Schulhoff & Co Inc

13F filer · CIK 0001080197

Reported Aug 13, 2026

Net seller this quarter

13F portfolio value$249MU.S. long equity reported on 13F

Positions1192 new · 3 closed

Net flow last quarter-$3.69MBuys minus sells

Top 10 positions weight40.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 2026119 positions
PGPROCTER & GAMBLE Co	$22.4M	8.98%	0.01%	-0.7%	Q2 2013
JPMJPMorgan Chase & Co	$14M	5.60%	0.00%	-4.2%	Q2 2013
XOMExxonMobil Holdings Corp	$10.6M	4.27%	0.00%	-1.1%	Q2 2013
JNJJohnson & Johnson	$10.4M	4.18%	0.00%	-2.2%	Q2 2013
CINFCincinnati Financial Corp	$9.69M	3.89%	0.03%	-2.1%	Q2 2013
BRK.ABerkshire Hathaway Inc	$8.24M	3.31%	Not reported	Not reported	Q2 2013
LMTLockheed Martin Corp	$7.48M	3.01%	0.01%	-2.3%	Q2 2013
ABBVAbbVie Inc.	$6.76M	2.72%	0.00%	-2.5%	Q2 2013
KOCoca Cola Co	$5.99M	2.41%	0.00%	-3.8%	Q2 2013
CVXChevron Corp	$5.94M	2.39%	0.00%	-1.9%	Q2 2013
LLYELI LILLY & Co	$5.79M	2.32%	0.00%	Not reported	Q2 2013
GOOGLAlphabet Inc.	$5.63M	2.26%	0.00%	-0.2%	Q1 2022
USBUS Bancorp \de\	$5.57M	2.24%	0.01%	-1.1%	Q2 2013
AAPLApple Inc.	$5.47M	2.20%	0.00%	-0.3%	Q2 2014
MSFTMicrosoft Corp	$5.07M	2.04%	0.00%	+0.8%	Q2 2013
GDGeneral Dynamics Corp	$3.99M	1.60%	0.00%	-0.2%	Q3 2013
CSCOCisco Systems, Inc.	$3.38M	1.36%	0.00%	-7.3%	Q2 2013
MAAMid America Apartment Communities Inc.	$3.06M	1.23%	0.02%	-9.4%	Q2 2013
EMREmerson Electric Co	$3M	1.21%	0.00%	-5.6%	Q2 2013
IBMInternational Business Machines Corp	$2.89M	1.16%	0.00%	-1.4%	Q2 2013
PNCPNC Financial Services Group, Inc.	$2.86M	1.15%	0.00%	0.0%	Q2 2013
INTCIntel Corp	$2.85M	1.15%	0.00%	-0.1%	Q2 2013
