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PENINSULA ASSET MANAGEMENT INC13F | |
| PENINSULA ASSET MANAGEMENT INC | |
| Last update 2025-05-08 | 44 Stocks (2 new) |
| Value $180.00 Mil | Turnover 4 % |
PENINSULA ASSET MANAGEMENT INC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJH | iShares Core S&P Mid-Cap ETF | 319,885 | 18,665.3 | -2.22% | 10.360 | -0.24% | 0.020 | +16.64% | +3.13% | 97,920.0 | ||
IJR | iShares Core S&P Small-Cap ETF | 104,782 | 10,957.0 | -1.86% | 6.080 | -0.12% | 0.010 | +17.16% | -1.41% | 82,221.5 | ||
CTAS | Cintas Corp | 52,964 | 10,885.7 | -1.51% | 6.040 | -0.08% | 0.010 | +6.92% | +20.69% | 88,519.6 | Business Services | |
AAPL | Apple Inc | 48,176 | 10,701.3 | -1.69% | 5.940 | -0.11% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
SPGI | S&P Global Inc | 17,729 | 9,008.1 | -2.15% | 5.000 | -0.10% | 0.010 | +11.22% | +4.35% | 158,803.4 | Capital Markets | |
MSFT | Microsoft Corp | 19,352 | 7,264.6 | +10.12% | 4.030 | +0.37% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
LOW | Lowe's Companies Inc | 29,919 | 6,978.0 | -1.87% | 3.870 | -0.07% | 0.010 | +4.09% | -7.20% | 127,124.1 | Retail - Cyclical | |
SHW | Sherwin-Williams Co | 19,920 | 6,955.9 | -3.86% | 3.860 | -0.14% | 0.010 | +2.67% | +0.48% | 85,221.7 | Chemicals | |
AFL | Aflac Inc | 62,289 | 6,925.9 | -0.99% | 3.850 | -0.03% | 0.010 | -4.66% | +0.39% | 55,524.2 | Insurance | |
SYK | Stryker Corp | 18,437 | 6,863.2 | -1.04% | 3.810 | -0.04% | 0.000 | +13.75% | +10.24% | 151,012.4 | Medical Devices & Instruments |
PENINSULA ASSET MANAGEMENT INC's Historical Top Holdings Breakdowns
PENINSULA ASSET MANAGEMENT INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CINF | Cincinnati Financial Corp | 2025-03-31 | Reduce Reduce | -1.90% | 133.67 ($140.75) 147.81 | $151.00 | 7.28% | Reduce -77.75% | 7,120 | -24,880 | |
BRO | Brown & Brown Inc | 2025-03-31 | New Buy New Buy | +1.68% | 100.54 ($111.74) 124.4 | $103.24 | -7.61% | New holding | 24,335 | 24,335 | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 2025-03-31 | New Buy New Buy | +1.54% | 217.4 ($244.61) 264.74 | $281.96 | 15.27% | New holding | 11,186 | 11,186 | |
PPG | PPG Industries Inc | 2025-03-31 | Sold Out Sold Out | -1.33% | 107.44 ($115.29) 124.29 | $115.40 | 0.10% | Sold Out | 0 | -20,960 | |
BF.B | Brown-Forman Corp | 2025-03-31 | Sold Out Sold Out | -0.92% | 30.65 ($33.71) 37.96 | $30.19 | -10.44% | Sold Out | 0 | -45,494 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.37% | 375.39 ($407.71) 447.2 | $505.27 | 23.93% | Add 10.12% | 19,352 | 1,778 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -0.24% | 57.21 ($62.1) 65.8 | $63.88 | 2.87% | Reduce -2.22% | 319,885 | -7,275 | |
GOOGL | Alphabet Inc | 2025-03-31 | Add Add | +0.17% | 154.33 ($181.36) 206.38 | $191.34 | 5.50% | Add 6.97% | 29,531 | 1,925 | |
SHW | Sherwin-Williams Co | 2025-03-31 | Reduce Reduce | -0.14% | 330.16 ($350.95) 365.55 | $340.07 | -3.10% | Reduce -3.86% | 19,920 | -800 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -0.13% | 551.42 ($587.78) 612.93 | $628.86 | 6.99% | Reduce -13% | 2,710 | -405 |
PENINSULA ASSET MANAGEMENT INC Total Holding History ($B)
PENINSULA ASSET MANAGEMENT INC's Asset Allocation
PENINSULA ASSET MANAGEMENT INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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PENINSULA ASSET MANAGEMENT INC's Hypothetical Growth since 2025-03-31
PENINSULA ASSET MANAGEMENT INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
PENINSULA ASSET MANAGEMENT INC's Holdings Heat Map
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PENINSULA ASSET MANAGEMENT INC's Holdings Bubble Chart
PENINSULA ASSET MANAGEMENT INC News
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