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PENINSULA ASSET MANAGEMENT INC

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13F filer, CIK 1091923, BRADENTON, FL

PENINSULA ASSET MANAGEMENT INC reported $195,828,456 across 53 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-05. Its ten largest share positions make up 50.03% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001091923-26-000002

Period
2026-03-31
Reported value
$196M
Holdings
53
Top 10 weight
50.03%
New
9
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMZNnew+12,160$2.53M
AAPLadded+6,755$1.71M
AVGOadded+4,309$1.33M
SYKadded+2,839$933K
KOnew+11,042$840K

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
HRLexited-62,454-$1.48M
IJHreduced-7,090-$479K
PEPreduced-2,450-$380K
IJRreduced-2,680-$333K
JNJreduced-800-$196K

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 2026

Share positions as resolved from 13F-HR 0001091923-26-000002, largest first. % of portfolio is the value over $195,828,456, 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; 2024Q2: restricted; 2024Q3: 336,275 shares; 2024Q4: 327,160 shares; 2025Q1: 319,885 shares; 2025Q2: 319,425 shares; 2025Q3: 319,215 shares; 2025Q4: 318,460 shares; 2026Q1: 311,370 shares 311,370$21M10.74%-7,090Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,606 shares; 2024Q4: 49,006 shares; 2025Q1: 48,176 shares; 2025Q2: 47,966 shares; 2025Q3: 47,236 shares; 2025Q4: 45,851 shares; 2026Q1: 52,606 shares 52,606$13.4M6.82%+6,755Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,703 shares; 2024Q4: 106,763 shares; 2025Q1: 104,782 shares; 2025Q2: 105,327 shares; 2025Q3: 105,287 shares; 2025Q4: 105,162 shares; 2026Q1: 102,482 shares 102,482$12.7M6.51%-2,680Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,946 shares; 2024Q4: 27,606 shares; 2025Q1: 29,531 shares; 2025Q2: 30,176 shares; 2025Q3: 30,021 shares; 2025Q4: 29,376 shares; 2026Q1: 29,946 shares 29,946$8.61M4.4%+570Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,132 shares; 2024Q4: 62,882 shares; 2025Q1: 61,412 shares; 2025Q2: 61,237 shares; 2025Q3: 60,387 shares; 2025Q4: 59,902 shares; 2026Q1: 59,442 shares 59,442$7.39M3.77%-460Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,534 shares; 2024Q4: 18,119 shares; 2025Q1: 17,729 shares; 2025Q2: 17,829 shares; 2025Q3: 17,679 shares; 2025Q4: 17,354 shares; 2026Q1: 16,974 shares 16,974$7.22M3.69%-380Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,201 shares; 2024Q4: 53,774 shares; 2025Q1: 52,964 shares; 2025Q2: 43,922 shares; 2025Q3: 43,532 shares; 2025Q4: 42,677 shares; 2026Q1: 41,807 shares 41,807$7.07M3.61%-870Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,794 shares; 2024Q4: 17,574 shares; 2025Q1: 19,352 shares; 2025Q2: 19,578 shares; 2025Q3: 19,313 shares; 2025Q4: 18,793 shares; 2026Q1: 18,663 shares 18,663$6.91M3.53%-130Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,890 shares; 2024Q4: 18,630 shares; 2025Q1: 18,437 shares; 2025Q2: 18,515 shares; 2025Q3: 18,380 shares; 2025Q4: 17,978 shares; 2026Q1: 20,817 shares 20,817$6.84M3.49%+2,839Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,909 shares; 2024Q4: 30,489 shares; 2025Q1: 29,919 shares; 2025Q2: 29,865 shares; 2025Q3: 29,775 shares; 2025Q4: 29,250 shares; 2026Q1: 28,820 shares 28,820$6.81M3.48%-430Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,764 shares; 2024Q4: 62,909 shares; 2025Q1: 62,289 shares; 2025Q2: 62,034 shares; 2025Q3: 61,229 shares; 2025Q4: 59,964 shares; 2026Q1: 59,759 shares 59,759$6.56M3.35%-205Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,480 shares; 2024Q4: 20,720 shares; 2025Q1: 19,920 shares; 2025Q2: 19,985 shares; 2025Q3: 20,080 shares; 2025Q4: 19,947 