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John M. Schulhoff

@Schulhoff & Co Inc

Latest period2024 - Q3ReportedManaged Assets$239.515MTotal holdings128
Assets growth rate8.08%Assets growth rate (2-Q avg)2.6%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Schulhoff & Co Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 128 positions.

Assets under management

The assets under management (AUM) of Schulhoff & Co Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 239.515M in assets, with a quarterly growth rate of 8.08% and a 2-quarter average growth rate of 2.6%. The portfolio is managed by John M. Schulhoff, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JCIJohnson Controls Plc
Recent Activity
New Position
0.1%
$222,973
2,873 shares@ $77.61 avg price
LAMRLamar Advertising
Recent Activity
New Position
0.1%
$216,432
1,620 shares@ $133.6 avg price
DEODiageo Plc Adr
Recent Activity
New Position
0.09%
$211,632
1,508 shares@ $140.34 avg price
HDHome Depot
Recent Activity
New Position
0.09%
$206,246
509 shares@ $405.2 avg price
GEHCGe Healthcare
Recent Activity
New Position
0.09%
$200,745
2,139 shares@ $93.85 avg price