SCHULHOFF & CO INC

CIK: 0001080197SEC EDGAR →

Portfolio Value

$237.5B

Holdings

132

As of

Q4 2025

New Positions

2

Closed Positions

2

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

PROCTER & GAMBLE

153,667$22.0B
9.27%
2

JP MORGAN CHASE & CO

44,894$14.5B
6.09%
3

EXXON MOBIL CORP

78,986$9.5B
4.00%
4

CINCINNATI FINANCIAL

53,459$8.7B
3.68%
5

JOHNSON & JOHNSON

41,991$8.7B
3.66%
6

BERKSHIRE HATHAWAY

11$8.3B
3.50%
7

LOCKHEED MARTIN

15,072$7.3B
3.07%
8

ABBVIE INC

27,700$6.3B
2.66%
9

MICROSOFT CORP

11,639$5.6B
2.37%
10

CHEVRON CORP

36,680$5.6B
2.35%

Quarterly Changes

Top Buys

CTMXNEW
$1.6B
LLY↑ Increased
$1.5B
GOOGL↑ Increased
$1.1B
PSLV/U↑ Increased
$849.5M
AAPL↑ Increased
$327.3M

Top Sells

AVDLCLOSED
$2.1B
PG↓ Decreased
$1.6B
JNJ↓ Decreased
$886.4M
PYXSCLOSED
$610.5M
XOM↓ Decreased
$596.1M

New Positions (3)

$1.6B · 375K shares
$324.0M · 4K shares
$201.0M · 647 shares

Closed Positions (6)

$2.1B · 138K shares
$610.5M · 275K shares
$440.6M · 10K shares
$290.2M · 1K shares
$252.6M · 344 shares
$215.6M · 8K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services21$46.7B19.7%
Consumer Defensive13$38.8B16.3%
Healthcare14$32.3B13.6%
Industrials18$32.1B13.5%
Technology9$23.2B9.8%
Energy11$19.3B8.1%
Unknown13$15.0B6.3%
Communication Services6$8.3B3.5%
Real Estate8$6.5B2.7%
Utilities8$5.8B2.4%
Consumer Cyclical5$4.8B2.0%
Basic Materials6$4.7B2.0%