Fund HoldingsSCHULHOFF & CO INC

Total Portfolio Value
$225.86M
Total Bought
$4.94M
Total Sold
$64.61M
Net Transaction
-$59.67M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BERKSHIRE HATHAWAY111107,4908,7833.89%+1,293
JOHNSON & JOHNSON(JNJ)042,973+42,97307,1273.16%+7,127
EXXON MOBIL CORP078,952+78,95209,3904.16%+9,390
CHEVRON CORP(CVX)37,74937,515-2345,4686,2762.78%+808
COCA-COLA COMPANY(KO)077,142+77,14205,5252.45%+5,525
ARS PHARMACEUTICALS040,500+40,50005090.23%+509
ABBOTT LABORATORIES24,89624,596-3002,8163,2631.44%+447
AT&T INC(T)79,53679,261-2751,8112,2420.99%+430
CHURCHILL DOWNS(CHDN)03,760+3,76004180.18%+418
VERIZON COMMUNICATIONS(VZ)046,538+46,53802,1110.93%+2,111
MID-AMERICA APART COMM(MAA)25,20725,142-653,8964,2131.87%+317
MONDELEZ INTERNATIONAL(MDLZ)034,991+34,99102,3741.05%+2,374
INTL BUS. MACHINES(IBM)10,61910,61902,3342,6411.17%+306
3M COMPANY17,93917,791-1482,3162,6131.16%+297
WASTE MANAGEMENT INC(WM)9,6859,690+51,9552,2430.99%+289
LILLY (ELI)(LLY)04,842+4,84203,9991.77%+3,999
JP MORGAN CHASE & CO(JPM)46,15645,975-18111,06411,2784.99%+214
GE AROSPACE(GE)7,0566,935-1211,1771,3880.61%+211
EDWARDS LIFESCIENCES02,856+2,85602070.09%+207
LAMAR ADVERTISING(LAMR)01,770+1,77002010.09%+201
CINCINNATI FINANCIAL(CINF)54,00053,870-1307,7607,9583.52%+198
CONSOLIDATED EDISON(ED)8,4168,41607519310.41%+180
SHELL PLC SPON ADS(SHEL)10,36711,117+7506498150.36%+165
NORTHROP GRUMMAN(NOC)03,901+3,90101,9970.88%+1,997
KIMBERLY CLARK(KMB)012,972+12,97201,8450.82%+1,845
DUKE ENERGY(DUK)10,22410,22401,1021,2470.55%+145
MCDONALDS(MCD)5,9485,963+151,7241,8630.82%+138
NEWMONT CORP.(NEM)010,450+10,45005050.22%+505
PEYTO EXPLORATION CORP25,00034,000+9,0002984310.19%+133
GENERAL DYNAMICS(GD)011,619+11,61903,1671.40%+3,167
MCCORMICK & COMPANY(MKC)020,310+20,31001,6720.74%+1,672
MEDTRONIC(MDT)012,972+12,97201,1660.52%+1,166
RAYONIER REIT(RYN)036,972+36,97201,0310.46%+1,031
BRISTOL-MYERS SQUIBB(BMY)22,41422,41401,2681,3670.61%+99
PHILIP MORRIS INTERNATIONAL(PM)4,2294,232+35816720.30%+91
CISCO SYSTEMS(CSCO)32,77632,626-1501,9402,0130.89%+73
NOVARTIS AG ADR(NVS)6,2106,054-1566046750.30%+71
OGE ENERGY(OGE)14,82514,82506126810.30%+70
ISHARES SILVER TRUST(SLV)9,95010,400+4502623220.14%+60
BERKSHIRE HATHAWAY633648+152873450.15%+58
BANK OF NEW YORK MELLON12,17311,825-3489359920.44%+57
RTX CORPORATION(RTX)3,3363,33603864420.20%+56
AMGEN INC(AMGN)809839+302112610.12%+51
SOUTHERN COMPANY(SO)6,0005,875-1254945400.24%+46
AMERICAN ELECTRIC PWR2,5952,59502392840.13%+44
NESTLE SA SPON ADR6,3825,652-7305275710.25%+43
