PENINSULA ASSET MANAGEMENT INC

Est. AUM

$124.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P MCP ETF	$21.0M	311370	16.92%	SOLE
2	APPLE INC	COM	$13.3M	52356	10.69%	SOLE
3	ISHARES TR	CORE S&P SCP ETF	$12.7M	102482	10.25%	SOLE
4	ALPHABET INC	CAP STK CL A	$8.6M	29801	6.90%	SOLE
5	WALMART INC	COM	$7.3M	59067	5.91%	SOLE
6	MICROSOFT CORP	COM	$6.9M	18563	5.53%	SOLE
7	AFLAC INC	COM	$6.5M	59434	5.25%	SOLE
8	NEXTERA ENERGY INC	COM	$5.9M	63180	4.72%	SOLE
9	EMERSON ELEC CO	COM	$5.3M	40525	4.27%	SOLE
10	NVIDIA CORPORATION	COM	$4.8M	27650	3.88%	SOLE
11	NUCOR CORP	COM	$4.0M	23680	3.22%	SOLE
12	BROADCOM INC	COM	$3.6M	11571	2.88%	SOLE
13	INTERNATIONAL BUSINESS MACHS	COM	$2.8M	11650	2.27%	SOLE
14	AMAZON COM INC	COM	$2.5M	12160	2.04%	SOLE
15	BECTON DICKINSON & CO	COM	$2.3M	14321	1.81%	SOLE
16	ALBEMARLE CORP	COM	$1.9M	10705	1.55%	SOLE
17	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.7M	2545	1.33%	SOLE
18	COGNIZANT TECHNOLOGY SOLUTIO	CL A	$1.6M	25888	1.28%	SOLE
19	ISHARES TR	CORE S&P500 ETF	$1.4M	2212	1.16%	SOLE
20	BROWN & BROWN INC	COM	$1.2M	18165	0.95%	SOLE
21	INVESCO QQQ TR	UNIT SER 1	$900K	1560	0.72%	SOLE
22	SOUTHERN CO	COM	$877K	9090	0.71%	SOLE
23	COCA COLA CO	COM	$840K	11042	0.68%	SOLE
24	BANK OZK LITTLE ROCK ARK	COM	$775K	16897	0.62%	SOLE
25	ISHARES TR	ESG AWR US AGRGT	$766K	16100	0.62%	SOLE
26	PROCTER & GAMBLE CO	COM	$733K	5072	0.59%	SOLE
27	COSTCO WHOLESALE CORPORATION	COM	$623K	625	0.50%	SOLE
28	SPDR GOLD TR	GOLD SHS	$387K	900	0.31%	SOLE
29	ABBVIE INC	COM	$370K	1700	0.30%	SOLE
30	ALPHABET INC	CAP STK CL C	$349K	1215	0.28%	SOLE
31	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$327K	682	0.26%	SOLE
32	BP PLC	SPONSORED ADR	$311K	6616	0.25%	SOLE
33	WELLS FARGO & CO	COM	$307K	3851	0.25%	SOLE
34	ISHARES GOLD TR	ISHARES NEW	$286K	3245	0.23%	SOLE
35	DISNEY WALT CO	COM	$253K	2625	0.20%	SOLE
36	JOHNSON & JOHNSON	COM	$208K	850	0.17%	SOLE
37	GENERAL MILLS INC	COM	$205K	5500	0.16%	SOLE
38	LOWES COS INC	COM	$47K	200	0.04%	DFND
39	S&P GLOBAL INC	COM	$43K	100	0.03%	DFND
40	CINTAS CORP	COM	$42K	250	0.03%	DFND
41	SHERWIN WILLIAMS CO	COM	$40K	125	0.03%	DFND
42	WW GRAINGER INC	COM	$38K	35	0.03%	DFND
43	ECOLAB INC	COM	$33K	125	0.03%	DFND
44	CINCINNATI FINL CORP	COM	$28K	175	0.02%	DFND
45	NORDSON CORP	COM	$27K	100	0.02%	DFND
46	STRYKER CORPORATION	COM	$21K	65	0.02%	DFND
47	AUTOMATIC DATA PROCESSING IN	COM	$18K	90	0.01%	DFND
48	WEST PHARMACEUTICAL SVSC INC	COM	$16K	65	0.01%	DFND
49	ABBOTT LABORATORIES	COM	$15K	150	0.01%	DFND
50	SYSCO CORP	COM	$14K	200	0.01%	DFND

1–50 of 53

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.