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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 $208,912,093
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 314,135 $24,222,950 11.59%
2.
Ishares Trust
 IEF 104,297 $15,468,288 7.4%
3.
Apple Inc.
 AAPL 52,696 $15,248,115 7.3%
4.
Alphabet Inc.
 GOOGL 30,426 $10,873,340 5.2%
5.
W.w. Grainger Inc.
 GWW 5,752 $7,825,021 3.75%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.