$137 Million is the total value of PENINSULA ASSET MANAGEMENT INC's 84 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BDX | Buy | Becton, Dickinson & Company | $5,891,000 | +46.0% | 27,520 | +33.7% | 4.37% | +47.5% |
EMR | Buy | Emerson Electric Company | $2,417,000 | +19.1% | 34,017 | +5.3% | 1.79% | +20.2% |
DIS | Buy | Walt Disney Co. | $510,000 | +10.2% | 4,740 | +1.0% | 0.38% | +11.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
S&P Mid Cap 400 Ishares | 42 | Q3 2023 | 12.0% |
S&P Small Cap 600 Ishares | 42 | Q3 2023 | 7.8% |
LOWES COS INC | 42 | Q3 2023 | 5.6% |
STRYKER CORPORATION | 42 | Q3 2023 | 4.6% |
SHERWIN WILLIAMS CO | 42 | Q3 2023 | 4.6% |
Becton, Dickinson & Company | 42 | Q3 2023 | 4.8% |
AUTOMATIC DATA PROCESSING IN | 42 | Q3 2023 | 3.8% |
ECOLAB INC | 42 | Q3 2023 | 3.3% |
HORMEL FOODS CORP | 42 | Q3 2023 | 3.7% |
PEPSICO INC | 42 | Q3 2023 | 2.8% |
View PENINSULA ASSET MANAGEMENT INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-10 |
13F-HR | 2024-02-07 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-04 |
13F-HR | 2023-05-05 |
13F-HR | 2023-02-15 |
13F-HR | 2022-11-15 |
13F-HR | 2022-08-08 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-15 |
View PENINSULA ASSET MANAGEMENT INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.