PENINSULA ASSET MANAGEMENT INC
•CIK: 1091923•Filing: Q4 2025
**PENINSULA ASSET MANAGEMENT INC** manages $195M across a diversified portfolio of 45 positions. The fund exhibits significant concentration in technology and real estate, with top holdings including IJH at $21.0M and IJR at $12.6M. Further notable allocations include AAPL ($12.5M), GOOGL ($9.2M), and MSFT ($9.1M). This structure suggests a tactical focus on established growth sectors and high-conviction names.
Total AUM
$194.9M
QoQ Performance
+0.0%
Positions
42
Top 10 Concentration
52.3%
Latest Filing
Q4 2025
Top Holdings Allocation
IJH
IJR
AAPL
IJH10.8%
IJR6.5%
AAPL6.4%
GOOGL4.7%
MSFT4.7%
SPGI4.7%
CIT4.1%
LOW3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.1%
Technology21.1%
Materials8.0%
Consumer7.0%
Utilities3.0%
Healthcare1.9%
ETF1.7%
Consumer Staples1.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑1 increased
↓35 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022