Fund HoldingsSCHULHOFF & CO INC

Total Portfolio Value
$209.86M
Total Bought
$5.44M
Total Sold
$9.00M
Net Transaction
-$3.56M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
JP MORGAN CHASE & CO(JPM)047,470+47,47008,0753.85%+8,075
US BANCORP(USB)99,51097,528-1,9823,2904,2212.01%+931
MICROSOFT CORP(MSFT)011,770+11,77004,4262.11%+4,426
LOCKHEED MARTIN(LMT)015,728+15,72807,1293.40%+7,129
ACCENTURE PLC
SHS CLASS A
012,576+12,57604,4132.10%+4,413
SCOTTS CO.(SMG)042,644+42,64402,7191.30%+2,719
INTEL(INTC)34,56734,421-1461,2291,7300.82%+501
QUALCOMM INC(QCOM)14,38114,346-351,5972,0750.99%+478
GENERAL DYNAMICS(GD)11,31211,264-482,5002,9251.39%+425
APPLE INC(AAPL)018,847+18,84703,6291.73%+3,629
AVADEL PHARMACEUTICALS096,000+96,00001,3560.65%+1,356
PNC BANK CORP(PNC)11,30211,239-631,3881,7400.83%+353
ABBOTT LABORATORIES027,031+27,03102,9751.42%+2,975
WESBANCO INC.(WSBC)49,45949,45901,2081,5520.74%+344
3M COMPANY20,93720,942+51,9602,2891.09%+329
WASTE MANAGEMENT INC(WM)09,420+9,42001,6870.80%+1,687
ENERGY TRANSFER LP(ET)017,802+17,80202460.12%+246
INTL BUS. MACHINES(IBM)10,52410,52401,4771,7210.82%+245
BANK OF AMERICA37,58337,599+161,0291,2660.60%+237
VERIZON COMMUNICATIONS(VZ)044,015+44,01501,6590.79%+1,659
FIFTH THIRD BANCORP(FITB)06,753+6,75302330.11%+233
HONEYWELL INDUSTRIES(HON)9,1879,189+21,6971,9270.92%+230
COCA-COLA COMPANY(KO)076,876+76,87604,5302.16%+4,530
EDWARD LIFE SCIENCES02,856+2,85602180.10%+218
LILLY (ELI)(LLY)5,1105,080-302,7452,9611.41%+216
AMERICAN ELECTRIC PWR02,595+2,59502110.10%+211
MCDONALDS(MCD)5,9885,98801,5771,7760.85%+198
AMERICAN EXPRESS(AXP)4,4904,370-1206708190.39%+149
ABBVIE INC(ABBV)28,35828,233-1254,2274,3752.08%+148
MID-AMERICA APART COMM(MAA)025,492+25,49203,4281.63%+3,428
RAYONIER REIT(RYN)38,29237,048-1,2441,0901,2380.59%+148
MEDPACE HOLDINGS INC(MEDP)2,2502,25005456900.33%+145
NORFOLK SOUTHERN(NSC)3,6553,65507208640.41%+144
COSTCO WHOLESALE(COST)01,489+1,48909830.47%+983
AT&T INC(T)84,89984,024-8751,2751,4100.67%+135
GOLDMAN SACHS GROUP(GS)1,8041,855+515847160.34%+132
BERKSHIRE HATHAWAY111105,8465,9692.84%+123
GENERAL ELECTRIC(GE)7,0317,036+57778980.43%+121
SIMON PROPERTY GROUP(SPG)3,4663,46603744940.24%+120
BANK OF NEW YORK MELLON12,45912,463+45316490.31%+117
PGT INNOVATIONS9,0009,00002503660.17%+117
NORTHROP GRUMMAN(NOC)04,079+4,07901,9100.91%+1,910
PROCTER & GAMBLE(PG)0230,934+230,934033,84116.13%+33,841
MONDELEZ INTERNATIONAL(MDLZ)33,26433,229-352,3092,4071.15%+98
DUKE ENERGY(DUK)10,39910,39909181,0090.48%+91
BOEING COMPANY(BA)1,3201,32002533440.16%+91
CEDAR FAIR L.P.32,44132,44101,2001,2910.62%+91
