StockDriftsStockDriftsTop 50 Schulhoff & CO INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE | 8.99% | 152.5K | $22.4M | -0.71%(-1.09K) | $71.10(+101.43%) | 2026-06-30 | |
| JPM | JP MORGAN CHASE & CO | 5.61% | 42.6K | $14.0M | -4.22%(-1.88K) | $52.82(+590.52%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 4.28% | 77.8K | $10.6M | -1.14%(-900) | $76.69(+109.72%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 4.19% | 41.0K | $10.4M | -2.24%(-939) | $74.28(+250.66%) | 2026-06-30 | |
| CINF | CINCINNATI FINANCIAL | 3.89% | 52.3K | $9.7M | -2.05%(-1.10K) | $38.62(+348.44%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY | 3.31% | 11 | $8.2M | +0.00%(+0) | $588128.58(+27.08%) | 2026-06-30 | |
| LMT | LOCKHEED MARTIN | 3.01% | 14.7K | $7.5M | -2.30%(-346) | $172.55(+250.84%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.72% | 26.9K | $6.8M | -2.47%(-680) | $59.59(+318.55%) | 2026-06-30 | |
| KO | COCA-COLA COMPANY | 2.41% | 73.7K | $6.0M | -3.78%(-2.90K) | $25.55(+242.94%) | 2026-06-30 | |
| CVX | CHEVRON CORP | 2.39% | 35.8K | $5.9M | -1.90%(-694) | $84.63(+137.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.18% | +33.75% | +5.92% | +33.32% |
| Top 20 Holdings Unweighted | +10.80% | +36.04% | +5.75% | +32.24% |
Schulhoff & CO INC reports $248.97M in US-listed equity holdings across 134 positions in its most recent 13F filing. Its largest disclosed positions are PG (9.0%), JPM (5.6%) and XOM (4.3%). The top 20 holdings account for 58.43% of reported assets. Its disclosed equity book has returned +33.75% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Schulhoff & CO INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1080197). View Schulhoff & CO INC’s 13F filings on SEC