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  Name: PENINSULA ASSET MANAGEMENT INC
  City: BRADENTON
  State: FL
  Zip: 34205
   
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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Unchanged 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
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 36 - $456.44 $584,000 1,316 0.31% 45,000 0 0    Closed - End Fund - Debt
   (DIS)1 Year Chart         DIS Walt Disney Co 39 - $100.88 $349,000 2,850 0.19% 92,000 0 0    Entertainment - Diver...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 40 - $404.09 $287,000 682 0.15% 44,000 0 0    Property & Casualty I...

      3 Records Found
  1    
Page 1 of 1
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