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PENINSULA ASSET MANAGEMENT INC

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13F filer, CIK 1091923, BRADENTON, FL

PENINSULA ASSET MANAGEMENT INC reported $180,111,243 across 44 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-08. Its ten largest share positions make up 52.86% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001091923-25-000002

Period
2025-03-31
Reported value
$180M
Holdings
44
Top 10 weight
52.86%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BROnew+24,335$3.03M
IBMnew+11,186$2.78M
MSFTadded+1,778$667K
GOOGLadded+1,925$298K
JNJadded+280$46.4K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CINFreduced-24,880-$3.68M
PPGexited-20,960-$2.5M
BF-Bexited-45,494-$1.73M
IJHreduced-7,275-$424K
SHWreduced-800-$279K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001091923-25-000002, largest first. % of portfolio is the value over $180,111,243, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,275 shares; 2024Q4: 327,160 shares; 2025Q1: 319,885 shares 319,885$18.7M10.36%-7,275Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,703 shares; 2024Q4: 106,763 shares; 2025Q1: 104,782 shares 104,782$11M6.08%-1,981Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,201 shares; 2024Q4: 53,774 shares; 2025Q1: 52,964 shares 52,964$10.9M6.04%-810Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,606 shares; 2024Q4: 49,006 shares; 2025Q1: 48,176 shares 48,176$10.7M5.94%-830Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,534 shares; 2024Q4: 18,119 shares; 2025Q1: 17,729 shares 17,729$9.01M5%-390Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,794 shares; 2024Q4: 17,574 shares; 2025Q1: 19,352 shares 19,352$7.26M4.03%+1,778Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,909 shares; 2024Q4: 30,489 shares; 2025Q1: 29,919 shares 29,919$6.98M3.87%-570Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,480 shares; 2024Q4: 20,720 shares; 2025Q1: 19,920 shares 19,920$6.96M3.86%-800Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,764 shares; 2024Q4: 62,909 shares; 2025Q1: 62,289 shares 62,289$6.93M3.85%-620Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,890 shares; 2024Q4: 18,630 shares; 2025Q1: 18,437 shares 18,437$6.86M3.81%-193Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,778 shares; 2024Q4: 22,663 shares; 2025Q1: 22,033 shares 22,033$6.73M3.74%-630Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,187 shares; 2024Q4: 6,059 shares; 2025Q1: 5,986 shares 5,986$5.91M3.28%-73Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,132 shares; 2024Q4: 62,882 shares; 2025Q1: 61,412 shares 61,412$5.39M2.99%-1,470Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,475 shares; 2024Q4: 19,960 shares; 2025Q1: 19,614 shares 19,614$4.97M2.76%-346Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,455 shares; 2024Q4: 43,625 shares; 2025Q1: 42,460 shares 42,460$4.66M2.58%-1,165Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,840 shares; 2024Q4: 65,565 shares; 2025Q1: 64,775 shares 64,775$4.59M2.55%-790Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,946 shares; 2024Q4: 27,606 shares; 2025Q1: 29,531 shares 29,531$4.57M2.54%+1,925Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,582 shares; 2024Q4: 7,452 shares; 2025Q1: 7,497 shares 7,497$4.42M2.45%+45Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,937 shares; 2024Q4: 28,562 shares; 2025Q1: 28,502 shares 28,502$3.78M2.1%-60Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,706 shares; 2024Q4: 16,461 shares; 2025Q1: 16,078 shares 16,078$3.68M2.04%-383Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,258 shares; 2024Q4: 24,818 shares; 2025Q1: 24,521 shares 24,521$3.68M2.04%-297Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,335 shares 24,335$3.03M1.68%newTimeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,295 shares; 2024Q4: 38,645 shares; 2025Q1: 37,821 shares 37,821$2.84M1.58%-824Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,186 shares 11,186$2.78M1.54%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,925 shares; 2024Q4: 23,665 shares; 2025Q1: 23,308 shares 23,308$2.77M1.54%-357Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,875 shares; 2024Q4: 13,695 shares; 2025Q1: 13,325 shares 13,325$2.69M1.49%-370Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,555 shares; 2024Q4: 20,790 shares; 2025Q1: 20,365 shares 20,365$2.45M1.36%-425Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,193 shares; 2024Q4: 30,073 shares; 2025Q1: 29,623 shares 29,623$2.27M1.26%-450Timeline
HRLHORMEL FOODS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,132 shares; 2024Q4: 73,110 shares; 2025Q1: 71,039 shares 71,039$2.2M1.22%-2,071Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,693 shares; 2024Q4: 8,618 shares; 2025Q1: 8,533 shares 8,533$1.91M1.06%-85Timeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,031 shares; 2024Q4: 19,501 shares; 2025Q1: 19,306 shares 19,306$1.59M0.88%-195Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 3,115 shares; 2025Q1: 2,710 shares 2,710$1.52M0.84%-405Timeline
CINFCINCINNATI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,635 shares; 2024Q4: 32,000 shares; 2025Q1: 7,120 shares 7,120$1.05M0.58%-24,880Timeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,897 shares; 2024Q4: 12,938 shares; 2025Q1: 12,270 shares 12,270$884K0.49%-668Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,972 shares; 2024Q4: 4,972 shares; 2025Q1: 4,497 shares 4,497$766K0.43%-475Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,386 shares; 2024Q4: 1,386 shares; 2025Q1: 1,396 shares 1,396$655K0.36%+10Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,090 shares; 2024Q4: 7,090 shares; 2025Q1: 7,090 shares 7,090$652K0.36%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,053 shares; 2025Q1: 1,063 shares 1,063$597K0.33%+10Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 682 shares; 2025Q1: 682 shares 682$363K0.2%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 1,193 shares; 2025Q1: 1,193 shares 1,193$344K0.19%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 630 shares; 2025Q1: 665 shares 665$342K0.19%+35Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,930 shares 1,930$320K0.18%+280Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,625 shares; 2025Q1: 2,906 shares 2,906$287K0.16%+281Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares 2,400$225K0.12%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PPGPPG INDS INC20,960$2.5Mshares
BF-BBROWN FORMAN CORP45,494$1.73Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001091923-25-000002 base2025-05-08acceptance time not in the bulk data set