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| Peninsula Asset Management Inc
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| CRD # | 108600 |
| SEC # | 801-17065 |
| CIK # | 0001091923 |
| AUM | 284.1 M (2026-03-27) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 941-748-8680 |
| Address | 1001 3rd Avenue West Bradenton, FL 34205 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001091923 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.4 | ||
| Alphabet Inc | 8.6 | ||
| Wal Mart Stores Inc | 7.4 | ||
| McGraw-Hill Companies Inc | 7.2 | ||
| Cintas Corp | 7.1 | ||
| Microsoft Corp | 6.9 | ||
| Stryker Corp | 6.8 | ||
| Lowes Companies Inc | 6.8 | ||
| Aflac Inc | 6.6 | ||
| Sherwin Williams Co | 6.3 | ||
| Grainger W W Inc | 6.3 | ||
| FPL Group Inc | 5.9 | ||
| Emerson Electric Co | 5.3 | ||
| Ecolab Inc | 5.2 | ||
| Nvidia Corp | 4.8 | ||
| Automatic Data Processing Inc | 4.5 | ||
| Nucor Corp | 4.0 | ||
| Broadcom Inc | 3.6 | ||
| Nordson Corp | 3.5 | ||
| PepsiCo Inc | 3.2 | ||
| International Business Machines Corp | 2.8 | ||
| Abbott Laboratories | 2.8 | ||
| Sysco Corp | 2.6 | ||
| Amazon Com Inc | 2.5 | ||
| Roper Industries Inc | 2.4 | ||
| Becton Dickinson & Co | 2.3 | ||
| Albemarle Corp | 1.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 54.3 |
| (b) Individuals (high net worth individuals) | 77 | 224.7 |
| (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 | 0.2 |
| (h) Charitable organizations | 0 | 4.9 |
| (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 | 190 | 284.1 |
| By Discretionary | ||
| Discretionary | 188 | 280.4 |
| Non-Discretionary | 2 | 3.7 |
| Total | 190 | 284.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 284.1 | |
| Total | 190 | 284.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001091923] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
New England Research & Management Inc
✚
|
IL | 285.2 M |
|
Ayrshire Capital Management LLC
✚
|
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|
Pandora Wealth Inc
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IL | 285.0 M |
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Physician Family Financial Advisors Inc
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Kane Company Wealth Management Inc
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IA | 284.7 M |
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Martin D Parlato & Associates Inc
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FL | 284.6 M |
|
Meridian Financial LLC
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MA | 283.9 M |
|
Verisail Partners LLC
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|
GA | 283.6 M |
|
Stonebridge Wealth Management LLC
✚
|
IL | 283.3 M |
|
Silverberg Bernstein Capital Management LLC
✚
|
NY | 283.0 M |