05% −0.32

Options Activity Q4 2025 → Q1 2026
DOW Dow Inc. put New 7,480 $312K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

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