John M. Schulhoff

@Schulhoff & Co Inc

Latest period2024 - Q3

Reported2mo 13d ago

Managed Assets$239.515M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ETEnergy Transfer Lp Recent Activity Increased 28.07%	0.17%	$401,250 25,000 shares@ $16.05 avg price	Increased 28.07%
WFCWells Fargo & Co Recent Activity Increased 0.02%	0.17%	$394,017 6,975 shares@ $56.49 avg price	Increased 0.02%
FDXFedex Corp Recent Activity Increased 61.35%	0.16%	$359,889 1,315 shares@ $273.68 avg price	Increased 61.35%
KHCKraft Heinz Co Recent Activity Increased 0.33%	0.13%	$305,857 8,711 shares@ $35.12 avg price	Increased 0.33%