Fund HoldingsSCHULHOFF & CO INC

Total Portfolio Value
$197.83M
Total Bought
$2.07M
Total Sold
$20.34M
Net Transaction
-$18.27M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
EXXON MOBIL CORP80,21378,459-1,7548,6039,2254.66%+622
DUPONT DE NEMOURS INC(DD)09,804+9,80407310.37%+731
CHEVRON CORP(CVX)37,02236,823-1995,8256,2093.14%+384
KENVUE INC.(KVUE)017,992+17,99203610.18%+361
LILLY (ELI)(LLY)5,1755,110-652,4272,7451.39%+318
L3HARRIS TECHNOLOGIES(LHX)01,525+1,52502660.13%+266
CINCINNATI FINANCIAL(CINF)53,98353,015-9685,2545,4232.74%+169
BERKSHIRE HATHAWAY111105,6965,8462.96%+150
ALPHABET INC(GOOG)7,7797,917+1389311,0360.52%+105
PEYTO EXPLORATION CORP025,000+25,00002520.13%+252
GOLDMAN SACHS GROUP(GS)1,6031,804+2015175840.30%+67
CISCO SYSTEMS(CSCO)32,86332,785-781,7001,7630.89%+62
SCHLUMBERGER(SLB)5,7405,74002823350.17%+53
CONOCOPHILLIPS(COP)2,8982,89803003470.18%+47
PYXIS ONCOLOGY INC022,000+22,0000440.02%+44
AMGEN INC(AMGN)0924+92402480.13%+248
INTL BUS. MACHINES(IBM)10,72410,524-2001,4351,4770.75%+42
SHELL PLC SPON ADS(SHEL)9,8179,837+205936330.32%+41
EMERSON ELECTRIC(EMR)24,40123,215-1,1862,2062,2421.13%+36
PIPER SANDLER CO2,1112,11102733070.16%+34
INTEL(INTC)35,89034,567-1,3231,2001,2290.62%+29
WESTERN UNION CO(WU)019,250+19,25002540.13%+254
TJX COMPANIES(TJX)6,4216,429+85445710.29%+27
CRESTWOOD EQUITY08,600+8,60002520.13%+252
WD-40 COMPANY(WDFC)1,5501,55002923150.16%+23
CATERPILLAR INC.(CAT)1,5001,430-703693900.20%+21
MEDPACE HOLDINGS INC(MEDP)2,2052,250+455305450.28%+15
GENERAL ELECTRIC(GE)7,0227,031+97717770.39%+6
NOVARTIS AG ADR(NVS)6,0516,05106116160.31%+6
US BANCORP(USB)99,42499,510+863,2853,2901.66%+5
SIMON PROPERTY GROUP(SPG)3,2033,466+2633703740.19%+5
ACADIAN TIMBER CORP016,300+16,30002070.10%+207
AMERISERV FINANCIAL013,000+13,0000340.02%+34
VODAFONE GROUP PLC ADR32,33032,33003063060.15%+1
AMERIPRISE FINANCIAL(AMP)80080002662640.13%-2
THE MACERICH COMPANY(MAC)013,801+13,80101510.08%+151
SPDR DJIA ETF TRUST0680+68002280.12%+228
VISA INC.(V)0900+90002070.10%+207
S&P 500 DEPOSITORY RECEIPTS(SPY)0475+47502030.10%+203
ISHARES CORE S&P 500 ETF0502+50202160.11%+216
SHERWIN WILLIAMS(SHW)0911+91102320.12%+232
KIMCO REALTY CORP(KIM)14,05315,053+1,0002772650.13%-12
PGT INNOVATIONS9,0009,00002622500.13%-13
WELLS FARGO & CO(WFC)7,2657,270+53102970.15%-13
KRAFT HEINZ CO(KHC)8,9188,955+373173010.15%-15
PHILIP MORRIS INTERNATIONAL(PM)4,2124,214+24113900.20%-21
TEGNA INC.013,100+13,10001910.10%+191
BOEING COMPANY(BA)1,3201,32002792530.13%-26
DOW INC(DOW)10,2239,984-2395445150.26%-30