shares; 2026Q1: 19,692 shares 19,692$6.31M3.22%-255Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,187 shares; 2024Q4: 6,059 shares; 2025Q1: 5,986 shares; 2025Q2: 6,017 shares; 2025Q3: 5,928 shares; 2025Q4: 5,817 shares; 2026Q1: 5,733 shares 5,733$6.25M3.19%-84Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,840 shares; 2024Q4: 65,565 shares; 2025Q1: 64,775 shares; 2025Q2: 65,130 shares; 2025Q3: 64,780 shares; 2025Q4: 64,115 shares; 2026Q1: 63,505 shares 63,505$5.9M3.01%-610Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,455 shares; 2024Q4: 43,625 shares; 2025Q1: 42,460 shares; 2025Q2: 42,850 shares; 2025Q3: 42,520 shares; 2025Q4: 42,190 shares; 2026Q1: 40,700 shares 40,700$5.33M2.72%-1,490Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,475 shares; 2024Q4: 19,960 shares; 2025Q1: 19,614 shares; 2025Q2: 20,009 shares; 2025Q3: 20,054 shares; 2025Q4: 19,884 shares; 2026Q1: 19,699 shares 19,699$5.24M2.68%-185Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,300 shares; 2025Q3: 25,110 shares; 2025Q4: 24,735 shares; 2026Q1: 27,650 shares 27,650$4.82M2.46%+2,915Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,778 shares; 2024Q4: 22,663 shares; 2025Q1: 22,033 shares; 2025Q2: 22,313 shares; 2025Q3: 21,933 shares; 2025Q4: 21,253 shares; 2026Q1: 22,333 shares 22,333$4.54M2.32%+1,080Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,925 shares; 2024Q4: 23,665 shares; 2025Q1: 23,308 shares; 2025Q2: 22,930 shares; 2025Q3: 22,590 shares; 2025Q4: 22,070 shares; 2026Q1: 24,530 shares 24,530$4.16M2.13%+2,460Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,555 shares; 2024Q4: 20,790 shares; 2025Q1: 20,365 shares; 2025Q2: 24,540 shares; 2025Q3: 24,860 shares; 2025Q4: 24,100 shares; 2026Q1: 23,855 shares 23,855$4.03M2.06%-245Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,262 shares; 2026Q1: 11,571 shares 11,571$3.58M1.83%+4,309Timeline
NDSNNORDSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,875 shares; 2024Q4: 13,695 shares; 2025Q1: 13,325 shares; 2025Q2: 13,605 shares; 2025Q3: 13,700 shares; 2025Q4: 13,105 shares; 2026Q1: 13,000 shares 13,000$3.46M1.77%-105Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,258 shares; 2024Q4: 24,818 shares; 2025Q1: 24,521 shares; 2025Q2: 23,810 shares; 2025Q3: 23,955 shares; 2025Q4: 22,895 shares; 2026Q1: 20,445 shares 20,445$3.17M1.62%-2,450Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,186 shares; 2025Q2: 10,980 shares; 2025Q3: 11,115 shares; 2025Q4: 10,918 shares; 2026Q1: 11,650 shares 11,650$2.82M1.44%+732Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,937 shares; 2024Q4: 28,562 shares; 2025Q1: 28,502 shares; 2025Q2: 28,447 shares; 2025Q3: 28,152 shares; 2025Q4: 27,127 shares; 2026Q1: 27,047 shares 27,047$2.78M1.42%-80Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,295 shares; 2024Q4: 38,645 shares; 2025Q1: 37,821 shares; 2025Q2: 38,015 shares; 2025Q3: 38,260 shares; 2025Q4: 36,100 shares; 2026Q1: 35,920 shares 35,920$2.56M1.31%-180Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,160 shares 12,160$2.53M1.29%newTimeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,582 shares; 2024Q4: 7,452 shares; 2025Q1: 7,497 shares; 2025Q2: 7,545 shares; 2025Q3: 7,479 shares; 2025Q4: 7,296 shares; 2026Q1: 6,826 shares 6,826$2.42M1.23%-470Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,706 shares; 2024Q4: 16,461 shares; 2025Q1: 16,078 shares; 2025Q2: 15,933 shares; 2025Q3: 15,878 shares; 2025Q4: 15,226 shares; 2026Q1: 14,386 shares 14,386$2.26M1.16%-840Timeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,897 shares; 2024Q4: 12,938 shares; 2025Q1: 12,270 shares; 2025Q2: 11,660 shares; 2025Q3: 11,930 shares; 2025Q4: 10,920 shares; 