Institutions / Peninsula Asset Management Inc
Peninsula Asset Management Inc
CIK 1091923 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$195.83M
Positions
53
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$195.83M+0.5%Positions
53+17.8%Top holdings
Mar 31, 2026View all 53 โ
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $21.03M | 10.7% |
| Apple Inc. | $13.35M | 6.8% |
| iShares Tr | $12.74M | 6.5% |
| Alphabet Inc. | $8.61M | 4.4% |
| Walmart Inc. | $7.39M | 3.8% |
| S&P Global Inc. | $7.22M | 3.7% |
| Cintas Corp | $7.07M | 3.6% |
| Microsoft Corp | $6.91M | 3.5% |
| Stryker Corp | $6.84M | 3.5% |
| Lowes Companies Inc | $6.81M | 3.5% |
| Aflac Inc | $6.56M | 3.3% |
| Sherwin Williams Co | $6.31M | 3.2% |
| W.w. Grainger, Inc. | $6.25M | 3.2% |
| Nextera Energy Inc | $5.90M | 3.0% |
| Emerson Electric Co | $5.33M | 2.7% |
| Ecolab Inc. | $5.24M | 2.7% |
| NVIDIA Corp | $4.82M | 2.5% |
| Automatic Data Processing Inc | $4.54M | 2.3% |
| Exxon Mobil Corp | $4.16M | 2.1% |
| Nucor Corp | $4.03M | 2.1% |
| Broadcom Inc. | $3.58M | 1.8% |
| Nordson Corp | $3.46M | 1.8% |
| Pepsico Inc | $3.17M | 1.6% |
| International Business Machines Corp | $2.82M | 1.4% |
| Abbott Laboratories | $2.78M | 1.4% |
Activity
Mar 31, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Amazon.com Inc Common stock | $2.53M | +12K | 12,160 1.29% of portfolio | low |
| Q1 2026 as of | Add | Apple Inc. Common stock | $1.71M | +7K +14.73% | 52,606 6.82% of portfolio | low |
| Q1 2026 as of | Exit | Hormel Foods Corp /De Common stock | $-1.48M | -62K -100.00% | 0 | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $1.33M | +4K +59.34% | 11,571 1.83% of portfolio | low |
| Q1 2026 as of | Add | Stryker Corp Common stock | $932.9K | +3K +15.79% | 20,817 3.49% of portfolio | low |
| Q1 2026 as of | New | Coca Cola Co Common stock | $839.7K | +11K | 11,042 0.43% of portfolio | low |
| Q1 2026 as of | New | Bank OZK Common stock | $775.4K | +17K | 16,897 0.40% of portfolio | low |
| Q1 2026 as of | New | Costco Wholesale Corp /New Common stock | $622.8K | +625 | 625 0.32% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $508.4K | +3K +11.78% | 27,650 2.46% of portfolio | low |
| Q1 2026 as of | Trim | 464287507 Common stock | $-478.8K | -7K -2.23% | 311,370 10.74% of portfolio | low |