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Schulhoff & Co. Inc.
Schulhoff & Co Inc is an independent investment advisory firm headquartered in Cincinnati, Ohio. Founded in 1990, the firm offers portfolio management and financial planning services for individuals, high net worth clients, pension plans, charitable organizations, and corporations. Schulhoff & Co Inc manages $257.2 million in client assets with a focus on personalized service and independent advice. The firm is registered in the state of Ohio and employs 4 people, including 2 financial advisors, to manage its client relationships and investments.
Investment Strategy
Schulhoff & Co Inc provides discretionary and non-discretionary portfolio management services, primarily for high net worth individuals, but also for retail investors, corporations, and charitable organizations. The firm employs a fee-based model (asset-based, hourly, or fixed fees) and emphasizes individualized investment strategies tailored to client goals. Their approach generally includes diversified asset allocation and ongoing portfolio reviews to support risk management and long-term growth. Investments may include a range of equity, fixed income, and other securities depending on client objectives.
Latest 13F Filing Activity
Schulhoff & Co. Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 125 equity positions with a total 13F market value of $225M. The fund increased holdings in JP Morgan Chase & Co., Microsoft Corp., Goldman Sachs Group among other positions. Schulhoff & Co. Inc. reduced exposure to Procter & Gamble, Chevron Corp., Exxon Mobil Corp. among others.
Top Holdings
Equity Positions (125)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PG | PROCTER & GAMBLE | 11.18% | $25.2M | 158,181 | $80.18 | $159.32 | -$2.5M |
J JPM | JP MORGAN CHASE & CO | 5.81% | $13.1M | 45,150 | $51.07 | $289.91 | +$1.8M |
X XOM | EXXON MOBIL CORP | 3.79% | $8.5M | 79,199 | $89.93 | $107.80 | -$852.1K |
| BERKSHIRE HATHAWAY | 3.56% | $8.0M | 11 | $169622.00 | $728800.00 | -$766.1K | |
C CINF | CINCINNATI FINANCIAL | 3.55% | $8.0M | 53,734 | $51.29 | $148.92 | +$44.4K |
Industry Allocation
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