Fund HoldingsSCHULHOFF & CO INC

Total Portfolio Value
$274.01M
Total Bought
$10.66M
Total Sold
$51.41M
Net Transaction
-$40.75M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ABBVIE INC(ABBV)27,81827,708-1105,49349,23417.97%+43,740
JP MORGAN CHASE & CO(JPM)46,15646,15609,73211,0644.04%+1,332
ALPHABET INC(GOOG)9,98311,931+1,9481,6562,2590.82%+603
CINCINNATI FINANCIAL(CINF)53,28754,000+7137,2547,7602.83%+506
APPLE INC(AAPL)18,46819,033+5654,3034,7661.74%+463
GOLDMAN SACHS GROUP(GS)2,5042,829+3251,2401,6200.59%+380
EMERSON ELECTRIC(EMR)022,927+22,92702,8411.04%+2,841
PALANTIR TECHNOLOGIES(PLTR)04,350+4,35003290.12%+329
CINTAS CORPORATION(CTAS)01,414+1,41402580.09%+258
MPLX LP COM UNIT(MPLX)05,000+5,00002390.09%+239
SIX FLAGS ENT CORP(FUN)029,766+29,76601,4340.52%+1,434
CISCO SYSTEMS(CSCO)32,78532,776-91,7451,9400.71%+196
US BANCORP(USB)94,96293,976-9864,3434,4951.64%+152
HONEYWELL INDUSTRIES(HON)09,005+9,00502,0340.74%+2,034
GE VERONA(GEV)1,7861,78604555870.21%+132
BANK OF AMERICA037,809+37,80901,6620.61%+1,662
WESBANCO INC.(WSBC)41,53541,53501,2371,3520.49%+115
FEDEX CORP(FDX)1,3151,675+3603604710.17%+111
BRISTOL-MYERS SQUIBB(BMY)22,41422,41401,1601,2680.46%+108
PNC BANK CORP(PNC)11,46411,490+262,1192,2160.81%+97
WELLS FARGO & CO(WFC)06,977+6,97704900.18%+490
AMERICAN EXPRESS(AXP)4,3704,300-701,1851,2760.47%+91
ENERGY TRANSFER LP(ET)25,00025,00004014900.18%+89
COSTCO WHOLESALE(COST)1,4151,444+291,2551,3240.48%+68
PHILIP MORRIS INTERNATIONAL(PM)4,2264,229+35135810.21%+68
AT&T INC(T)79,53679,53601,7501,8110.66%+61
KINDER MORGAN INC.(KMI)10,51210,51202322880.11%+56
CHEVRON CORP(CVX)037,749+37,74905,4682.00%+5,468
UNUMPROVIDENT(UNM)4,0004,00002382920.11%+54
AMERIPRISE FINANCIAL(AMP)80080003764260.16%+50
TJX COMPANIES(TJX)6,7286,959+2317918410.31%+50
BANK OF NEW YORK MELLON12,33812,173-1658879350.34%+49
DISNEY (WALT) COMPANY(DIS)06,469+6,46907200.26%+720
VISA INC.(V)90090002472840.10%+37
BOEING COMPANY(BA)01,320+1,32002340.09%+234
TEGNA INC.13,10013,10002072400.09%+33
HOME DEPOT(HD)509609+1002062370.09%+31
PIPER SANDLER CO1,8381,83805225510.20%+30
THE MACERICH COMPANY(MAC)13,80113,80102522750.10%+23
SIMON PROPERTY GROUP(SPG)3,3663,399+335695850.21%+16
PEYTO EXPLORATION CORP25,00025,00002842980.11%+14
ENBRIDGE(ENB)7,1977,19702923050.11%+13
ISHARES SILVER TRUST(SLV)8,9509,950+1,0002542620.10%+8
ISHARES CORE S&P 500 ETF50250202902960.11%+6
MEDPACE HOLDINGS INC(MEDP)02,630+2,63008740.32%+874
S&P 500 DEPOSITORY RECEIPTS(SPY)45045002582640.10%+6
JOHNSON CONTROLS
SHS
2,8732,87302232270.08%+4
OGE ENERGY(OGE)14,82514,82506086120.22%+3
