StockDriftsStockDriftsTop 50 Peninsula Asset Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | 10.74% | 311.4K | $21.0M | -2.23%(-7.09K) | $22.69(+222.25%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.82% | 52.6K | $13.4M | +14.73%(+6.75K) | $66.00(+352.83%) | 2026-03-31 | |
| IJR | ISHARES TR | 6.51% | 102.5K | $12.7M | -2.55%(-2.68K) | $53.95(+150.75%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.4% | 29.9K | $8.6M | +1.94%(+570) | $108.03(+272.68%) | 2026-03-31 | |
| WMT | WALMART INC | 3.77% | 59.4K | $7.4M | -0.77%(-460) | $47.42(+177.22%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 3.69% | 17.0K | $7.2M | -2.19%(-380) | $128.90(+215.40%) | 2026-03-31 | |
| CTAS | CINTAS CORP | 3.61% | 41.8K | $7.1M | -2.04%(-870) | $22.06(+641.52%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.53% | 18.7K | $6.9M | -0.69%(-130) | $156.50(+158.91%) | 2026-03-31 | |
| SYK | STRYKER CORPORATION | 3.49% | 20.8K | $6.8M | +15.79%(+2.84K) | $132.73(+127.59%) | 2026-03-31 | |
| LOW | LOWES COS INC | 3.48% | 28.8K | $6.8M | -1.47%(-430) | $38.16(+477.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.59% | +31.60% |
| Top 20 Holdings Unweighted | +9.40% | +30.92% |
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