Sponsored

The Analysis of PENINSULA ASSET MANAGEMENT INC's Holdings & P&L

Currently, PENINSULA ASSET MANAGEMENT INC holds 53 types of securities in its portfolio with a total value $195.8M. In the most recent quarter, they have increased their positions in AMZN (+12.2K shares, valued at $2.5M), AAPL (+6.8K shares, valued at $1.7M), N/A (+4.3K shares, valued at $1.3M); decreased their positions in IJH (-7.1K shares, valued at $478.8K), PEP (-2.5K shares, valued at $380.5K), IJR (-2.7K shares, valued at $333.2K); initiated new positions in AMZN (+12.2K shares, valued at $2.5M), KO (+11.0K shares, valued at $839.7K), OZK (+16.9K shares, valued at $775.4K).

1M P&L

+197.2K+0.10%

3M P&L

-1.5M-0.77%

HY P&L

+7.5M+4.05%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A38.0M

20.9%

2Specialty Chemicals13.5M

7.4%

3Consumer Electronics13.4M

7.3%

Top Industries by Stock Count

1N/A6 stocks

12.8%

2Specialty Chemicals3 stocks

6.4%

3Medical Devices2 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IJH ISHARES TR311.4K shares-2.23%2026-03-312026-05-05

AAPL APPLE INC52.6K shares14.73%2026-03-312026-05-05

IJR ISHARES TR102.5K shares-2.55%2026-03-312026-05-05

ALPHABET INC ALPHABET INC29.9K shares1.94%2026-03-312026-05-05

WMT WALMART INC59.4K shares-0.77%2026-03-312026-05-05

SPGI S&P GLOBAL INC17.0K shares-2.19%2026-03-312026-05-05

CTAS CINTAS CORP41.8K shares-2.04%2026-03-312026-05-05

MSFT MICROSOFT CORP18.7K shares-0.69%2026-03-312026-05-05

Sponsored

SYK STRYKER CORPORATION20.8K shares15.79%2026-03-312026-05-05

LOW LOWES COS INC28.8K shares-1.47%2026-03-312026-05-05

AFL AFLAC INC59.8K shares-0.34%2026-03-312026-05-05

SHW SHERWIN WILLIAMS CO19.7K shares-1.28%2026-03-312026-05-05

GWW WW GRAINGER INC5.7K shares-1.44%2026-03-312026-05-05

NEE NEXTERA ENERGY INC63.5K shares-0.95%2026-03-312026-05-05

EMR EMERSON ELEC CO40.7K shares-3.53%2026-03-312026-05-05

ECL ECOLAB INC19.7K shares-0.93%2026-03-312026-05-05

Sponsored

NVDA NVIDIA CORPORATION27.6K shares11.78%2026-03-312026-05-05

ADP AUTOMATIC DATA PROCESSING IN22.3K shares5.08%2026-03-312026-05-05

XOM EXXON MOBIL CORP24.5K shares11.15%2026-03-312026-05-05

NUE NUCOR CORP23.9K shares-1.02%2026-03-312026-05-05

BROADCOM INC BROADCOM INC11.6K shares59.34%2026-03-312026-05-05

NDSN NORDSON CORP13.0K shares-0.80%2026-03-312026-05-05

PEP PEPSICO INC20.4K shares-10.70%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS11.7K shares6.70%2026-03-312026-05-05

Sponsored

ABT ABBOTT LABORATORIES27.0K shares-0.29%2026-03-312026-05-05

SYY SYSCO CORP35.9K shares-0.50%2026-03-312026-05-05

AMZN AMAZON COM INC12.2K sharesnew addition2026-03-312026-05-05

ROP ROPER TECHNOLOGIES INC6.8K shares-6.44%2026-03-312026-05-05

BDX BECTON DICKINSON & CO14.4K shares-5.52%2026-03-312026-05-05

ALB ALBEMARLE CORP10.8K shares-0.82%2026-03-312026-05-05

WST WEST PHARMACEUTICAL SVSC INC6.7K shares-2.95%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T2.5K shares0.00%2026-03-312026-05-05

Sponsored

CTSH COGNIZANT TECHNOLOGY SOLUTIO26.1K shares-7.82%2026-03-312026-05-05

IVV ISHARES TR2.2K shares-3.19%2026-03-312026-05-05

BRO BROWN & BROWN INC18.2K shares24.89%2026-03-312026-05-05

CINF CINCINNATI FINL CORP6.9K shares-2.32%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR1.6K shares9.09%2026-03-312026-05-05

SO SOUTHERN CO9.1K shares28.21%2026-03-312026-05-05

KO COCA COLA CO11.0K sharesnew addition2026-03-312026-05-05

OZK BANK OZK LITTLE ROCK ARK16.9K sharesnew addition2026-03-312026-05-05

Sponsored

EAGG ISHARES TR16.1K shares2.55%2026-03-312026-05-05

PG PROCTER & GAMBLE CO5.1K shares24.56%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION625 sharesnew addition2026-03-312026-05-05

GLD SPDR GOLD TR900 shares0.00%2026-03-312026-05-05

ABBV ABBVIE INC1.7K sharesnew addition2026-03-312026-05-05

ALPHABET INC ALPHABET INC1.2K sharesnew addition2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL682 shares0.00%2026-03-312026-05-05