PEPPepsico Inc	$2.8M	1.13%	0.00%	-5.2%	Q2 2013
GSGoldman Sachs Group Inc	$2.76M	1.11%	0.00%	-23.4%	Q3 2022
WMWaste Management Inc	$2.64M	1.06%	0.00%	+63.6%	Q2 2013
SMGScotts Miracle-Gro Co	$2.51M	1.01%	0.06%	-1.2%	Q2 2013
QCOMQualcomm Inc	$2.48M	1.00%	0.00%	-6.4%	Q2 2013
ACNAccenture plc	$2.01M	0.81%	0.00%	+22.2%	Q2 2013
BACBank of America Corp	$1.96M	0.79%	0.00%	-8.0%	Q2 2013
NOCNorthrop Grumman Corp	$1.94M	0.78%	0.00%	0.0%	Q1 2014
MDLZMondelez International, Inc.	$1.94M	0.78%	0.00%	-7.3%	Q2 2013
UPSUnited Parcel Service Inc	$1.91M	0.77%	0.00%	-5.5%	Q2 2013
GEVGE Vernova Inc.	$1.84M	0.74%	0.00%	-4.2%	Q2 2024
VZVerizon Communications Inc	$1.82M	0.73%	0.00%	-5.1%	Q2 2013
CTMXCytomX Therapeutics, Inc.	$1.79M	0.72%	0.22%	Not reported	Q4 2025
BNYBank of New York Mellon Corp	$1.71M	0.69%	0.00%	0.0%	Q2 2014
WSBCWesbanco Inc	$1.61M	0.65%	0.04%	-2.4%	Q2 2013
MRKMerck & Co., Inc.	$1.58M	0.63%	0.00%	Not reported	Q2 2013
TAt&T Inc.	$1.57M	0.63%	0.00%	-0.5%	Q2 2013
MCDMcdonalds Corp	$1.57M	0.63%	0.00%	-2.7%	Q2 2013
AXPAmerican Express Co	$1.45M	0.58%	0.00%	Not reported	Q2 2013
KMBKimberly Clark Corp	$1.28M	0.51%	0.00%	-5.6%	Q2 2013
MEDPMedpace Holdings, Inc.	$1.22M	0.49%	0.01%	+0.2%	Q2 2020
BMYBristol Myers Squibb Co	$1.21M	0.48%	0.00%	Not reported	Q2 2013
CATCaterpillar Inc	$1.2M	0.48%	0.00%	-2.2%	Q3 2017
NSCNorfolk Southern Corp	$1.14M	0.46%	0.00%	Not reported	Q2 2013
LOWLowes Companies Inc	$1.14M	0.46%	0.00%	Not reported	Q2 2014
PFEPfizer Inc	$1.09M	0.44%	0.00%	-6.4%	Q2 2013
TJXTJX Companies Inc	$1.06M	0.43%	0.00%	+0.1%	Q1 2018
HUBBHubbell Inc	$1.04M	0.42%	0.00%	Not reported	Q4 2015

