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CIK: 0001091923
Total reported value
$208.9M
$208.9M
44 檔
28.8%
The Q1 2025 SEC filing reveals that Peninsula Asset Management Inc held a total portfolio value of $208.9M, covering 44 public equity positions.
In Q1 2025, Peninsula Asset Management Inc displayed an active expansion posture, initiating 44 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 10.36% | +0.85% | -2.22% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.08% | +0.89% | -1.86% | |
| 3 | CTAS | Cintas CORP | Stock-Industrials | 6.04% | -0.24% | -1.51% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.94% | +0.48% | -1.69% | |
| 5 | SPGI | S&p Global Inc | Stock-Financials | 5.00% | -0.42% | -2.15% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.03% | -0.20% | +10.12% | |
| 7 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 3.87% | -0.48% | -1.87% | |
| 8 | SHW | Sherwin-williams Co/the | Stock-Materials | 3.86% | +0.03% | -3.86% | |
| 9 | AFL | Aflac Inc | Stock-Financials | 3.85% | -0.01% | -0.99% | |
| 10 | SYK | Stryker CORP | Stock-Healthcare | 3.81% | -0.37% | -1.04% | |
| 11 | ADP | Automatic Data Processing | Stock-Tech | 3.74% | +0.05% | -2.78% | |
| 12 | GWW | Ww Grainger Inc | Stock-Industrials | 3.28% | +0.56% | -1.20% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 2.99% | -0.55% | -2.34% | |
| 14 | ECL | Ecolab Inc | Stock-Materials | 2.76% | -0.10% | -1.73% | |
| 15 | EMR | Emerson Electric Co | Stock-Industrials | 2.58% | +0.07% | -2.67% | |
| 16 | NEE | Nextera Energy Inc | Stock-Utilities | 2.55% | -0.24% | -1.20% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.54% | +0.80% | +6.97% | |
| 18 | ROP | Roper Technologies Inc | Stock-Tech | 2.45% | -1.23% | EXIT | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 2.10% | -0.32% | -0.21% | |
| 20 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.04% | -0.13% | -2.33% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.04% | -0.30% | -1.20% | |
| 22 | BRO | Brown & Brown Inc | Stock-Financials | 1.68% | -0.06% | — | |
| 23 | SYY | Sysco CORP | Stock-Consumer Staples | 1.58% | +0.11% | -2.13% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.54% | +0.13% | — | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.54% | -0.54% | -1.51% | |
| 26 | NDSN | Nordson CORP | Stock-Industrials | 1.49% | +0.12% | -2.70% | |
| 27 | NUE | Nucor CORP | Stock-Materials | 1.36% | +0.48% | -2.04% | |
| 28 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.26% | -0.36% | -1.50% | |
| 29 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 1.22% | — | -2.83% | |
| 30 | WST | West Pharmaceutical Services | Stock-Healthcare | 1.06% | +0.42% | -0.99% | |
| 31 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.88% | — | -1.00% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | — | -13.00% | |
| 33 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.58% | +0.05% | -77.75% | |
| 34 | ALB | Albemarle CORP | Stock-Materials | 0.49% | -0.24% | -5.16% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.02% | -9.55% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.36% | +0.05% | +0.72% | |
| 37 | SO | Southern Co/the | Stock-Utilities | 0.36% | -0.03% | — | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | -0.01% | +0.95% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | -0.01% | — | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.19% | -0.04% | — | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | — | +5.56% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | -0.01% | +16.97% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.16% | -0.01% | +10.70% | |
| 44 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.12% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 2 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 3 | CTAS | Cintas CORP | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | SPGI | S&p Global Inc | — | NEW | New buy |
| 6 | MSFT | Microsoft CORP | — | NEW | New buy |
| 7 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 8 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 9 | AFL | Aflac Inc | — | NEW | New buy |
| 10 | SYK | Stryker CORP | — | NEW | New buy |
| 11 | ADP | Automatic Data Processing | — | NEW | New buy |
| 12 | GWW | Ww Grainger Inc | — | NEW | New buy |
| 13 | WMT | Walmart Inc | — | NEW | New buy |
| 14 | ECL | Ecolab Inc | — | NEW | New buy |
| 15 | EMR | Emerson Electric Co | — | NEW | New buy |
| 16 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 17 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 18 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 19 | ABT | Abbott Laboratories | — | NEW | New buy |
| 20 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 21 | PEP | Pepsico Inc | — | NEW | New buy |
| 22 | BRO | Brown & Brown Inc | — | NEW | New buy |
| 23 | SYY | Sysco CORP | — | NEW | New buy |
| 24 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 25 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 26 | NDSN | Nordson CORP | — | NEW | New buy |
| 27 | NUE | Nucor CORP | — | NEW | New buy |
| 28 | CTSH | Cognizant Tech Solutions-a | — | NEW | New buy |
| 29 | HRL | Hormel Foods CORP | — | NEW | New buy |
| 30 | WST | West Pharmaceutical Services | — | NEW | New buy |
| 31 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 33 | CINF | Cincinnati Financial CORP | — | NEW | New buy |
| 34 | ALB | Albemarle CORP | — | NEW | New buy |
| 35 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 36 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 37 | SO | Southern Co/the | — | NEW | New buy |
| 38 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 40 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 41 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 42 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 43 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 44 | CL | Colgate-palmolive Co | — | NEW | New buy |
According to official SEC Form 13F filings, Peninsula Asset Management Inc reported a total U.S. public equity portfolio value of $208.9M across 44 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IJH, IJR, CTAS) accounted for 28.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
IJH
市值: $18.7M
During Q1 2025, Peninsula Asset Management Inc's top holdings by market value included IJH (10.4%)、IJR (6.1%)、CTAS (6.0%). The largest single position, IJH, represented 10.4% of total portfolio value.
In Q1 2025, Peninsula Asset Management Inc made 44 total portfolio adjustments, initiating 44 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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