SCHULHOFF & CO INC Q2 2025 Filing

Filed July 30, 2025

Portfolio Value

$225.4B

Holdings

135

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (135 positions)

#StockSharesValue% PortfolioType
1
PGPROCTER & GAMBLE
158,181$25.2B11.18%
2
JPMJP MORGAN CHASE & CO
45,150$13.1B5.81%
3
XOMEXXON MOBIL CORP
79,199$8.5B3.79%
4
BRK-BBERKSHIRE HATHAWAY
11$8.0B3.56%
5
CINFCINCINNATI FINANCIAL
53,734$8.0B3.55%
6
LMTLOCKHEED MARTIN
15,505$7.2B3.19%
7
JNJJOHNSON & JOHNSON
42,389$6.5B2.87%
8
MSFTMICROSOFT CORP
11,916$5.9B2.63%
9
KOCOCA-COLA COMPANY
76,712$5.4B2.41%
10
CVXCHEVRON CORP
37,378$5.4B2.37%
11
ABBVABBVIE INC
27,771$5.2B2.29%
12
USBUS BANCORP
94,304$4.3B1.89%
13
AAPLAPPLE INC
18,836$3.9B1.71%
14
LLYLILLY (ELI)
4,842$3.8B1.67%
15
MAAMID-AMERICA APART COMM
24,317$3.6B1.60%
16
ACNACCENTURE PLC
11,678$3.5B1.55%
17
GDGENERAL DYNAMICS
11,346$3.3B1.47%
18
ABTABBOTT LABORATORIES
23,896$3.3B1.44%
19
IBMINTL BUS. MACHINES
10,619$3.1B1.39%
20
EMREMERSON ELECTRIC
22,202$3.0B1.31%
21
PEPPEPSICO INC
22,051$2.9B1.29%
22
SMGSCOTTS CO.
41,411$2.7B1.21%
23
MMM3M COMPANY
17,293$2.6B1.17%
24
GOOGLALPHABET INC
14,665$2.6B1.15%
25
GSGOLDMAN SACHS GROUP
3,446$2.4B1.08%
26
MDLZMONDELEZ INTERNATIONAL
35,390$2.4B1.06%
27
QCOMQUALCOMM INC
14,717$2.3B1.04%
28
TAT&T INC
79,261$2.3B1.02%
29
WMWASTE MANAGEMENT INC
9,694$2.2B0.98%
30
PNCPNC BANK CORP
11,653$2.2B0.96%
31
CSCOCISCO SYSTEMS
31,226$2.2B0.96%
32
HONHONEYWELL INDUSTRIES
8,809$2.1B0.91%
33
UPSUNITED PARCEL SERVICE
19,851$2.0B0.89%
34
BACVERIZON COMMUNICATIONS
46,286$2.0B0.89%
35
NOCNORTHROP GRUMMAN
3,901$2.0B0.87%
36
MCDMCDONALDS
6,058$1.8B0.79%
37
GEGE AROSPACE
6,689$1.7B0.76%
38
BACBANK OF AMERICA
35,900$1.7B0.75%
39
KMBKIMBERLY CLARK
12,979$1.7B0.74%
40
MCXMCCORMICK & COMPANY
20,318$1.5B0.68%
41
COSTCOSTCO WHOLESALE
1,414$1.4B0.62%
42
AXPAMERICAN EXPRESS
4,300$1.4B0.61%
43
WSBCWESBANCO INC.
41,535$1.3B0.58%
44
DUKDUKE ENERGY
10,434$1.2B0.55%
45
AVDLAVADEL PHARMACEUTICALS
137,500$1.2B0.54%
46
PFEPFIZER, INC.
49,411$1.2B0.53%
47
LOWLOWES COMPANIES
5,202$1.2B0.51%
48
MDTMEDTRONIC
12,372$1.1B0.48%
49
BKBANK OF NEW YORK MELLON
11,828$1.1B0.48%
50
BMYBRISTOL-MYERS SQUIBB
