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  Name: PENINSULA ASSET MANAGEMENT INC
  City: BRADENTON
  State: FL
  Zip: 34205
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $186,584,000
  Total Value Change : $15,002,000
  Securities Held Change : 1
   
All Securities Held : 42
  New Positions : 1
  Closed Positions : 0
  Increased Positions : 14
  Unchanged Positions : 3
  Decreased Positions : 24

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Holdings Found : 14     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 1 - $58.38 $20,263,000 333,595 10.86% 1,953,000 267,531 0.143    Closed - End Fund - E...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 2 - $107.10 $11,912,000 107,780 6.38% 421,000 1,630 0.018    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 8 - $429.17 $7,492,000 17,808 4.02% 798,000 6 0    Application Software
   (SYK)1 Year Chart         SYK Stryker Corp 9 - $341.14 $6,791,000 18,975 3.64% 1,146,000 125 0.005    Medical Instruments &...
   (GWW)1 Year Chart         GWW WW Grainger Inc 10 - $910.57 $6,385,000 6,276 3.42% 1,197,000 15 0.012    Electronics Wholesale
   (EMR)1 Year Chart         EMR Emerson Electric Co 13 - $110.92 $5,019,000 44,250 2.69% 1,414,000 7,209 0.007    Industrial Electrical...
   (NUE)1 Year Chart         NUE Nucor Corp 15 - $166.60 $4,528,000 22,880 2.43% 776,000 1,320 0.008    Steel & Iron
   (ROP)1 Year Chart         ROP Roper Industries Inc 17 - $530.94 $4,269,000 7,611 2.29% 158,000 70 0.007    Diversified Machinery
   (NEE)1 Year Chart         NEE NextEra Energy 20 - $76.68 $4,180,000 65,400 2.24% 1,206,000 16,445 0.003    Electric Utilities
   (NDSN)1 Year Chart         NDSN Nordson Corp 22 - $230.00 $3,988,000 14,525 2.14% 158,000 25 0.025    Diversified Machinery
   (WST)1 Year Chart         WST West Pharmaceutical Service... 23 - $322.85 $3,793,000 9,585 2.03% 420,000 5 0.013    Rubber & Plastics
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 24 - $60.24 $3,765,000 62,580 2.02% 587,000 42,420 0.002    Discount, Variety Stores
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 28 - $113.63 $2,721,000 23,405 1.46% 430,000 490 0.001    Integrated Oil & Gas
   (ALB)1 Year Chart         ALB Albemarle Corp 31 - $123.44 $2,381,000 18,075 1.28% 78,000 2,135 0.015    Synthetics
      14 Records Found
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Page 1 of 1
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