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SCHULHOFF & CO INC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1080197

$249.0M

disclosed book value

134

positions

9%

largest position share

Positions, as of 2026-06-30

top 100 of 134 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1PGPROCTER & GAMBLE152,478$22.4M9%
2JPMJP MORGAN CHASE & CO42,624$14.0M5.6%
3EXMOCEXXON MOBIL CORP77,822$10.6M4.3%
4JNJJOHNSON & JOHNSON40,998$10.4M4.2%
5CINFCINCINNATI FINANCIAL52,321$9.7M3.9%
6BRK/ABERKSHIRE HATHAWAY11$8.2M3.3%
7LMTLOCKHEED MARTIN14,687$7.5M3%
8ABBVABBVIE INC26,880$6.8M2.7%
9KOCOCA-COLA COMPANY73,707$6.0M2.4%
10CVXCHEVRON CORP35,848$5.9M2.4%
11LLYLILLY (ELI)4,825$5.8M2.3%
12GOOGLALPHABET INC15,765$5.6M2.3%
13USBUS BANCORP92,194$5.6M2.2%
14AAPLAPPLE INC18,890$5.5M2.2%
15MSFTMICROSOFT CORP13,596$5.1M2%
16GDGENERAL DYNAMICS11,260$4.0M1.6%
17CSCOCISCO SYSTEMS28,801$3.4M1.4%
18MAAMID-AMERICA APART COMM22,042$3.1M1.2%
19EMREMERSON ELECTRIC20,965$3.0M1.2%
20IBMINTL BUS. MACHINES10,274$2.9M1.2%
21PNCPNC BANK CORP11,634$2.9M1.2%
22INTCINTEL20,418$2.9M1.1%
23PEPPEPSICO INC20,704$2.8M1.1%
24GSGOLDMAN SACHS GROUP2,730$2.8M1.1%
253M COMPANY16,701$2.7M1.1%
26SMGSCOTTS CO.36,856$2.5M1%
27GE AROSPACE6,699$2.5M1%
28QCOMQUALCOMM INC13,420$2.5M1%
29WMWASTE MANAGEMENT INC9,507$2.1M0.9%
30ABBOTT LABORATORIES22,499$2.0M0.8%
31ACCENTURE PLC16,190$2.0M0.8%
32BACBANK OF AMERICA34,333$2.0M0.8%
33NOCNORTHROP GRUMMAN3,818$1.9M0.8%
34MDLZMONDELEZ INTERNATIONAL33,470$1.9M0.8%
35UPSUNITED PARCEL SERVICE17,772$1.9M0.8%
36GEVGE VERONA1,563$1.8M0.7%
37VZVERIZON COMMUNICATIONS42,974$1.8M0.7%
38CTMXCYTOMX THERAPUTICS477,550$1.8M0.7%
39BNYBANK OF NEW YORK MELLON11,837$1.7M0.7%
40WSBCWESBANCO INC.41,275$1.6M0.6%
41MRKMERCK & CO12,263$1.6M0.6%
42TAT&T INC75,927$1.6M0.6%
43MCDMCDONALDS5,798$1.6M0.6%
44AXPAMERICAN EXPRESS4,300$1.5M0.6%
45DUKE ENERGY10,434$1.3M0.5%
46COSTCO WHOLESALE1,394$1.3M0.5%
47KMBKIMBERLY CLARK11,637$1.3M0.5%
48MEDPMEDPACE HOLDINGS INC2,299$1.2M0.5%
49BMYBRISTOL-MYERS SQUIBB20,914$1.2M0.5%
50CATCATERPILLAR INC.1,127$1.2M0.5%
51NSCNORFOLK SOUTHERN3,635$1.1M0.5%
52LOWLOWES COMPANIES5,162$1.1M0.5%
53PFEPFIZER, INC.45,453$1.1M0.4%
54TJXTJX COMPANIES7,023$1.1M0.4%
55HUBBHUBBELL INC.1,988$1.0M0.4%
56HONGBPHONEYWELL TECHNOLOGIES4,417$988,9660.4%
57HONAHONEYWELL AEROSPACE4,417$976,5100.4%
58NVSNOVARTIS AG ADR6,053$948,6260.4%
59BF/BBROWN-FORMAN35,365$942,4770.4%
60MKCMCCORMICK & COMPANY18,624$939,0220.4%
61EDCONSOLIDATED EDISON8,416$931,0620.4%
62MEDTRONIC11,821$924,7560.4%
63SYYSYSCO10,712$895,3250.4%
64SHELSHELL PLC SPON ADS11,515$892,9350.4%
65BF/ABROWN-FORMAN32,250$882,3600.4%
66NEENEXTERA ENERGY9,857$865,1480.3%
67ETENERGY TRANSFER LP44,625$853,2300.3%
68SPGSIMON PROPERTY GROUP3,531$789,7080.3%
69RYNRAYONIER REIT36,989$787,1250.3%
70WUWESTERN UNION CO102,150$786,5550.3%
71ELLAUDER (ESTEE)9,834$776,4330.3%
72CORTEVA, INC9,143$774,3200.3%
73PMPHILIP MORRIS INTERNATIONAL4,042$731,2380.3%
74LHXL3HARRIS TECHNOLOGIES2,486$722,4060.3%
75OGEOGE ENERGY14,825$721,3840.3%
76HSYHERSHEY FOODS4,090$717,5900.3%
77QQNITY ELECTRONICS4,066$664,0180.3%
78WMBWILLIAMS COMPANIES INC8,878$659,9900.3%
79LRCXLAM RESEARCH CORP1,425$617,4950.2%
80FDXFEDEX CORP1,938$606,8450.2%
81FUNSIX FLAGS ENT CORP28,166$599,9350.2%
82RTXRTX CORPORATION3,160$599,5460.2%
83PEYUFPEYTO EXPLORATION CORP34,000$566,1000.2%
84SOSOUTHERN COMPANY5,875$562,2960.2%
85DISDISNEY (WALT) COMPANY5,596$538,6150.2%
86NEMNEWMONT CORP.5,750$537,0500.2%
87MPLXMPLX LP COM UNIT9,500$535,1350.2%
88WMWELLS FARGO & COMPANY6,312$521,6230.2%
89CLCOLGATE PALMOLIVE5,334$489,0210.2%
90EVRGEVERGY INC5,500$475,3650.2%
91ITURAN LOCATION & CONTROL7,475$456,0490.2%
92GOOGALPHABET INC1,258$444,4890.2%
93WESWESTERN MIDSTREAM PARTNERS LP10,100$441,9760.2%
94CHDNCHURCHILL DOWNS4,680$419,5150.2%
95NSRGYNESTLE SA SPON ADR4,067$418,8760.2%
96KIMKIMCO REALTY CORP16,303$413,2810.2%
97SPRYARS PHARMACEUTICALS51,150$409,7110.2%
98SLBSCHLUMBERGER8,480$394,2350.2%
9962CPIPER SANDLER CO5,432$392,9500.2%
100ENBENBRIDGE7,197$390,1490.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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