Fund Holdings

SCHULHOFF & CO INC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP78,98678,722-2649,505,19613,356,0725.49%+3,850,876
CHEVRON CORP(CVX)36,68036,542-1385,590,3987,560,5393.11%+1,970,141
LOCKHEED MARTIN(LMT)15,07215,033-397,290,2129,085,9763.74%+1,795,764
JOHNSON & JOHNSON(JNJ)41,99141,937-548,690,03710,251,0804.22%+1,561,043
CYTOMX THERAPUTICS374,850477,550+102,7001,596,8612,244,4850.92%+647,624
COCA-COLA COMPANY(KO)76,59276,602+105,354,6025,825,6352.40%+471,033
NORTHROP GRUMMAN(NOC)3,8273,817-102,182,1932,604,1101.07%+421,917
VERIZON COMMUNICATIONS(VZ)45,57545,298-2771,856,2692,273,5070.94%+417,238
GE VERONA(GEV)1,6311,63101,065,9721,423,6990.59%+357,727
AT&T INC(T)76,32776,32701,895,9832,212,7440.91%+316,761
DOW INC(DOW)(Put)07,480+7,4800311,542+311,542
LAM RESEARCH CORP(LRCX)01,425+1,4250304,4650.13%+304,465
HONEYWELL INDUSTRIES(HON)8,7708,772+21,710,9391,982,7350.82%+271,796
PEPSICO INC(PEP)21,82421,834+103,132,1803,390,6011.39%+258,421
SHELL PLC SPON ADS(SHEL)11,62211,635+13853,9911,082,0550.45%+228,064
WESTERN UNION CO(WU)31,65059,250+27,600294,661517,2520.21%+222,591
BP PLC ADS(BP)04,702+4,7020221,0080.09%+221,008
ISHARES TR US AEROSPACE & DEFENSE ETF01,000+1,0000218,7500.09%+218,750
COSTCO WHOLESALE1,3921,393+11,200,8081,388,5250.57%+187,717
MERCK & CO(MRK)12,26312,26301,290,8031,475,1160.61%+184,313
PROCTER & GAMBLE(PG)153,667153,572-9522,022,11822,181,9839.12%+159,865
PFIZER, INC.(PFE)48,50248,562+601,207,7191,363,6320.56%+155,913
CORTEVA, INC(CTVA)9,2499,2490619,960774,2330.32%+154,273
QNITY ELECTRONICS(Q)4,2004,136-64324,930477,2110.20%+152,281
INTEL(INTC)20,44520,4450754,420902,2370.37%+147,817
DUKE ENERGY(DUK)10,43410,43401,222,9691,366,2270.56%+143,258
BRISTOL-MYERS SQUIBB(BMY)20,91420,91401,128,1291,268,4650.52%+140,336
CATERPILLAR INC.(CAT)1,1931,152-41683,433816,1450.34%+132,712
FEDEX CORP(FDX)1,9381,9380559,810690,2760.28%+130,466
MONDELEZ INTERNATIONAL(MDLZ)36,25036,094-1561,951,3422,080,4860.86%+129,144
L3HARRIS TECHNOLOGIES(LHX)2,4802,4800728,053855,9720.35%+127,919
ENERGY TRANSFER LP(ET)44,62544,6250735,866861,2620.35%+125,396
NEXTERA ENERGY(NEE)9,8579,8570791,319915,5180.38%+124,199
FATE THERAPEUTICS0100,000+100,0000120,0000.05%+120,000
CONSOLIDATED EDISON(ED)8,4168,4160835,877952,5220.39%+116,645
WILLIAMS COMPANIES INC(WMB)8,8788,8780533,656646,1400.27%+112,484
SCHLUMBERGER(SLB)8,4808,4800325,462435,7870.18%+110,325
HERSHEY FOODS(HSY)4,1814,1810760,858869,1880.36%+108,330
PEYTO EXPLORATION CORP34,00034,0000563,720663,8670.27%+100,147
SCOTTS CO.(SMG)37,17337,293+1202,169,0442,267,7870.93%+98,743
WASTE MANAGEMENT INC(WM)9,6639,668+52,123,2332,221,6780.91%+98,445
HUBBELL INC.(HUBB)1,9881,9880882,890975,5910.40%+92,701
CONOCOPHILLIPS(COP)2,3982,3980224,476316,5360.13%+92,060
NOVARTIS AG ADR(NVS)6,0506,0500834,113924,1370.38%+90,024
OGE ENERGY(OGE)14,82514,8250633,027711,0070.29%+77,980
GENERAL DYNAMICS(GD)11,27711,279+23,796,5143,871,1781.59%+74,664
SIX FLAGS ENT CORP(FUN)28,16628,1660432,066499,9460.21%+67,880
KINDER MORGAN INC.(KMI)10,41110,4110286,198349,0800.14%+62,882
SOUTHERN COMPANY(SO)5,8755,8750512,300567,0550.23%+54,755