Q1 2026Reported May 11, 2026118 positions
PGPROCTER & GAMBLE Co	$22.2M	9.11%	0.01%	-0.1%	Q2 2013
XOMExxonMobil Holdings Corp	$13.4M	5.49%	0.00%	-0.3%	Q2 2013
JPMJPMorgan Chase & Co	$13.1M	5.38%	0.00%	-0.9%	Q2 2013
JNJJohnson & Johnson	$10.3M	4.21%	0.00%	-0.1%	Q2 2013
LMTLockheed Martin Corp	$9.09M	3.73%	0.01%	-0.3%	Q2 2013
CINFCincinnati Financial Corp	$8.41M	3.45%	0.03%	-0.1%	Q2 2013
BRK.ABerkshire Hathaway Inc	$7.9M	3.24%	Not reported	Not reported	Q2 2013
CVXChevron Corp	$7.56M	3.11%	0.00%	-0.4%	Q2 2013
ABBVAbbVie Inc.	$5.99M	2.46%	0.00%	-0.5%	Q2 2013
KOCoca Cola Co	$5.83M	2.39%	0.00%	0.0%	Q2 2013
MSFTMicrosoft Corp	$4.99M	2.05%	0.00%	+15.9%	Q2 2013
USBUS Bancorp \de\	$4.85M	1.99%	0.01%	0.0%	Q2 2013
AAPLApple Inc.	$4.81M	1.97%	0.00%	Not reported	Q2 2014
GOOGLAlphabet Inc.	$4.54M	1.87%	0.00%	+4.3%	Q1 2022
LLYELI LILLY & Co	$4.44M	1.82%	0.00%	-0.5%	Q2 2013
GDGeneral Dynamics Corp	$3.87M	1.59%	0.00%	0.0%	Q3 2013
PEPPepsico Inc	$3.39M	1.39%	0.00%	+0.1%	Q2 2013
GSGoldman Sachs Group Inc	$3.01M	1.24%	0.00%	+3.7%	Q3 2022
MAAMid America Apartment Communities Inc.	$2.97M	1.22%	0.02%	Not reported	Q2 2013
EMREmerson Electric Co	$2.91M	1.20%	0.00%	0.0%	Q2 2013
ACNAccenture plc	$2.63M	1.08%	0.00%	+14.9%	Q2 2013
NOCNorthrop Grumman Corp	$2.6M	1.07%	0.00%	-0.3%	Q1 2014
IBMInternational Business Machines Corp	$2.53M	1.04%	0.00%	Not reported	Q2 2013
PNCPNC Financial Services Group, Inc.	$2.42M	0.99%	0.00%	0.0%	Q2 2013
CSCOCisco Systems, Inc.	$2.41M	0.99%	0.00%	Not reported	Q2 2013
VZVerizon Communications Inc	$2.27M	0.93%	0.00%	-0.6%	Q2 2013
SMGScotts Miracle-Gro Co	$2.27M	0.93%	0.06%	+0.3%	Q2 2013
CTMXCytomX Therapeutics, Inc.	$2.24M	0.92%	0.28%	+27.4%	Q4 2025
WMWaste Management Inc	$2.22M	0.91%	0.00%	+0.1%	Q2 2013
TAt&T Inc.	$2.21M	0.91%	0.00%	Not reported	Q2 2013
MDLZMondelez International, Inc.	$2.08M	0.85%	0.00%	-0.4%	Q2 2013
HONHoneywell International Inc	$1.98M	0.81%	0.00%	0.0%	Q2 2013
MCDMcdonalds Corp	$1.85M	0.76%	0.00%	-0.5%	Q2 2013
UPSUnited Parcel Service Inc	$1.85M	0.76%	0.00%	-0.2%	Q2 2013
QCOMQualcomm Inc	$1.85M	0.76%	0.00%	-1.9%	Q2 2013
BACBank of America Corp	$1.82M	0.75%	0.00%	+5.0%	Q2 2013
MRKMerck & Co., Inc.	$1.48M	0.61%	0.00%	Not reported	Q2 2013
WSBCWesbanco Inc	$1.46M	0.60%	0.04%	Not reported	Q2 2013
GEVGE Vernova Inc.	$1.42M	0.58%	0.00%	Not reported	Q2 2024
BNYBank of New York Mellon Corp	$1.4M	0.58%	0.00%	0.0%	Q2 2014
PFEPfizer Inc	$1.36M	0.56%	0.00%	+0.1%	Q2 2013
AXPAmerican Express Co	$1.3M	0.53%	0.00%	Not reported	Q2 2013
BMYBristol Myers Squibb Co	$1.27M	0.52%	0.00%	Not reported	Q2 2013
LOWLowes Companies Inc	$1.22M	0.50%	0.00%	Not reported	Q2 2014
KMBKimberly Clark Corp	$1.19M	0.49%	0.00%	+0.1%	Q2 2013
TJXTJX Companies Inc	$1.12M	0.46%	0.00%	+0.1%	Q1 2018
MEDPMedpace Holdings, Inc.	$1.1M	0.45%	0.01%	+4.2%	Q2 2020
SHELShell plc	$1.08M	0.44%	0.00%	+0.1%	Q2 2022
MDTMedtronic plc	$1.05M	0.43%	0.00%	Not reported	Q2 2013
NSCNorfolk Southern Corp	$1.04M	0.43%	0.00%	Not reported	Q2 2013

