Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

PENINSULA ASSET MANAGEMENT INC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

PENINSULA ASSET MANAGEMENT INC (CIK 1091923) reported $195.8M across 53 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IJH ($21.0M, 10.74%), AAPL ($13.4M, 6.82%), IJR ($12.7M, 6.51%), GOOGL ($8.6M, 4.40%), WMT ($7.4M, 3.77%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IJHISHARES TR$21.0M10.74%311,370Trimmed
2AAPLAPPLE INC$13.4M6.82%52,606Added
3IJRISHARES TR$12.7M6.51%102,482Trimmed
4GOOGLALPHABET INC$8.6M4.40%29,946Added
5WMTWALMART INC$7.4M3.77%59,442Trimmed
6SPGIS&P GLOBAL INC$7.2M3.69%16,974Trimmed
7CTASCINTAS CORP$7.1M3.61%41,807Trimmed
8MSFTMICROSOFT CORP$6.9M3.53%18,663Trimmed
9SYKSTRYKER CORPORATION$6.8M3.49%20,817Added
10LOWLOWES COS INC$6.8M3.48%28,820Trimmed
11AFLAFLAC INC$6.6M3.35%59,759Trimmed
12SHWSHERWIN WILLIAMS CO$6.3M3.22%19,692Trimmed
13GWWWW GRAINGER INC$6.3M3.19%5,733Trimmed
14NEENEXTERA ENERGY INC$5.9M3.01%63,505Trimmed
15EMREMERSON ELEC CO$5.3M2.72%40,700Trimmed
16ECLECOLAB INC$5.2M2.68%19,699Trimmed
17NVDANVIDIA CORPORATION$4.8M2.46%27,650Added
18ADPAUTOMATIC DATA PROCESSING IN$4.5M2.32%22,333Added
19XOMEXXON MOBIL CORP$4.2M2.13%24,530Added
20NUENUCOR CORP$4.0M2.06%23,855Trimmed
21AVGOBROADCOM INC$3.6M1.83%11,571Added
22NDSNNORDSON CORP$3.5M1.77%13,000Trimmed
23PEPPEPSICO INC$3.2M1.62%20,445Trimmed
24IBMINTERNATIONAL BUSINESS MACHS$2.8M1.44%11,650Added
25ABTABBOTT LABORATORIES$2.8M1.42%27,047Trimmed

Source: SEC Form 13F filings · as of 2026-03-31