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Home > Institutional Investor > Peninsula Asset Management Inc > Profile

Instuitional Investor - Peninsula Asset Management Inc

Fund Profile
Filing Period:
Fund Name: Peninsula Asset Management Inc
Portfolio Value $180,111,243
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 319,885 $18,665,290 10.36%
2.
Ishares Trust
 IEF 104,782 $10,957,054 6.08%
3.
Cintas Corp
 CTAS 52,964 $10,885,691 6.04%
4.
Apple Inc.
 AAPL 48,176 $10,701,335 5.94%
5.
S&P Global Inc.
 SPGI 17,729 $9,008,105 5%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)