StockDriftsStockDriftsTop 50 Peninsula Asset Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | 11.59% | 314.1K | $24.2M | +0.89%(+2.77K) | $23.12(+236.97%) | 2026-06-30 | |
| IJR | ISHARES TR | 7.4% | 104.3K | $15.5M | +1.77%(+1.81K) | $55.35(+168.74%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.3% | 52.7K | $15.2M | +0.17%(+90) | $66.35(+362.23%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.2% | 30.4K | $10.9M | +1.60%(+480) | $111.31(+215.77%) | 2026-06-30 | |
| GWW | WW GRAINGER INC | 3.75% | 5.8K | $7.8M | +0.33%(+19) | $139.56(+834.96%) | 2026-06-30 | |
| CTAS | CINTAS CORP | 3.37% | 41.4K | $7.0M | -1.00%(-420) | $22.06(+830.54%) | 2026-06-30 | |
| AFL | AFLAC INC | 3.34% | 59.4K | $7.0M | -0.55%(-330) | $34.08(+255.77%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.33% | 18.6K | $6.9M | -0.21%(-40) | $156.50(+221.24%) | 2026-06-30 | |
| SPGI | S&P GLOBAL INC | 3.27% | 16.8K | $6.8M | -1.06%(-180) | $128.90(+217.28%) | 2026-06-30 | |
| SHW | SHERWIN WILLIAMS CO | 3.25% | 19.7K | $6.8M | +0.08%(+15) | $57.19(+541.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.33% | +34.32% | +6.23% | +35.31% |
| Top 20 Holdings Unweighted | +9.46% | +31.14% | +6.20% | +35.09% |
Peninsula Asset Management INC reports $208.91M in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are IJH (11.6%), IJR (7.4%) and AAPL (7.3%). The top 20 holdings account for 79% of reported assets. Its disclosed equity book has returned +34.32% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Peninsula Asset Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1091923). View Peninsula Asset Management INC’s 13F filings on SEC