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| Happy Holidays!! thanks for using AUM13F!! |
| Peninsula Asset Management Inc
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| CRD # | 108600 |
| SEC # | 801-17065 |
| CIK # | 0001091923 |
| AUM | $272.0 M (2025-03-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 941-748-8680 |
| Address | 1001 3rd Avenue West Bradenton, FL 34205 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.8 | ||
| Cintas Corp | 9.8 | ||
| Microsoft Corp | 9.7 | ||
| McGraw-hill Companies Inc | 9.4 | ||
| Stryker Corp | 7.3 | ||
| Automatic Data Processing Inc | 6.9 | ||
| Sherwin Williams Co | 6.9 | ||
| Lowes Companies Inc | 6.6 | ||
| Aflac Inc | 6.5 | ||
| Grainger W W Inc | 6.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 50.0 |
| (b) Individuals (high net worth individuals) | 78 | 214.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.5 |
| (h) Charitable organizations | 0 | 4.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 367 | 272.0 |
| By Discretionary | ||
| Discretionary | 362 | 266.0 |
| Non-Discretionary | 5 | 6.0 |
| Total | 367 | 272.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.0 | |
| Total | 367 | 272.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001091923] |
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