Schulhoff & Co Inc holds a diversified book of 133 stocks worth $248.8M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Honeywell Aerospace and trimmed Procter & Gamble Co. Their largest long position is Procter & Gamble Co at 9% of the equity book. They also disclosed $205K in put options (a bearish bet), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +24% (+12.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.8 points over this window.
Growth of $10,000 cloning Schulhoff & Co Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
94% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Schulhoff & Co Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| HUNTINGTON NATIONAL BANK | 74 / 80 | $5.6B |
| Clearstead Advisors, LLC | 74 / 80 | $1.5B |
| BlackRock, Inc. | 73 / 80 | $1.5T |
| FMR LLC | 73 / 80 | $437.6B |
| MORGAN STANLEY | 73 / 80 | $359.9B |
| JPMORGAN CHASE & CO | 73 / 80 | $331.0B |
| BANK OF AMERICA CORP /DE/ | 73 / 80 | $237.1B |
| NORTHERN TRUST CORP | 73 / 80 | $207.7B |
Ranked by how many of Schulhoff & Co Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Procter & Gamble COM | $22.4M | 152.5K | 9.0% | ▼−0.7% Reduced · −1K sh | |
| 2 | JP Morgan Chase & Co COM | $14.0M | 42.6K | 5.6% | ▼−4.2% Reduced · −2K sh | |
| 3 | Exxon Mobil Corp COM | $10.6M | 77.8K | 4.3% | ▼−1.1% Reduced · −900 sh | |
| 4 | Johnson & Johnson COM | $10.4M | 41.0K | 4.2% | ▼−2.2% Reduced · −939 sh | |
| 5 | Cincinnati Financial COM | $9.7M | 52.3K | 3.9% | ▼−2.0% Reduced · −1K sh | |
| 6 | Berkshire Hathaway CLASS A | $8.2M | 11 | 3.3% | —Held | |
| 7 | Lockheed Martin COM | $7.5M | 14.7K | 3.0% | ▼−2.3% Reduced · −346 sh | |
| 8 | Abbvie Inc COM | $6.8M | 26.9K | 2.7% | ▼−2.5% Reduced · −680 sh | |
| 9 | Coca-Cola Company COM | $6.0M | 73.7K | 2.4% | ▼−3.8% Reduced · −3K sh | |
| 10 | Chevron Corp COM | $5.9M | 35.8K | 2.4% | ▼−1.9% Reduced · −694 sh | |
| 11 | Lilly (Eli) COM | $5.8M | 4.8K | 2.3% | —Held | |
| 12 | Alphabet Inc CLASS A | $5.6M | 15.8K | 2.3% | ▼−0.1% Reduced · −25 sh | |
| 13 | US Bancorp COM | $5.6M | 92.2K | 2.2% | ▼−1.1% Reduced · −987 sh | |
| 14 | Apple Inc COM | $5.5M | 18.9K | 2.2% | ▼−0.3% Reduced · −50 sh | |
| 15 | Microsoft Corp COM | $5.1M | 13.6K | 2.0% | ▲+0.8% Added · +103 sh | |
| 16 | General Dynamics COM | $4.0M | 11.3K | 1.6% | ▼−0.2% Reduced · −19 sh | |
| 17 | Cisco Systems COM | $3.4M | 28.8K | 1.4% | ▼−7.2% Reduced · −2K sh | |
| 18 | Mid-America Apart Comm COM | $3.1M | 22.0K | 1.2% | ▼−9.3% Reduced · −2K sh | |
| 19 | Emerson Electric COM | $3.0M | 21.0K | 1.2% | ▼−5.6% Reduced · −1K sh | |
| 20 | Intl Bus. Machines COM | $2.9M | 10.3K | 1.2% | ▼−1.4% Reduced · −150 sh | |
| 21 | PNC Bank Corp COM | $2.9M | 11.6K | 1.2% | ▲~0% Added · +1 sh | |
| 22 | INTEL COM | $2.9M | 20.4K | 1.1% | ▼−0.1% Reduced · −27 sh | |