Q4 2025Reported Feb 11, 2026119 positions
PGPROCTER & GAMBLE Co	$22M	9.27%	0.01%	-0.2%	Q2 2013
JPMJPMorgan Chase & Co	$14.5M	6.09%	0.00%	-0.3%	Q2 2013
XOMExxonMobil Holdings Corp	$9.51M	4.00%	0.00%	0.0%	Q2 2013
CINFCincinnati Financial Corp	$8.73M	3.68%	0.03%	-0.2%	Q2 2013
JNJJohnson & Johnson	$8.69M	3.66%	0.00%	-0.2%	Q2 2013
BRK.ABerkshire Hathaway Inc	$8.3M	3.50%	Not reported	Not reported	Q2 2013
LMTLockheed Martin Corp	$7.29M	3.07%	0.01%	0.0%	Q2 2013
ABBVAbbVie Inc.	$6.33M	2.66%	0.00%	-0.1%	Q2 2013
MSFTMicrosoft Corp	$5.63M	2.37%	0.00%	-1.4%	Q2 2013
CVXChevron Corp	$5.59M	2.35%	0.00%	-0.7%	Q2 2013
KOCoca Cola Co	$5.35M	2.25%	0.00%	0.0%	Q2 2013
LLYELI LILLY & Co	$5.21M	2.19%	0.00%	+0.2%	Q2 2013
AAPLApple Inc.	$5.15M	2.17%	0.00%	0.0%	Q2 2014
USBUS Bancorp \de\	$4.97M	2.09%	0.01%	-0.9%	Q2 2013
GOOGLAlphabet Inc.	$4.74M	1.99%	0.00%	+0.3%	Q1 2022
GDGeneral Dynamics Corp	$3.8M	1.60%	0.00%	0.0%	Q3 2013
MAAMid America Apartment Communities Inc.	$3.38M	1.42%	0.02%	Not reported	Q2 2013
PEPPepsico Inc	$3.13M	1.32%	0.00%	-0.6%	Q2 2013
ACNAccenture plc	$3.09M	1.30%	0.00%	-2.9%	Q2 2013
IBMInternational Business Machines Corp	$3.09M	1.30%	0.00%	Not reported	Q2 2013
GSGoldman Sachs Group Inc	$3.02M	1.27%	0.00%	Not reported	Q3 2022
EMREmerson Electric Co	$2.95M	1.24%	0.00%	0.0%	Q2 2013
QCOMQualcomm Inc	$2.5M	1.05%	0.00%	Not reported	Q2 2013
PNCPNC Financial Services Group, Inc.	$2.43M	1.02%	0.00%	0.0%	Q2 2013
CSCOCisco Systems, Inc.	$2.39M	1.01%	0.00%	Not reported	Q2 2013
NOCNorthrop Grumman Corp	$2.18M	0.92%	0.00%	-0.1%	Q1 2014
SMGScotts Miracle-Gro Co	$2.17M	0.91%	0.06%	-1.5%	Q2 2013
WMWaste Management Inc	$2.12M	0.89%	0.00%	0.0%	Q2 2013
BACBank of America Corp	$1.96M	0.82%	0.00%	+0.1%	Q2 2013
MDLZMondelez International, Inc.	$1.95M	0.82%	0.00%	+2.9%	Q2 2013
TAt&T Inc.	$1.9M	0.80%	0.00%	-2.8%	Q2 2013
UPSUnited Parcel Service Inc	$1.87M	0.79%	0.00%	-2.5%	Q2 2013
VZVerizon Communications Inc	$1.86M	0.78%	0.00%	0.0%	Q2 2013
MCDMcdonalds Corp	$1.83M	0.77%	0.00%	Not reported	Q2 2013
HONHoneywell International Inc	$1.71M	0.72%	0.00%	+0.1%	Q2 2013
CTMXCytomX Therapeutics, Inc.	$1.6M	0.67%	0.22%	New	Q4 2025
AXPAmerican Express Co	$1.59M	0.67%	0.00%	Not reported	Q2 2013
WSBCWesbanco Inc	$1.41M	0.59%	0.04%	+1.8%	Q2 2013
BNYBank of New York Mellon Corp	$1.37M	0.58%	0.00%	0.0%	Q2 2014
MKCMccormick & Co Inc	$1.36M	0.57%	Not reported	+0.1%	Q2 2013
MRKMerck & Co., Inc.	$1.29M	0.54%	0.00%	Not reported	Q2 2013
LOWLowes Companies Inc	$1.24M	0.52%	0.00%	Not reported	Q2 2014
KMBKimberly Clark Corp	$1.24M	0.52%	0.00%	-5.1%	Q2 2013
MEDPMedpace Holdings, Inc.	$1.24M	0.52%	0.01%	+1.2%	Q2 2020
PFEPfizer Inc	$1.21M	0.51%	0.00%	-2.0%	Q2 2013
MDTMedtronic plc	$1.16M	0.49%	0.00%	Not reported	Q2 2013
BMYBristol Myers Squibb Co	$1.13M	0.47%	0.00%	-6.7%	Q2 2013
PSLVSprott Physical Silver Trust	$1.09M	0.46%	0.01%	+206.0%	Q2 2025
TJXTJX Companies Inc	$1.08M	0.45%	0.00%	+0.5%	Q1 2018
GEVGE Vernova Inc.	$1.07M	0.45%	0.00%	Not reported	Q2 2024

