Fund HoldingsSCHULHOFF & CO INC

Total Portfolio Value
$221.62M
Total Bought
$7.51M
Total Sold
$9.85M
Net Transaction
-$2.35M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
CEDAR FAIR(FUN)032,441+32,44101,7630.80%+1,763
APPLE INC(AAPL)018,963+18,96303,9941.80%+3,994
LILLY (ELI)(LLY)4,8804,88003,7964,4181.99%+622
QUALCOMM INC(QCOM)14,52814,538+102,4602,8961.31%+436
MICROSOFT CORP(MSFT)11,82411,840+164,9755,2922.39%+318
GE VERONA(GEV)01,801+1,80103090.14%+309
ALPHABET INC(GOOG)8,4188,598+1801,2711,5660.71%+296
MID-AMERICA APART COMM(MAA)025,327+25,32703,6121.63%+3,612
SOLVENTUM CORP.(SOLV)04,425+4,42502340.11%+234
LOCKHEED MARTIN(LMT)15,95315,968+157,2577,4593.37%+202
COCA-COLA COMPANY(KO)76,88976,911+224,7044,8952.21%+191
HERSHEY FOODS(HSY)2,7063,631+9255266670.30%+141
KIMBERLY CLARK(KMB)13,83213,839+71,7891,9130.86%+123
TJX COMPANIES(TJX)6,7156,722+76267400.33%+114
AT&T INC(T)83,51182,511-1,0001,4701,5770.71%+107
GOLDMAN SACHS GROUP(GS)2,2242,278+549291,0300.46%+101
GENERAL DYNAMICS(GD)11,46311,470+73,2383,3281.50%+90
COSTCO WHOLESALE(COST)1,4511,354-971,0631,1510.52%+88
HONEYWELL INDUSTRIES(HON)09,264+9,26401,9780.89%+1,978
BANK OF AMERICA38,74238,773+311,4691,5420.70%+73
NEWMONT CORP.(NEM)11,85011,85004254960.22%+71
NEXTERA ENERGY(NEE)9,8979,89706337010.32%+68
NOVARTIS AG ADR(NVS)06,210+6,21006610.30%+661
VANDA PHARMACEUTICALS38,50038,50001582180.10%+59
PIPER SANDLER CO1,8381,83803654230.19%+58
SHELL PLC SPON ADS(SHEL)10,02210,092+706727280.33%+57
L3HARRIS TECHNOLOGIES(LHX)1,6371,770+1333493980.18%+49
PYXIS ONCOLOGY INC22,00042,000+20,000941390.06%+45
PHILIP MORRIS INTERNATIONAL(PM)04,224+4,22404280.19%+428
COLGATE PALMOLIVE(CL)5,3345,33404805180.23%+37
FEDEX CORP(FDX)715815+1002072440.11%+37
ENERGY TRANSFER LP(ET)17,80219,522+1,7202803170.14%+37
DUPONT DE NEMOURS INC(DD)09,570+9,57007700.35%+770
DUKE ENERGY(DUK)010,224+10,22401,0250.46%+1,025
SOUTHERN COMPANY(SO)6,0006,00004304650.21%+35
ISHARES SILVER TRUST(SLV)8,9508,95002042380.11%+34
CAMDEN PROPERTY TRUST(CPT)3,5723,57203513850.17%+33
WASTE MANAGEMENT INC(WM)9,4639,601+1382,0172,0480.92%+31
BANK OF NEW YORK MELLON12,33112,334+37117390.33%+28
AMGEN INC(AMGN)84484402402640.12%+24
OGE ENERGY(OGE)014,825+14,82505290.24%+529
MEDPACE HOLDINGS INC(MEDP)2,3262,330+49409600.43%+20
AMERICAN EXPRESS(AXP)4,3704,37009951,0120.46%+17
ISHARES CORE S&P 500 ETF50250202642750.12%+11
KINDER MORGAN INC.(KMI)010,512+10,51202090.09%+209
WELLS FARGO & CO(WFC)6,9726,974+24044140.19%+10
RTX CORPORATION(RTX)3,3363,33603253350.15%+10
