PENINSULA ASSET MANAGEMENT INC 13F Holdings

CIK 0001091923 · BRADENTON, FL

As of Sep 30, 2025, PENINSULA ASSET MANAGEMENT INC reported 43 positions worth 94.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES CORE S&P MID-CAP ETFIJH—319,215$20.8M10.70%
ISHARES CORE S&P SMALL-CAP ETFIJR—105,287 2.5M6.42%
APPLE INCAAPLTechnology47,236 2.0M6.18%
MICROSOFT CORPMSFTTechnology19,313 0.0M5.14%
CINTAS CORPCTASIndustrials43,532$8.9M4.59%
S&P GLOBAL INCSPGIFinancial Services17,679$8.6M4.42%
LOWES COMPANIES INCLOWConsumer Cyclical29,775$7.5M3.84%
ALPHABET INCGOOGLEquity30,021$7.3M3.75%
SHERWIN WILLIAMS COSHWBasic Materials20,080$7.0M3.57%
AFLAC INCAFLFinancial Services61,229$6.8M3.51%
STRYKER CORPSYKHealthcare18,380$6.8M3.49%
AUTOMATIC DATA PROCESSING INCADPIndustrials21,933$6.4M3.31%
WALMART INCWMTConsumer Defensive60,387$6.2M3.20%
WW GRAINGER INCGWWIndustrials5,928$5.6M2.90%
EMERSON ELECTRIC COEMRIndustrials42,520$5.6M2.86%
ECOLAB INCECLBasic Materials20,054$5.5M2.82%
NEXTERA ENERGY INCNEEUtilities64,780$4.9M2.51%
NVIDIA CORPNVDATechnology25,110$4.7M2.41%
ABBOTT LABORATORIESABTHealthcare28,152$3.8M1.94%
ROPER TECHNOLOGIES INCROPTechnology7,479$3.7M1.91%
NUCOR CORPNUEBasic Materials24,860$3.4M1.73%
PEPSICO INCPEPConsumer Defensive23,955$3.4M1.73%
SYSCO CORPSYYConsumer Defensive38,260$3.2M1.62%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology11,115$3.1M1.61%
NORDSON CORPNDSNIndustrials13,700$3.1M1.60%