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Peninsula Asset Management Inc.

CIK:0001091923
Investment Adviser
$272M AUM
45 holdings
Bradenton, FL, United States
Founded:1998
3 employees
Latest filing:Jun 30, 2025

Peninsula Asset Management Inc is an independent asset management firm headquartered in Bradenton, Florida. Founded in 1998, the firm serves primarily high net worth individuals and some pension/profit sharing plans and charitable organizations. With a small team of 3 employees, Peninsula provides customized investment management solutions focused on long-term growth and wealth preservation for US-based clients.

Investment Strategy

Peninsula Asset Management Inc implements a direct equity selection approach, managing portfolios of publicly traded stocks across large-cap sectors. The firm's investment philosophy centers on diversified long-term holdings with a focus on value and growth companies, primarily for high net worth individuals and select institutional clients. Portfolio composition regularly includes well-known companies, with close attention to risk management and tailored investment objectives.

Top Buys
N
NVDANVIDIA CORPORATION
+$4.0M
M
MSFTMICROSOFT CORP
+$2.5M
I
IJHISHARES TR
+$1.1M
E
EMREMERSON ELEC CO
+$1.1M
I
IVVISHARES TR
+$767.4K
Top Sells
C
CTASCINTAS CORP
-$1.1M
B
BDXBECTON DICKINSON & CO
-$938.4K
A
AAPLAPPLE INC
-$860.1K
P
PEPPEPSICO INC
-$532.8K
A
AFLAFLAC INC
-$383.8K

Top Holdings

I
IJHISHARES TR
+10.5%$19.8M
I
IJRISHARES TR
+6.1%$11.5M
A
AAPLAPPLE INC
+5.2%$9.8M
C
CTASCINTAS CORP
+5.2%$9.8M
M
MSFTMICROSOFT CORP
+5.1%$9.7M

Equity Positions (45)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
I
IJH
ISHARES TR10.46%$19.8M319,425$22.17$62.02+$1.1M
I
IJR
ISHARES TR6.08%$11.5M105,327$44.38$109.29+$554.1K
A
AAPL
APPLE INC5.20%$9.8M47,966$38.68$205.17-$860.1K
C
CTAS
CINTAS CORP5.17%$9.8M43,922$22.30$222.87-$1.1M
M
MSFT
MICROSOFT CORP5.14%$9.7M19,578$153.19$497.41+$2.5M

Industry Allocation

SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+5.3%
ELECTRONIC COMPUTERS
+5.2%
MEN'S & BOYS' FURNISHGS, WORK CLOTHG, & ALLIED GARMENTS
+5.2%
SERVICES-PREPACKAGED SOFTWARE
+5.1%
SERVICES-CONSUMER CREDIT REPORTING, COLLECTION AGENCIES
+5.0%