Peninsula Asset Management Inc.
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 Holdings
Equity Positions (45)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IJH | ISHARES TR | 10.46% | $19.8M | 319,425 | $22.17 | $62.02 | +$1.1M |
I IJR | ISHARES TR | 6.08% | $11.5M | 105,327 | $44.38 | $109.29 | +$554.1K |
A AAPL | APPLE INC | 5.20% | $9.8M | 47,966 | $38.68 | $205.17 | -$860.1K |
C CTAS | CINTAS CORP | 5.17% | $9.8M | 43,922 | $22.30 | $222.87 | -$1.1M |
M MSFT | MICROSOFT CORP | 5.14% | $9.7M | 19,578 | $153.19 | $497.41 | +$2.5M |