Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES TR | $21.0M | 10.74% | 311,370 | Trimmed |
| 2 | AAPL | APPLE INC | $13.4M | 6.82% | 52,606 | Added |
| 3 | IJR | ISHARES TR | $12.7M | 6.51% | 102,482 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $8.6M | 4.40% | 29,946 | Added |
| 5 | WMT | WALMART INC | $7.4M | 3.77% | 59,442 | Trimmed |
| 6 | SPGI | S&P GLOBAL INC | $7.2M | 3.69% | 16,974 | Trimmed |
| 7 | CTAS | CINTAS CORP | $7.1M | 3.61% | 41,807 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $6.9M | 3.53% | 18,663 | Trimmed |
| 9 | SYK | STRYKER CORPORATION | $6.8M | 3.49% | 20,817 | Added |
| 10 | LOW | LOWES COS INC | $6.8M | 3.48% | 28,820 | Trimmed |
| 11 | AFL | AFLAC INC | $6.6M | 3.35% | 59,759 | Trimmed |
| 12 | SHW | SHERWIN WILLIAMS CO | $6.3M | 3.22% | 19,692 | Trimmed |
| 13 | GWW | WW GRAINGER INC | $6.3M | 3.19% | 5,733 | Trimmed |
| 14 | NEE | NEXTERA ENERGY INC | $5.9M | 3.01% | 63,505 | Trimmed |
| 15 | EMR | EMERSON ELEC CO | $5.3M | 2.72% | 40,700 | Trimmed |
| 16 | ECL | ECOLAB INC | $5.2M | 2.68% | 19,699 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $4.8M | 2.46% | 27,650 | Added |
| 18 | ADP | AUTOMATIC DATA PROCESSING IN | $4.5M | 2.32% | 22,333 | Added |
| 19 | XOM | EXXON MOBIL CORP | $4.2M | 2.13% | 24,530 | Added |
| 20 | NUE | NUCOR CORP | $4.0M | 2.06% | 23,855 | Trimmed |
| 21 | AVGO | BROADCOM INC | $3.6M | 1.83% | 11,571 | Added |
| 22 | NDSN | NORDSON CORP | $3.5M | 1.77% | 13,000 | Trimmed |
| 23 | PEP | PEPSICO INC | $3.2M | 1.62% | 20,445 | Trimmed |
| 24 | IBM | INTERNATIONAL BUSINESS MACHS | $2.8M | 1.44% | 11,650 | Added |
| 25 | ABT | ABBOTT LABORATORIES | $2.8M | 1.42% | 27,047 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31