2026Q1: 10,830 shares 10,830$1.94M0.99%-90Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,693 shares; 2024Q4: 8,618 shares; 2025Q1: 8,533 shares; 2025Q2: 8,723 shares; 2025Q3: 8,781 shares; 2025Q4: 6,954 shares; 2026Q1: 6,749 shares 6,749$1.69M0.86%-205Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 3,115 shares; 2025Q1: 2,710 shares; 2025Q2: 2,685 shares; 2025Q3: 2,685 shares; 2025Q4: 2,545 shares; 2026Q1: 2,545 shares 2,545$1.66M0.85%0Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,193 shares; 2024Q4: 30,073 shares; 2025Q1: 29,623 shares; 2025Q2: 30,363 shares; 2025Q3: 30,118 shares; 2025Q4: 28,273 shares; 2026Q1: 26,063 shares 26,063$1.6M0.82%-2,210Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,053 shares; 2025Q1: 1,063 shares; 2025Q2: 2,198 shares; 2025Q3: 2,225 shares; 2025Q4: 2,285 shares; 2026Q1: 2,212 shares 2,212$1.44M0.74%-73Timeline
BROBROWN & BROWN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,335 shares; 2025Q2: 24,520 shares; 2025Q3: 24,630 shares; 2025Q4: 14,545 shares; 2026Q1: 18,165 shares 18,165$1.18M0.6%+3,620Timeline
CINFCINCINNATI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,635 shares; 2024Q4: 32,000 shares; 2025Q1: 7,120 shares; 2025Q2: 7,105 shares; 2025Q3: 7,105 shares; 2025Q4: 7,105 shares; 2026Q1: 6,940 shares 6,940$1.09M0.56%-165Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,386 shares; 2024Q4: 1,386 shares; 2025Q1: 1,396 shares; 2025Q2: 1,446 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,560 shares 1,560$900K0.46%+130Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,090 shares; 2024Q4: 7,090 shares; 2025Q1: 7,090 shares; 2025Q2: 7,090 shares; 2025Q3: 7,090 shares; 2025Q4: 7,090 shares; 2026Q1: 9,090 shares 9,090$877K0.45%+2,000Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,042 shares 11,042$840K0.43%newTimeline
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,897 shares 16,897$775K0.4%newTimeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,700 shares; 2026Q1: 16,100 shares 16,100$766K0.39%+400Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,972 shares; 2024Q4: 4,972 shares; 2025Q1: 4,497 shares; 2025Q2: 4,197 shares; 2025Q3: 4,147 shares; 2025Q4: 4,072 shares; 2026Q1: 5,072 shares 5,072$733K0.37%+1,000Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 625 shares 625$623K0.32%newTimeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 1,193 shares; 2025Q1: 1,193 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900$387K0.2%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,700 shares 1,700$370K0.19%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,215 shares 1,215$349K0.18%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 682 shares; 2026Q1: 682 shares 682$327K0.17%0Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,616 shares 6,616$311K0.16%newTimeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,851 shares 3,851$307K0.16%newTimeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,595 shares; 2026Q1: 3,245 shares 3,245$286K0.15%+650Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,625 shares; 2024Q4: 2,625 shares; 2025Q1: 2,906 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,625 shares; 2026Q1: 2,625 shares 2,625$253K0.13%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,930 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,650 shares; 2026Q1: 850 shares 850$208K0.11%-800Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,500 shares 5,500$205K0.1%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
HRLHORMEL FOODS CORP62,454$1.48Mshares

How Q1 2026 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 0001091923-26-000002 base2026-05-05acceptance time not in the bulk data set