WESBANCO INC.(WSBC)42,27542,27501,405,2211,458,0640.60%+52,843
EVERGY INC(EVRG)5,5005,5000398,695450,5600.19%+51,865
VODAFONE GROUP PLC ADR28,07228,0720370,831421,6410.17%+50,810
ENBRIDGE(ENB)7,1977,1970344,232389,6450.16%+45,413
ITURAN LOCATION & CONTROL
SHS
7,4757,4750321,499366,3490.15%+44,850
TJX COMPANIES(TJX)7,0127,017+51,077,1131,120,6140.46%+43,501
DUPONT DE NEMOURS INC(DD)8,6658,537-128348,333390,9940.16%+42,661
AMERICAN ELECTRIC PWR2,5952,5950299,229340,1520.14%+40,923
CHURCHILL DOWNS(CHDN)3,2804,580+1,300373,198411,4210.17%+38,223
KIMCO REALTY CORP(KIM)16,30316,3030330,461366,3280.15%+35,867
MPLX LP COM UNIT(MPLX)9,5009,5000507,015542,1650.22%+35,150
COLGATE PALMOLIVE(CL)5,3345,3340421,492454,6160.19%+33,124
BANK OF NEW YORK MELLON11,83311,835+21,373,6921,403,9860.58%+30,294
JOHNSON CONTROLS INT
SHS
2,6852,6850321,528351,6000.14%+30,072
RTX CORPORATION(RTX)3,1883,160-28584,679609,5640.25%+24,885
MCDONALDS(MCD)5,9885,958-301,830,1121,851,6860.76%+21,574
PHILIP MORRIS INTERNATIONAL(PM)4,2384,240+2679,775701,0410.29%+21,266
CISCO SYSTEMS(CSCO)31,05131,05102,391,8582,409,2470.99%+17,389
ILLINOIS TOOL WORKS(ITW)1,2421,2420305,904323,2800.13%+17,376
WESTERN MIDSTREAM PARTNERS LP(WES)10,10010,1000398,950415,8170.17%+16,867
BROWN-FORMAN(BF-A)32,25032,2500848,497863,9770.36%+15,480
WEYERHAEUSER CO(WY)18,10518,1050428,907442,3050.18%+13,398
WD-40 COMPANY(WDFC)1,5101,5100297,319307,9490.13%+10,630
BROWN-FORMAN(BF-A)35,49335,359-134924,947934,8910.38%+9,944
ACADIAN TIMBER CORP13,30013,3000154,147163,5900.07%+9,443
CHUBB LIMITED
COM
6476470201,941210,8760.09%+8,935
THE MACERICH COMPANY(MAC)13,80113,8010254,766260,8380.11%+6,072
AMERISERV FINANCIAL13,00013,000041,47047,0600.02%+5,590
SIMON PROPERTY GROUP(SPG)3,5313,5310653,623658,6370.27%+5,014
LAMAR ADVERTISING(LAMR)2,1952,1950277,843278,0180.11%+175
KENVUE INC.(KVUE)13,97813,9780241,120240,9800.10%-140
FIFTH THIRD BANCORP(FITB)6,7536,7530316,107313,7440.13%-2,363
SMUCKER (J.M.)(SJM)2,7412,7410268,097264,3420.11%-3,755
AMGEN INC(AMGN)869794-75284,432279,3680.11%-5,064
NORFOLK SOUTHERN(NSC)3,6353,63501,049,4971,043,2450.43%-6,252
GOLDMAN SACHS GROUP(GS)3,4373,563+1263,021,1233,014,2621.24%-6,861
PNC BANK CORP(PNC)11,63111,633+22,427,7382,420,7101.00%-7,028
DIAMONDS TRUST UNIT SERIES 16556550314,773303,3890.12%-11,384
S&P 500 DEPOSITORY RECEIPTS(SPY)4504500306,864292,6530.12%-14,211
EDWARDS LIFESCIENCES2,8562,8560243,474228,7080.09%-14,766
BERKSHIRE HATHAWAY6636630333,256317,7090.13%-15,547
ISHARES CORE S&P 500 ETF5025020343,839327,9110.13%-15,928
UNUMPROVIDENT(UNM)4,0004,0000310,000292,1200.12%-17,880
SHERWIN WILLIAMS(SHW)736686-50238,486219,8970.09%-18,589
UNITED PARCEL SERVICE(UPS)18,84518,806-391,869,2451,850,1440.76%-19,101
CLOROX CO(CLX)2,4682,215-253248,848229,5400.09%-19,308
BOEING COMPANY(BA)1,3101,3100284,427260,7290.11%-23,698
LOWES COMPANIES(LOW)5,1625,16201,244,8671,219,6770.50%-25,190
SYSCO(SYY)12,39012,403+13913,078884,7200.36%-28,358
AMERIPRISE FINANCIAL(AMP)8008000392,272355,5200.15%-36,752
EMERSON ELECTRIC(EMR)22,20522,207+22,947,0472,909,5611.20%-37,486
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