Schulhoff & Co Inc Portfolio Stock Holdings

According to the SEC 13F filed on August 13, 2026, Schulhoff & Co Inc disclosed 122 stock positions valued at approximately $248.77M as of quarter-end June 30, 2026. The largest holdings include PROCTER & GAMBLE, JP MORGAN CHASE & CO, and EXXON MOBIL CORP.

Report Period
June 30, 2026
No. of Stocks
122
Portfolio Value
$248.77M
Holdings by Sector
Schulhoff & Co Inc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
PROCTER & GAMBLEPGConsumer Defensive8.99%152,478-1,094-0.71%$22,359,403
JP MORGAN CHASE & COJPMFinancial Services5.61%42,624-1,880-4.22%$13,952,155
EXXON MOBIL CORPXOMEnergy4.28%77,822-900-1.14%$10,639,903
JOHNSON & JOHNSONJNJHealthcare4.19%40,998-939-2.24%$10,412,262
CINCINNATI FINANCIALCINFFinancial Services3.89%52,321-1,097-2.05%$9,686,719
BERKSHIRE HATHAWAYBRK-AFinancial Services3.31%11--$8,237,350
LOCKHEED MARTINLMTIndustrials3.01%14,687-346-2.30%$7,482,591
ABBVIE INCABBVHealthcare2.72%26,880-680-2.47%$6,764,083
COCA-COLA COMPANYKOConsumer Defensive2.41%73,707-2,895-3.78%$5,990,241
CHEVRON CORPCVXEnergy2.39%35,848-694-1.90%$5,942,164
LILLY (ELI)LLYHealthcare2.33%4,825--$5,787,249
ALPHABET INC GOOGLCommunication Services2.26%15,765-25-0.16%$5,633,938
US BANCORPUSBFinancial Services2.24%92,194-987-1.06%$5,568,517
APPLE INCAAPLTechnology2.20%18,890-50-0.26%$5,466,010
MICROSOFT CORPMSFTTechnology2.04%13,596+103+0.76%$5,071,878
GENERAL DYNAMICSGDIndustrials1.60%11,260-19-0.17%$3,988,742
CISCO SYSTEMSCSCOTechnology1.36%28,801-2,250-7.25%$3,382,965
MID-AMERICA APART COMMMAAReal Estate1.23%22,042-2,275-9.36%$3,062,515
EMERSON ELECTRICEMRIndustrials1.21%20,965-1,242-5.59%$3,001,139
INTL BUS. MACHINESIBMTechnology1.16%10,274-150-1.44%$2,889,151
PNC BANK CORPPNCFinancial Services1.15%11,634+1+0.01%$2,864,523
INTELINTCTechnology1.15%20,418-27-0.13%$2,850,965
PEPSICO INCPEPConsumer Defensive1.13%20,704-1,130-5.18%$2,803,321
GOLDMAN SACHS GROUPGSFinancial Services1.11%2,730-833-23.38%$2,761,040
SCOTTS CO.SMGBasic Materials1.01%36,856-437-1.17%$2,510,262
QUALCOMM INCQCOMTechnology1.00%13,420-920-6.42%$2,479,881
WASTE MANAGEMENT INCWMIndustrials0.85%9,507-161-1.67%$2,119,076
ACCENTURE PLCACNTechnology0.81%16,190+2,945+22.23%$2,014,683
BANK OF AMERICABACFinancial Services0.79%34,333-2,985-8.00%$1,956,328
NORTHROP GRUMMANNOCIndustrials0.78%3,818+1+0.03%$1,944,545
Showing 30 of 122 holdings in the latest reporting period.
Schulhoff & Co Inc Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026DOWDow Inc.PUT7,480$204,652
Showing 1 of 1 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.