Schulhoff & Co Inc 13F 持仓 · 2026年Q2
Schulhoff & Co 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 132 只证券，申报市值合计 2.49 亿美元。前几大持仓：PG（8.98%）、JPM（5.60%）、XOM（4.27%）。本季前 25 大持仓中：增持 2 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PG | PROCTER & GAMBLE | $22.4M | 8.98% | 152,478 | 减持 |
| 2 | JPM | JP MORGAN CHASE & CO | $14.0M | 5.60% | 42,624 | 减持 |
| 3 | XOM | EXXON MOBIL CORP | $10.6M | 4.27% | 77,822 | 减持 |
| 4 | JNJ | JOHNSON & JOHNSON | $10.4M | 4.18% | 40,998 | 减持 |
| 5 | CINF | CINCINNATI FINANCIAL | $9.7M | 3.89% | 52,321 | 减持 |
| 6 | BRK/A | BERKSHIRE HATHAWAY | $8.2M | 3.31% | 11 | 持平 |
| 7 | LMT | LOCKHEED MARTIN | $7.5M | 3.01% | 14,687 | 减持 |
| 8 | ABBV | ABBVIE INC | $6.8M | 2.72% | 26,880 | 减持 |
| 9 | KO | COCA-COLA COMPANY | $6.0M | 2.41% | 73,707 | 减持 |
| 10 | CVX | CHEVRON CORP | $5.9M | 2.39% | 35,848 | 减持 |
| 11 | LLY | LILLY (ELI) | $5.8M | 2.32% | 4,825 | 持平 |
| 12 | GOOGL | ALPHABET INC | $5.6M | 2.26% | 15,765 | 减持 |
| 13 | USB | US BANCORP | $5.6M | 2.24% | 92,194 | 减持 |
| 14 | AAPL | APPLE INC | $5.5M | 2.20% | 18,890 | 减持 |
| 15 | MSFT | MICROSOFT CORP | $5.1M | 2.04% | 13,596 | 增持 |
| 16 | GD | GENERAL DYNAMICS | $4.0M | 1.60% | 11,260 | 减持 |
| 17 | CSCO | CISCO SYSTEMS | $3.4M | 1.36% | 28,801 | 减持 |
| 18 | MAA | MID-AMERICA APART COMM | $3.1M | 1.23% | 22,042 | 减持 |
| 19 | EMR | EMERSON ELECTRIC | $3.0M | 1.21% | 20,965 | 减持 |
| 20 | IBM | INTL BUS. MACHINES | $2.9M | 1.16% | 10,274 | 减持 |
| 21 | INTC | INTEL | $2.9M | 1.15% | 20,418 | 减持 |
| 22 | PNC | PNC BANK CORP | $2.9M | 1.15% | 11,634 | 增持 |
| 23 | PEP | PEPSICO INC | $2.8M | 1.13% | 20,704 | 减持 |
| 24 | GS | GOLDMAN SACHS GROUP | $2.8M | 1.11% | 2,730 | 减持 |
| 25 | MMM | 3M COMPANY | $2.7M | 1.09% | 16,701 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR