Fund HoldingsSCHULHOFF & CO INC

Total Portfolio Value
$237.51M
Total Bought
$9.10M
Total Sold
$11.27M
Net Transaction
-$2.17M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
CYTOMX THERAPUTICS0374,850+374,85001,5970.67%+1,597
LILLY (ELI)(LLY)04,850+4,85005,2122.19%+5,212
ALPHABET INC(GOOG)15,09315,137+443,6694,7381.99%+1,069
JOHNSON & JOHNSON(JNJ)42,08641,991-957,8048,6903.66%+886
SPROTT PHYSICAL SILVER TRUST(PSLV)15,00045,900+30,9002361,0860.46%+850
EXXON MOBIL CORP79,01478,986-288,9099,5054.00%+596
US BANCORP(USB)94,01893,168-8504,5444,9712.09%+428
APPLE INC(AAPL)18,93618,940+44,8225,1492.17%+327
QNITY ELECTRONICS(Q)04,200+4,20003250.14%+325
GOLDMAN SACHS GROUP(GS)3,4373,43702,7373,0211.27%+284
COCA-COLA COMPANY(KO)076,592+76,59205,3552.25%+5,355
CISCO SYSTEMS(CSCO)031,051+31,05102,3921.01%+2,392
JP MORGAN CHASE & CO(JPM)45,01444,894-12014,19914,4666.09%+267
CINCINNATI FINANCIAL(CINF)53,54653,459-878,4668,7313.68%+265
MERCK & CO(MRK)12,26312,26301,0291,2910.54%+262
UNITED PARCEL SERVICE(UPS)018,845+18,84501,8690.79%+1,869
CHUBB LIMITED
COM
0647+64702020.09%+202
WESTERN UNION CO(WU)14,85031,650+16,8001192950.12%+176
ACCENTURE PLC
SHS CLASS A
011,532+11,53203,0941.30%+3,094
AMERICAN EXPRESS(AXP)4,3004,30001,4281,5910.67%+162
ARS PHARMACEUTICALS051,150+51,15005960.25%+596
INTL BUS. MACHINES(IBM)010,424+10,42403,0881.30%+3,088
LAUDER (ESTEE)(EL)09,816+9,81601,0280.43%+1,028
WESTERN MIDSTREAM PARTNERS LP(WES)6,50010,100+3,6002553990.17%+144
MPLX LP COM UNIT(MPLX)7,5009,500+2,0003755070.21%+132
BANK OF AMERICA35,53035,554+241,8331,9550.82%+122
PEYTO EXPLORATION CORP034,000+34,00005640.24%+564
MEDPACE HOLDINGS INC(MEDP)2,1772,202+251,1191,2370.52%+117
BRISTOL-MYERS SQUIBB(BMY)020,914+20,91401,1280.47%+1,128
FEDEX CORP(FDX)1,9181,938+204525600.24%+108
NEWMONT CORP.(NEM)10,4509,850-6008819840.41%+102
CATERPILLAR INC.(CAT)1,2211,193-285836830.29%+101
PNC BANK CORP(PNC)11,62911,631+22,3372,4281.02%+91
3M COMPANY17,29517,297+22,6842,7691.17%+85
BANK OF NEW YORK MELLON11,83111,833+21,2891,3740.58%+85
ALPHABET INC(GOOG)1,3461,308-383284100.17%+83
WESBANCO INC.(WSBC)41,53542,275+7401,3261,4050.59%+79
ENERGY TRANSFER LP(ET)38,32044,625+6,3056587360.31%+78
QUALCOMM INC(QCOM)14,61514,61502,4312,5001.05%+69
TJX COMPANIES(TJX)6,9787,012+341,0091,0770.45%+69
INTEL(INTC)20,44520,44506867540.32%+68
GE VERONA(GEV)1,6311,63101,0031,0660.45%+63
RTX CORPORATION(RTX)3,1363,188+525255850.25%+60
WELLS FARGO & CO(WFC)6,3076,309+25295880.25%+59
NOVARTIS AG ADR(NVS)6,0576,050-77778340.35%+57
ITURAN LOCATION & CONTROL
SHS
7,4757,47502673210.14%+54