PFIZER, INC.(PFE)059,188+59,18801,6560.75%+1,656
AMERICAN ELECTRIC PWR2,5952,59502232280.10%+4
VODAFONE GROUP PLC ADR026,531+26,53102350.11%+235
EVERGY INC(EVRG)5,5005,50002942910.13%-2
KIMCO REALTY CORP(KIM)015,053+15,05302930.13%+293
S&P 500 DEPOSITORY RECEIPTS(SPY)475450-252482450.11%-4
ENBRIDGE(ENB)7,1977,19702602560.12%-4
AMERISERV FINANCIAL013,000+13,0000290.01%+29
SPDR DJIA ETF TRUST68068002702660.12%-5
FIFTH THIRD BANCORP(FITB)6,7536,75302512460.11%-5
ACADIAN TIMBER CORP16,30016,30002112050.09%-5
BERKSHIRE HATHAWAY63363302662580.12%-9
PEYTO EXPLORATION CORP25,00025,00002762670.12%-9
AMERIPRISE FINANCIAL(AMP)80080003513420.15%-9
EDWARD LIFE SCIENCES2,8562,85602732640.12%-9
UNUMPROVIDENT(UNM)4,0004,00002152040.09%-10
CONSOLIDATED EDISON(ED)8,4168,41607647530.34%-12
TEGNA INC.13,10013,10001961830.08%-13
BOEING COMPANY(BA)01,320+1,32002400.11%+240
VISA INC.(V)90090002512360.11%-15
SIMON PROPERTY GROUP(SPG)3,3663,36605275110.23%-16
WILLIAMS COMPANIES INC(WMB)17,88317,88309829620.43%-19
THE MACERICH COMPANY(MAC)13,80113,80102382130.10%-25
WESTERN UNION CO(WU)18,55018,55002592270.10%-33
ILLINOIS TOOL WORKS(ITW)1,3021,30203493090.14%-41
CLOROX CO(CLX)2,5682,56803933500.16%-43
SCHLUMBERGER(SLB)5,7405,74003152710.12%-44
SHERWIN WILLIAMS(SHW)91191103162720.12%-45
KRAFT HEINZ CO(KHC)8,7988,683-1153252800.13%-45
CATERPILLAR INC.(CAT)1,4001,40005134660.21%-47
DOW INC(DOW)9,7509,75005655170.23%-48
WD-40 COMPANY(WDFC)1,5101,51003823320.15%-51
HILLENBRAND INDUSTRIES5,0005,00002512000.09%-51
VERIZON COMMUNICATIONS(VZ)45,90245,410-4921,9261,8730.85%-53
PNC BANK CORP(PNC)11,43011,462+321,8471,7820.80%-65
CORTEVA, INC(CTVA)10,2629,750-5125925260.24%-66
CISCO SYSTEMS(CSCO)032,785+32,78501,5580.70%+1,558
KENVUE INC.(KVUE)17,78416,301-1,4833822960.13%-85
CONOCOPHILLIPS(COP)2,8982,398-5003692740.12%-95
WARNER BROS DISCOVERY(WBD)000000
MERCK & CO(MRK)12,44812,488+401,6431,5460.70%-96
EXXON MOBIL CORP78,74778,669-789,1549,0564.09%-97
HUBBELL INC.(HUBB)1,9881,98808257270.33%-99
NESTLE SA SPON ADR06,527+6,52706660.30%+666
EMERSON ELECTRIC(EMR)23,19422,922-2722,6312,5251.14%-106
3M COMPANY018,435+18,43501,8840.85%+1,884
GE AROSPACE(GE)7,0417,046+51,2361,1200.51%-116
MCCORMICK & COMPANY(MKC)21,59321,633+401,6591,5350.69%-124
MEDTRONIC(MDT)15,08015,100+201,3141,1890.54%-126
LOWES COMPANIES(LOW)4,7294,862+1331,2051,0720.48%-133
JP MORGAN CHASE & CO(JPM)47,30346,141-1,1629,4759,3334.21%-142
WEYERHAEUSER CO(WY)19,25519,25506915470.25%-145
NORFOLK SOUTHERN(NSC)3,6553,65509327850.35%-147
Page 1 of 1