|
⚲
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| Peninsula Asset Management Inc
✚
| |
|---|---|
| CRD # | 108600 |
| SEC # | 801-17065 |
| CIK # | 0001091923 |
| AUM | $256.1 MM (2024-03-26) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 941-748-8680 |
| Address | 1001 3rd Avenue West Bradenton, FL 34205 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 10.9 | |
| CTAS | 38,012.7 | 9.7 | |
| SPGI | 113,084.7 | 8.3 | |
| MSFT | 1,918,222.4 | 8.1 | |
| LOW | 111,668.6 | 6.9 | |
| SHW | 58,089.9 | 6.5 | |
| SYK | 74,798.9 | 6.5 | |
| AFL | 36,008.8 | 5.7 | |
| GWW | 23,029.0 | 5.6 | |
| ADP | 89,423.0 | 5.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 51.4 |
| (b) Individuals (high net worth individuals) | 70 | 199.5 |
| (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 | 2.7 |
| (h) Charitable organizations | 0 | 2.6 |
| (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 | 191 | 256.1 |
| By Discretionary | ||
| Discretionary | 186 | 250.1 |
| Non-Discretionary | 5 | 6.0 |
| Total | 191 | 256.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 256.1 | |
| Total | 191 | 256.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001091923] |
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|---|---|---|
|
Legacy Financial Advisors Corporation
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MN | 0.3 |
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OH | 0.3 |
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Aspen Investment Management Inc
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TX | 0.3 |
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The J Arnold Wealth Management Co LLC
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OH | 0.3 |
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Pacific Asset Management LLC
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WA | 0.3 |
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DHH Advisors LLC
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NJ | 0.3 |