CORTEVA, INC(CTVA)9,7509,500-2505555980.26%+42
KENVUE INC.(KVUE)16,24416,221-233473890.17%+42
EVERGY INC(EVRG)5,5005,50003393790.17%+41
PALANTIR TECHNOLOGIES(PLTR)4,3504,35003293670.16%+38
INTEL(INTC)022,831+22,83105180.23%+518
UNUMPROVIDENT(UNM)4,0004,00002923260.14%+34
CINTAS CORPORATION(CTAS)1,4141,41402582910.13%+32
VISA INC.(V)90090002843150.14%+31
SOLVENTUM CORP.(SOLV)4,1754,020-1552763060.14%+30
SMUCKER (J.M.)(SJM)3,4773,47703834120.18%+29
MPLX LP COM UNIT(MPLX)5,0005,00002392680.12%+28
WILLIAMS COMPANIES INC(WMB)011,400+11,40008160.36%+816
CAMDEN PROPERTY TRUST(CPT)3,5723,57204144370.19%+22
SCHLUMBERGER(SLB)6,2406,24002392610.12%+22
COSTCO WHOLESALE(COST)1,4441,420-241,3241,3430.59%+19
L3HARRIS TECHNOLOGIES(LHX)2,0052,105+1004224410.20%+19
VODAFONE GROUP PLC ADR29,83828,688-1,1502532690.12%+15
COLGATE PALMOLIVE(CL)5,3345,33404855000.22%+15
CONOCOPHILLIPS(COP)2,3982,39802382520.11%+14
ENBRIDGE(ENB)7,1977,19703053190.14%+14
ALPHABET INC(GOOG)11,93114,684+2,7532,2592,2711.01%+12
KINDER MORGAN INC.(KMI)10,51210,51202883000.13%+12
NORFOLK SOUTHERN(NSC)3,6453,64508558630.38%+8
TJX COMPANIES(TJX)6,9596,965+68418480.38%+8
SHERWIN WILLIAMS(SHW)73673602502570.11%+7
WEYERHAEUSER CO(WY)18,75518,105-6505285300.23%+2
WD-40 COMPANY(WDFC)1,5101,51003663680.16%+2
WESTERN UNION CO(WU)17,85017,85001891890.08%-0
TEGNA INC.13,10013,10002402390.11%-1
ACADIAN TIMBER CORP13,30013,30001621610.07%-1
KRAFT HEINZ CO(KHC)8,7348,765+312682670.12%-1
WELLS FARGO & CO(WFC)6,9776,804-1734904880.22%-2
AMERISERV FINANCIAL13,00013,000035320.01%-3
DIAMONDS TRUST UNIT SERIES 165565502792750.12%-4
ILLINOIS TOOL WORKS(ITW)1,2621,26203203130.14%-7
NEXTERA ENERGY(NEE)9,8979,89707107020.31%-8
BOEING COMPANY(BA)1,3201,32002342250.10%-9
GOLDMAN SACHS GROUP(GS)2,8292,945+1161,6201,6090.71%-11
S&P 500 DEPOSITORY RECEIPTS(SPY)45045002642520.11%-12
HERSHEY FOODS(HSY)4,2964,181-1157287150.32%-12
HOME DEPOT(HD)609610+12372240.10%-13
ISHARES CORE S&P 500 ETF50250202962820.12%-13
SYSCO(SYY)12,06312,073+109229060.40%-16
FIFTH THIRD BANCORP(FITB)6,7536,75302862650.12%-21
SIMON PROPERTY GROUP(SPG)3,3993,39905855650.25%-21
QUALCOMM INC(QCOM)014,722+14,72202,2611.00%+2,261
ENERGY TRANSFER LP(ET)25,00025,00004904650.21%-25
KIMCO REALTY CORP(KIM)15,05315,05303533200.14%-33
DUPONT DE NEMOURS INC(DD)9,4429,192-2507206860.30%-33
THE MACERICH COMPANY(MAC)13,80113,80102752370.10%-38
AMERIPRISE FINANCIAL(AMP)80080004263870.17%-39
CLOROX CO(CLX)2,5682,56804173780.17%-39
CATERPILLAR INC.(CAT)1,3051,30504734300.19%-43
GE VERONA(GEV)1,7861,755-315875360.24%-52
Page 1 of 1