|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Schulhoff & Co Inc
✚
|
|
|---|---|
| CRD # | 105264 |
| SEC # | 801-11987 |
| CIK # | 0001080197 |
| AUM | $279.2 M (2025-03-10) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 513-241-2900 |
| Address | 9370 Main Street Cincinnati, OH 45242-7621 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 25.2 | ||
| J P Morgan Chase & Co | 13.1 | ||
| Exxon Mobil Corp | 8.5 | ||
| Cincinnati Financial Corp | 8.0 | ||
| Lockheed Martin Corp | 7.2 | ||
| Johnson & Johnson | 6.5 | ||
| Microsoft Corp | 5.9 | ||
| Coca Cola Co | 5.4 | ||
| Chevron Corp | 5.4 | ||
| AbbVie Inc | 5.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 9.6 |
| (b) Individuals (high net worth individuals) | 62 | 233.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 22.5 |
| (h) Charitable organizations | 4 | 11.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 215 | 279.2 |
| By Discretionary | ||
| Discretionary | 213 | 257.7 |
| Non-Discretionary | 2 | 21.5 |
| Total | 215 | 279.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 279.2 | |
| Total | 215 | 279.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001080197] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Creegan & Nassoura Financial Group LLC
✚
|
NH | 0.3 |
|
Provider Financial Inc
✚
|
IN | 0.3 |
|
Aspen Wealth Strategies LLC
✚
|
CO | 0.3 |
|
Pacific Asset Management LLC
✚
|
WA | 0.3 |
|
Fortress Planning Group LLC
✚
|
WI | 0.3 |
|
Agate PASS Investment Management LLC
✚
|
WA | 0.3 |
|
Miura Investment Advisors Inc
✚
|
FL | 0.3 |
|
Citrine Capital LLC
✚
|
CA | 0.3 |
|
Beddow Capital Management Inc
✚
|
WY | 0.3 |
|
1 North Wealth Services LLC
✚
|
MD | 0.3 |