| 23 | Pepsico Inc COM | $2.8M | 20.7K | 1.1% | ▼−5.2% Reduced · −1K sh | |
| 24 | Goldman Sachs Group COM | $2.8M | 2.7K | 1.1% | ▼−23% Reduced · −833 sh | |
| 25 | 3M Company COM | $2.7M | 16.7K | 1.1% | ▼−3.5% Reduced · −598 sh | |
| 26 | Waste Management Inc COM | $2.6M | 15.8K | 1.1% | ▲+64% Added · +6K sh | |
| 27 | Scotts Co. CLASS A | $2.5M | 36.9K | 1.0% | ▼−1.2% Reduced · −437 sh | |
| 28 | Ge Arospace COM | $2.5M | 6.7K | 1.0% | ▲~0% Added · +2 sh | |
| 29 | Qualcomm Inc COM | $2.5M | 13.4K | 1.0% | ▼−6.4% Reduced · −920 sh | |
| 30 | Abbott Laboratories COM | $2.0M | 22.5K | 0.8% | ▼−5.6% Reduced · −1K sh | |
| 31 | Accenture PLC COM | $2.0M | 16.2K | 0.8% | ▲+22% Added · +3K sh | |
| 32 | Bank Of America COM | $2.0M | 34.3K | 0.8% | ▼−8.0% Reduced · −3K sh | |
| 33 | Northrop Grumman COM | $1.9M | 3.8K | 0.8% | ▲~0% Added · +1 sh | |
| 34 | Mondelez International COM | $1.9M | 33.5K | 0.8% | ▼−7.3% Reduced · −3K sh | |
| 35 | United Parcel Service COM | $1.9M | 17.8K | 0.8% | ▼−5.5% Reduced · −1K sh | |
| 36 | Ge Verona COM | $1.8M | 1.6K | 0.7% | ▼−4.2% Reduced · −68 sh | |
| 37 | Verizon Communications COM | $1.8M | 43.0K | 0.7% | ▼−5.1% Reduced · −2K sh | |
| 38 | Cytomx Theraputics COM | $1.8M | 477.6K | 0.7% | —Held | |
| 39 | Bank Of New York Mellon COM | $1.7M | 11.8K | 0.7% | ▲~0% Added · +2 sh | |
| 40 | Wesbanco Inc. COM | $1.6M | 41.3K | 0.6% | ▼−2.4% Reduced · −1K sh | |
| 41 | Merck & Co COM | $1.6M | 12.3K | 0.6% | —Held | |
| 42 | AT&T Inc COM | $1.6M | 75.9K | 0.6% | ▼−0.5% Reduced · −400 sh | |
| 43 | McDonalds COM | $1.6M | 5.8K | 0.6% | ▼−2.7% Reduced · −160 sh | |
| 44 | American Express COM | $1.5M | 4.3K | 0.6% | —Held | |
| 45 | Duke Energy COM | $1.3M | 10.4K | 0.5% | —Held | |
| 46 | Costco Wholesale COM | $1.3M | 1.4K | 0.5% | ▲+0.1% Added · +1 sh | |
| 47 | Kimberly Clark COM | $1.3M | 11.6K | 0.5% | ▼−5.6% Reduced · −689 sh | |
| 48 | Medpace Holdings Inc COM | $1.2M | 2.3K | 0.5% | ▲+0.2% Added · +4 sh | |
| 49 | Bristol-Myers Squibb COM | $1.2M | 20.9K | 0.5% | —Held | |
| 50 | Caterpillar Inc. COM | $1.2M | 1.1K | 0.5% | ▼−2.2% Reduced · −25 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1080197/holdings"
Use Arkolith to show SCHULHOFF & CO INC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | DOW INCDOW | $205K | 7K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 135 | $249.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 133 | $243.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 132 | $237.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 135 | $234.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 135 | $225.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 132 | $225.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 129 | $274.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 129 | $239.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.