Q3 2025Reported Nov 10, 2025122 positions
PGPROCTER & GAMBLE Co	$23.6M	10.10%	0.01%	-2.6%	Q2 2013
JPMJPMorgan Chase & Co	$14.2M	6.06%	0.00%	-0.3%	Q2 2013
XOMExxonMobil Holdings Corp	$8.91M	3.80%	0.00%	-0.2%	Q2 2013
CINFCincinnati Financial Corp	$8.47M	3.61%	0.03%	-0.4%	Q2 2013
BRK.ABerkshire Hathaway Inc	$8.3M	3.54%	Not reported	Not reported	Q2 2013
JNJJohnson & Johnson	$7.8M	3.33%	0.00%	-0.7%	Q2 2013
LMTLockheed Martin Corp	$7.52M	3.21%	0.01%	-2.8%	Q2 2013
ABBVAbbVie Inc.	$6.42M	2.74%	0.00%	-0.2%	Q2 2013
MSFTMicrosoft Corp	$6.11M	2.61%	0.00%	-1.0%	Q2 2013
CVXChevron Corp	$5.74M	2.45%	0.00%	-1.2%	Q2 2013
KOCoca Cola Co	$5.08M	2.17%	0.00%	-0.2%	Q2 2013
AAPLApple Inc.	$4.82M	2.06%	0.00%	+0.5%	Q2 2014
USBUS Bancorp \de\	$4.54M	1.94%	0.01%	-0.3%	Q2 2013
GDGeneral Dynamics Corp	$3.84M	1.64%	0.00%	-0.6%	Q3 2013
LLYELI LILLY & Co	$3.69M	1.58%	0.00%	Not reported	Q2 2013
GOOGLAlphabet Inc.	$3.67M	1.57%	0.00%	+2.9%	Q1 2022
MAAMid America Apartment Communities Inc.	$3.4M	1.45%	0.02%	Not reported	Q2 2013
PEPPepsico Inc	$3.08M	1.32%	0.00%	-0.5%	Q2 2013
IBMInternational Business Machines Corp	$2.94M	1.26%	0.00%	-1.8%	Q2 2013
ACNAccenture plc	$2.93M	1.25%	0.00%	+1.7%	Q2 2013
EMREmerson Electric Co	$2.91M	1.24%	0.00%	0.0%	Q2 2013
GSGoldman Sachs Group Inc	$2.74M	1.17%	0.00%	-0.3%	Q3 2022
QCOMQualcomm Inc	$2.43M	1.04%	0.00%	-0.7%	Q2 2013
PNCPNC Financial Services Group, Inc.	$2.34M	1.00%	0.00%	-0.2%	Q2 2013
NOCNorthrop Grumman Corp	$2.33M	1.00%	0.00%	-1.9%	Q1 2014
TAt&T Inc.	$2.22M	0.95%	0.00%	-0.9%	Q2 2013
MDLZMondelez International, Inc.	$2.2M	0.94%	0.00%	-0.5%	Q2 2013
SMGScotts Miracle-Gro Co	$2.15M	0.92%	0.07%	-8.9%	Q2 2013
WMWaste Management Inc	$2.13M	0.91%	0.00%	-0.4%	Q2 2013
CSCOCisco Systems, Inc.	$2.12M	0.91%	0.00%	-0.6%	Q2 2013
AVDLAvadel Pharmaceuticals PLC	$2.1M	0.90%	0.14%	Not reported	Q4 2020
VZVerizon Communications Inc	$2M	0.86%	0.00%	-1.6%	Q2 2013
HONHoneywell International Inc	$1.85M	0.79%	0.00%	-0.5%	Q2 2013
BACBank of America Corp	$1.83M	0.78%	0.00%	-1.0%	Q2 2013
MCDMcdonalds Corp	$1.82M	0.78%	0.00%	-1.2%	Q2 2013
KMBKimberly Clark Corp	$1.61M	0.69%	0.00%	+0.1%	Q2 2013
UPSUnited Parcel Service Inc	$1.61M	0.69%	0.00%	-2.6%	Q2 2013
AXPAmerican Express Co	$1.43M	0.61%	0.00%	Not reported	Q2 2013
MKCMccormick & Co Inc	$1.34M	0.57%	Not reported	-1.5%	Q2 2013
WSBCWesbanco Inc	$1.33M	0.57%	0.04%	Not reported	Q2 2013
LOWLowes Companies Inc	$1.3M	0.55%	0.00%	-0.8%	Q2 2014
BNYBank of New York Mellon Corp	$1.29M	0.55%	0.00%	0.0%	Q2 2014
PFEPfizer Inc	$1.26M	0.54%	0.00%	+0.1%	Q2 2013
MDTMedtronic plc	$1.15M	0.49%	0.00%	-2.0%	Q2 2013
MEDPMedpace Holdings, Inc.	$1.12M	0.48%	0.01%	-0.5%	Q2 2020
NSCNorfolk Southern Corp	$1.09M	0.47%	0.00%	-0.3%	Q2 2013
MRKMerck & Co., Inc.	$1.03M	0.44%	0.00%	Not reported	Q2 2013
SYYSysco Corp	$1.02M	0.44%	0.00%	-0.5%	Q2 2013
BMYBristol Myers Squibb Co	$1.01M	0.43%	0.00%	Not reported	Q2 2013
TJXTJX Companies Inc	$1.01M	0.43%	0.00%	+0.1%	Q1 2018

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