ABBVIE INC(ABBV)31,59828,358-3,2404,2574,2272.14%-30
COLGATE PALMOLIVE(CL)5,3345,33404113790.19%-32
SOUTHERN COMPANY(SO)6,0006,00004223880.20%-33
HUBBELL INC.(HUBB)1,9881,98806596230.31%-36
DIAGEO PLC(DEO)01,508+1,50802250.11%+225
OGE ENERGY(OGE)14,82514,82505324940.25%-38
WARNER BROS DISCOVERY(WBD)012,418+12,41801350.07%+135
CONSOLIDATED EDISON(ED)8,4168,41607617200.36%-41
EVERGY INC(EVRG)5,5005,50003212790.14%-42
DUKE ENERGY(DUK)10,72410,399-3259629180.46%-45
HILLENBRAND INDUSTRIES05,000+5,00002120.11%+212
ENBRIDGE(ENB)7,6787,197-4812852390.12%-46
ILLINOIS TOOL WORKS(ITW)1,3871,302-853473000.15%-47
CAMDEN PROPERTY TRUST(CPT)3,5723,57203893380.17%-51
WEYERHAEUSER CO(WY)19,25519,25506455900.30%-55
NEWMONT CORP.(NEM)9,8509,85004203640.18%-56
DISNEY (WALT) COMPANY(DIS)7,8097,890+816976390.32%-58
BANK OF AMERICA37,90737,583-3241,0881,0290.52%-59
WESBANCO INC.(WSBC)49,45949,45901,2671,2080.61%-59
KINDER MORGAN INC.(KMI)16,14813,648-2,5002782130.11%-65
CORTEVA, INC(CTVA)10,73510,495-2406155370.27%-78
LOWES COMPANIES(LOW)4,3474,302-459818940.45%-87
CLOROX CO(CLX)2,6682,568-1004243370.17%-88
CEDAR FAIR L.P.32,44132,44101,2971,2000.61%-96
SYSCO(SYY)12,54612,573+279318300.42%-100
QUALCOMM INC(QCOM)14,27214,381+1091,6991,5970.81%-102
RAYONIER REIT(RYN)38,00538,292+2871,1931,0900.55%-104
NORFOLK SOUTHERN(NSC)3,6553,65508297200.36%-109
WILLIAMS COMPANIES INC(WMB)17,75717,607-1509448350.42%-109
AMERICAN EXPRESS(AXP)4,4904,49007826700.34%-112
HERSHEY FOODS(HSY)2,4812,456-256204910.25%-128
MERCK & CO(MRK)12,12812,158+301,3991,2520.63%-148
SMUCKER (J.M.)(SJM)6,1986,19809157620.39%-153
NESTLE SA SPON ADR8,1677,227-9409828200.41%-163
AT&T INC(T)90,59984,899-5,7001,4451,2750.64%-170
NEXTERA ENERGY(NEE)9,9779,897-807405670.29%-173
BANK OF NEW YORK MELLON16,32212,459-3,8637275310.27%-195
MCDONALDS(MCD)6,0085,988-201,7931,5770.80%-215
BRISTOL-MYERS SQUIBB(BMY)24,20422,954-1,2501,5481,3320.67%-216
PFIZER, INC.(PFE)57,11556,659-4562,0951,8790.95%-216
AMERICAN ELECTRIC PWR000000
HONEYWELL INDUSTRIES(HON)9,1539,187+341,9201,6970.86%-223
RAYTHEON TECHNOLOGIES(RTX)000000
CAMPBELL SOUP COMPANY(CPB)000000
MEDTRONIC(MDT)16,11714,990-1,1271,4201,1750.59%-245
GENERAL DYNAMICS(GD)12,79411,312-1,4822,7532,5001.26%-253
MCCORMICK & COMPANY(MKC)21,91621,920+41,9121,6580.84%-254
3M COMPANY22,18220,937-1,2452,2201,9600.99%-260
EDWARDS LIFE SCIENCES2,8560-2,8562690-269
PNC BANK CORP(PNC)13,18011,302-1,8781,6601,3880.70%-272
MONDELEZ INTERNATIONAL(MDLZ)35,77233,264-2,5082,6092,3091.17%-301
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