VODAFONE GROUP PLC ADR24,96329,838+4,8752502530.09%+3
KIMCO REALTY CORP(KIM)15,05315,05303503530.13%+3
AMERISERV FINANCIAL013,000+13,0000350.01%+35
CLOROX CO(CLX)2,5682,56804184170.15%-1
SCHLUMBERGER(SLB)06,240+6,24002390.09%+239
EVERGY INC(EVRG)5,5005,50003413390.12%-3
FIFTH THIRD BANCORP(FITB)6,7536,75302892860.10%-4
BERKSHIRE HATHAWAY63363302912870.10%-4
DIAMONDS TRUST UNIT SERIES 1680655-252882790.10%-9
CONOCOPHILLIPS(COP)02,398+2,39802380.09%+238
CORTEVA, INC(CTVA)9,7509,75005735550.20%-18
RTX CORPORATION(RTX)3,3363,33604043860.14%-18
SYSCO(SYY)12,05312,063+109419220.34%-18
HUBBELL INC.(HUBB)1,9881,98808528330.30%-19
INTL BUS. MACHINES(IBM)10,64910,619-302,3542,3340.85%-20
ILLINOIS TOOL WORKS(ITW)1,3021,262-403413200.12%-21
WD-40 COMPANY(WDFC)1,5101,51003893660.13%-23
WESTERN UNION CO(WU)017,850+17,85001890.07%+189
SOLVENTUM CORP.(SOLV)4,3004,175-1253002760.10%-24
MICROSOFT CORP(MSFT)011,938+11,93805,0321.84%+5,032
CAMDEN PROPERTY TRUST(CPT)3,5723,57204414140.15%-27
AMERICAN ELECTRIC PWR2,5952,59502662390.09%-27
KENVUE INC.(KVUE)16,27616,244-323763470.13%-30
SHERWIN WILLIAMS(SHW)0736+73602500.09%+250
SHELL PLC SPON ADS(SHEL)010,367+10,36706490.24%+649
ACCENTURE PLC
SHS CLASS A
12,98012,943-374,5884,5531.66%-35
KRAFT HEINZ CO(KHC)8,7118,734+233062680.10%-38
SMUCKER (J.M.)(SJM)3,4773,47704213830.14%-38
SOUTHERN COMPANY(SO)6,0006,00005414940.18%-47
ACADIAN TIMBER CORP013,300+13,30001620.06%+162
AMGEN INC(AMGN)0809+80902110.08%+211
NORFOLK SOUTHERN(NSC)3,6453,64509068550.31%-50
L3HARRIS TECHNOLOGIES(LHX)1,9952,005+104754220.15%-53
WASTE MANAGEMENT INC(WM)09,685+9,68501,9550.71%+1,955
COLGATE PALMOLIVE(CL)5,3345,33405544850.18%-69
CATERPILLAR INC.(CAT)1,4001,305-955484730.17%-74
HERSHEY FOODS(HSY)4,1814,296+1158027280.27%-74
DUKE ENERGY(DUK)10,22410,22401,1791,1020.40%-77
MCDONALDS(MCD)5,9485,94801,8111,7240.63%-87
WEYERHAEUSER CO(WY)18,75518,75506355280.19%-107
MID-AMERICA APART COMM(MAA)25,20725,20704,0053,8961.42%-109
NOVARTIS AG ADR(NVS)6,2106,21007146040.22%-110
BERKSHIRE HATHAWAY111107,6037,4902.73%-113
NESTLE SA SPON ADR06,382+6,38205270.19%+527
DUPONT DE NEMOURS INC(DD)9,4429,44208417200.26%-121
CONSOLIDATED EDISON(ED)8,4168,41608767510.27%-125
NEXTERA ENERGY(NEE)9,8979,89708377100.26%-127
3M COMPANY17,93717,939+22,4522,3160.85%-136
LOWES COMPANIES(LOW)5,0474,977-701,3671,2280.45%-139
ABBOTT LABORATORIES25,93624,896-1,0402,9572,8161.03%-141
DOW INC(DOW)9,7509,75005333910.14%-141
GE AROSPACE(GE)7,0527,056+41,3301,1770.43%-153
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