SYSCO(SYY)12,57312,582+98309200.44%+90
WEYERHAEUSER CO(WY)19,25519,25505906690.32%+79
MERCK & CO(MRK)12,15812,15801,2521,3250.63%+74
DISNEY (WALT) COMPANY(DIS)7,8907,89006397120.34%+73
ALPHABET INC(GOOG)7,9177,924+71,0361,1070.53%+71
CINCINNATI FINANCIAL(CINF)53,01553,030+155,4235,4872.61%+64
PIPER SANDLER CO2,1112,11103073690.18%+62
THE MACERICH COMPANY(MAC)13,80113,80101512130.10%+62
L3HARRIS TECHNOLOGIES(LHX)1,5251,550+252663260.16%+61
WELLS FARGO & CO(WFC)7,2707,27002973580.17%+61
MEDTRONIC(MDT)14,99014,99001,1751,2350.59%+60
KIMCO REALTY CORP(KIM)15,05315,05302653210.15%+56
WD-40 COMPANY(WDFC)1,5501,55003153710.18%+56
SHERWIN WILLIAMS(SHW)91191102322840.14%+52
BROWN-FORMAN(BF-A)031,950+31,95001,9040.91%+1,904
LOWES COMPANIES(LOW)4,3024,227-758949410.45%+47
COLGATE PALMOLIVE(CL)5,3345,33403794250.20%+46
CONSOLIDATED EDISON(ED)8,4168,41607207660.36%+46
WILLIAMS COMPANIES INC(WMB)17,60717,60708358810.42%+46
NEWMONT CORP.(NEM)9,8509,85003644080.19%+44
ILLINOIS TOOL WORKS(ITW)1,3021,30203003410.16%+41
JOHNSON & JOHNSON(JNJ)044,645+44,64506,9983.33%+6,998
AMERIPRISE FINANCIAL(AMP)80080002643040.14%+40
NEXTERA ENERGY(NEE)9,8979,89705676010.29%+34
DOW INC(DOW)9,9849,98405155480.26%+33
CATERPILLAR INC.(CAT)1,4301,43003904230.20%+32
SOUTHERN COMPANY(SO)6,0006,00003884210.20%+32
TJX COMPANIES(TJX)6,4296,436+75716040.29%+32
HUBBELL INC.(HUBB)1,9881,98806236540.31%+31
KRAFT HEINZ CO(KHC)8,9558,972+173013320.16%+31
UNITED PARCEL SERVICE(UPS)024,310+24,31003,8221.82%+3,822
CLOROX CO(CLX)2,5682,56803373660.17%+30
SPDR DJIA ETF TRUST68068002282560.12%+29
KINDER MORGAN INC.(KMI)13,64813,64802132410.11%+28
HILLENBRAND INDUSTRIES5,0005,00002122390.11%+28
VISA INC.(V)90090002072340.11%+27
KENVUE INC.(KVUE)17,99217,960-323613870.18%+25
ISHARES CORE S&P 500 ETF50250202162400.11%+24
OGE ENERGY(OGE)14,82514,82504945180.25%+24
DUPONT DE NEMOURS INC(DD)9,8049,80407317540.36%+23
S&P 500 DEPOSITORY RECEIPTS(SPY)47547502032260.11%+23
SMUCKER (J.M.)(SJM)6,1986,19807627830.37%+22
ENBRIDGE(ENB)7,1977,19702392590.12%+20
LAUDER (ESTEE)(EL)011,700+11,70001,7110.82%+1,711
NESTLE SA SPON ADR7,2277,22708208370.40%+18
CAMDEN PROPERTY TRUST(CPT)3,5723,57203383550.17%+17
EMERSON ELECTRIC(EMR)23,21523,192-232,2422,2571.08%+15
SHELL PLC SPON ADS(SHEL)9,8379,83706336470.31%+14
TEGNA INC.13,10013,10001912000.10%+10
EVERGY INC(EVRG)5,5005,50002792870.14%+8
AMERISERV FINANCIAL13,00013,000034420.02%+8
PHILIP MORRIS INTERNATIONAL(PM)4,2144,217+33903970.19%+7
WARNER BROS DISCOVERY(WBD)12,41812,41801351410.07%+6
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