NEXTERA ENERGY(NEE)9,7939,857+647397910.33%+52
PEPSICO INC(PEP)21,94421,824-1203,0823,1321.32%+50
GE AROSPACE(GE)6,6916,694+32,0132,0620.87%+49
VODAFONE GROUP PLC ADR28,34428,072-2723293710.16%+42
AMGEN INC(AMGN)86986902452840.12%+39
EMERSON ELECTRIC(EMR)022,205+22,20502,9471.24%+2,947
SCHLUMBERGER(SLB)8,4808,48002913250.14%+34
NESTLE SA SPON ADR05,152+5,15205120.22%+512
HUBBELL INC.(HUBB)1,9881,98808558830.37%+27
JOHNSON CONTROLS INT
SHS
2,6852,68502953220.14%+26
MCCORMICK & COMPANY(MKC)020,038+20,03801,3650.57%+1,365
SHELL PLC SPON ADS(SHEL)11,61211,622+108318540.36%+23
EDWARDS LIFESCIENCES2,8562,85602212430.10%+22
SCOTTS CO.(SMG)037,173+37,17302,1690.91%+2,169
FIFTH THIRD BANCORP(FITB)6,7536,75303013160.13%+15
SOLVENTUM CORP.(SOLV)3,8753,726-1492832950.12%+12
CAMDEN PROPERTY TRUST(CPT)03,572+3,57203930.17%+393
DIAMONDS TRUST UNIT SERIES 165565503043150.13%+11
MCDONALDS(MCD)5,9885,98801,8201,8300.77%+10
MEDTRONIC(MDT)12,12112,12101,1541,1640.49%+10
LAMAR ADVERTISING(LAMR)2,1952,19502692780.12%+9
VISA INC.(V)90090003073160.13%+8
ISHARES CORE S&P 500 ETF50250203363440.14%+8
AMERICAN ELECTRIC PWR2,5952,59502922990.13%+7
S&P 500 DEPOSITORY RECEIPTS(SPY)45045003003070.13%+7
BERKSHIRE HATHAWAY111108,2968,3033.50%+7
AMERISERV FINANCIAL13,00013,000038410.02%+4
THE MACERICH COMPANY(MAC)13,80113,80102512550.11%+4
BOEING COMPANY(BA)1,3101,31002832840.12%+2
BERKSHIRE HATHAWAY66366303333330.14%-0
AMERIPRISE FINANCIAL(AMP)0800+80003920.17%+392
WD-40 COMPANY(WDFC)01,510+1,51002970.13%+297
UNUMPROVIDENT(UNM)4,0004,00003113100.13%-1
CONOCOPHILLIPS(COP)2,3982,39802272240.09%-2
ACADIAN TIMBER CORP13,30013,30001571540.06%-3
DISNEY (WALT) COMPANY(DIS)05,594+5,59406360.27%+636
COLGATE PALMOLIVE(CL)05,334+5,33404210.18%+421
CORTEVA, INC(CTVA)09,249+9,24906200.26%+620
PHILIP MORRIS INTERNATIONAL(PM)04,238+4,23806800.29%+680
KINDER MORGAN INC.(KMI)10,41110,41102952860.12%-9
SIMON PROPERTY GROUP(SPG)3,5313,53106636540.28%-9
WASTE MANAGEMENT INC(WM)09,663+9,66302,1230.89%+2,123
CONSOLIDATED EDISON(ED)8,4168,41608468360.35%-10
KENVUE INC.(KVUE)013,978+13,97802410.10%+241
PIPER SANDLER CO1,6181,608-105615460.23%-15
SHERWIN WILLIAMS(SHW)73673602552380.10%-16
ILLINOIS TOOL WORKS(ITW)1,2421,24203243060.13%-18
ENBRIDGE(ENB)7,1977,19703633440.14%-19
BROWN-FORMAN(BF-A)032,250+32,25008480.36%+848
EVERGY INC(EVRG)5,5005,50004183990.17%-19
WEYERHAEUSER CO(WY)18,10518,10504494290.18%-20
MID-AMERICA APART COMM(MAA)024,317+24,31703,3781.42%+3,378
HERSHEY FOODS(HSY)4,1814,18107827610.32%-21
KIMCO REALTY CORP(KIM)16,30316,30303563300.14%-26
Page 1 of 1