22,414$1.0B0.46%
51
BF/BBROWN-FORMAN
36,986$995.3M0.44%
52
MRKMERCK & CO
12,263$970.7M0.43%
53
SYYSYSCO
12,440$942.2M0.42%
54
NSCNORFOLK SOUTHERN
3,645$933.0M0.41%
55
ELLAUDER (ESTEE)
11,269$910.6M0.40%
56
FUNSIX FLAGS ENT CORP
29,466$896.6M0.40%
57
GEVGE VERONA
1,693$895.9M0.40%
58
BF/ABROWN-FORMAN
32,250$885.9M0.39%
59
TJXTJX COMPANIES
6,972$861.0M0.38%
60
EDCONSOLIDATED EDISON
8,416$844.5M0.37%
61
RYNRAYONIER REIT
36,982$820.3M0.36%
62
SHELSHELL PLC SPON ADS
11,602$816.9M0.36%
63
HUBBHUBBELL INC.
1,988$811.9M0.36%
64
4I1PHILIP MORRIS INTERNATIONAL
4,234$771.1M0.34%
65
SPRYARS PHARMACEUTICALS
43,500$759.1M0.34%
66
NVSNNOVARTIS AG ADR
6,058$733.1M0.33%
67
DISDISNEY (WALT) COMPANY
5,670$703.1M0.31%
68
HSYHERSHEY FOODS
4,181$693.8M0.31%
69
CTVACORTEVA, INC
9,250$689.4M0.31%
70
NEENEXTERA ENERGY
9,897$687.0M0.30%
71
MEDPMEDPACE HOLDINGS INC
2,187$686.4M0.30%
72
OGEOGE ENERGY
14,825$657.9M0.29%
73
LHXL3HARRIS TECHNOLOGIES
2,480$622.1M0.28%
74
DDDUPONT DE NEMOURS INC
8,921$611.9M0.27%
75
NEMNEWMONT CORP.
10,450$608.8M0.27%
76
PLTRPALANTIR TECHNOLOGIES
4,350$593.0M0.26%
77
SPGSIMON PROPERTY GROUP
3,564$572.9M0.25%
78
WMBWILLIAMS COMPANIES INC
8,880$557.8M0.25%
79
SOSOUTHERN COMPANY
5,875$539.5M0.24%
80
NSRGYNESTLE SA SPON ADR
5,252$520.1M0.23%
81
CATCATERPILLAR INC.
1,305$506.6M0.22%
82
WFCWELLS FARGO & CO
6,306$505.2M0.22%
83
ETENERGY TRANSFER LP
27,840$504.7M0.22%
84
PEYPEYTO EXPLORATION CORP
34,000$485.5M0.22%
85
CLCOLGATE PALMOLIVE
5,334$484.9M0.22%
86
INTCINTEL
20,831$466.6M0.21%
87
WYWEYERHAEUSER CO
18,105$465.1M0.21%
88
PIPRPIPER SANDLER CO
1,663$462.2M0.21%
89
RTXRTX CORPORATION
3,136$457.9M0.20%
90
CHRCHURCHILL DOWNS
4,460$450.5M0.20%
91
FDXFEDEX CORP
1,910$434.2M0.19%
92
A4SAMERIPRISE FINANCIAL
800$427.0M0.19%
93
CPTCAMDEN PROPERTY TRUST
3,572$402.5M0.18%
94
EVRGEVERGY INC
5,500$379.1M0.17%
95
WDFCWD-40 COMPANY
1,510$344.4M0.15%
96
KIMKIMCO REALTY CORP
16,303$342.7M0.15%
97
SJMSMUCKER (J.M.)
3,477$341.4M0.15%
98
SLVISHARES SILVER TRUST
10,400$341.2M0.15%
99
KVUEKENVUE INC.
16,021$335.3M0.15%
100
ENBENBRIDGE
7,197$326.2M0.14%
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