BP BP PLC6.6K sharesnew addition2026-03-312026-05-05

Sponsored

WFC WELLS FARGO & CO3.9K sharesnew addition2026-03-312026-05-05

ISHARES GOLD TR ISHARES GOLD TR3.2K shares25.05%2026-03-312026-05-05

DIS DISNEY WALT CO2.6K shares0.00%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON850 shares-48.48%2026-03-312026-05-05

GIS GENERAL MILLS INC5.5K sharesnew addition2026-03-312026-05-05

IJH

ISHARES TR

-2.23%

Shares311.4K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

14.73%

Shares52.6K

Event2026-03-31

Filed2026-05-05

IJR

ISHARES TR

-2.55%

Shares102.5K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

1.94%

Shares29.9K

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

-0.77%

Shares59.4K

Event2026-03-31

Filed2026-05-05

SPGI

S&P GLOBAL INC

-2.19%

Shares17.0K

Event2026-03-31

Filed2026-05-05

CTAS

CINTAS CORP

-2.04%

Shares41.8K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

-0.69%

Shares18.7K

Event2026-03-31

Filed2026-05-05

SYK

STRYKER CORPORATION

15.79%

Shares20.8K

Event2026-03-31

Filed2026-05-05

LOW

LOWES COS INC

-1.47%

Shares28.8K

Event2026-03-31

Filed2026-05-05

AFL

AFLAC INC

-0.34%

Shares59.8K

Event2026-03-31

Filed2026-05-05

SHW

SHERWIN WILLIAMS CO

-1.28%

Shares19.7K

Event2026-03-31

Filed2026-05-05

GWW

WW GRAINGER INC

-1.44%

Shares5.7K

Event2026-03-31

Filed2026-05-05

NEE

NEXTERA ENERGY INC

-0.95%

Shares63.5K

Event2026-03-31

Filed2026-05-05

EMR

EMERSON ELEC CO

-3.53%

Shares40.7K

Event2026-03-31

Filed2026-05-05

ECL

ECOLAB INC

-0.93%

Shares19.7K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

11.78%

Shares27.6K

Event2026-03-31

Filed2026-05-05

ADP

AUTOMATIC DATA PROCESSING IN

5.08%

Shares22.3K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

11.15%

Shares24.5K

Event2026-03-31

Filed2026-05-05

NUE

NUCOR CORP

-1.02%

Shares23.9K

Event2026-03-31

Filed2026-05-05

BROADCOM INC

59.34%

Shares11.6K

Event2026-03-31

Filed2026-05-05

NDSN

NORDSON CORP

-0.80%

Shares13.0K

Event2026-03-31

Filed2026-05-05

PEP

PEPSICO INC

-10.70%

Shares20.4K

Event2026-03-31

Filed2026-05-05

IBM

INTERNATIONAL BUSINESS MACHS

6.70%

Shares11.7K

Event2026-03-31

Filed2026-05-05

ABT

ABBOTT LABORATORIES

-0.29%

Shares27.0K

Event2026-03-31

Filed2026-05-05

SYY

SYSCO CORP

-0.50%

Shares35.9K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

New

Shares12.2K

Event2026-03-31

Filed2026-05-05

ROP

ROPER TECHNOLOGIES INC

-6.44%

Shares6.8K

Event2026-03-31

Filed2026-05-05

BDX

BECTON DICKINSON & CO

-5.52%

Shares14.4K

Event2026-03-31

Filed2026-05-05

ALB

ALBEMARLE CORP

-0.82%

Shares10.8K

Event2026-03-31

Filed2026-05-05

WST

WEST PHARMACEUTICAL SVSC INC

-2.95%

Shares6.7K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-05

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

-7.82%

Shares26.1K

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

-3.19%

Shares2.2K

Event2026-03-31

Filed2026-05-05

BRO

BROWN & BROWN INC

24.89%

Shares18.2K

Event2026-03-31

Filed2026-05-05

CINF

CINCINNATI FINL CORP

-2.32%

Shares6.9K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

9.09%

Shares1.6K

Event2026-03-31

Filed2026-05-05

SOUTHERN CO

28.21%

Shares9.1K

Event2026-03-31

Filed2026-05-05

COCA COLA CO

New

Shares11.0K

Event2026-03-31

Filed2026-05-05

OZK

BANK OZK LITTLE ROCK ARK

New

Shares16.9K

Event2026-03-31

Filed2026-05-05

EAGG

ISHARES TR

2.55%

Shares16.1K

Event2026-03-31

Filed2026-05-05

PROCTER & GAMBLE CO

24.56%

Shares5.1K

Event2026-03-31

Filed2026-05-05

COST

COSTCO WHOLESALE CORPORATION

New

Shares625

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

0.00%

Shares900

Event2026-03-31

Filed2026-05-05

ABBV

ABBVIE INC

New

Shares1.7K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares682

Event2026-03-31

Filed2026-05-05

BP PLC

New

Shares6.6K

Event2026-03-31

Filed2026-05-05

WFC

WELLS FARGO & CO

New

Shares3.9K

Event2026-03-31

Filed2026-05-05

ISHARES GOLD TR

25.05%

Shares3.2K

Event2026-03-31

Filed2026-05-05

DIS

DISNEY WALT CO

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

-48.48%

Shares850

Event2026-03-31

Filed2026-05-05

GIS

GENERAL MILLS INC

New

Shares5.5K

Event2026-03-31

Filed2026-05-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available