$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| PG | Procter & Gamble Co. | $585,000 | +1.2% | 6,360 | 0.0% | 0.43% | +2.4% | |
| EEM | MSCI Emerging Markets Ishares | $412,000 | +5.1% | 8,750 | 0.0% | 0.30% | +5.9% | |
| CL | Colgate Palmolive | $302,000 | +3.8% | 4,000 | 0.0% | 0.22% | +4.7% | |
| GLD | SPDR Gold Trust | $248,000 | +1.6% | 2,007 | 0.0% | 0.18% | +2.8% |
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 | 45 | Q2 2024 | 12.0% |
| S&P Small Cap 600 Ishares | 45 | Q2 2024 | 7.8% |
| LOWES COS INC | 45 | Q2 2024 | 5.6% |
| STRYKER CORPORATION | 45 | Q2 2024 | 4.6% |
| SHERWIN WILLIAMS CO | 45 | Q2 2024 | 4.6% |
| Becton, Dickinson & Company | 45 | Q2 2024 | 4.8% |
| AUTOMATIC DATA PROCESSING IN | 45 | Q2 2024 | 3.8% |
| ECOLAB INC | 45 | Q2 2024 | 3.3% |
| HORMEL FOODS CORP | 45 | Q2 2024 | 3.7% |
| PEPSICO INC | 45 | Q2 2024 | 2.8% |
View PENINSULA ASSET MANAGEMENT INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| 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 |
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.