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Home > Institutional Investor > Peninsula Asset Management Inc > Profile

Instuitional Investor - Peninsula Asset Management Inc

Fund Profile
Filing Period:
Fund Name: Peninsula Asset Management Inc
Portfolio Value $188,231,651
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 327,160 $20,385,340 10.82%
2.
Ishares Trust
 IEF 106,763 $12,301,233 6.53%
3.
Apple Inc.
 AAPL 49,006 $12,272,083 6.51%
4.
Cintas Corp
 CTAS 53,774 $9,824,510 5.21%
5.
S&P Global Inc.
 SPGI 18,119 $9,023,806 4.79%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)