Peninsula-Asset-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "ABT", "GOOGL", "LOW", "BRO", "EMR", "IJH", "MSFT", "HRL", "IJR", "PEP", "IVV", "AAPL", "SPY", "ECL", "PG", "MKC", "SPGI", "SHW", "ROP", "GLD", "IBM", "SYK", "ALB", "AFL", "VOO", "WMT", "WST", "NDSN", "SO", "SYY", "GWW", "NUE", "ADP", "BRK-B", "BDX", "CINF", "CTAS", "CTSH", "CL", "NEE", "QQQ", "DIS", "XOM", "JNJ" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-08
- Total Holdings
- 44
- Total Value
- 176260560
- Accession Number
- 0001091923-25-000002
- Form Type
- 13F-HR
- Manager Name
- Peninsula-Asset-Management
Data Enrichment
100% identified44 identified0 unidentified
Holdings
44 positions • $176.3M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 1.9K | All Managers (Combined) | $320.1K | 0.2% ($320.1K/$176.3M) | |||
| 2.4K | All Managers (Combined) | $224.9K | 0.1% ($224.9K/$176.3M) | |||
SOUTHERN CO(SOcusip842587107) | 500 | QoQ 0.00% (+0) | All Managers (Combined) | $46.0K | 0.0% ($46.0K/$176.3M) | |
Walt Disney Co(DIScusip254687106) | 281 | All Managers (Combined) | $27.7K | 0.0% ($27.7K/$176.3M) |