1y return+13.7%S&P 500 +20.9%
3y return+28.5%S&P 500 +68.5%
5y return+37.6%S&P 500 +74.5%
10y return+99.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $199 against $357 in the S&P 500.2
Schulhoff & Co IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PGProcter & Gamble | $22.4M | 9.0% | |
| JPMJp Morgan Chase & Co | $14.0M | 5.6% | −4.2% |
| Exxon Mobil CorpCUSIP 30231G102 | $10.6M | 4.3% | −1.1% |
| JNJJohnson & Johnson | $10.4M | 4.2% | −2.2% |
| CINFCincinnati Financial | $9.7M | 3.9% | −2.1% |
| BRK/ABerkshire Hathaway | $8.2M | 3.3% | |
| LMTLockheed Martin | $7.5M | 3.0% | −2.3% |
| ABBVAbbvie Inc | $6.8M | 2.7% | −2.5% |
| KOCoca-cola Company | $6.0M | 2.4% | −3.8% |
| CVXChevron Corp | $5.9M | 2.4% | −1.9% |
| LLYLilly (eli) | $5.8M | 2.3% | |
| GOOGLAlphabet Inc | $5.6M | 2.3% | |
| USBUs Bancorp | $5.6M | 2.2% | −1.1% |
| AAPLApple Inc | $5.5M | 2.2% | |
| MSFTMicrosoft Corp | $5.1M | 2.0% | |
| GDGeneral Dynamics | $4.0M | 1.6% | |
| CSCOCisco Systems | $3.4M | 1.4% | −7.2% |
| MAAMid-america Apart Comm | $3.1M | 1.2% | −9.4% |
| EMREmerson Electric | $3.0M | 1.2% | −5.6% |
| IBMIntl Bus. Machines | $2.9M | 1.2% | −1.4% |
| PNCPnc Bank Corp | $2.9M | 1.2% | |
| INTCIntel | $2.9M | 1.1% | |
| PEPPepsico Inc | $2.8M | 1.1% | −5.2% |
| GSGoldman Sachs Group | $2.8M | 1.1% | −23.4% |
| 3m CompanyCUSIP 604059105 | $2.7M | 1.1% | −3.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LLYLilly (eli) | June 30, 2020 | +630.6% | $5.8M |
| GEVGe Verona | June 30, 2024 | +585.0% | $1.8M |
| Ge ArospaceCUSIP 369604103 | June 30, 2020 | +584.1% | $2.5M |
| BNYBank Of New York Mellon | June 30, 2020 | +274.1% | $1.7M |
| JPMJp Morgan Chase & Co | June 30, 2020 | +248.0% | $14.0M |
| GSGoldman Sachs Group | September 30, 2022 | +245.1% | $2.8M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $10.6M |
| CINFCincinnati Financial | June 30, 2020 | +189.1% | $9.7M |
| BRK/ABerkshire Hathaway | June 30, 2020 | +180.2% | $8.2M |
| GOOGLAlphabet Inc | March 31, 2022 | +157.0% | $5.6M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +3.2% | +14.8% |
| March 31, 2026 | +2.5% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +5.1% | +7.8% |
| June 30, 2025 | +0.1% | +10.5% |
| March 31, 2025 | +2.1% | −4.6% |
| December 31, 2024 | −4.1% | +2.1% |
| September 30, 2024 | +7.5% | +5.4% |
| June 30, 2024 | −1.6% | +4.0% |
| March 31, 2024 | +7.9% | +10.0% |
| December 31, 2023 | +5.8% | +11.2% |
| September 30, 2023 | −4.5% | −3.6% |
| June 30, 2023 | +0.9% | +8.3% |
| March 31, 2023 | −1.1% | +7.0% |
| December 31, 2022 | +14.4% | +7.1% |
| September 30, 2022 | −11.2% | −5.3% |
| June 30, 2022 | −8.8% | −16.5% |
| March 31, 2022 | +7.7% | −4.9% |
| December 31, 2021 | +10.0% | +10.7% |
| September 30, 2021 | −2.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Schulhoff & Co Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1080197&type=13F-HR&dateb=&owner=include&count=40CIK 1080197
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1080197/000119312526348231/Filed August 13, 2026 · accession 0001193125-26-348231